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Search Results for: marketing matters

Anti-Harassment Complaint Procedures

July 16, 2021 by John Ray

Anti-HarassmentDLREpisode9DSOsAlbum
Dental Law Radio
Anti-Harassment Complaint Procedures
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Anti-HarassmentDLREpisode9DSOsAlbum

Anti-Harassment Complaint Procedures (Dental Law Radio, Episode 12)

You’ve opened a certified letter from the EEOC or from an attorney representing an ex-employee who is alleging sexual harassment. Now what? You’ll be able to navigate this demanding situation much more effectively if you have written anti-harassment procedures. If not, as host Stuart Oberman explains, you may be in for an expensive and time-consuming quagmire. Dental Law Radio is underwritten and presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

Intro: [00:00:01] Broadcasting from the Business RadioX Studios in Atlanta, it’s time for Dental Law Radio. Dental Law Radio is brought to you by Oberman Law Firm, a leading dental-centric law firm serving dental clients on a local, regional, and national basis. Now, here’s your host, Stuart Oberman.

Stuart Oberman: [00:00:26] Hello everyone, and welcome to Dental Law Radio. We’re going to talk a little H.R. today. Big, big growth in this area, lots of headaches, lots of problems that our doctors need to know about. So, the dental industry as a whole has sort of a reputation that is not good regarding harassment in the workplace. So, what we’re seeing is that more and more H.R problems are developing in this particular area, whether it’s EEOC, whether it is relationships.

Stuart Oberman: [00:01:09] So, what I want to do is, I want to talk a little bit anti-harassment complaint procedures. So, it does not matter to me from a legal standpoint whether you are a one-doctor practice or you have 12. In today’s H.R. world – we’re going to get into some scenarios – you have to have a written antiharassment complaint procedure. It could be part of your employee manual. It could be a separate policy and procedure. But you have to have an antiharassment complaint procedure.

Stuart Oberman: [00:01:52] So, what does that exactly mean? Does that mean that you have to have a complaint process? That means that if you get any complaint whatsoever, you must have established filing procedure internally how to handle that. Well, I get this question “Well, you know, Stuart, it’s not illegal.” It does not matter if it is illegal. Harassment is harassment. It doesn’t matter whether it is in a sexual nature or an annoyance nature. You have to address these complaints on an individual basis as a whole, legal and nonlegal matters.

Stuart Oberman: [00:02:39] So then, what do you do? The key is you have to appoint someone as a multiple point of contact. Now, what happens is, in the real world, a lot of our doctors have their spouses, their husbands, their wives, the hygienists, the assistants, the front desk, everyone’s a contact point. You have a complaint, go talk to the office manager, my spouse, no matter who it is, male or female. You have a complaint, go talk to the hygienist. She’s also our bookkeeper. She’s also our front desk. She runs our calendaring, our scheduling, she’s our H.R. person. She knows everything. Or go to talk to the commercial vendors, our payroll people that handle our H.R. No, they don’t. Half the time they have no clue what’s going on.

Stuart Oberman: [00:03:30] So, you need a direct contact point, not multiple sources, but who is that person going to. So then, you have to figure out before you even can get to that point, you have to have a written outline of absolutely prohibited conduct. Well, we’re not sure what that is. Then, you need to implement a procedure that fits the culture of your office, which has to be strict. You have to specifically outline and should outline in enormous detail the conduct that gives rise to the complaint.

Stuart Oberman: [00:04:16] And I don’t care if it is in the office or company-sponsored events. What happens when you take your staff out of the country? What happens when you take your staff to a ballgame? What happens when you take your staff to a holiday party? What happens when you take your staff to a great lunch? You need specific conduct protocols in the office and out of the office, social events. It does not matter. If they are required to be at a marketing event for your local fair and, all of a sudden, there is harassment within that booth at the local 4th of July parade, if you will, you have a problem.

Stuart Oberman: [00:05:09] I can’t raise this enough, there needs to be a specific policy in place for romantic relationships within the office. I’m talking about affairs. I’m talking about calls. I’m talking about text messages. I’m talking about obscene pictures being shown in [inaudible]. Ladies and gentlemen, you can’t believe what happens in these dental offices. I should write a book. I mean, the stories that I could tell are beyond comprehension. Yes, you need a protocol as to what the members of your staff can see on people’s cellphones. Yes, we are in that day and age.

Stuart Oberman: [00:06:02] What are you going to do if you have a worker – I’m talking male, female. I don’t really care – that’s harassing one another? What is the policy? What is the termination process? What’s the discipline? I assure you, if you let this go on, you’ll be getting a nice lawyer letter, an EEOC letter, and a wrongful termination if you complain and don’t address these particular issues.

Stuart Oberman: [00:06:34] In today’s world, it is amazing what is being demonstrated in dental offices. It doesn’t matter whether it’s one office or 40. It’s a culture that has to be curtailed. And, now, we’re talking about harassment also from customers, patients, vendors, and suppliers. We’re seeing outside resources that are harassing our staff members. Do you have a policy in place if your customers, patients, vendors, or suppliers are verbally harassing your staff?

Stuart Oberman: [00:07:20] Let me give an example, this is an honest to goodness case came out of our office. What are you going to do if you got a member of the Rotary Club, a good friend of yours, and then probably touches your hygienist? What are you going to do? And that’s your best friend at the Rotary Club. And your staff member complains to you. What are you going to do? Ignore it? Is there a policy in place for that? You better. Because if not, you’re going to get a nice little letter either from the government or lawyer. So, those are all the things that happen every day, every day. Are you prepared to discharge your patient in a chair the minute improper conduct occurs? And it does occur, I assure you.

Stuart Oberman: [00:08:16] So, in today’s social media world, harassment comes in a lot of forms. I’m talking Facebook, social media, online, Internet, emails, text messages, all within the range of conduct that has to be curtailed on a staff level, doctor level. I’m talking top down, guys. I’m talking top down. You’ve got to follow your own protocols. Is your procedure in place on what you can and can’t say or your employees can and can’t say on the Internet about your office, about your staff? Are improper pictures being shown on your server? How are text messages being relayed? Is there a text message policy as to what can be communicated internally?

Stuart Oberman: [00:09:08] Again, I’m not talking about illegal conduct, we all get that. But it’s the other conduct that is so closely, closely watched. So, the points of today are H.R., in today’s world, has got to be looked at in our dental offices. Again, I don’t care if it’s one office, 20 offices, 40 offices. It doesn’t matter. There’s got to be policy in place. One of the biggest complaints we’re having right now is harassment issues across the board, text messages, emails, pictures. There’s got to be policy in place. If not, you are opening yourselves up to a recipe for disaster. I can’t stress that enough.

Stuart Oberman: [00:09:49] Get your point person. Get your systems in place. Get everything in writing. Get your employees to sign it. Are your employees signing nondisclosure agreements? Are they telling everything on the world? What happens when they go home? It’s a risk. It’s a risk. H.R. is getting tougher in dental practices every single day, and we realize that, and we face this every day. So, I can’t stress that enough. Get your policies in place. Get everything in order. Avoid the problems. Avoid headaches.

Stuart Oberman: [00:10:20] If you got any questions, let us know. We do it every day. If you have any questions, please feel free to give us a call at 770-886-2400. My name is Stuart Oberman, you can reach me at stuart, S-T-U-A-R-T, @obermanlaw.com. Thank you very much. And we hope that this has been of some value. And we will see you in the next podcast. Have a great day.

 

About Dental Law Radio

Hosted by Stuart Oberman, a nationally recognized authority in dental law, Dental Law Radio covers legal, business, and other operating issues and topics of vital concern to dentists and dental practice owners. The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm
Stuart Oberman, host of “Dental Law Radio”

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the health care industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: Anti-Harassment Complaint Procedures, dental law, Dental Law Radio, sexual harassment

Bipolar Disorder in the Workplace, with Jacqui Chew, iFusion, and Colton Mulligan, FoxFuel Creative

July 15, 2021 by John Ray

Mental Health
Minneapolis St. Paul Studio
Bipolar Disorder in the Workplace, with Jacqui Chew, iFusion, and Colton Mulligan, FoxFuel Creative
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Mental Health

Workplace MVP:  Bipolar Disorder in the Workplace, with Jacqui Chew, iFusion, and Colton Mulligan, FoxFuel Creative

On this edition of Workplace MVP, Jacqui Chew, iFusion, and Colton Mulligan, FoxFuel Creative, each share their stories on working with a bipolar disorder with host Jamie Gassmann. Jacqui and Colton discuss how leaders can foster psychological safety in the workplace so that employees can be open about their mental health. It’s essential listening for HR and other workplace leaders. Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

Jacqui Chew, Managing Director, iFusion, and Licensee, Curator at TEDxAtlanta

Mental Health
Jackie Chew, Managing Partner, iFusion, TEDxAtlanta

iFusion is a storytelling consultancy that deploys the power of narrative design to create brand stories for companies and social impact initiatives that resonate and inspire action.

Jacqui works at the intersection of storytelling, innovation and business. She deploys the power of narrative design in reframing an organization’s brand story for resonance and to inspire action.

Described as a “Lara Croft of Problem-solving,” Jacqui is a seasoned business operator with a passion for building inclusive teams, and working cross-functionally to bring disparate groups together toward a common goal.

As the curator and licensee of TEDxAtlanta, Jacqui is always on the lookout for change-makers and innovations that are solving for the challenges of today and those just around the corner. Under her leadership, first of TEDxPeachtree from 2009 to 2018 and presently of TEDxAtlanta, Atlanta has grown in recognition within the global TEDx community as an innovation hub for technology, healthcare and social impact initiatives.

She is resourceful, tenacious and well networked in the Atlanta business, social impact and technology communities.

Website | LinkedIn | Jacqui’s TEDx video | Brain Babel

Colton Mulligan, CEO, FoxFuel Creative

Colton Mulligan, CEO, FoxFuel Creative

FoxFuel Creative produces effective outcomes for brands and people through design, content, and technology. The company helps consumer goods and products, healthcare, music and entertainment, finance, and real estate brands speak genuinely and effectively to their audience.

Their specialties include brand and marketing strategy, consumer insights, content development, creative ideation and execution, advertising concepts, and website development.

At FoxFuel, Colton Mulligan serves as CEO and is responsible for client relationships, guiding the discovery process through brand strategy into early creative concepting.

With 15+ years of branding and marketing experience, Colton has worked to develop brand and marketing strategies for TSA Pre-Check, Hilton Hotels/Home2Suites, Ben Folds, Fiesta Grande, Chip and Joanna Gaines, Pinnacle Bank, HarperCollins, Narus Health, Lifepoint, HCA, and Community Health Systems.

He also speaks at various events on Digital Marketing, Healthcare Marketing, Entrepreneurship, and the relationship between mental health and creativity. He lives in Nashville with his lovely wife Aly, and Goldendoodle JT.

Company website | LinkedIn

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

TRANSCRIPT

Intro: [00:00:04] Broadcasting from the Business RadioX Studios, it’s time for Workplace MVP. Workplace MVP is brought to you by R3 Continuum, a global leader in workplace behavioral health and security solutions. Now, here’s your host, Jamie Gassmann.
Jamie Gassmann: [00:00:25] Hi, everyone. Your host, Jamie Gassmann, here. And welcome to this episode of Workplace MVP. According to a recent study performed by Mental Health America, only five percent of employees surveyed indicated that they strongly agree that their employer provides a safe environment for employees who live with mental illness.

Jamie Gassmann: [00:00:44] With the increased availability of workplace resources and tools for ensuring the psychological safety of their employees, along with the increase in conversations globally about reducing the stigma of mental health, particularly in the workplace, this stat seems to indicate that there’s still a level of discomfort with employees being open and honest with their employers about their mental health in a large majority of workplaces.

Jamie Gassmann: [00:01:08] Which leads to the question of how can leaders within organizations help their employees to feel psychologically safe and to create work environments that invite open dialogue about how employees are truly feeling. Are there ways to create an environment that invites vulnerability, creates a feeling of safety for being open and honest with leadership, breaking down those walls of fear that so many employees are likely still having?

Jamie Gassmann: [00:01:33] Well, today, we have two wonderful MVP’s that will share from their perspective, personal experiences and approaches for how organizational leadership can create a psychologically safe work environment. And with that, the benefits it can have on the employee, leader, and organization overall. With us is Colton Mulligan, CEO of FoxFuel Creative, and Jacqui Chew, Entrepreneur and Mental Health Advocate. Welcome to the show, Jacqui and Colton.

Jacqui Chew: [00:02:03] Thanks for having us.

Colton Mulligan: [00:02:04] Glad to be here.

Jamie Gassmann: [00:02:06] So, we’ll start off with our first Workplace MVP, who is Jacqui Chew, Entrepreneur and Mental Health Advocate. Share with us, Jacqui, a bit about your background and how you came to be a mental health advocate.

Jacqui Chew: [00:02:20] Thank you, Jamie, for having me. I have been on this journey since being diagnosed in 2005, it’s been a long time. And so, I was diagnosed at a time where mental health/mental illness was not discussed. There was still a heavy, heavy stigma around it. For the first few years, I’ve lived in silence, and in fear, and in shame with what I had. I was diagnosed with bipolar disorder in 2005.

Jacqui Chew: [00:03:03] And at the time, I owned my own business. I had a marketing consultancy. And my main clientele were and they still are high growth startups that are either angel backed or venture capital backed. And those cultures tend to have a very hard charging, high performance base type culture. And I didn’t realize it at the time, but those are definitely stressors. They are conditions that exacerbate my illness.

Jacqui Chew: [00:03:49] So, today, though, happily after years of psychotherapy and I continue my treatment protocol, I am managing my condition quite a bit better. And here I am.

Jamie Gassmann: [00:04:06] Great. Yeah. Great to hear kind of some personal experience that you’ve worked through. So, from your perspective, taking that personal experience into account, when you look at the stat that only five percent of employees strongly agree that their workplace is a safe environment for those with a mental illness. What are your thoughts on that?

Jacqui Chew: [00:04:27] You know, sadly, the stigma behind mental health and just the dialogue around it, I mean, there’s still such shame. I recently had a conversation, actually, just a-week-and-a-half ago with a young professional who was very concerning. She had an anxiety, she felt anxious, she had already been diagnosed with depression, and she was very, very afraid of losing her job. And there were so many stresses going on with her job that it sort of exacerbated her symptoms and she had no one to talk to.

Jacqui Chew: [00:05:16] And her situation is really very common. It’s still really difficult to talk about, say, your depression, or your bipolar disorder, or your recent manic episode, and how it’s affecting your job to your supervisors, your managers, because there’s this fear that, “Oh, my gosh. I don’t want to tell my manager about it, but yet I know I’m not performing to my usual level. And I know I’m going to be evaluated. My quarterly MBOs are coming up.” And all of this just builds and it’s a cumulative effect that just exacerbates all the symptoms of someone with bipolar disorder or depression.

Jacqui Chew: [00:06:09] And it is very common, unfortunately. And it’s quite unfortunate, with COVID and the isolation that we have all had to go through, of being alone, of being locked down, even for those of us who don’t have a chemical brain imbalance, there are many everyday folks who are being diagnosed with clinical depression. So, this sort of thing is more and more common.

Jacqui Chew: [00:06:46] But, unfortunately, the sense of safety that we can talk about it at work, just as we could talk about our blood pressure or our heart condition, or how we’re doing better now because our blood pressure is better, because we’re taking better care of ourselves, we’re exercising, and so on and so forth. We can talk about that but, yet, we still can’t talk about our mental wellness or the lack thereof. And that’s a real issue.

Jacqui Chew: [00:07:14] And that’s what that five percent statistic is all about, is, there is so much misinformation, disinformation, and misconception around mental illness. And workplaces, I don’t believe are doing enough to bring their managers and their supervisors to detect symptoms or signs of distress in an employee, which is unfortunate.

Jamie Gassmann: [00:07:49] Yeah. And, you know, you bring up a good point about kind of leaders doing enough. And when we connected previously, you mentioned that it was important that leaders educate themselves on mental illness. Can you talk a little bit about how that would be helpful in a work environment? And particularly on some of the things that you brought up, like with rising diagnoses from the COVID, working remote last year, how would that education be able to help these leaders to create more of an open environment for their employees?

Jacqui Chew: [00:08:27] That’s a really good question. I think, you know, this pandemic has really created an interesting dynamic, because depression or diagnosis of depression and anxiety is so widespread now that the managers themselves are being diagnosed. And so, not only are the folks who are individual contributors who may have been diagnosed prior to the pandemic, but the managers who may be fine prior to that, but because of the pandemic – depression being one of the effects or anxiety being one of the after effects of the lockdown – they’re being diagnosed.

Jacqui Chew: [00:09:13] I think that it has increased the sensitivity to want to understand. Because when you are a manager and you are all of a sudden diagnosed with something that you do not have to think about or not have to even be basically be educated on, you, all of a sudden, are faced with a whole range of symptoms yourself and you’re getting the treatment protocols and et cetera, et cetera. And I think that makes you more empathetic to folks at the workplace, to the people that you manage, the people on your team.

Jacqui Chew: [00:09:58] And, I mean, perhaps this is rather Pollyanna-ish of me, but I would hope that this would make leaders, managers, supervisors more empathetic and more sensitive to the signs and the symptoms because they themselves are going through treatment. They themselves are wrestling with the many challenges that come their way as someone who had been diagnosed with depression or bipolar disorder or anxiety disorder.

Jacqui Chew: [00:10:29] So, I truly believe that people in that power dynamic who are themselves going through treatment and are being educated because they have to be are going to be leading the way at work in creating a safer workplace, if you would, for these kinds of issues to be discussed. Just as you would discuss teamwork and team collaboration, you think about your work team is your support team for the project. Well, part of that support system could be key members that are understanding the person who is perhaps not having a good day, not having a good week, and being more empathetic and understanding about that.

Jamie Gassmann: [00:11:27] And I suppose with a leader who has their own diagnosis, they can be a lot more open with their team as well, which can create some of that breakdown, some of that vulnerability, or create that environment to be more vulnerable, and allow people to feel like they can be more open and bring things to their leader that maybe they wouldn’t have before because there’s a level of understanding. Would you agree with that?

Jacqui Chew: [00:11:54] Yes. Absolutely. There’s a heightened awareness, I believe, because more and more people are getting their diagnosis. They’re being diagnosed. And so, that is, certainly, I think, raising the level of conversation around mental illness.

Jamie Gassmann: [00:12:13] So, you also shared in that previous conversation that we had that it was important that a leader not assume that every person with a mood disorder is going to have the same cognitive disability. Can you talk through the impacts that that could have if an employer just assumed that it was like a one size fits all with the diagnosis and why they should be looking at it more kind of on an individual basis?

Jacqui Chew: [00:12:39] Certainly. So, it’s not a project, but we actually know more about space and getting into space or extra space than we know about the way the brain works, unfortunately. Two people could be diagnosed with bipolar disorder – there are two versions, bipolar 1 and bipolar 2. And they could both be diagnosed with bipolar disorder 2, but they could exhibit very, very different symptoms. And the severity could be very, very different as well.

Jacqui Chew: [00:13:29] So, for myself, I am the bipolar 1, that is my diagnosis. But, generally, I’m really high performing. I can perform at a very high level so long as I get my sleep and I am eating well and exercising, I am fine. But then, there are others who have a really tough time managing the symptoms, even with the exercise and the diet and the sleep. And so, it affects people very differently. And, once again, I’m not a doctor, but I do know that this is a chemical imbalance in the brain that causes at least bipolar disorder. And it affects people very differently because everyone’s physiology is just a little different.

Jacqui Chew: [00:14:31] And so, for a manager to assume that, say, if two people on their team have, say, anxiety disorders or depression, that they are going to be the same way, they’re going to have the same symptoms, and such, would just be, really, sort of a bad assumption. And it could lead to very inaccurate type of assessment of a person’s performance, or a person’s behavior, or attitude, or things like that.

Jamie Gassmann: [00:15:07] And we’re talking a lot about, you know, creating that open dialogue and showing that empathy to employees who may have a mental health diagnosis. There’s going to be probably some listeners going, “Yeah. But we can’t ask those questions. We’ve got regulations we have to follow. There’s certain H.R. rules that are applied here. We can’t discuss their medical condition.” So, from your perspective, how can a leader show support for their employee that has been open about their mental illness without violating those H.R. rules and regulations so that they can show that empathy, create that open environment, but do so in a way where they’re not putting that employer at risk?

Jacqui Chew: [00:15:53] Sure. That’s always a tricky scenario. As a manager, what I had done is, when someone is struggling, say, at work, just as a rule of thumb, regardless of their diagnosis, regardless of whether they’ve been diagnosed or they’ve disclosed, I basically say, “Hey, it seems like you’re really having a tough day. How about taking a long weekend?” So, sometimes just being human and being empathetic to someone who’s clearly having a tough day or a tough week, and we all have those regardless of whether we’ve been diagnosed or not. Just letting them know that they’re allowed, that they can take a day off, take a weekend, take a long weekend.

Jacqui Chew: [00:16:59] The other thing is, you know, most companies – the companies that I’ve been a part of – have as part of the healthcare benefits, employees have access to talk therapies as part of the package. And so, for instance, if someone has disclosed that they’ve just lost a close family member, it’s really, really common for someone with a traumatic life experience to experience clinical depression, I mean, that is a trigger or a known trigger. And so, for something like that, I mean, there’s no H.R. rule – you wouldn’t be violating any rule to say, “Hey, we have available this particular benefit. And I just want to make sure that you are aware that it’s available to you should you need it.” And that is a caring and a responsible thing for a leader or a manager to do.

Jamie Gassmann: [00:18:11] And that also is a great way to show that empathy and that support. And through education and understanding, what might be a trigger for that employee helps you to be able to spot that when you need to pull some of those other approaches that could be helpful in that moment without bringing up the actual diagnosis. That’s great feedback and approaches to use.

Jamie Gassmann: [00:18:37] So, looking at your career, what is something that you would say you were just most proud of within your career overall?

Jacqui Chew: [00:18:48] Gosh. Well, apart from the obvious, since I work with startups, it’s always fantastic when the startups that I work with thrive – more than survive but thrive – and they grow and they scale. But, actually, this might sound a little strange, but I am most proud of feeling empowered and strong enough to fire asshole clients. I have no asshole rule – and I’m not sure if I’m supposed to say that on a podcast, but I’m sure y’all can bleep that out.

Jacqui Chew: [00:19:32] But I think drawing boundaries, and having boundaries, and learning to identify as someone with a bipolar disorder diagnosis, working with all kinds of personalities is a trigger. Certain kinds of behaviors are triggers. And certain kinds of situations that these types of personalities tend to create are stressors. And over time, they can bring on some very, very severe episodes for me. And I had that happen. And so, I have essentially a no asshole rule. Whereby, there are certain types of personalities that I will not work with. And if a client exhibits those behaviors and continues to exhibit those behaviors, despite my conversation with them, I just won’t work with them anymore. And I see it as self-preservation.

Jamie Gassmann: [00:20:45] And it probably took you a little bit to get there, but I could see where that could be a really proud moment for yourself to have that empowerment and strength to be able to say what you’re willing to put up with or put yourself through. So, great example. So, if our listeners wanted to connect with you, what is the best way for them to do that?

Jacqui Chew: [00:21:10] So, you can reach me at jacquichew.com, that’s an easy way. And I have started a community driven organization called Brain Babel, B-A-B-E-L. It’s in its infancy. So, I’m on Instagram as Brain Babel, so that is where I’ll be sharing tips and I’ll be sharing the latest research and trends sort of demystified and in layman’s terms for caregivers as well as folks who are dealing with mental illness, and as well as parents who are taking care of children who’ve been diagnosed with a variety of mood disorders.

Jamie Gassmann: [00:22:04] Great. So, we’re now going to move to our next Workplace MVP, so joining us is Colton Mulligan. He’s the CEO of FoxFuel Creative. Colton, can you share a little background with us in how you came to be the CEO of FoxFuel?

Colton Mulligan: [00:22:22] Sure thing. In 2014, I was working at another agency with two people that had basically become my best friends. We looked around and realized there was an opportunity to leave the agency because we were the ones effectively managing half of the agency on the creative services marketing side. So, we went to the owners of the business and we want to buy out our non-compete contracts, start our own agency, and ask some clients to go with us. They said okay, and threw out a number that was way more than the three of us had. So, I took a second mortgage out of my house. I cleaned out my investments. I borrowed money from my grandmother, doctor friend, and dad, and the partners all scraped money together.

Colton Mulligan: [00:23:06] And so, we bought out our contracts, and on January 1st, 2015, we started FoxFuel Creative in my basement. And, yeah, that was the beginning of it. So, I was the CEO and I had two business partners that manage the digital side and then also the creative side of the business. And that same month, I was diagnosed with type 1 bipolar disorder.

Jamie Gassmann: [00:23:27] Was it difficult to get that diagnosis in that first month? Or did it answer questions? Or how did you feel in that moment?

Colton Mulligan: [00:23:41] I mean, it definitely answered a lot of questions. And kind of in my little story there, I skipped past a lot of the events of 2014 that led me to that point. But, yeah, I think it was relieving. Almost exactly one year prior, I’d been diagnosed with generalized anxiety disorder, ADHD, and major depressive disorder. Bipolar is commonly misdiagnosed in the first or second pass. So, it was definitely relieving.

Colton Mulligan: [00:24:06] It was a fun dinner with my two partners when I was like, “Hey, update. I know we just formed an LLC and bought a whole bunch of money and we’re starting this new thing. Update, I’ve got bipolar disorder.” I mean, my two business partners, unbelievably supportive, said, “Hey, you know, understanding the symptoms kind of tracks out with your manic energy and all that stuff.” I was pretty good at hiding the downside. But it’s damn near impossible to hide the upside, the energy, just all the passion that comes with that.

Jamie Gassmann: [00:24:36] And it’s great that they took it very much with open arms and probably helped to answer some questions that they had as well. And just love that support that they provided to you from the story that you’ve told me or that I have seen on some of the documentaries that you’ve done. So, from your perspective, why do so many employees still lack a feeling of psychological safety in their work environment?

Colton Mulligan: [00:25:03] I think it’s probably a couple of factors. Thing one, is probably, like, it’s just awkward for most people. And, you know, we’re not a super corporate environment. But thing two, I would assume that there’s all these gray areas within ADA compliance and H.R. regulations and, “Oh, no. Once they disclosed, is there a whole bunch of new protocols I have to have?” So, I would almost say there’s one, like, the lack of clarity for a lot of professionals in the H.R. space what you’re supposed to do.

Colton Mulligan: [00:25:33] And then, there’s also, like, the personal side of it. It’s just, you know, among just humans in general, it’s a weighty thing a lot of folks just aren’t prepared for. Like, how do I go through that conversation saying something beyond, “Oh, I’m so sorry. Let me know how I can help and I’ll pray for you.” Outside of those two things, most people are just like, “I don’t know what to say.”

Jamie Gassmann: [00:25:55] So, if you were in that situation, like, what would you have them say? From your perspective, like with your two partners, if you could have the ideal response from somebody, what would that sound like?

Colton Mulligan: [00:26:15] I mean, that’s an interesting question and it’s one that I get asked commonly. Like, I wind up doing a lot of coffees and meet ups with folks where they just ask, “Hey, my brother got diagnosed, or I have this employee, or whatever, what should I do?” And there’s an odd way to say it, which is like, if you don’t have a framework or sandbox or an ongoing conversation/relationship with that person where you have regular check ins on headspace or a depth in your relationship, you’re kind of behind the eight ball on that. So, you can start fostering that.

Colton Mulligan: [00:26:49] But like with our employees, I’m in a comfortable space, like, I’ve had employees disclose to me, “Hey, Colton. I want to let you know I’m trying a new antidepressant.” “Hey, I’m going back to my therapist. I haven’t seen him in three years, but I’m going through some stuff personally, et cetera.” Fortunately, we already have a regular cadence and rhythm where as part of our check ins on their career goals and stuff like that. There’s space where they go, “I just want to know, like as you enter this week -” it’s like Monday, Tuesday “- what’s your headspace? Are you a five? Are you an eight? What’s going on?” And that provides the employee the space where like I’m not saying, “Hey, do you have a recent mental health diagnosis? Quick question. Just wanted to throw that out there.”

Colton Mulligan: [00:27:26] But it gives them the opportunity to share what they want, and they don’t have to. I can read between the lines. But I know, hey, there are five this week and that gives me space to I don’t have to ask personal questions, but I can say, “Hey, what do you need from me?” Rather than saying, “Hey, let me know if you need anything.” That’s a really crap answer. A really great answer is, “What do you need from me? Can I be like a support and kind of a listening ear right now? Do you want to talk through some of your brain space? And maybe I can help sort priorities and share from my own experience. Hey, I know when I’m overwhelmed. Or if I feel anxious or if I do whatever, I know and I just speak from personal experience.”

Colton Mulligan: [00:28:04] Sometimes if I just talk through what I got to do the day or this week, I can kind of figure out what’s important and what I should focus on, you know. And, normally, I can try and share in that way. It’s not always perfect. But for me, personally, I love it when somebody gives me the options, “Do you need advice right now? I’m happy to help. But likewise, I can be a sounding board.” Or, “Let’s just sort through what you got going on.” I love that.

Jamie Gassmann: [00:28:26] Yeah. A little bit more, probably, natural feeling and kind of true response in that regard as opposed to just kind of, “Oh, can I help you with something or let me know?” I think it’s probably like a default maybe that they don’t know what to say, so they go to that.

Jamie Gassmann: [00:28:43] So, at FoxFuel – and you were kind of getting to this, too – you have a great approach to ensuring that your employees feel psychologically safe. Can you share how you have created a culture that welcomes vulnerability and openness? And I know you kind of touched on it a little bit, but you have, like, a specific meeting that you’re doing with your team and individuals each week and doing different approaches. So, can you kind of dive into that a little bit and share kind of some of those approaches that you’ve done?

Colton Mulligan: [00:29:13] One hundred percent. I just feel the need to disclose upfront, I am not an H.R. professional. And don’t get me wrong, there are probably past employees or people, like, “Colton was terrible at this. I can’t believe you’re talking about culture.” I like to think that over time we’ve cultivated, it’s by no means perfect.

Colton Mulligan: [00:29:29] But at least I feel better when I explain this by talking about the fact that we’ve been around seven years, and in year four, maybe five, our longest running employee that have been with us from the beginning, like, we were on a road trip and we were talking about something that came up. She was like, “You’re a really crap manager.” And she was great. She was just like, “I’ve been looking for a mentor and I had all the stuff. And you were clear that you don’t like to micromanage or manage. You just want to lead, which was great for a while, but like, we need more.”

Colton Mulligan: [00:29:57] And so, then from that, we went to StrengthsFinder conferences and I read The One Minute Manager and It’s The Manager from StrengthsFinder and Gallup and all them. And we went to emotional intelligence workshops and we had a consultant come through, so all of that. And then, I would find the threads that I noticed a lot of different areas picked up on. And one of those was a very personal check in that went hand in hand with the other times you check in with employees.

Colton Mulligan: [00:30:26] And so, as part of that, a regular cadence we have now that, at least, I think it bears fruit. Every Tuesday with my team, we manage accounts and we would normally say, “Hey, what are you looking at this week? What do you need to prioritize, like professional things?” And then, there’s always a question in there that said, “Hey, you know, how ever much you want to share with your headspace, what’s going on with you now?” And that has created a space that has helped me, I like to think, as a manager because someone can say, “I had a really rough conversation with my mom this weekend and I do not feel real confident just being honest going into this week.”

Colton Mulligan: [00:31:02] And that would let me take pause throughout the week if we left a client meeting, or there was feedback I had to share, or I realized, “Man, this person needs a win.” And I’m not always great about praising folks. And so, that would always give me a prompt, it’s like, “This week I’ve got to look for something to let a Cathy or a Lauren, you know, let them really feel accomplished and celebrated by the team.” I’m making up these names real quick because I want to scrub it. So, we’ve never employed a Cathy, but I’m just throwing these things out there.

Jamie Gassmann: [00:31:32] And I love your share of that, which is why I brought it up, because I think you touched on a little bit of what Jacqui was sharing earlier in the show about the human side of that employee leader relationship. You know, you’re really getting to know those employees at a level that they feel comfortable being able to come to you with what they might be going through and vice versa. You’re able to pick up on maybe some of those cues. I think it was just such a great example of just a tactic that’s clearly worked for you in your leadership style.

Jamie Gassmann: [00:32:06] And so, we talked a little bit about the focus internally on supporting employee wellbeing and trying to, you know, be aware of when they might need that when or when they might need that little bit of extra support. You also shared an example where FoxFuel helped its clients to do the same, I think it was regarding over the last year with COVID. Can you share that example with the audience about what you did and kind of some of the unique approaches that you took that kind of bared fruit for them?

Colton Mulligan: [00:32:43] We have a healthcare client across, basically, 22 counties. They’ve got 10,000 or 11,000 employees. They’ve got ten hospitals. And when COVID hit, you can imagine how slammed all these hospitals were. You’re terrified. You have no idea how deadly this disease is. Yet they’ve got to show up to work. They’ve got to wear all this new equipment. There are pieces of their facility that are locked down and taped over with plaster. It was terrifying. And on top of that, you have a staffing shortage, and those that are showing up are overworked, they’re working a long time. Like, you want to talk about an incredibly negative impact on culture. And then, you know, with the economy tanks and people are then worried about their jobs. And this company did so much to try and help.

Colton Mulligan: [00:33:36] So, during that time, what was great, we’d spun up a video series because a lot of these employees don’t check email, et cetera. But we tried to make a really accessible way where every week we would release one of two kinds of videos. One, a video from leadership. So, from the CEO that was looking and speaking directly to all of his employees, not with, like, platitudes, but just saying, “I appreciate you. I appreciate the effort that you’re putting in.” And we would get him on the video to name specific things, “I know at home, you’re dealing with kids trying to do, you know, virtual learning. And I know that it’s scary.” And I think he was just very honest in just saying, “I appreciate so much what you’re doing in the impact on patients.”

Colton Mulligan: [00:34:27] So, we did that and we would produce these videos, put them out via email, put them on Facebook, all that stuff. And then, likewise, just inspiring stories. So, we would come through and don all the PPE equipment. And I would interview folks off camera and we would try to highlight the inspiring stories of what was going on. So, folks of, like, excellent care that was happening, people that had best friends on their team that they still got to show up to work with. So, I don’t like to think that it was silver lining everything. It was just reminders of what you do matters and hearing from leadership that I appreciate what you’re doing and what you’re going through.

Jamie Gassmann: [00:35:03] Yeah. It’s a great example. And sometimes those little reminders can go such a long way. So, in your opinion, what are some ways that organizations can better connect with their employees? And are there some out of the box or alternative approaches you feel can make a difference in helping to better connect with employees? Because you mentioned email, that is tough, I think, in any organization. If you think of the mass amount of email that most employees get, you know, there’s got to be different approaches that a leader can consider when trying to get important communication. Like, “Here’s where support is accessible to you.” Or, you know, “Here’s a quick update on how this person did this really well.” But just that other ways of being able to connect.

Colton Mulligan: [00:35:49] People connect via story, that’s something true long before companies and technology and all the stuff, right? And that’s what FoxFuel tries to lean into with our clients or whatever. Hey, there’s email, but, now more than ever with our clients, I try to focus on the fact that story is your driver. And whether you are trying to get your employee to feel something or your prospect or client or whatever it is, I now don’t think of email or Facebook or anything as the solution. I think of it is like the medium or the conduit where you can take these stories. So, whether they’re written stories or whatever, and we’re pushing video just because it’s accessible. By and large in any community you’re in now, you got your phone, you’re surrounded by screens.

Colton Mulligan: [00:36:33] So, if you can move to video, you can tell someone a story that will actually move them with everything that you can do there in two to three minutes versus a five page blog. And it’s very accessible. And like what you guys are doing here with podcasts and stuff, making it accessible where it doesn’t interrupt their day. So, that’s thing one that I would say things that folks can do.

Colton Mulligan: [00:36:55] And then, the second thing is a much longer burn, but it’s just investing, I think, in the management styles of your folks. The leaders are the ones that really hold the power at signaling what is psychologically safe. And so, for me, I like to think that our team feels more comfortable when they hear me say, “It’s a five. And I’m not going to go into it, but, you know, I had this fight or this incident.” Or, “I had this thing.” Or, “I’m low energy this week.” And things like that signal that it’s A-OK for you to share the same, thing one, encouraging folks to do that.

Colton Mulligan: [00:37:33] And then, thing two, is just equipping everybody with common language, I think. So, we’ve used all kinds of stuff. But, you know, the common language that we’ve used is things like radical candor or letting people use an Enneagram or StrengthFinder or Myers-Briggs. All of that just gives people common language where they can admit, “Hey, one of my strengths is not presenting. One of my strengths is not working in data.” And then, it gives people some more psychological safety that they can own what they’re bad at and then share that with a manager, so they don’t have to pretend to be a jack of all trades without a weakness. And displaying and naming weakness is like the definition of vulnerability, which creates psychological safety.

Jamie Gassmann: [00:38:20] Great. And so, similar to what I asked Jacqui, what is something that when you look at your career, what are you most proud of?

Colton Mulligan: [00:38:34] I’ll try to rattle off because Jacqui gave a great answer and I loved it. And so, I didn’t want to, like, say, “Yeah. Me too.” But to go through some real quick because I’m trying to think about this, but we just had most recently a recent thing, like, we had an employee that just left because, you know, she’s ready for the next chapter in her career and we’re excited for her. And when she left, she cried in telling clients in meetings about it. She cried in her exit interview and all that stuff. Because what she wants to do professionally is great and managing teams like that. Like, FoxFuel kind of has an intentional angle to stay a small entrepreneurial group of 9, 10, 11 folks.

Colton Mulligan: [00:39:14] But what was great was in the exit interview and some words that we exchanged via email, et cetera, she talked about she went through a rough time in her life and she said, “I came in and I am leaving FoxFuel an entirely different person, how confident I am, my approach to life, my approach to relationships, standing up for myself.” To me, there’s a lot of stuff you can look back.

Colton Mulligan: [00:39:34] But when I think about the kinds of impact that we have on folks, I like the idea that people won’t say, “Oh, yeah. I was an AE at FoxFuel and then I did this.” But on the inside, I love to think that we have folks come through our doors that may be with us for a couple of years or however long – you know, don’t get me wrong, you got your ups and downs. And I’m far from a perfect manager. I’m probably a crap manager on some days – that someone that leaves overall and says, “Man, it was a time where I felt supported and I grew personally in that time,” that means the world to me.

Jamie Gassmann: [00:40:08] That’s a great example. It’s always great that you know that you had that positive mark on somebody’s life and career. So, if our listeners wanted to connect with you, what’s the best way for them to do that?

Colton Mulligan: [00:40:20] You can email me, colton@foxfuelcreative.com, or hit me up on LinkedIn, or whatever. Or if you go to our website, foxfuelcreative.com, there’s a thing that’s going to pop up and say, “Hey, quit snooping. Grab drinks with Colton,” or something like that. So, yeah, any of those.

Jamie Gassmann: [00:40:35] Great. So, now, we’re going to hear a word from our sponsor. Workplace MVP is sponsored by R3 Continuum. R3 Continuum is a global leader in providing expert, reliable, responsive, and tailored behavioral health crisis and security solutions to promote workplace wellbeing and performance in the face of an ever changing and often unpredictable world. Learn more about how R3 Continuum can tailor a solution for your organization’s unique challenges by visiting our r3c.com today.

Jamie Gassmann: [00:41:06] So, now, I’m going to bring both of our MVP’s together and ask some questions to the both of you. So, the first question is, how can leaders create a work environment that is psychologically safe? Now, I know you both have touched on a few different components of that. But if there was one particular way, what would you say? And let’s go ahead and start with you, Colton.

Colton Mulligan: [00:41:31] I’d go back to what I said before, hands down, leaders can find spaces to (A) make it clear that they can share their vulnerabilities and share their headspace. And then, (2) create the regular rhythm of an ongoing conversation. Not like, “Hey, can I check in on your mental health diagnosis.” But instead, “Hey, can you share with me, like, what’s your headspace like this week? How confident do you feel? I’d love to talk about that to see how I can support you.”

Jamie Gassmann: [00:41:58] Perfect. And how about you, Jacqui?

Jacqui Chew: [00:42:00] Sure. There are, believe it or not, H.R. modules now, where – and I’m forgetting the name of it, gosh – basically, it incorporates this sentiment aspect of performance of work, sort of a touch base, if you would. And so, I agree with Colton this idea of a cadence, so that if you’ve established a cadence of meetings where the discussion is around the work as well as sentiment, so, how are you feeling, how are you feeling about work, about your work, it’s more accessible than, to Colton’s point, “how’s your mental health”.

Jacqui Chew: [00:42:56] And so, there are actually sort of like – gosh, I forget. Gosh. I was actually a part of an organization that had this that was quite interesting because it was a weekly check in. And as a manager, we check in with each member of my team every week where, as part, they would complete a module or web module that basically says what their five priorities were or their four priorities were for the week, how they felt about themselves and their priorities. And then, we would talk about it.

Jacqui Chew: [00:43:37] So, there was this confluence of the work as well as the self. And I thought that was really helpful and useful to them because, say, if they had a bad week, they could talk about it from the perspective of these were things that I didn’t think that I felt that I did very well at all. I had a couple of nights where my baby was crying or kept me up all night or whatever. So, it just allowed for more human conversation to happen in a corporate environment.

Jacqui Chew: [00:44:19] Now, Colton, your wonderful because you have a workplace that is accessible, it’s friendly, it’s safe. In a large organization of even 50 or 100 people, when you start having department heads and when there is a talent organization, when there’s an employee handbook – that’s basically my litmus test. When a company has an employee handbook, then, I think, that managing and leading becomes a little less human and a little more robotic. But it doesn’t have to be so. And I think and I hope that we will, as a workplace, as businesses, be more like yours, Colton, than the large sort of thousand person corporations that are out there.

Colton Mulligan: [00:45:22] Thank you very much. That’s very sweet. I don’t know that all my employees would say that, but I like to think so. So, that’s great.

Jamie Gassmann: [00:45:31] So, looking at these employers and kind of to your point, it’s almost like what you’re saying, Jacqui, when the employer gets a little bit bigger, they almost have to be more intentional about making that a cultural priority with their organization. As opposed to, you know, like it has to be kind of embedded in their handbook of how they’re going to approach that.

Jamie Gassmann: [00:45:53] So, if you were looking at employers, what do you want them to know when it comes to mental health with their employees? Like, what would be kind of, you know, the message you would want them to be aware of? If they haven’t educated themselves, if they’re being told by an employee they have this diagnosis, what message would you send to them?

Jacqui Chew: [00:46:15] Gosh. Be less afraid of litigation and more concerned about the person. I didn’t mean to rhyme, that was not intentional. But large companies, they’re about risk mitigation. I mean, I hate to say this, but every H.R. department that I’ve come into contact with has been about risk mitigation, and liability, and managing liability. At the end of the day, we are people, we are humans. And if we led and managed by just being human with compassion and empathy, I truly believe that those activities, those behaviors will naturally fall into place. It’s the humane thing to do.

Jacqui Chew: [00:47:15] If you see someone in distress, what do you do? You want to help. What makes being at the workplace any different? Well, it’s the fear of a lawsuit. So, I truly believe that if corporations can slowly retreat from this fear of litigation mindset and more of a compassion mindset of a positive versus subtractive mindset, I think we we will see more healthy workplaces. We will see healthier employees all around.

Jamie Gassmann: [00:47:55] How about you, Colton?

Colton Mulligan: [00:47:58] I’d lean into one of the things that Jacqui said, I would say a very clear and intentional investment into emotional intelligence, that umbrella. She used the word empathy, which, to me, is the largest thing more than finding just the right curriculum or mental health check in, et cetera. Investing in that at the individual level is the ongoing effort to keep finding the resources and things and spot the small elements.

Colton Mulligan: [00:48:24] To give an example, I spun up a small group that I ran for seven years on mental health where folks would get together. And there were ridiculous things I realized now that H.R. was rolling out all these wellness programs and things. And I realized that for those with eating disorders, all of the wellness campaigns right now that healthcare companies push that do weight loss challenges and stuff, are ridiculously triggering. Where you manage as a team, and you’re losing weight and pounds, and the language, and the things that are celebrated, there’s no real clear curriculum that would do that. That’s a checklist.

Colton Mulligan: [00:48:56] The biggest thing is if you invest in emotional intelligence, your team and your folks, it’s the ability to dynamically look at things in an ongoing way and exercise a greater degree of empathy, which, to me, is the solve more so than a book everybody reads together, whatever. It’s a continual emotional intelligence improvement.

Jamie Gassmann: [00:49:16] Those are both great points. I hadn’t even thought about that with the weight loss challenge, and you see that quite often, especially after The Biggest Loser came out. The biggest loser challenge is everywhere. That’s very interesting.

Jacqui Chew: [00:49:27] Sorry, Jamie. I do want to add – I completely forgot and they’re so important – there’s another whole group of people or population, they would be Founders of Color. So, startup Founders of Color faced a whole new layer of stressors, especially when they are raising funds. There was trauma for Founders of Color when they’re raising funds. This may not be the case this year or the last, maybe, two years, but I can tell you, so we have a startup circle, sort of a wellness circle where founders – primarily Founders of Color – would come together to talk about more of their personal and health issues.

Jacqui Chew: [00:50:26] But what services often is, it’s the microaggressions that happen on a daily basis when they’re raising funds from primarily non-person-of-color venture capitalists. And the questions are different, the tone is different, the assumptions that these venture capitalists make are different.

Jacqui Chew: [00:51:03] I’ll give you an example. There is this now prominent African-American female founder of a startup that also has a social group, social good sort of mission. And one of her investors actually said to her thinking that he was being so nice, he said, “Wow. I’m really glad I listened to my wife who suggested that I invested in your startup to ensure that we were being inclusive. I’m so glad that your startup is doing so well and I just wasn’t expecting the return.” I’m paraphrasing. But that is the microaggression and it caused her to doubt herself. Like, “Did my startup get funded because it was a good idea and we have a strong team and there’s a business here? Or did we get funded because I’m Black?” And so, that’s the good story.

Jacqui Chew: [00:52:19] But the bad story, this happened at TechCrunch. TechCrunch, they used to have twice a year this huge confab where they would have a startup alley of sorts. And the founders, a whole bunch of Black founders that I know of who’s ever been to those wherein the investors were primarily non-African-American, non-persons-of-color would actually physically avoid the booths of this Founders of Color. And there’s no reason for this, except for it is pure discrimination and this is what they have to deal with.

Jacqui Chew: [00:53:08] So, we, in these conversations in the support circles – we call them – I mean, these are the additional stressors that Founders of Color go through that are quite different. And to exacerbate the issue there, the percentage of psychologists/psychiatrists who look like them, a very small percentage, which is difficult as well. So, that is one of those little known challenges and issues that still plague sort of the mental health specter and category.

Jamie Gassmann: [00:53:49] So, it sounds like there could be a lot of different kind of triggering events and different things that might lead to some of those mental health concerns in all varieties of different businesses, whether startup or – it’s a very interesting point.

Jamie Gassmann: [00:54:04] So, if you were going to leave one advice on the table for a leader who’s listened to this podcast that you want them to just take with them – and if they do something with it, fantastic – but if there’s just one thing that you could leave that would help to make a difference in their work environment – and we’ll start with Colton – what would that be? What would that one piece of advice that you want to leave to that leader?

Colton Mulligan: [00:54:30] No pressure, right? What’s the one way to improve mental health in your thousand person organization? I am torn between, like, the one that’s really tactical and easy is, just go create your cost center line item, whatever for emotional intelligence training, is thing one. The other thing that’s harder is, just the idea of encouraging vulnerability between your leaders and those that they’re supporting.

Jamie Gassmann: [00:55:02] Great. And how about you, Jacqui, if there was one piece of advice?

Jacqui Chew: [00:55:06] Sure. It was a thing that I had my husband do. So, I figured if it’s good enough for him, it’s good enough for the rest of us. Pick up Mental Health for Dummies, the book. Get educated.

Jamie Gassmann: [00:55:23] Yeah. Get educated. I love it. So, thank you both for being on the show, for sharing your personal experiences, sharing approaches you’ve used, your expertise around this topic, and for letting us celebrate you by being on the show. And we really appreciate the advice and suggestions you left the listeners. We appreciate you, and I’m sure your organizations, and staff, and co-workers, and friends, and everyone else involved into your lives do, too.

Jamie Gassmann: [00:55:55] We also want to thank our show sponsor, R3 Continuum, for supporting the Workplace MVP podcast. And to our listeners, thank you for tuning in. If you’ve not already done so, make sure to subscribe so you get our most recent episodes and other resources. You can also follow our show on LinkedIn, Facebook, and Twitter at Workplace MVP. If you are a workplace MVP or know someone who is, we want to know, email us at info@workplace-mvp.com. Thank you all for joining us and have a great rest of your day.

 

Tagged With: Bipolar disorder, Brain Babel, Colton Mulligan, FoxFuel Creative, iFusion, jacqui chew, Jamie Gassmann, mental health, Nashville, R3 Continuum, TEDxAtlanta, workplace mental health, Workplace MVP

BRX Pro Tip: Thank Someone from the Past

July 12, 2021 by angishields

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BRX Pro Tip: Thank Someone from the Past
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BRX Pro Tip: Thank Someone from the Past

Stone Payton: [00:00:00] And we are back with BRX Pro Tips. Stone Payton and Lee Kantor here with you. Going back to sales, marketing, mechanics, but also in the spirit of genuinely serving, one idea that you share with me, Lee, is make it a point to consistently, periodically thank someone from the past.

Lee Kantor: [00:00:24] Yeah, I think this is for those people who want to be known as a mega connector. And people that work with us, whether it’s our client, our studio partners, that’s one of the benefits they get because we get to know such a diversified group of people all over kind of the business community that we serve. So, if you just, kind of on a regular basis, take a minute, think about someone from your past that helped you move the ball. And it doesn’t have to be monumentally. It could be a little bit. It could be somebody who introduced you to a guest, and then that guest turned into a client or whatever it is, write a note back to that person and just let them know that what they did made a difference.

Lee Kantor: [00:01:06] And maybe you thanked them at the time, but let them know that whatever they did made an impact in your life, and then you appreciate them. And share a little bit of the details. Let them know exactly what they did, and then how the impact happened, because people like to feel appreciated, and people like to know that what they did matters. So, if you can make that person feel good, you made their day, you have nurtured that relationship. And a lot of times when you do those touches, it opens up opportunities. All of a sudden, now, they’re thinking of you, you become top of mind, and they might have some opportunities where you might be able to financially benefit. But if you do this on a regular basis, whether you financially benefit or not, you’re going to be making someone’s day, you’re going to be nurturing a relationship that matters, and you’re going to be moving the ball in your business.

11 Tips For a Successful Business Partnership With Your Spouse

July 9, 2021 by Terkel

What is one tip for maintaining a successful business partnership with your spouse?

To help business leaders create an effective business partnership with their spouses, we asked couples in business and business professionals for their best tips. From keeping family matters at home to designating business roles, there are several strategies that may help you and your spouse create a prosperous business relationship. 

Here are 11 strategies to create a successful business partnership with your spouse: 

  • Define Work and Family Time
  • Secure Your Family’s Future
  • Plan Ahead With Tech Tools
  • Divide Duties by Strengths
  • Communicate With Each Other
  • Keep Family Matters at Home
  • Designate Business Roles
  • Share Your Company Vision
  • Invest in Financial Security
  • Give Credit Where It’s Due
  • Respect Comes First

Define Work and Family Time 

My wife and I run our own criminal defense and personal injury law firm in Seattle, and I could not ask for a better, more passionate business partner. With that said, it is very easy to blur the lines between work and home life — especially in a pandemic while we are working from home! I think the key to a successful relationship on all fronts is creating protected time. Having certain hours to tackle business and certain hours for our family is the key to making it work!

Court Will, Will & Will

Secure Your Family’s Future

While it is difficult to think about one’s own mortality, it is important to think about your family and what might happen in the event of death. If you work with your spouse, getting life insurance for both of you is an important risk management tool that provides some financial security for your loved ones or beneficiary in the event of death. Depending on your needs, life insurance can not only cover death expenses but can also replace your lost income so that your family can maintain their quality of life even in your absence.

Brian Greenberg, True Blue Life Insurance

Plan Ahead With Tech Tools

I run and manage two businesses with my partner, and we’ve found that a great way to feel like we’re both pulling our own weight and working towards our strengths is to spend an hour or two at the end of each month planning out tasks that we’ll do for the following month. We organize these tasks in ClickUp, but you could use Asana or similar variations. This has really helped us to feel like we’re both putting in the same effort and helps to avoid any strain in our work relationship.

Kristine Thorndyke, Test Prep Nerds

Divide Duties by Strengths 

To have a successful business partnership with your spouse takes patience, respect, and desire to make it work. One way to foster this environment is to know each other’s zone of genius, or natural strengths. If one spouse is better at running a specific function of the business, let them own it. This creates accountability and division of labor in the best way possible. When each partner carries the weight based on skill and passion, a successful partnership is more easily formed. 

Jenn Christie, Markitors

Communicate With Each Other

As the co-founder of Allegiance Flag Supply, I have two business partners — my husband Wes and our good friend Max Berry. From the very beginning, we made finding our balance a priority. If we can help it, my husband and I don’t discuss the business without Max. When Wes and I are together, we are a married couple, but we also know how and when to switch gears. This took some practice, but I believe we have since become masters at it. We make sure that the three of us always stay in the loop through communication, whether in person, zoom calls, text messages, or email. However, we don’t believe in “over-communication.” That’s something I would advise. Trusting in your counterpart is essential. “Up-to-date knowledge” helps each of us work as a unit while contributing our unique personal strengths.

Katie Lyon, Allegiance Flag Supply

Keep Family Matters at Home

When working with your spouse, the most important thing you can do is run your business like a corporate entity, not a family business. And don’t bring your bedroom into the boardroom. Never bring your personal issues into work — and always manage two very separate lines of the business, so you avoid stepping on each other’s toes. Your employees should never see you argue about anything that does not affect the business or is rooting in something personal.

Danielle Lindner, Children’s Author and Parenting Coach

Designate Business Roles

Formally establishing the areas of accountability allows my wife and me to work in a more structured way. Knowing other couples that work together, we find it crucial. This is because it is a popular approach among family members to keep things informal and perform tasks based on personal initiative rather than predefined rules. And that’s not a practice suitable for business operations.

Michael Sena, Senacea

Share Your Company Vision

Being in business with your spouse can lead not only to divorce but a business divorce, too. The desire to grow your company can take over your life at home as well as work with pillow talk, dinner table discussions, and even when you are relaxing. The key is to start with a shared vision for the company and your life together. Then when one of you feels overwhelmed with the intensity of work, you can take some strategic time to review and reflect on that vision. Once you’ve had some time to reflect, you’ll have insights about how to help you and your spouse refocus on this shared vision. The key to getting your spouse to recommit and re-focus on the shared vision is to ask questions. So sit quietly and reflect on three to six questions you might ask at the right time.

Katharine Halpin, The Halpin Companies Inc.

Invest in Financial Security

After putting in countless hours at your business with your significant other and providing your family a certain lifestyle, make a plan to provide your loved ones financial security in the event that either of you can no longer work due to health complications. This is why it is important to consider your life insurance options. For example, most people choose between whole vs. term life insurance policies. Depending on your situation, a term life insurance policy is typically less expensive and easier to maintain over time. However, if your situation changes, then you might find that the whole life insurance policy is more valuable to you and your family. 

Chris Abrams, Marcan Insurance

Give Credit Where It’s Due 

When I first started my law firm, it was a one-man show run with the help of my lovely wife. Between running to the courthouse and trying to meet with clients, my wife was the person who truly drove business in. I always tell everyone she’s the brains behind all of this success. If you want to maintain a successful partnership with your wife, make sure you give credit when it’s due. When you’re successful, most of the time, you tend to forget where you started and the people who helped you succeed. Don’t forget to give your spouse the praise they deserve, because after all, they’re more than just a business partner. They’re your life partner. 

Seth Price, Price Benowitz LLP

Respect Comes First 

My husband and I started our AC repair and installation company together a couple of years ago. We both came from different educational backgrounds. He understood the mechanics of fixing wires in AC units and systems while I understood the marketing and business-running side of things. If I’m honest, we had so many arguments in those first few months because we were on different pages of what we envisioned the company to be. It took a while for us to come to the understanding that our differences were what made our company succeed. We learned that the best way to maintain our relationship as spouses and as business partners was to agree to disagree on things, to respect each other’s strengths, and to leave work at work.

Natalie Sullivan, Cooler Air Today

Terkel creates community-driven content featuring expert insights. Sign up at terkel.io to answer questions and get published. 

Filed Under: Uncategorized

How to Respond to Negative Online Patient Reviews

June 25, 2021 by John Ray

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Dental Law Radio
How to Respond to Negative Online Patient Reviews



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How to Respond to Negative Online Patient Reviews (Dental Law Radio, Episode 10)

You work hard in your practice to create a great patient experience, and yet you wake up one morning to find a negative online patient review. The review is unfair and may even be written by someone who is not your patient. (Yes, that happens.) How do you respond in a logical way that’s best for your practice? Host Stuart Oberman weighs in on this emotional topic. Dental Law Radio is underwritten and presented by Oberman Law Firm and produced by the North Fulton studio of Business RadioX®.

TRANSCRIPT

Intro: [00:00:02] Broadcasting from the Business RadioX studios in Atlanta, it’s time for Dental Law Radio. Dental Law Radio is brought to you by Oberman Law Firm, a leading dental-centric law firm serving dental clients on a local, regional and national basis. Now, here’s your host, Stuart Oberman.

Stuart Oberman: [00:00:27] Hello, everyone, and welcome. Today’s topic, the ever growing concern, how to respond to negative patient reviews online? I cannot begin to tell you how many calls we get on a daily, weekly basis, monthly basis, “How do I respond to a negative patient review?” Well, first off, you’ve got to understand what occurs. So, there are times you will get a negative review from a patient that you’ve never seen. That patient reportedly who responded and prepared this negative online review has no idea who you are, has no idea where your office is at, has no idea what state you’re in. All they know is that someone told them about you, and they had nothing else to do but write a negative online review about you.

Stuart Oberman: [00:01:26] So, what happens is when this particular frenzy starts it, it multiplies quickly. So, all of a sudden, you get this negative review from this proposed patient in Georgia, and now, you’re getting negative reviews from someone in Seattle, California, Ohio, Nebraska. And you’re thinking to yourself, “Who in the world are these people?”

Stuart Oberman: [00:01:52] So, what happens is, is that when negative reviews go up, it just builds and builds and builds. And that is when our doctors will absolutely panic. That is where they do the wrong thing of react versus respond. So, when you see that review, you’re going to think to yourself, “I don’t know who it is, but I’m going to respond quickly and, basically, tell them they’re nuts, they’re crazy, I didn’t do anything, I don’t know who you are. And if I know you, here’s a treatment that you received, and here’s why you owe me money, and here’s why to continue your dental treatment.” The next you know, patient information is disclosed, names are disclosed, neighbors are disclosed. And now, you’ve got a huge governmental compliance issue.

Stuart Oberman: [00:02:51] So, the question is, how do I react or how do I respond? Two very, very different concepts. When you react, you’re going to have a knee-jerk reaction, you’re going to send your office manager to respond, and it’s going to be posted within like 15 minutes of you reviewing that negative review. And then, what’s going to happen is, then, you’re going to call our office and say, “Hey, I got this negative review on Google or Yelp. How do I respond because I’ve already responded? Now, what do I do?” And I’m going to say the first thing you did wrong was respond instead of call us first or call whoever you need to call – your consultant, your other turn, whoever it may be.

Stuart Oberman: [00:03:36] So, what do you do? First and foremost, I urge you that when you see a negative review, your face is going to turn absolutely red, and you’re going to go nuts. Take a step back, let that sink in. Do not do one thing in the world. Yes, you’re going to want to respond. Yes, you’re going to be upset. Yup, you’re going to be really, really ticked, and you’re going to want to lash out at everyone and let that SOB online let you know and let them know what’s going on.

Stuart Oberman: [00:04:11] Here’s what you have to do in reality. First and foremost, you got to analyze every negative review. How did it occur? Was it the result of miscommunication between you and the patient? Was there a miscommunication between you, your staff and the patient? You cannot, under any, any circumstances, take this personal. This has to be a business decision. It’s like buying a house. As soon as you get personal, you lost control. Soon as you look at buying a dental practice emotionally, you lost control. You cannot take this personally. That’s why you have to take a step back.

Stuart Oberman: [00:04:59] And there are times I even recommend sleeping on it. Well, I’m not going to sleep. Well, then, you rest on it because, otherwise, you’re going to do something you really regret and you can never, ever, ever get defensive. As soon as you get defensive, you lost control. First and foremost, you will never, ever gain the upper hand on an Internet negative review battle. You’re just not going to do that.

Stuart Oberman: [00:05:29] So, what happens is, of course, you can’t ignore negative reviews. You have to take a look at what was a patient experience. Are they justified? Not justified? Never, ever, ever respond in a public forum. Never post anything online in response to this personally. If you’re going to respond, you have to respond very carefully, very tactfully, under guidance, probably with a phone call. I would be very, very careful what you put in writing, because there’s a pretty good chance what you put in writing is going straight on the Internet.

Stuart Oberman: [00:06:15] We’ve had cases where we’ve sent out letters to patients who would put negative reviews on, and they will literally post, “I got a response from Dr. John’s attorney.” What you can never, ever do also is respond with any kind of patient information, period. Never put patient information on there. Never put any PHI information because that is a clear HIPAA violation. Any response that you have, or prepared, or will be responding to, or have responded to has to be made within governmental compliance.

Stuart Oberman: [00:07:00] So, one thing I would never do, I would never, ever say I’m sorry or I apologize. Again, no excuses online. What’s the recommendation? The high road. You thinking to yourself, “The high road?” This guy just tore me up on the Internet. I got people from Topeka, Kansas, who I never even met saying what a lousy doctor I am and I treat people horrible. And you’re expecting me to sit back and do nothing.” No. What I’m asking you to do is take a step back and respond professionally, rationally and spin it. Everything’s a spin. Politics is a spin. Internet is a spin. So, you have to spin it.

Stuart Oberman: [00:07:49] What does that mean, Oberman? So, that means to prepare a very carefully drafted corporate response. Well, how do you do that? Hire counsel, be careful that you put this venture onto your consultant. We receive a lot of negative, negative advice from consultants, some we would never follow. We have some that have their own marketing people, and they have their own perception as to what occurs. But I will tell you, from a lot of trials, a lot of experience that you have to be calculated on how you respond.

Stuart Oberman: [00:08:38] So, what to do? What do you do? You put the best foot forward for your practice in a very detailed response as to how you love your patients, about the practice, how you serve the community. And there’s a, again, very calculated way that you do this, but you cannot mix that kind of response in with, “I didn’t do anything.” So, again, you have to be very careful because once it goes on the Internet, I don’t care if you delete it three minutes later, someone has got a record of that post. So, you have to be calculated.

Stuart Oberman: [00:09:21] Again, I would wait, at least, a day before you respond. Yeah, it’s going to build up a little bit, but it may die down. So, then, the question is, “Well, what do I do with the person who posted it?” One, you have to know who it is. Two, you’ve got to make sure that you didn’t do anything wrong. So, it’s easy to point to fingers that that’s a negative review, but internally, if you see that you dropped the ball, bad treatment, bad communication, and you know what, it may be justified, but they shouldn’t have done it. That’s a whole different response. That’s a whole different review. So, you’ve got to take a look at whether or not you want to send out the letter to this particular person who responded. Sometimes, it would work. Sometimes, it won’t. It just depends on the circumstances.

Stuart Oberman: [00:10:17] So, then, this leads me to to sort of a different topic is, if I refund the patient money, does it admit liability? No, it does not. You have to have a very detailed release that outlines that if a settlement is made, they will withdraw anything is posted negative online, they will not post anything online, and, essentially, they have gone silent and will go silent.

Stuart Oberman: [00:10:50] So, we had an opportunity – I personally had an opportunity to review a lease – release, if you will – last week from an insurance company that was sent to one of our doctors that it was a fill in the blank, generic, send this to the person for the refund, and everything will be fine. So, I will tell you, I would have never, in a million years, sent that release to a patient without any kind of disclosure on that, that they would have not gone to line after I refunded their money and said negative things.

Stuart Oberman: [00:11:27] So, not only does it affect what you do now and treatment wise, but there has to be some kind of language that correlates to a settlement where the patient is not going to go back online and have negative reviews. So, again, it’s a wholesale approach. It’s a very emotional approach, but has to be very calculated, and you’ve got to have a third party, if you will, oversee this because you lose the vision, you lose the process, and you have to have a calculated response again.

Stuart Oberman: [00:12:05] I know I said that before but I can’t stress that enough. Take a step back and respond to it, because once you respond in the wrong way, it never, never goes away. And somewhere, there’s a record of a negative response and a bad response. And in today’s world where Google matters, Yelp matters, it really, really matters.

Stuart Oberman: [00:12:30] So, that is a very small analysis of a very big potential problem. But again, at some point, it’s going to happen. We always say it’s not if, but it’s when a crazy patient is going to either file a board complaint or file something online. So, you got to be prepared how to respond. Although you did nothing wrong, there has to be a calculated response to that.

Stuart Oberman: [00:12:57] So, hopefully this has helped out. Hopefully, you’ll take a step back if this ever occurs, which I never hope it does, but you’ll be prepared, and you respond to it in a very calculated way, and you will put the best foot forward for your practice, because that is what you do on a daily basis, you put your best foot forward every day, and people need to know that, and there has to be a way to respond to that. So, thank you again for listening and we look forward to providing you with additional information on our podcast. Thank you. And have a fantastic day.

 

 

About Dental Law Radio

Hosted by Stuart Oberman, a nationally recognized authority in dental law, Dental Law Radio covers legal, business, and other operating issues and topics of vital concern to dentists and dental practice owners. The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Stuart Oberman, Oberman Law Firm

Oberman Law Firm
Stuart Oberman, host of “Dental Law Radio”

Stuart Oberman is the founder and President of Oberman Law Firm. Mr. Oberman graduated from Urbana University and received his law degree from John Marshall Law School. Mr. Oberman has been practicing law for over 25 years, and before going into private practice, Mr. Oberman was in-house counsel for a Fortune 500 Company. Mr. Oberman is widely regarded as the go-to attorney in the area of Dental Law, which includes DSO formation, corporate business structures, mergers and acquisitions, regulatory compliance, advertising regulations, HIPAA, Compliance, and employment law regulations that affect dental practices.

In addition, Mr. Oberman’s expertise in the health care industry includes advising clients in the complex regulatory landscape as it relates to telehealth and telemedicine, including compliance of corporate structures, third-party reimbursement, contract negotiations, technology, health care fraud and abuse law (Anti-Kickback Statute and the State Law), professional liability risk management, federal and state regulations.

As the long-term care industry evolves, Mr. Oberman has the knowledge and experience to guide clients in the long-term care sector with respect to corporate and regulatory matters, assisted living facilities, continuing care retirement communities (CCRCs). In addition, Mr. Oberman’s practice also focuses on health care facility acquisitions and other changes of ownership, as well as related licensure and Medicare/Medicaid certification matters, CCRC registrations, long-term care/skilled nursing facility management, operating agreements, assisted living licensure matters, and health care joint ventures.

In addition to his expertise in the health care industry, Mr. Oberman has a nationwide practice that focuses on all facets of contractual disputes, including corporate governance, fiduciary duty, trade secrets, unfair competition, covenants not to compete, trademark and copyright infringement, fraud, and deceptive trade practices, and other business-related matters. Mr. Oberman also represents clients throughout the United States in a wide range of practice areas, including mergers & acquisitions, partnership agreements, commercial real estate, entity formation, employment law, commercial leasing, intellectual property, and HIPAA/OSHA compliance.

Mr. Oberman is a national lecturer and has published articles in the U.S. and Canada.

LinkedIn

Oberman Law Firm

Oberman Law Firm has a long history of civic service, noted national, regional, and local clients, and stands among the Southeast’s eminent and fast-growing full-service law firms. Oberman Law Firm’s areas of practice include Business Planning, Commercial & Technology Transactions, Corporate, Employment & Labor, Estate Planning, Health Care, Intellectual Property, Litigation, Privacy & Data Security, and Real Estate.

By meeting their client’s goals and becoming a trusted partner and advocate for our clients, their attorneys are recognized as legal go-getters who provide value-added service. Their attorneys understand that in a rapidly changing legal market, clients have new expectations, constantly evolving choices, and operate in an environment of heightened reputational and commercial risk.

Oberman Law Firm’s strength is its ability to solve complex legal problems by collaborating across borders and practice areas.

Connect with Oberman Law Firm:

Company website | LinkedIn | Twitter

Tagged With: Negative Online Patient Reviews, negative online reviews, Oberman Law Firm, Stuart Oberman

Justin Kier from Atlanta Challenge and Evan Roberts from Visually Sold

June 23, 2021 by Kelly Payton

Cherokee Business Radio
Cherokee Business Radio
Justin Kier from Atlanta Challenge and Evan Roberts from Visually Sold



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Justin KierJustin Kier, Keynote Speaker and Lead Facilitator of Atlanta Challenge

Justin Kier is an Keynote Speaker, Executive Coach, and Lead Facilitator living in Cherokee County. He has been involved in leadership development for over a decade, and spent the past 4 years as an integral part of the Atlanta Challenge team. During that time, Justin has worked with teams from many industries and companies such as Delta, LexisNexis, Control Southern, and Chick-Fil-A.

Along with Fortune 500 companies, Justin has also worked with numerous small businesses, church leadership groups, and non-profits such as Dekalb County Schools and Wounded Warrior Project. He is trained in coaching methodologies for teams and leaders, and is a Certified Life Coach. Justin is also an accomplished and dynamic speaker, including the TEDx stage. He is frequently invited to speak to audiences on collaboration and leadership, facilitate team workshops and retreats, and lead events designed to build morale and camaraderie. Drawing on his early career in the education and fitness industries, Justin brings an engaging and motivating style to the practical applications of building high performing teams and leaders.

Atlanta ChallengeConnect with Justin on LinkedIn and Facebook

 

 

 

Evan Roberts, CEO of Visually Sold

Founded in 2016, our mission at Visually Sold is to be the simplest part of the home selling process. We work hard to ensure all client needs are met, to go above and beyond, and to connect on a personal level. Visually Sold believes in over-delivering, consistently bringing positivity, and honoring our customers through our words and actions.

Visually Sold Follow Visually Sold on Facebook

 

 

 

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Speaker1: [00:00:07] Broadcasting live from the Business RadioX Studios in Woodstock, Georgia, it’s time for Cherokee Business Radio. Now here’s your host.

Speaker2: [00:00:22] Welcome to Cherokee Business RadioX Stone Payton here with you this morning, and you guys are in for such a treat. Today’s episode brought to you in part by Elmore Coffey, sustainably grown, veteran owned and direct trade, which means, of course, from seed to cup, there are no middlemen. Please go check them out at my Alma Coffee Dotcom and go visit their Rose Street cafe at thirty four. Forty eight, Holly Springs Parkway in Canton asked for Letitia or Harry and tell them that Stone sent you. Also, before we came on the air today, we decided that today’s episode was also brought to you in part by Alpha and Omega Automotive. I just came from there and of course the staff was great, drop the car off, got home. And by the time I got to the studio, I was I was sharing with one of our guests today just in case who were going to visit with in a moment, I had an estimate I could check it off, whether I wanted to do the whole thing or if I needed to call them. And I mean, it’s done. It’s off my plate and now we get to have fun. So we’re double sponsor, double bless this morning. So thank you to the Kennedys over there at an Alpha and Omega and also our other guests with visually sold. That’s why we got a chance to get connected, right. Because Lori Kennedy in that crowd got us here. And so we get a chance to visit with Alex and and Evan hear a little bit. But first up on Cherokee Business RadioX, please join me in welcoming to the broadcast with a Delante challenge. Mr. Justin here. How are you, man?

Speaker3: [00:01:55] Doing great. I’ve been looking forward to this.

Speaker2: [00:01:57] So have I. Among other marvelous discoveries here, now that I live in the Woodstock community, is this group, the Woodstock Business Club. So I find myself going down there on Thursday mornings. And it’s I mean, it is it’s like a four minute walk from my home now. And a couple of days ago to three, thirty years ago,

Speaker4: [00:02:19] There’s this really

Speaker2: [00:02:20] Dynamic presenter talking about the way things have have been shifting in his world, how they’ve shifted for all of us.

Speaker4: [00:02:27] And talking about

Speaker2: [00:02:28] This thing, Atlanta

Speaker4: [00:02:30] Challenge. Yeah.

Speaker2: [00:02:32] So tell us a little bit about it. Mission purpose. What are you guys that are trying to do for folks?

Speaker3: [00:02:36] So Atlanta Challenge has actually been around for a long time. It’s been around for seventeen, eighteen years now in the Southeast, and its original

Speaker4: [00:02:45] Roots came out

Speaker3: [00:02:46] Of the traditional team building style. So it was field games and ropes courses and all that. That was a little bit before my time, but over the years. And I got involved with them about four years ago, maybe a little bit longer. Now our job is just to make teams more effective. That’s it. Teams and leaders getting them more effective. And we could do that with a lot of different folks. So we have a lot of fun with it. But but but that’s it. And we we do things a little bit different because we we’ve understood over the years the effect that having a good work life has on the rest of your life and how having a good rest of your life has an effect on your work life. And I think people years

Speaker4: [00:03:27] Ago thought of those as more

Speaker3: [00:03:28] Segmented that it was one or the other, and you could go to work and come home and just shut everything else off. And that has changed over the years. And so it people just have a life and work is in there and families in there and all of it is in there together. And it’s not quite as segmented as it used to be.

Speaker2: [00:03:44] So it strikes me that teams maybe very much like the car I took in this morning without some maintenance, without some tuner’s, without some attention, things can fall off the rails with virtually any team, even if it started out really strong and cohesive. Is that accurate?

Speaker3: [00:03:59] Oh, very much so. And it’s funny that we we tend to work with. Good teams, not bad teams, which is also kind of odd, like people are kind of surprised by that sometimes, but

Speaker4: [00:04:11] We I like to think

Speaker3: [00:04:12] Of us as more or swim coaches than lifeguards. And so we are not the ones with a

Speaker2: [00:04:18] Great way to frame it.

Speaker3: [00:04:19] I love that. And we’re not the ones just coming in to save a dumpster fire of an organization that is just flailing around, usually

Speaker4: [00:04:26] Because they’re in such bad

Speaker3: [00:04:28] Shape, they don’t even know they need us.

Speaker4: [00:04:30] But we so if you put

Speaker3: [00:04:32] A scale of one to 10, it’s rare for us to work with threes and fours. We tend to work with the seven and eight that want to get to nines and tens. And so we’re working with teams that already have some things that they’re doing well

Speaker4: [00:04:46] Or

Speaker3: [00:04:46] Aspects of it. They have leaders that see a direction. They want to get everybody going there or they have a new leader that comes into a situation. They’re trying to get everybody on board. But it’s those types of teams that we tend to spend the most time working with is the ones that there are a lot of good things here. But, you know, you can be better. And when we hear that phrase from people, you know, our eyes light up and we just know, OK, yeah, we’re going to get along well.

Speaker4: [00:05:11] Are there some

Speaker2: [00:05:12] Patterns to look for? In my organization? I have the studio and I’m sort of an individual proprietor in the studio, but I’m also part of a larger team, the Business RadioX network, and we have studio partners

Speaker4: [00:05:24] Around the country.

Speaker2: [00:05:25] And I’m blessed to be part of that team as well as a leader of that type of team. Are there some signs to look for? Are there some signals that, hey, maybe we ought to start thinking about getting, you know, getting a little bit of some fresh perspective in here? Are there some patterns to look for?

Speaker3: [00:05:42] Yeah, definitely. And one of those initial ones is

Speaker4: [00:05:46] When you find yourself just

Speaker3: [00:05:47] Going back to the same old thing over and over again, no matter what situation or problem pops up, because there are always some good things that you do that have worked in the past. And then you get to a point and you try it on something and it it doesn’t work like it used to or it’s a new situation. You’re like, but this

Speaker4: [00:06:04] Worked either five years

Speaker3: [00:06:05] Ago or this worked on, you know, a year ago. But it was a completely different situation. So when you start going back to the same old tricks, in a sense, it’s always good to have you know, there are some tried and true principles, of course, but having a fresh perspective, that’s what lets us do what we what we do. And I tell people to I would be a really bad CEO. I would I don’t do a really good job at wrangling all of those things together, but I’m a really good coach because I see the things that CEOs don’t see or I see the things that team leaders don’t see because you get so caught in your own world that seeing things from an outside perspective or an outside industry. I was talking to someone not too long ago and they were talking about how they get coaching within their industry. And so they go to mastermind’s and they get coaches and all this about how to build a better. It wasn’t this, but I use this as an example, dentist’s office. So they have a dentist’s office and they just want to have a better dentist office. So they go talk to other dentists and they go to dentist conferences and they and they get some great ideas. And then we have conversations and it’s. Well, what about this? And they never heard of it because dentists don’t talk about that. And so it’s just that’s where we get to bring in our special sauce when we work with teams and leaders is seeing the things

Speaker4: [00:07:21] That you guys

Speaker3: [00:07:22] Don’t see because you’re so involved in your own world, which is natural. And it’s good to look for other dentists office that are going to make your dentist’s office better. But but getting that outside perspective is always a good thing.

Speaker2: [00:07:35] So what do you enjoy the most about the work? What do you find the most rewarding?

Speaker3: [00:07:41] And so some of that goes back to my my history even before getting into what I do now. And my background before getting into leadership coaching was actually in the fitness world. So I taught school for several years. I will never do that again, but I taught school for several years. The middle school health and P.E. was was not the career choice for me. But I went from that into fitness and did one on one training and ran a boot camp and managed to cross that gym and have my own personal training business all. But what got me from that into this was my enjoyment of seeing people

Speaker4: [00:08:16] Just get better.

Speaker3: [00:08:17] And I realized even with the fitness stuff that, well, yes, it’s great to get slightly bigger biceps or see a little weight off your waist or whatever at all. That’s great. But it was people walking out with a different level of confidence. It was people walking out and their relationship with their spouse changed because they’d been working out. And so for me, it was I want that. But without

Speaker4: [00:08:39] The sweatiness

Speaker3: [00:08:41] Of and I like this because I still like to work out. But just, you know, I was done having people do Barbizon push ups and squats all day long. Not that that’s not a great and noble thing, but it’s just there’s something next. What’s next. And so for me, that’s that’s what it was, is I want to be working with people where I can really see a difference in their lives. And that’s what we get to do. And it’s just those ripple effects. If you help somebody in there, you know, think a little bit clearer or be a little bit less stressed or a little bit less fearful in their life, and then that affects their work, which then affects when they go home and deal with their spouse and their kids because they’re not quite as stressed and fearful. And so it’s those ripple effects of having people tell me things that, hey, my life has never been better and work is a part of that. Our team dynamic is a part of

Speaker4: [00:09:28] That, but it’s everything.

Speaker3: [00:09:30] And so seeing those ripple effects in people’s lives, it started way back in the day with the fitness side. And and I get to do the same thing now, but just in a slightly different environment and one that has bigger

Speaker4: [00:09:41] Ripples, because when you affect

Speaker3: [00:09:43] The team dynamic of people’s work, that affects everything. And I think anybody that’s had a challenging and stressful job over the years knows what it’s like to go home and try to let some of that go. And it is not easy. So being able to affect that work life, which is where so many people spend most of their time, it has some of the biggest ripples.

Speaker2: [00:10:02] Well, I bet that is remarkably satisfying as a as a career as your work.

Speaker4: [00:10:08] The early part of an engagement

Speaker2: [00:10:11] Is that is is that where the hill is super steep? Like, don’t you at least initially, aren’t you trying to help people that may not even be sure they want the help, like maybe their leader said, we’re going to do this thing? I mean, do you ever run into some of that initial kind of resistance or apathy or.

Speaker4: [00:10:27] We do a little bit.

Speaker3: [00:10:28] And but at the same time, that’s one of the things that we screen for at the

Speaker4: [00:10:31] Beginning, because that’s

Speaker3: [00:10:32] One of the things that we don’t want in place. If you were going to work with us or someone to be coached, they have to be willing to be right. And so there’s even I mean, it’s a beginning of an engagement. We we do a lot of of. In a sense, consultations back and forth of making sure is the best fit for us and for you, because the last thing that we want is to be working with people that don’t want us working with

Speaker4: [00:10:55] You or people that

Speaker3: [00:10:56] Are just completely checked out and unresponsive and unwilling to look inside and look at themselves a little bit and look at things they may need to do differently. And so that’s one of the first things that we look for is people that are that are open and and turned on.

Speaker2: [00:11:12] Right now, the person you’re describing, not only might that person not grow or benefit at all, but they might impact someone else, that that could really benefit. But if you’ve got that kind of sour apple in there for sure.

Speaker3: [00:11:25] And obviously there are situations where sometimes we get into working with the team and there are a couple of people on the team that are less responsive than others. And that comes with the territory.

Speaker2: [00:11:34] That’s why you need a pro. That’s why you don’t pull a stone in there. And I’m trying to be funny or make jokes or something. You need a professional facilitator that knows how some is there some I know the answer to this is yes. So what I really want to know is tell me a little bit about to the degree you’re willing

Speaker4: [00:11:48] To, there’s

Speaker2: [00:11:50] Got to be some structure, some discipline, some rigor. It might look like all fun and games, but you’ve got this process map in your head when you’re working with a group, right?

Speaker4: [00:11:59] We do.

Speaker3: [00:12:01] We’re not just winging it when we walk in. But but at the same time, part of what we strive for is helping keep things

Speaker4: [00:12:08] Simple for what people need to

Speaker3: [00:12:10] Do moving forward. And so we may have a giant toolbelt in a sense of all the different strategies and structures and different things we can give you and processes and all that. And part of our job is figuring out which one is going to help the most and which which things we need to address that are going to affect your leadership the most. And because we see that happen with sometimes we’ll come in and work with people who have done their company has done like a 360 assessment for all their executives or leaders. And so they you know, they even show us sometimes we’ve got a big folder here of all these thirty seven things that we need to do to get better, you know, because we and and our job is to help narrow that to two or one. You know, it’s what is the one thing that we can do moving forward over the next 30 days or 60 days or 90 days, whatever it is. Let’s focus on that thing and let’s beat that thing like a drum for the next 90 days and fix that, because a lot of time, again, I mentioned ripple effects earlier. You can sometimes fix just one or two things. And it has a massive ripple effect on the entire organization. And it’s you don’t need to go in and do this giant process of things that people don’t really need. And so we definitely have a process and it’s definitely not it takes a level of courage to step up and go through the process. But part of our job is keeping it simple, because everybody has too much on their plate. Everybody has a lot going on. We talked to some people that get a thousand emails a day in there and just in the studio here shaking their head like I can’t even imagine. So the last thing we want is to throw another bunch of stuff on your plate. You want to help either take things off. And sometimes that’s what we spend a lot of time on. That’s some of our biggest

Speaker4: [00:13:57] Process is that we take

Speaker3: [00:13:58] People through is how can you delegate a little bit more? How can you time block a little bit better? And you might be surprised, but some of the executives that we see are really good at what they do. But some of the,

Speaker4: [00:14:12] You know, keeping

Speaker3: [00:14:13] Track of your schedule and delegating and some of those they kind of think is are simple things, are the things that we can come in and help with the most just to help get things off your plate. What does that look like? And so the process is definitely there. But our our job is to keep that as simple as possible.

Speaker2: [00:14:30] But there’s some real discovery. You have to be comfortable, I would think, and to with some degree of chaos. And you’ve got to meander around a little bit because what’s going to help Evan and Alex may not be at all what Lee Kantor and I need for our business. Right. The process is going to get us there, but we may be working on a completely different thing. Absolutely.

Speaker3: [00:14:49] And well, yes and no. So there’s there’s aspects to this. One thing I’ve seen over the years of working with teams from all different industries and all different sizes, because we work with everything from small small businesses, with a dozen employees that are trying to move forward all the way to the biggest names in Atlanta, Delta and Home Depot and Cox and Chick fil A and you name it, we’ve worked with the big companies to teams or teams and people or people. And so what? What teams struggle with and deal with? It’s all the same stuff, it’s all because people are people now where it differs is people are all a little bit different. And so the way they think, the way they approach situations, what drives them, what wakes them up in the morning and keeps them up at night, all those very a little bit. So that’s part of what we get to do, too, is when we look at a team, it’s what are the people like on this team? What what are their strengths? What are their weaknesses? What do they struggle with? What do they not? How can you look at someone else that has a completely different skill set from you and value that and see what they bring to the table? And that’s part of what makes a team work. But that’s where the challenge comes in for people, is understanding that that person over there who maybe we’ve butted heads a lot in the past, it’s not because we we don’t like each other. It’s because we have different ways of thinking. We have different styles. We have different personalities. We have. But when you can understand that what they do helps what you do, get to the goal, whatever output you’re trying to achieve, that’s where people really come alive. Because I tell people, one example I give people is one of the things I hate

Speaker4: [00:16:30] More than anything

Speaker3: [00:16:31] In the world is accounting. I hate it with a passion. I mean, if you put me in front of a computer with a spreadsheet and say, just sit here eight hours a day or ten hours a day or whatever it is for the rest of your life, I would go crazy.

Speaker4: [00:16:45] But one of the things

Speaker3: [00:16:46] I love more than anything else in the world. Our accountants. Because they do it and they like it and they’re good at it, and it’s just so it’s, you know, well, there’s there’s differences between how we approach things and maybe our personalities and our style and all that. But I can appreciate the heck out of them because I can go up to them and they do something that I don’t do well and they enjoy it. And when teams start seeing that, that. Oh, yeah, this person I’ve been butting heads with, they actually do something that I don’t like to do and they’re good at that. They provide something that’s a team that’s valuable. That’s where people really start to come alive.

Speaker2: [00:17:24] So how does the whole sales and marketing thing work for a firm like yours? I got to believe if you’re talking to a CEO, someone or even a team who makes this kind of decision, do we engage these Atlanta challenge? Folks, I got to believe if they have this kind of conversation with you, you probably get to work. But but how do you get to have this kind of conversation or have you just been at it long enough that the phone rings? Or how does that piece work?

Speaker3: [00:17:49] I’m a little bit of both. So and but it’s changed a little bit even over the last two years. I guess when we first started building Atlanta Challenge, it was some word of mouth. And because we were one of the few ones in the area, but everything from Google ads to pay per click and people would find us. And we did a really good job with our website of SEO and things like that of getting people to find us. Over the years, over the past couple of years especially, we’ve made a little bit of a shift to where it’s less of the the fun and games and the ropes courses and the, you know, the big let’s go play with foam foam pool noodles on a field somewhere. And it’s more of this. It’s more of the in-depth conversations. And so it tends to be more a lot of word of mouth is a lot of referrals.

Speaker4: [00:18:34] We have worked

Speaker3: [00:18:35] With so many companies in the past that we have a lot of really good connections and relationships with those companies do so when we reach out to somebody and we talk with them. And that’s part of what I get to do. And it’s even coming on a show like this is helping get the word out. And in some

Speaker4: [00:18:49] Respects, I consider

Speaker3: [00:18:50] Myself the Atlanta challenge evangelist, just letting people know about what we do because it has to resonate with people when they start having those conversations with us. And yeah, if we get to this conversation, it tends to be either very quickly one way or the other, it’s either nope, this isn’t a good fit or. Yes, let’s let’s talk more, because when we have initial conversations with people, the last thing I try to

Speaker4: [00:19:15] Do is, is sell

Speaker3: [00:19:16] Somebody something they don’t want or get them to sign up for a coaching engagement that they don’t want and don’t need or get them to do an event that doesn’t really fit what their team is looking for. And so it’s really having those kind of exploratory conversations of what are you looking to get out of this? What’s the what’s a win for you? If we did came in and did this workshop or strategic work session or an event or something like that, when we leave and people are writing on their little cards, the reviews of the session, what’s a win for you? What does it look like when we do our job and do it well and

Speaker4: [00:19:47] Really and then once we start hearing

Speaker3: [00:19:49] That it’s OK now, we can start playing with a little bit and plugging in the pieces of this would work well and this would fit and this wouldn’t work. And you don’t need to waste your time with this. And it’s so it’s having some of those conversations. But yeah, it’s it’s a different business because it’s not just the type of business where you run a bunch of ads and get the phone to ring and that’s it. So it’s it’s a lot more relational, it’s a lot more connections and referrals and, you know, work with one organization and see dramatic effects. And so he calls his buddy that’s a VP at a different company that, hey, you need call these guys.

Speaker2: [00:20:20] So the trust that you guys must have to

Speaker4: [00:20:24] Cultivate with

Speaker2: [00:20:25] Leadership in the beginning to get the business and then in executing on the work because you’re never going to get in if you don’t if you don’t cultivate that.

Speaker3: [00:20:35] And that’s that’s one of the things that sets us apart a

Speaker4: [00:20:37] Little bit, too, is there’s a

Speaker3: [00:20:39] Lot of organizations, whether it’s, you know, consulting agencies or team building firms or

Speaker4: [00:20:45] Coaching companies

Speaker3: [00:20:46] Or whatever, that that get a little lost in one end or the other. And so they either get lost in the the goals result. And that that’s just

Speaker4: [00:20:55] It just too

Speaker3: [00:20:56] Businesslike and it’s just too sterile in a sense. And it’s just here’s all your data and here’s our numbers and fix this and fix that. And that’s it. You go home and you don’t do it or don’t do it. And we tend to have a little bit more fun with it than that. And we’re not quite as corporate, even though we work with a lot of corporate corporate companies. But some people get lost on the other end. And it’s just all about we just want everybody to feel better and they lose sight of the goals and results in why we’re actually there. And so that’s one of the things that we stay very conscious of, is making sure that we’re connecting both of those. If you’ve got to take care of your people to make sure that they’re

Speaker4: [00:21:31] In a good spot, that

Speaker3: [00:21:32] They’re healthy, that they’re mentally firing on all cylinders, that they’re not overly stressed, that are not overly fearful, and we have to take care of the people. But it’s to get to the result in the output of what you actually want and and keeping the focus on both of those of the people and the output at the same time.

Speaker2: [00:21:51] Well, that’s a lot. To hold it is that’s a tall order, but let’s talk a little bit about event and process, right? Because in my experience and I’m getting a little long in the tooth, I’ve been on the periphery of some of this kind of work over over the years. Are there some things that that leadership should be taking some responsibility and accountability for to fully maximize the fact that we’ve had Justin and his crew in here to help us out? There’s some things we should be doing before you get here, some things we should be doing after the event is over or some workshop so that we really get the full measure of the return that we’re after. I sense the answer is yes, but I just want to hear more about what that might look, what that looks like.

Speaker3: [00:22:35] And that’s one of the things that we strive for to is the front end and the back end. And to some people, do they just walk in on the day of the event? And I’m here for three hours and we did our workshop and I’m walking

Speaker4: [00:22:48] Away and, you know,

Speaker2: [00:22:49] I’m a good soldier. I’m not going to give anybody trouble. I’m here. I’m doing my thing. But I got work piling up. Right. I mean, you get the right.

Speaker3: [00:22:56] And one of the things that’s helped us over the years, though, is leaders helping cultivate the mindset that

Speaker4: [00:23:02] Coaching and

Speaker3: [00:23:04] People like us and our profession aren’t just there when somebody is in trouble, because that’s something we run into a little bit to, as we call it, a team building or a team development guy in

Speaker4: [00:23:15] What we do

Speaker3: [00:23:17] To screw screwed up.

Speaker2: [00:23:18] If I was looking around like, OK,

Speaker3: [00:23:20] Who’s on the chopping block now?

Speaker4: [00:23:22] And it goes back to what

Speaker3: [00:23:23] I said earlier, that’s that’s rarely why we come in. It’s we’re coming in because you’re doing big things. And we like working with companies that are doing

Speaker4: [00:23:31] Big things,

Speaker3: [00:23:31] Too. It’s it’s not people that are just they just want to sell, you know, one hundred thousand more widgets this month. It’s people that are having an impact that are affecting. And we work with a lot of people in the kind of scientific health care space that are developing biometric devices to help people function better and building prosthetics and some of those kind of things that real world like this is impacting lives to a great degree. And so for

Speaker4: [00:24:00] That that lead up

Speaker3: [00:24:02] Of what can leaders do at the beginning, it’s fostering that environment,

Speaker4: [00:24:06] That coaching isn’t for people

Speaker3: [00:24:07] That are in trouble. You know, bringing in a coach like us to do a workshop isn’t because we’ve all screwed up, but that’s what the best of the best do. And it’s reframing that a little bit that, yeah, just because we we’re good at what we did doesn’t mean we need to just stop here. And then on the back end is stuff that we help with of what does that need to look like? Do we need to hold your hand or do you just need to give you a template of, OK, here’s what we talked about. Here’s what needs to happen. Here’s what’s going to give you the most bang for your buck. And you focus on these one or two things. How can we help with that? Can we facilitate that process on the back end and keep having conversations and and have a coaching call with your folks every two weeks for the next three months and those types of things? And that depends on the company, the organization or what they’re really looking to get out of it. But we’re very intentional about yeah, we are not just come in, swoop in, chat with you for a day. Here’s all the stuff to fix now. Good luck with that. And so having that relationship is always important for us.

Speaker2: [00:25:06] Now, you are a keynote speaker as well, or at least have been. Do you

Speaker4: [00:25:10] Continue to to do that or

Speaker2: [00:25:12] Will you continue to do the speaking workers? You’ve got to focus one hundred percent on this other.

Speaker4: [00:25:17] So one of the reasons

Speaker3: [00:25:18] I stopped doing a little bit of it is last year was kind of a weird year

Speaker2: [00:25:22] If you came here

Speaker3: [00:25:25] Only a little bit. And and so some of the whether it’s keynote speaking or even in person workshops, obviously not just

Speaker4: [00:25:31] Stopped last

Speaker3: [00:25:32] March or April or whatever it was. And so I still enjoy doing keynote speaking and still do that. I like being able to do both, which is why I like my role. I like being able to. One day I’m doing a three hour workshop with the company. The next day I’m doing a forty five minute keynote. The next day I’ve got a full slate of coaching calls that I’m doing from home and but keynote speaking is a great

Speaker4: [00:25:56] Way to bring

Speaker3: [00:25:58] Awareness to what we do and not just what we do, but helping people be better individuals within teams and helping leaders be better leaders. And so it’s a great way to build awareness

Speaker4: [00:26:10] Around our

Speaker3: [00:26:11] Processes and around our principles and the way we do things. But where people struggle with speaking is you walk in, you do your keynote speech and you walk away and you

Speaker4: [00:26:21] Don’t get that that depth

Speaker3: [00:26:23] And you don’t get that in direct action and. To see success, it tends to be 20 percent insight and about 80 percent application keynote speaking is great for the 20 percent insight. It’s great for giving people awareness of even some of the stuff we’ve talked about so far this morning is, you know, here’s some things to think about. And people really thought about that before all this really could work. And it’s great for that. But then we need the coaching engagements and the ongoing workshop series and things like that to really be able to provide the application

Speaker4: [00:26:54] For

Speaker3: [00:26:55] What needs to happen. And so I still again, it’s been slow on the speaking side, but it’s already starting to pick back up. And so it’s definitely something you’ll still do. Sometimes they’ll do some of that.

Speaker2: [00:27:05] Now, you strike me as the kind of

Speaker4: [00:27:07] Guy who

Speaker2: [00:27:08] I don’t know if the word keynote is still the right word, but I’m going to use it. You might be doing a keynote at a middle

Speaker4: [00:27:12] School to just to help some

Speaker2: [00:27:14] Kids or you have an affinity for and some genuine interest in serving the community, the broader community. Don’t you talk a little bit about that?

Speaker3: [00:27:24] I do. We don’t spend quite as much time in schools lately, and some of that’s a little bit of just our niche. And there’s only so many hours in a day. And so I definitely and again, with my education background, I’ve spoken to schools. I’ve spoken to, you know, high school groups and things like that. One of the first things I actually did with leadership development was about a decade ago with my wife, we let a teen leadership development program in Atlanta for several years with a nonprofit she was working with. And and so I definitely have a heart for that. I don’t do quite as much of the school speaking anymore. Again, just because keynote speaking especially, you kind of find your lane and your niche and there’s not always as much overlap is as people think. And so it’s still out there, but it’s just not. You have to focus on one or the other to a certain degree, and most schools, there’s some really good education speakers out there and there’s some really good people that really is their life. That is what they do and that’s their passion. And I’d support them any way that I can. And again, love still speaking with youth, but it just is not quite enough hours in the day to do a lot of it these days.

Speaker2: [00:28:33] I was just thinking to myself I would have butterflies if I were to get on the stage and do a keynote for Microsoft and Google. But I would be absolutely terrified if I had to get on stage and talk to a group of high school kids. All right. Well, that’s one of the things I tell people all the time.

Speaker3: [00:28:49] Yeah. What I do now and the people that I work with now, it is easier than middle schoolers. I mean, I don’t get cussed out nearly as much. Don’t you challenge the fight nearly as much? So it’s yeah, it’s definitely a lot easier.

Speaker2: [00:29:02] So as you do turn some of your energy and attention toward the community, the broader community, nonprofits, those kinds of things, are are there some that kind of have a bigger piece of your heart or more of your time than others do? Is there a group that you like to?

Speaker3: [00:29:19] That’s a tough question because, yeah, we do work with so many. So I don’t know if there’s just one. I do. I do appreciate local local communities and non-profits, though. And I’ve lived in Cherokee County off and on most of my life. We moved really far away for a while to Marietta, which is not that far. But we’ve been back here in Cherokee County for about four years. And whether it’s Goshen Valley Boys Home up in North Cherokee and groups that are working here, the Circle of Friends that has a new coffee shop that just opened up all over the circuit and what Pádraig is doing with Limitless. And there’s just so many good nonprofits and people that are just doing really cool things in the community here is it’s definitely hard to pick just one.

Speaker2: [00:30:04] I’ll bet. Well, no, you’re the kind of guy that’s probably plugged into service and trying to serve them. And you have some tools and some knowledge and expertize at your disposal that you can you can utilize to help them. So before we wrap up, where is your energy effort going to be in the coming months? You got anything that particular area of focus or you guys trying to grow? What’s the what’s the.

Speaker3: [00:30:27] We’re always trying to grow but grow strategically. And it’s been

Speaker4: [00:30:31] The next, I guess, three

Speaker3: [00:30:32] Months or so. Our biggest focus is just diving in deeper to the deeper programs that we offer. We kind of developed an entire suite of more leadership, strategic workstations that we’re going to be offering and rolling out in the next month or so. And it really just is our focus of spending more time on the development side than the the camaraderie side, because that is a continuum. There’s on one hand doing something where it just gets people together and it’s a scavenger hunt or a game room or or a game show or something like that where it’s kind of getting together and having a good time and laughing and smiling and learning people’s names that they haven’t seen in a while. That kind of thing is is great. And there’s a place for that. We’ve done a lot of that over the years and especially over the next three months. Our focus is going somewhat to the other end of the spectrum of now let’s get let’s get deep now. It’s a you built a pretty good culture from everybody smiles and there’s nobody slashing tires in the parking lot or anything like that. So we’re we’re doing OK. But now how do we really get better? And so that’s probably our biggest focus for the next three months is is spending more time on the deeper programs of let’s let’s spend six months with your leadership team. Let’s spend a year with your leadership team.

Speaker2: [00:31:47] Ok, really, really a deeper

Speaker3: [00:31:49] Than really a deeper dove. Or let’s not just do a workshop, but let’s do a four seminar series where we’re going to come back once a month for the next four months and really dove into some of these deeper things instead of just coming and putting a bunch of stuff in front of you up here. Good luck with this and walking out. So that’s definitely our focus for the next three months is getting deeper with with the folks that we’re working with.

Speaker2: [00:32:11] You touched on a phrase and I don’t remember if it was in that presentation or if you and I were just kind of standing around or but but the the phrase that you utilize was high character culture is that if you’re really going to pull that off, is that where you got to do this deeper work? Is that one of the. Absolutely. To talk a little bit about what you mean by that. And yeah.

Speaker3: [00:32:34] Yeah. One of the one of the most crucial things that people can do within any team organization, whatever, whether it’s a corporate leadership board or a family unit. One of the most important things you can do is, is have people that are ethical and tell the truth and be honest. Honesty goes so far. And so when we talk about a high character culture, that’s one of the first tenets of high character is being being honest. And it doesn’t have to be honest and a jerk kind of way. If I’m just going to tell you, every

Speaker2: [00:33:06] Hair looks a lot of lately.

Speaker3: [00:33:11] So let me say one thing, but but having being able to have those very real, very open, very honest conversations about what’s going on and what can we do to get better. And so high character cultures are ones that place that at the forefront of let’s have a real conversation, not just to Nitpicked, not just to be a jerk about it, not just to throw throw stones and call people names and all that. But let’s let’s talk about it.

Speaker4: [00:33:36] What’s working, what’s not working,

Speaker3: [00:33:38] What do we need to do more of? What do we need to do less of? And again, that goes for everything. So family units to corporate boardrooms, it’s all the same that having people that are willing to be honest, tell the truth and be a little less fearful, be a little less stress. That’s the starting point for everybody.

Speaker2: [00:33:56] It sounds like a lot of work is obviously very rewarding work. Please keep up the good work. I can’t thank you enough for coming in and visiting with us. If someone would like to reach out and have a conversation with you or someone on your team, let’s give them some points of contact, whatever you think is appropriate. Phone, email, LinkedIn, whatever you think is best.

Speaker3: [00:34:16] Yeah, definitely. My email is a great place to start. Justin at Atlanta Challenge Dotcom, Atlanta Challenge dot com is our website, so you can get a lot of info there. You’ll see me around on LinkedIn and Facebook and some of those places too. But yeah, probably email just an Atlanta challenge, dotcom or just go to our website and you can get a lot more info on all the the programs that we offer in the workshops and that sort of thing.

Speaker2: [00:34:39] So what a delight having you come in the studio.

Speaker3: [00:34:42] This has been so much fun.

Speaker2: [00:34:44] So much fun. Hey, how about hanging out with us while we visit with our next guest?

Speaker3: [00:34:48] Absolutely. I can’t wait to hear

Speaker4: [00:34:49] More about him. All right.

Speaker2: [00:34:50] Next up on Cherokee Business RadioX, we have with us with visually souled Alex and Evan Roberts. Good morning, gang. Good morning. Well, we’re delighted to have you. We’ll start with you, Alex. Mission purpose visually. So what are you doing for folks?

Speaker5: [00:35:09] So our mission is to provide the simplest solution for real estate photography. We just want to be ready and available for any real estate agent, really to just book excellent photos so that they can impress their clients and impress potential buyers.

Speaker2: [00:35:24] I would think that that is probably one of the most important parts of the sales and marketing process for a for a home is the pictures that people see before they even make the decision to go out and take a look, right?

Speaker5: [00:35:36] Absolutely. So more and more lately, buyers are basing their choices online based on the photos. So I think it’s like 85 percent of home buyers make a decision to go see a home based on its pictures. So you would think a lot of people don’t use cell phone pictures, but unfortunately, they do. So really, yes, our mission is to just kind of be accessible so that people are deterred from using cell phone pictures.

Speaker4: [00:36:02] So, yeah, go ahead

Speaker6: [00:36:03] To jump off of that.

Speaker4: [00:36:04] I think the way to look

Speaker6: [00:36:06] At it as a home is is the most expensive thing that that somebody will buy or sell in their lifetime. And Coca-Cola spends millions of dollars to sell a Coke can, a can of Coke. Right. So to have

Speaker4: [00:36:19] That excellent visual

Speaker6: [00:36:21] Representation of the most important asset you may buy in your lifetime, I think is is really important and more and more so now.

Speaker2: [00:36:28] So you guys are taking still pictures, video or both? Yes, well,

Speaker5: [00:36:34] All of the above.

Speaker2: [00:36:35] So you could if you have those skills and I’m making the the jump that you do, I’m sure that you do. And I can’t wait to see more more of your work. You could have chosen a lot of different ways to apply those skills, meet a variety of different segments of the market and probably build a very fruitful business. You chose to niche you chose to stay in this lane. Tell me a little bit about that choice.

Speaker6: [00:37:00] Yeah. So I started the company a little over five years ago. I originally was doing live music photography because I was I was a musician in my in my teenage years. And and that was sort of a natural progression for me and I when I was I was managing a pizza shop and in coming and when I was doing that on my breaks and everything, I would be looking at houses online, sort of just dreaming because I couldn’t afford a house. But I wanted to. So, you know, I would look on there and I would dream and I went, wow, this was great. And it’s way too often I would notice that I couldn’t see enough of to home or I or I couldn’t get a feel for what the home actually looks like because of the photos. And if I was actually buying, it would have really mattered because, you know, I typically would just skip the ones that that didn’t have great photos. So I and I notice that some did have great photos. So I said, OK, there’s seems to be a market here, like there seems to be you know, people want some people want excellent photos for their listings. So that’s how I sort of got into it. I said maybe I could do this. I did some research on. What I needed for equipment, and then I sort of snowballed from there, so the.

Speaker2: [00:38:18] Taking these pictures, what is the what is the key, is it better equipment, is it the knowledge is because you’re going to I mean, people are going to expect the same level of professionalism on their job as they saw on the last one. Well, how did you crack this girl? What’s the secret sauce?

Speaker6: [00:38:37] So I think. Obviously, cell phones take great photos right now, so

Speaker2: [00:38:43] It’s not mind so much, I’ve been trying to take you over having this conversation,

Speaker5: [00:38:47] But don’t say that.

Speaker6: [00:38:49] So so they do take great photos. So it’s not it’s not a matter of purely the equipment. Right. Obviously, having professional grade equipment matters a whole lot. So it’s not just the equipment. It really is the I. It’s the training. It’s the technique that’s used. Real estate photography is completely different from really any other kind of photography. Oh, really? It really is. It’s it’s not you know, it could be similar to to maybe product photography. But even still, it’s the the angle choices that you’re getting the lighting, because it’s it’s a space where people live. It’s a space where you’re trying to convey a feeling of of of where people live their lives and who will live their lives. So it’s a little it’s a little different than anything else.

Speaker2: [00:39:37] All right. So here’s a disclaimer. We’re broadcasting live as we speak right now. But a great many of our consumers, the people who listen, our material, listen to it on demand. If you’re listening to this on demand and you’re looking at some pictures, Evan and Alex did not take those Stone Payton those pictures. So so where does the where does the business come from? Is it is it is it the individual, the families selling the home? Or is is your business really coming from the trusted realtors in this ecosystem?

Speaker5: [00:40:10] It’s a little of both. So obviously a homeowner can book a shoot with us if they need to, because we want to be accessible to that. And we understand that for a homeowner, selling a home is really difficult. It’s a lot to take in. You know, you’re leaving a place with a bunch of memories. So part of our goal is to be easy and accessible to homeowners so that when they’re booking with us, you’ve got someone who has a comprehensive understanding of how to make this easier for you. All you have to do is go on because you you’re done. We show up. We take care of everything else. It’s one less thing for you to worry about. And, of course, you know, real estate agents as well, whether they’re an individual real estate agent just booking one off or they’re a brokerage that we’ve partnered with. So it’s really just.

Speaker2: [00:40:55] Oh, that’s smart. So you guys have partnered with entire brokers. Wow, that’s cool.

Speaker5: [00:41:00] And we have so really, it’s just anyone that needs real estate photos, they can just hop on and shoot.

Speaker2: [00:41:07] So something in this whole ecosystem. Right. There’s the stagers. So this is kind of fresh in my mind. Right. Because and it’s a little for those of you who are listening on demand and, you know, sometimes people listen our stuff five years later. But I mean, we’re in the throes of, like summer of twenty twenty one as we’re having this conversation. The real estate market here, at least locally, is nuts. And so we got into this home a little bit before it got crazy. And we sold ours a little bit before I went really nuts. But we never had to sell the house. We had a stager come in. They took some pictures, circulated them in that kind of like coming soon. Circle of realtors never went out on the market. One family came in, made a full price offer, you know, and we were out there like the blackjack dealer. Right. And I I’m almost certain having the stager there to set things up, the clutter that I’m sure that had a big impact on it. And it was.

Speaker4: [00:42:04] But what I’m getting at

Speaker2: [00:42:06] Is the the people that you need to build relationships with or choose to build relationships with. These are a variety of people in this real estate ecosystem. Yes. The stager, the real estate person. I mean, maybe anyone connected to that because you never know. Who knows, right?

Speaker5: [00:42:21] Oh, absolutely. I mean, I’m sure plenty of real estate agents would agree with this, but referrals are the lifeblood in the real estate industry. And that’s, I think one of our favorite parts about being in the real estate industry is it’s such a relationship focused business. You know, I’ve grown up in real estate. My mom’s been a real estate agent for probably like twenty three, twenty six years now. And something I always notice was she just always went the extra mile to build that relationship with someone so that they knew she was someone they could count on. I remember being in the store with her one

Speaker4: [00:42:53] Day and she was picking out like a baby outfit. I was like, What are you doing?

Speaker5: [00:42:57] All your kids are grown up. And she was like, oh, my my client just had a new baby. So I just wanted to pick something up for them. And that was just always so neat to me was that it was such a kind relationship focused business for sure.

Speaker4: [00:43:09] Well, again, we

Speaker2: [00:43:10] Just kind of Holly, my wife and I kind of lived through this, a lady by the name of Joe Heineken’s with Keller Williams Realty. She’s also a client out of a different studio, but she’s

Speaker4: [00:43:19] One of our clients.

Speaker2: [00:43:20] I’m I get a chance to visit with her later today. I mean, we just trust her implicitly. Right. And she was sort of the quarterback of the of the team. Like, I could have gone out. I’m kind of in the business community and several business communities, actually, and sourced a mortgage broker. And so, you know,

Speaker4: [00:43:37] I just trusted

Speaker2: [00:43:38] Jill. I felt like she’s got the relationship. People are going to go above and beyond for her and for a JOHANNAH

Speaker4: [00:43:44] Client, you know,

Speaker2: [00:43:46] More so than someone I just might reach out to. That was incredibly important to us. The other thing, the other part of it was almost like a you know, like when you go to the emergency room, the doctor doesn’t ask you if you want to stay over for observation. He says, OK, you check in, you’re going to stay overnight for observation. We’re going to do tests like this just right. I mean, whatever. I mean, I just trust her. So she said, OK, look, here’s

Speaker4: [00:44:08] How it’s going to work. When I’m staging

Speaker2: [00:44:10] Here on Thursday, we’re going to get some photos, you know. Right. And I didn’t I never even questioned it. Right. And so that’s the that’s the beauty of doing good work. All right. So I got to ask, you guys are

Speaker4: [00:44:20] A married couple. Yes.

Speaker2: [00:44:22] A young married couple, or at least in contrast to me and the other guests, I’m

Speaker4: [00:44:28] A little a little older

Speaker2: [00:44:30] Than the rest of the folks in the studio today. But that’s got to present it on its own set of dynamics. Right. Tell us a little bit, OK? I was going to talk bless your heart and go for it.

Speaker6: [00:44:41] But yeah, I think it absolutely does. We actually met because of

Speaker4: [00:44:45] This this company,

Speaker6: [00:44:47] You know, she she worked for one of our clients and she would book the photos, shoots from us. And so we had contact with her. And then our our two companies had a happy hour event, and that’s where we met. So. So and now and now she works for us.

Speaker5: [00:45:04] He poached me.

Speaker6: [00:45:07] So, yeah, I mean, it definitely does present its interesting dynamics and it’s definitely been a unique experience. And we’ve been married for a little over a year now. So it’s you know, it’s it’s really challenging and

Speaker4: [00:45:21] Fun and amazing to

Speaker6: [00:45:22] To sort of work through certain things together and get to

Speaker4: [00:45:26] Know each other differently

Speaker6: [00:45:27] Than maybe other couples

Speaker4: [00:45:28] Would, because we’re also trying

Speaker6: [00:45:30] To grow a business together while we’re trying

Speaker4: [00:45:32] To develop a marriage

Speaker6: [00:45:34] And a family.

Speaker4: [00:45:35] So, you know, it’s definitely, definitely interesting.

Speaker2: [00:45:39] Well done. You can run for office. All right. Let’s get the truth out here. You know, have you found or have you settled

Speaker4: [00:45:45] Into, I don’t

Speaker2: [00:45:47] Know, a division of labor and this is our roles. Are you still kind of figuring that piece

Speaker4: [00:45:51] Of it out?

Speaker5: [00:45:52] I think as a business, we’re still growing. So just kind of our roles continue to grow and expand. I’m in charge of our marketing, but at the same time, you know, I’m also trying to help plan company events so that we can all get together. I’m covering the phone sometimes for my sister in law who’s our head of operations. So it’s a lot of different roles and

Speaker4: [00:46:12] We’re just constantly growing

Speaker5: [00:46:14] In them.

Speaker6: [00:46:14] Yeah, I think the the pandemic obviously affected everybody. You know, I hear people say that all the time.

Speaker4: [00:46:20] It’s like, OK, yes, obviously.

Speaker6: [00:46:22] But it really it did impact our our culture a lot. And so it’s really trying to almost almost rebuild that culture now. And Alex has been, you know, really pivotal in that. Like, she’s really been been pushing forward to try to to try to rebuild those those relationships. So it’s really interesting to hear Justin talk about what he does. It’s kind of serendipitous almost that that you’re here

Speaker5: [00:46:44] Because the workshop is just

Speaker6: [00:46:45] Go through it. And and I really, by the way, side note, I love what you said about it’s not taking bad, you know, to good. It’s really like Jim Collins. Good to great, you know, and I’m sure I’m sure that that book probably plays a huge role in what you do. And I’m so sorry, but

Speaker5: [00:47:01] I never heard of it.

Speaker3: [00:47:03] So that is one book that I’ve heard, I’m sure.

Speaker6: [00:47:08] So. So, yeah. And I think that that’s been a huge a huge part of it right now, especially recently. Is that

Speaker2: [00:47:14] So? But this is the mindset. These are the type of people and I don’t know, maybe this firm is a little small at this point for you. I don’t know about that. But the mindset of these guys are doing good. They want to do better. They do check that box on your criteria. I just.

Speaker3: [00:47:28] Yeah, absolutely. And I think what we’re seeing, even just in this little you know, these last couple of minutes is the power of having people in leadership that see the value of taking care of their people and the connection that has. Do you guys seeing success as a company? That’s the magic, right? There is leaders that see that that, yes, it’s important to take care of our people. But it’s important to grow as a company and those are connected,

Speaker5: [00:47:54] Right, especially so because our our team members are the ones that are going out and doing shoots every day. You know, it’s not Evan sometimes, but it’s not me, because I can’t I can’t I mean, the amount of times that we get people calling in who are saying like, oh, you know, my my shoot wasn’t booked with Samantha, like, could it be booked with Samantha? She’s just so good. She knows exactly what I need. I can always count on her. Like when we get that kind of feedback about our photographers, it is just doubly so important to take care of our team because they’re the ones who go out and represent us every day and they do such a good job doing so. Like our clients are crazy about our photographers.

Speaker2: [00:48:31] So and I’m going to ask you, too, if appropriate, Justin, you have something to say on the matter and how do you recruit, develop and continue to nurture someone as Samantha? Right. And we have a Samantha, too. She runs Phenix Business RadioX out there in Phenix, Arizona, and her name is Karen Zwicky. And she’s just she’s unbelievable. She’s incredible. And and we wasn’t anything I did. I don’t think I you know, maybe I maybe I didn’t run her off. But other than that. But, ah, there’s some, you know, some dos and some don’t always do this. Don’t do that. Or at least I don’t know.

Speaker6: [00:49:09] So just to clarify. So you’re asking about the actual recruiting and interviewing

Speaker4: [00:49:13] And and finding the

Speaker2: [00:49:15] Right. I want the whole workshop right now. Yeah. Yes. And OK, now we’ll wait for care. Like what should I be doing for Karen today? You know, like sure. Because I feel like sometimes I don’t I don’t do enough to to to let Karen know how. Sure.

Speaker4: [00:49:31] Yeah. Yeah.

Speaker6: [00:49:32] I mean I think before pre pandemic we were a team of thirty three and we’re in multiple states and so we’re fairly large for four for what you know I’ve experienced what we found was really important was being able to take in, in real time almost feedback from our people and being able to, to be lean and to be able to change with that feedback. So taken to to account what what the team is saying, what the people are saying, who are actually doing, meeting the clients and really doing a lot of the the groundwork for that and being able to adapt that. So we had something

Speaker4: [00:50:10] We call and

Speaker6: [00:50:11] We haven’t done in a while since because of the pandemic. But we call Bruen Review and it was basically a monthly meeting where the whole team was invited and we’d go around and we’d ask questions. We’d say, OK, here’s how the company is doing. And it doesn’t matter what position you held in the company. We want to hear from everybody, basically. So we would have this monthly sort of meeting to make sure that we’re all we’re meeting everybody’s needs and really trying to to develop them as much as they want to be developed.

Speaker2: [00:50:36] I like it. Did you. Is this because you’re so well read or you just I mean, would you say maybe just a little wise beyond his years or absolute are you just that well read or do you just look, your

Speaker6: [00:50:50] Reading comprehension was one of the things I struggled with most in school. So it’s definitely not not that

Speaker5: [00:50:55] He listens a lot. He listens to a lot of podcasts and books and stuff. I don’t know,

Speaker4: [00:50:59] Doesn’t read a lot. And he listens

Speaker2: [00:51:01] To his people apparently and genuinely, genuinely listen. So this is very tactical. But I mean, I’ve run into this, you know, I’m not a professional coach, but I find myself sometimes wearing a coach hat with our studio partners and that kind of thing. When people do give you feedback and input, sometimes they have creative new ideas.

Speaker4: [00:51:20] And for whatever

Speaker2: [00:51:21] Reason, maybe because of my lack of foresight or because it’s really not the right time to make that move, we’re not going to implement that idea. But I don’t want to shut that down. Like, if I haven’t came up with that idea, I wanted to feel good about coming up with the idea. And I don’t want him to not come up with an idea next time we get together. Is there some mojo that we can use on that any any of the three of you that’ll help?

Speaker3: [00:51:44] Yeah, not shut them down? I definitely have something on that because it’s true. And there are some people that all it takes is you telling them that their idea is awesome and they’re like, yeah, it is. And then they walk away. We can’t do it right now. OK, but at least they thought it was awesome. And so there is some validity to that. OK, and and I’m kind of that way too. And Sean Clark, the founder of Atlanta, challenged that he and I are working together all the time and we’re both similar in that regard. If like sometimes it’s just. Yes, that is an awesome idea. Doesn’t fit for right now. But the for us, the benchmark is that’s why it’s so important to have clearly defined goals and not just big overall, you know, five year goals or whatever, but like what is the focus right now. And so that way, if an idea is awesome,

Speaker4: [00:52:29] But it doesn’t

Speaker3: [00:52:30] Line up with what the current focus and defined vision and goal is for what you’re trying to accomplish now.

Speaker4: [00:52:37] It’s it gives

Speaker3: [00:52:39] A clarity to the reason of why we can’t do it now, because if that’s not defined, then it’s just we can’t do it now. Well, why do you just not like it?

Speaker2: [00:52:47] It’s not like.

Speaker3: [00:52:49] Right. Like. And it gets it can go off the rails fast. So not being able to say, yeah, that’s a great idea, either maybe we tweak it or we use it for this, or maybe we show that we do it later. But having clearly defined this is what we’re focusing on right now gives a reason for why we maybe can’t do that idea right now.

Speaker2: [00:53:06] Got it. Now, that’s helpful. I’m glad because I really I’m kind of getting inspired and sort of invigorated here a little bit. I want to go back and try to apply some of these some of these ideas. So do you guys have the bandwidth? And if so, do you decide do you want to meet more realtors? I bring more realtors into your circle or have you got enough already? Leave us alone.

Speaker5: [00:53:30] There’s never enough or enough.

Speaker2: [00:53:31] So but that’s that’s a group. That’s a group. The realtors are the folks that.

Speaker5: [00:53:36] Absolutely. I mean, we could never stop growing. The goal is world domination. We want to make sure we want to make sure everybody has consistently beautiful and excellent real estate photos. So, I mean, never enough. It’s just a matter of hire more people if we need to, but we want everyone to

Speaker4: [00:53:52] Feel

Speaker5: [00:53:54] Trusted and a vendor that they can come to and know that they can shoot very easily and that everyone who’s working with them knows exactly what they’re doing and knows how to provide extra help if needed.

Speaker4: [00:54:04] Yeah, yeah. I’ve done my I’ve done just to

Speaker6: [00:54:07] Sort of tag off of that. I’ve done my research on on other companies to do this. And I have to say, without a doubt, we have the simplest way to book a photo shoot. If you’re a real estate agent or or a homeowner,

Speaker4: [00:54:20] The we

Speaker6: [00:54:21] Get the absolute necessary information that we need to be able to come out there. But it’s also real time booking. All of our photographers are actually, you know, team members. They’re not just contracted out and we give them all the equipment to do the job. So all of the photo shoots are going to look the same. Right. And if something breaks, we know exactly what to replace it with. And they don’t have to worry about putting wear and tear on their equipment. So because of that, we have a real time booking. So if you see Friday at two o’clock is available on the website, you click book, that’s when we’re going to show up. So it’s it’s things like that. I think that

Speaker4: [00:54:53] It’s going to do really well to that.

Speaker6: [00:54:55] What Alex said we’ll do

Speaker5: [00:54:56] That honestly used to be the worst thing as someone who had to book food, photo shoots, like not being able to just see a real time availability and lock it in, it would be like, OK, well, I have to call the contact and I’ve got the contact and they have to call and see who’s available, OK? They have to call and see what people they don’t have that day that you requested, but they have another day. Would you want to do that day? OK, well, now let me call the client because I need to see if the client can do that. OK, let me call the guy again. I’m sorry we ran out of that time. Someone else. But can you do this dance that just constant back and forth and it is so stressful and especially for real estate agents or if they have someone who’s helping them book shoots. That’s a lot to ask of them. That’s a lot that’s taking up their bandwidth. That’s a lot of calls to make.

Speaker4: [00:55:34] It should just you really should

Speaker5: [00:55:36] Just be able to go and be like, OK, I want Friday at two o’clock,

Speaker4: [00:55:39] Lockton. Yeah.

Speaker6: [00:55:41] And we’ve even built, you know, private booking pages for larger brokerages that the book, all of the photo shoots. That way they can send it to the homeowner and say, look, choose a date in time that works

Speaker4: [00:55:51] For you

Speaker6: [00:55:52] And book the photo shoot. And so the the brokerage or the agent doesn’t even have to do the booking. So and yeah, I think I think the simplicity of the booking system is really what what are sort of competitive advantages.

Speaker2: [00:56:05] That is really interesting because. Well, and you have the advantage of you do the the good work that you’ve done is published. People can see it. And so they get they see the quality of it. And then the ease of the the booking, though, is the real secret sauce.

Speaker4: [00:56:19] So far. That’s how we get you. Definitely.

Speaker6: [00:56:21] I see. I see I see so many, so many different different websites with like a few samples, maybe five to ten different pictures of the best of the best of the best pictures that they’ve taken. So that’s why that’s one thing that I

Speaker4: [00:56:34] Wanted to do differently was

Speaker6: [00:56:35] On our website, I’m like, let’s put tens and tens and tens and maybe hundreds of different samples of our work, because just to sort of prove the point like this is consistent. This is what you’re going to get when you book.

Speaker2: [00:56:45] So so does the sale. I don’t know if that’s the right word. Does the relationship often start through that website interaction or do you find yourself trying to have an initial conversation with a with a realtor that you don’t know you can?

Speaker5: [00:57:02] Absolutely. We, you know, of course, go through, you know, Google ads and Instagram and Facebook and people can just search us and start on the website. But more often than not, we just get referrals from a lot of agents. And that is honestly the highest praise for us is when, you know, it’s cool, like, oh, cool. Someone came in from Instagram. That’s neat. But like when someone’s calling in and saying, like, oh, well, you know, so-and-so recommended you and they just gave you such high praise. I just I need a photographer, so I figured I’d give you guys a shot. That’s honestly the most gratifying, gratifying thing for us.

Speaker6: [00:57:35] Yeah, absolutely. I mean, I think the website is definitely crucial, right. Because so many, you know, real estate agents especially are out and about all the time. So they either need to have something really accessible and really quick to be able to access or they need to. Have somebody to call, like right away as soon as they can, because they’re in the car or whatever,

Speaker4: [00:57:54] So

Speaker6: [00:57:55] Having somebody to answer the phone as soon as you call somebody

Speaker4: [00:57:58] That that knows

Speaker6: [00:57:59] You, some of the you’ve talked to before

Speaker4: [00:58:01] And really that could even

Speaker6: [00:58:02] Be the same person on the website. Live chat. You know, it could be you know, it’s really somebody

Speaker4: [00:58:07] Here that’s local

Speaker6: [00:58:10] That knows you, that knows your colleagues. So, yeah, I think that’s that’s crucial, too.

Speaker2: [00:58:14] So before we wrap, let’s see if we can help out some young aspiring entrepreneurs. Maybe they have a, you know, like a regular job right now and they’re thinking, you know, I’m going to take a shot at this. I’m going to

Speaker4: [00:58:29] Pursue setting up

Speaker2: [00:58:30] A business. I got to get some customers. I got to think through the culture. I’m trying to build it. Actually, I like both of you maybe to take a swing at that with an idea or two. And I’ll start with you, Alex, if we could just. Yeah, you know, I don’t know any counsel. You might have something to be thinking about, some

Speaker4: [00:58:47] Dos and don’ts,

Speaker2: [00:58:50] Because I think our our listeners would would really profit from the exposure. I was going to say scar tissue is there as well. But, yeah, anything you might offer that that that new aspiring entrepreneurs, they they think about making this move.

Speaker4: [00:59:08] Yeah. I was very

Speaker5: [00:59:10] Blessed to not have to take the plunge like Evan did. He was already, you know, four or five years in before I came on. So and I didn’t have to do anything quite as dramatic as, you know, quitting my job and starting something from the ground up. But I would say anyone looking to do that, I would say, listen to Dave Ramsey. I know that was a big stepping stone for Evan was just constantly listening to Dave Ramsey. And I would say find a mentor, someone who can coach you and kind of understand what you’re going through when you come up with a hardship or encounter a roadblock. Just find someone who’s willing to coach you and who understands what you’re going through and can provide counsel. That’s something other than, well, you know, just pick yourself up. It’ll be OK as long as you stick to it. Someone who can give you very concrete advice.

Speaker2: [00:59:57] Fantastic.

Speaker4: [00:59:58] Evan, I would say

Speaker6: [01:00:00] I want to sort of reiterate what Justin said earlier about

Speaker4: [01:00:03] The 20 percent knowing and

Speaker6: [01:00:05] Learning and 80 percent

Speaker4: [01:00:06] Doing. I would say

Speaker6: [01:00:08] When you’re starting out, it’s like ninety nine percent doing because so many people, so many people have a hard time just taking the first step

Speaker4: [01:00:16] And just doing the initial. Let me let me set something up.

Speaker6: [01:00:21] Let me actually try to get that first dollar of sale. Let me just try to make one dollar from what you want to try to do or I just do it. Just start. And once you start, that’s that’s where, you know, you never know where it’s going to go from there. So I would say as far as like advice goes and learning from my mistakes is do not hire too fast. That is that is a very, very common mistake. And and it’s actually something that I called into Dave Ramsey and he told me when I first started the business and and I know I’m speaking about one of your competitions is also calling on Cherokee Business RadioX. But but he told me he’s like a be very careful about payroll because that’s what kills so many businesses. It’s payroll.

Speaker4: [01:01:06] And I did make that mistake.

Speaker6: [01:01:07] And, you know, I hired like I said, we were a team of over 30 people. And I just I liked having people I liked having people in the office and talking to people and interacting and having a great environment. And that’s something that that will, once you do take that first step later down the road, will be very important to

Speaker4: [01:01:26] Do so try to try to be as

Speaker6: [01:01:28] Lean as possible in the beginning.

Speaker2: [01:01:29] I am so glad that I asked. And for the record, I am a huge Dave Ramsey, not even just a fan disciple. I’m fifty seven years old now. My wife’s going to retire in a year. We’ve been very blessed and we’ve made a comfortable living for some time. We still live out of envelopes. We have cash envelopes in our bureau. It’s amazing. And I think that’s one of the reasons. And and that came from Hill. And I know I’m a huge fan, so I don’t consider competition at all. I think he’s I think that the work that gentleman doing is just marvelous. Well, this has been fantastic. I know realtors who do hear this, senator are going to want to talk to you guys. What’s the best way for him, for them to connect with you?

Speaker5: [01:02:14] I would say anyway, you can always go on our website. We’ve got live chat. We’ve got a phone number to call. If you’re into calling, we have our email, which is Contact Visually, Soul dot com. Or you can chat with us on social media websites like Facebook and Instagram. We we’re pretty available. We love answering questions and talking to people.

Speaker6: [01:02:34] I would say we’ve made it a point to try to make it as informative as possible to just visit the website. You’ll you know, you’ll have everything that you need there. So the website is visually souled dot com,

Speaker4: [01:02:45] And you can really go start from there or

Speaker6: [01:02:47] Follow us on social media visually souled.

Speaker2: [01:02:49] Well, thank you both for coming in the studio and and hanging out with us and, you know, maybe let’s do this again, maybe you guys come back some time to check in with us.

Speaker4: [01:03:00] One idea

Speaker2: [01:03:01] That could be fun, if

Speaker4: [01:03:02] You’re up for maybe a

Speaker2: [01:03:04] Local realtor client, come in. We’ll spotlight their business, but maybe talk about the relationship. We’d love that. Yeah, that would be great fun segment. All right. Well, this has been marvelous. Thank you both.

Speaker4: [01:03:14] Thank you. All right.

Speaker2: [01:03:16] Until next time. This is Stone Payton for our guests this morning and everyone here at the Business RadioX family saying we’ll see you next time on Cherokee Business RadioX.

Tagged With: Atlanta Challenge, Visually Sold

Austin Netzley With 2X

June 22, 2021 by Jacob Lapera

2X
Coach The Coach
Austin Netzley With 2X



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Austin-NetzleyAustin Netzley is an author, investor, and business growth advisor.

He is the Founder and CEO of 2X, helping 6- and 7-figure entrepreneurs implement the systems and strategies for fast, predictable growth.

In less than three years, 2X has helped clients generate over $200 Million and counting while in the 2X one-on-one coaching programs. Austin is also the author of the new book ‘From 6 to 7 Figures’.

Austin is a former collegiate athlete and bestselling author who has been featured on many of the world’s largest business websites such as Forbes, Entrepreneur, Inc., Yahoo!, BusinessInsider, ABC, NBC, The Washington Post, and more.

For more information about Austin and 2X, please visit 2X.co.

Connect with Austin on Facebook, and LinkedIn.

What You’ll Learn In This Episode

  • Systems & Operations Scaling From 6 to 7 Figures
  • Getting Business Owners Free From The Day-to-Day
  • Fast Business Growth – How to 2X In 90 Days
  • Business Strategy
  • Elite Productivity & Time Management
  • 7-Figure CEO Mindset

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for Coach the Coach Radio brought to you by the Business RadioX ambassador program, the no cost business development strategy for coaches who want to spend more time serving local business clients and less time selling them. Go to Barak’s Ambassador Dotcom to learn more. Now here’s your host.

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one. Today we have with us Austin Netzley with to welcome Austin.

Austin Netzley: [00:00:42] Hello, Lee. Thank you so much for having me. I’m excited to give some big value today, so let’s get started.

Lee Kantor: [00:00:47] All right. Well, before we get too far in the things, tell us about 2x how you serve in folks.

Austin Netzley: [00:00:52] Yeah, what we do is one on one business coaching for six and seven figure entrepreneurs. So it’s all one on one in the trenches coaching to help people get free from the weeds, turn their business into a machine and start growing faster than ever. So we focus a lot on systems, operations, team and mindset and some of the things not directly related to growth. But at the end of the day, that mean everything for growth. So if we can people help people, like I said, get free from the weeds and turn their business to be a machine with their team running the show, then growth starts to become easy so we don’t scale one on one.

Lee Kantor: [00:01:25] So what’s your back story? How’d you get into this line of work?

Austin Netzley: [00:01:27] This is technically my fifth business, so I’ve been through a couple of different iterations to figure out some things that work, some things that don’t work. And one thing led to the next. I was in the oil industry originally as an engineer and I was like, you know what? I’m not really jealous of any of my mentors at the time of any of the executives. So I was like, there’s got to be another way. And I learned about this thing called entrepreneurship started my first business, my second business, my third business. The one one led to the next that led to a marketing agency that led to doing some more Hands-On coaching that led to what we do now. So it’s been a whole evolution. But through these businesses that we’re all really I knew at the time I wasn’t going to do those things for the rest of my life, but they were beautiful stepping stones to the next opportunity that led me to this opportunity where I was in a partnership and it was kind of a toxic partnership. I wanted to go and change the world. He wanted to be an Instagram influencer. So we decided to part ways. So I had this clean slate to say, OK, I’ve been doing these businesses things every two to three years. What do I want to do for the next 20 to 30 years? What I want to do for the rest of my life and really sink my teeth into. And that’s where I designed to excel in the way that we have it now.

Lee Kantor: [00:02:40] So now what was the methodology based on just kind of your the scar tissue of all your previous endeavors

Austin Netzley: [00:02:47] At this point in time? So but by my fourth business, we were teaching millennial entrepreneurs how to start and build their online business. And I saw that after working with hundreds of people there in our group programs, I saw that there was there was a formula for things so that there is some major gaps that a lot of people had. There was a reason why some were getting ahead and some weren’t. And what we started to do or what I started to do is put together what that formula is. And something I’ve learned again is that there’s not only what elements that you focus on matter, but the order matters so much. For instance, so many people think that are starting out or six figure entrepreneurs think I just need more leaves. They come to us and say, hey, I just need more leaves and you help me grow. And we ask them about, hey, how is your sales conversion or how is your LTV or do you even have time to be focusing on growth? You do these other things. So we realized very quickly is, hey, yes, you probably do need more leads and we can help you get a lot more leads.

Austin Netzley: [00:03:45] But there’s other things that we’ve got to focus on first. For instance, if we really, really nail your strategy and model to be set up to scale, if we have a much more differentiated and focused, if we have it be targeted for the perfect ideal target audience, you’re going to triple your conversions and have much less moving pieces just by doing that. Let’s do that first and then let’s work on the next thing and next thing. So long story short, through working with so many businesses, we started to realize there were certain puzzle pieces and most importantly, the order of those pieces made such a big difference. So that’s what we started to put together. And then we’ve optimized it over the past few years. We’ve now been in business over three years and clients while in our programs, have generated over two hundred and eleven million dollars. So it’s it’s proven and it works over and over again with our clients all across the globe.

Lee Kantor: [00:04:34] Now, when you’re working with a client, the framing is six figures to seven figures. That’s kind of your tagline.

Austin Netzley: [00:04:43] That’s so we have two audiences. We have some half of our audience is between two hundred and fifty and about seven hundred fifty thousand dollars in revenue when they start with us. And their goal is to get to that magic million dollar mark. They want to be a seven figure business owner. So we take people from six to seven figures. I’ve got a book called From Six to Seven Figures that we can give away and definitely recommend checking that out. But half of our audience that comes to us is already at that seven figure mark and they’re looking to get free more from the weeds or grow to the next level. Some of them have goals of getting to eight figures. We’ve helped several clients get to eight figures. So we work with people that are six and seven figure business owners.

Lee Kantor: [00:05:22] But the important component there is they’ve already have a semiprivate model in that they are selling something to somebody already.

Austin Netzley: [00:05:29] Exactly. Exactly. We work with people that have. Already had traction because what we found is is in my previous business, we worked with people starting out and with that, and there was just a lot more people that weren’t going to succeed necessarily. Like they they just weren’t going to go through what it took to to become like a true business owner in. The second thing is, is we can just make a much faster impact. So sometimes the journey of getting to that first couple of hundred thousand can take a long time because you have to get product market fit and you have to validate who we’re serving and to like what we’re selling and stuff. So we like to come in with businesses that already have traction and optimize what they’re doing because we can make a really immediate impact.

Lee Kantor: [00:06:15] So that was probably one of the key learnings to get to this point in your evolution, right? By focusing on folks that already have something, then you’re eliminating a lot of those aspirational people, the people that are just not going to really do the work it takes to move the needle for themselves. You know, that anybody you’re dealing with nowadays is somebody who has a business that has some level of success. There just might be frustrated or plateaued or whatever other thing. But it isn’t that their thing is marketable.

Austin Netzley: [00:06:47] Yeah, yeah, exactly. Exactly. And and the thing is, whether they’re at two hundred and fifty thousand in revenue per year or five million in revenue per year, all the businesses are broken. Right. And so much like there’s so much opportunity and so much, so many areas of improvement, even with our own business internally at two X like there’s always so much opportunity. And I think that’s the beautiful thing about business is like we can know so much and do so much and get so much better, but there’s always so much more that we can do. So if you can validate yourself and validate that you have a market and get to at least again a couple of hundred thousand, that shows us that you probably very likely have the potential to get to whatever your goals are, whether that’s a million dollars revenue, five million, 10 million, 20, 20 million, whatever. There’s a big opportunity out there if you can do it right.

Lee Kantor: [00:07:36] So now the folks that have, you know, kind of they’re grinding and they’re battling every day and they’re, you know, scratching and clawing their way up. And they got this to six figures. You can come in and implement some systems and maybe some automation and leverage some of the tools that you’ve already kind of gotten good at leveraging to help them just accelerate the growth. For in your mind, they’ve reached some level of escape velocity. They just don’t know how to go to the next level.

Austin Netzley: [00:08:04] Yeah, exactly. And that’s what I start my book with, is what got you here. Won’t get you there. So what gets you to two hundred fifty thousand dollars in revenue, for example, is in fact a lot of those things will hold you back from getting to two million dollars in revenue. For instance, to get to two hundred fifty thousand dollars in revenue. You can drive a lot of things yourself. You can still be the center of the business. You can be pulled in a hundred different directions. But what we then do is we come in and we’re like, hey, that work to get you here to get to the next level, we need you free from the weeds. We need to make this business and model scalable without you in the day to day grind. So let’s get you free. Let’s put in the proper systems. Let’s put in the operations. Let’s put in a couple of the key team members so that they’re running the day to day. And you can focus on your zone of genius and the things that you want to do. And if we do that, A, we have A, healthier business. B, we’ve got a more sustainable business. See, you have much more time. And not only are you having more fun, you’re actually focused on growth. And that leads us very quickly to, for instance, that seven figure mark.

Lee Kantor: [00:09:05] Now, when you’re working with folks, what is the process look like? Like, say, I raise my hand and go, you know, what do you got me? This is this sounds fantastic, Austin. I mean, what is my first step? What’s what’s going to happen once I kind of buy into this first step?

Austin Netzley: [00:09:22] So, yes, there’s a formula for business, but every business is so different that we have to customize a blueprint for you. So what we have to do is go in and fill in a deep dove survey. We want to understand inside now what is your business? Because they give you the best guidance. We need to really, again, understand your business in the intricate way. So it starts with a Deep Dove survey. From that, we’re doing a full behind the scenes evaluation. We hop on a 90 minute call to ask all these different questions, to, again, really understand the pieces at hand. From there, we can get together behind the scenes and say, hey, these are the big levers, these are the big changes. This is what we really need to know. And we put that together in a presentation to share with you the roadmap. All this happens in about a five day period. So you fill in the survey, have a 90 minute call, and then we have a 60 minute call to lay out. Here’s the successful here’s the roadmap for the next 90 days. We also talk about some of the key levers for for more than 90 days, like it’s really a 12 month roadmap. But specifically, hey, here’s the 90 days. Here’s the order of things. Here’s the leverage that we’re going to pull. Here’s how we’re going to lead to some really, really, really big changes. And the thing is, for us to really get to where you want to go in business, sometimes you have to focus on growth not being first it.

Austin Netzley: [00:10:41] So, again, a lot of people are working really hard and they’re too stuck in the business that in the first 60 days they may not grow. And that’s OK as long as people have a long term perspective. Right. But so many people who just want to I want to grow like leads instantly. I want I want leads right now. And we’re like, no, there’s an important process. If we can put in the operations and team and get you free and free up twenty hours a week and 60 days, but not necessarily grow your revenue by very much like and me, in my case, that’s a win because like the next 60 days are going to be where we’re going to really start to see. That growth, so one by one from that initial roadmap, then we’re implementing and executing that every single week. Now a lot of the systems we have so people can plug and play them. But if we can solve one important problem with you every single week and do so with the proper system or strategy that you can use for years to come in the 30 day period, your business in time is in a whole new spot, let alone after 60, 90 days, that six months, 12 months, it’s one week at a time.

Lee Kantor: [00:11:41] Now, is the are you just giving me like a to do list like here do these 15 things or is is somebody on your team helping me do these things? Because, like, sometimes in life you need help, but sometimes you need a helper.

Austin Netzley: [00:11:56] Great question is we don’t do the work, but we guide you and support you to make it as easy as possible. So every single week it’s a one hour call where in that week we are problem solving and helping you come up with solutions. We are giving you custom answers and in feedback and guidance and we’re giving you a specific system. So, for instance, let’s say that after after we work through a couple of things, we inject some revenue, we get you free, we clean up your strategy and model a little bit. Let’s say it’s like, all right, I now have the cash flow that I want to hire an assistant. Boom. All right. We’ve got all of the systems and templates that we can say, hey, here’s how you hire an assistant. This is what you need to do. This is where you go. These are like use this like copy and paste this. Have them do these couple of test tasks. So we have you instead of trying to go and just say, hey, this is what you need to do, go do it. We give you the tools to make it easy to do right. So it’s like, again, if we can do that one at a time. Now you have the system in place that you can go and only hire an assistant. You can hire other similar roles in the future. And in the next week, it’s like, OK, we’re ready to really, really take this referral or these referrals to the next level. Here’s the referral system. Let’s work on this. This is what you’re going to do. Let’s talk through that together. So we have a lot of the things started through proper systems, training and templates. And then from there, it’s a matter of working with you to help customize that. But it’s only the one hour coaching in addition to the systems and templates that we have.

Lee Kantor: [00:13:30] So a lot of it is kind of an accountability partner.

Austin Netzley: [00:13:33] A lot of it is that. But the big thing that we can do first is if we can help with the strategy, that is something that is going to make a monumental impact across the board. For instance, if we can help, just get your business set up to be much more specific and targeted and differentiated. We’re going to see just by working through that, that your conversions of your marketing and your sales are going to double. So what we’re trying to do is to pull these different levers and work you through these different methodologies and systems and strategies that we’ve proven over and over again that are going to lead to exponential impact. That, again, after three, six months, they start to stack on top of each other. So, yes, you do a lot of the work, but again, we’re going to guide you and help problem solve together. And then from there, there’s going to be some actions and then there’s going to be some accountability. And so we all need that accountability. And that’s one of the challenges as being out of business owners. Like oftentimes we don’t have others hold us accountable. It’s easy for us to hold people accountable, but not necessarily ourselves. So that value in and of itself is huge for us all that.

Lee Kantor: [00:14:40] So see, if I got this at this point, you have a portfolio of systems and operations that you kind of customize to the needs and desires of your clients. You have regular meetings or cadence of meetings and and calls to help them implement the appropriate one at the appropriate time. And then you have during those calls, you’re holding them accountable. Ultimately, it’s up to them to do the work, to implement them and to roll them out and deploy them. But you’re there to make sure that all of that goes well, because you’re there to help counsel them throughout the whole process.

Austin Netzley: [00:15:15] That’s exactly right. That’s exactly right. And one of the first things that we do leave before we start to give people, because we don’t give somebody fifteen tasks, like they don’t have time for 15 tasks. Right. So one of the first things that we do is we look at, hey, how can we free up ten to twenty hours per week? So before we give much of any tasks after the initial survey, it’s like, all right, how can we create capacity and then give you a couple of things that are working on the business, like all these things that would be task would be to drive the business forward. So it’s not like it’s homework. It’s not like this this outside thing. It’s literally working on your business in a much more strategic way. But we’ve got to create that time for. So that’s such an important differentiator because I’ve worked with coaches before in the past and they’re just like, oh, go do all these things. You have to figure it out yourself. B, they’re not creating any more capacity in time. And see, usually they’re telling me to spend a lot of money, like we don’t tell anybody to run ads or even hire people until we are producing. Ash, from the improvements that we make first, so it’s really about creating capacity, not only from a time standpoint, but from a financial standpoint before we start to add.

Lee Kantor: [00:16:24] And then that’s what you mean when you say the order of things, you’re aiming at the things that are going to generate revenue as fast as possible. So they get some quick wins and then they can use that revenue to fund these future things.

Austin Netzley: [00:16:37] Exactly. Exactly. So if we can get ahead from a time standpoint and get back control of our calendar in time, if we can get ahead financially and take the concerns of money out of the way, then we can work on the right things and be patient with the process of like, OK, we need to work on our strategy stuff. OK, we need to work on fullfillment, OK? We need to work on the sales and whatever. And then when we really start to focus on the growth levers in a bigger way, that we have capacity and we’re ready to handle those. But so many people are working out of order, so they’re just spinning them wheels and spinning their wheels and we call it staying on the hamster wheel.

Lee Kantor: [00:17:14] Now, can you share a story? Don’t name any names, but somebody that maybe was struggling or explain what their plateau or their challenge was and they connected with you and your team and then how you helped them get to a new level?

Austin Netzley: [00:17:26] Oh, yeah, we’ve got hundreds of them. So one is a guy named John. And John started with us at one hundred and ten hours per week, one hundred and ten hours per week. So he was stuck in the business as much as you could say. And he was red like he was obviously stressed out as can be. He didn’t know how burnt out he really was at the time, but his growth was limited and he had done really well from the outside. But it just flatlined and he was at sixty seven thousand dollars per month in revenue. So he was high six figures. And he came to us and he said, all right, I’m ready for a change. And within three months, he went from one hundred, ten hours a week down to 30 hours per week. So not only did he get his life back, he was able to start to shift some of that time towards working on the business. And then within a couple of months after that, he was at five hundred and three thousand dollars per month. So over a seven x increase while cutting his time and basically a third, actually less than a third. So that’s that’s the power of working on the right things in the right order. That’s the power of getting free. That’s the power of turning your business into a machine and building up your team so that you’re out of the day today and then starting to focus on growth. Like if you follow that exact process, you’re going to be in a beautiful spot to grow exponentially.

Lee Kantor: [00:18:46] So now, at this stage of your career, what brings you more joy? Is it seeing somebody like that kind of blow up their business and make it exceed their expectations? Or is it for you to sell one more client on the program?

Austin Netzley: [00:19:00] Oh, man. It’s so I mean, everybody on our team is very mission driven. Everybody. We have so many people from around the world that are super successful business owners themselves as coaches or could be doing 50 other things on our own, our team that everybody has to be mission focused. And what we’re trying to do is be the best in the world. At Skilling, six and seven figure businesses like we want to double the number of businesses that get to that magic seven figure mark. So seeing people not only do that, but seeing people like the impact that that makes. We talk about the ripple effect internally that to every single day. So if we can help people get their life back and grow their revenue, that’s amazing. Like the revenue piece, that’s always exciting, but like seeing the ripple effect of what that means for them to get their time back and to start making more money, how it impacts their family, how it impacts their team, how impacts their their mindset, their audience, like that ripple effect. That’s what fires us up all day.

Lee Kantor: [00:20:02] Now, is there any part of your roadmap and growth plan that includes helping maybe some entrepreneurs in these underserved markets help them get the escape velocity they need?

Austin Netzley: [00:20:15] Absolutely, right now we have one program and we we we we like to keep things really simple, we will be adding a second program that will actually probably be on the higher end. And then after that, we will go to the to to the lower end as well, because there’s a formula for that. Just like there is a formula for people to scale from six to seven figures that again, I think is super important for us to to get to and tap into and again, to make the impact that we want. It’s a huge market that we want to serve in a big way. So that is on the radar, just not in the next six months.

Lee Kantor: [00:20:52] Now, if somebody wants to learn more and get a hold of that book that you mentioned or get a hold of you or somebody on your team, they have more substantive conversation. What’s the website?

Austin Netzley: [00:21:03] Yeah, go to two X Dutko. That’s two X. So very simple. Again, we like to keep things nice and clear and simple so we help people double their business, double their freedom. So check out. We’ve got a ton of great resources. We’ve got the book that you mentioned from six to seven figures that right now we’re giving that away for free at six to seven Bookham. It’s also available on Audible and Amazon and everywhere. So definitely check those out. We’ve got a lot of great resources out there to talk about the important order to things, because it’s my belief that if you can start to approach business in the right order, then you just really get way more traction. And it all begins with the mindset. And then we get into some of the strategy stuff and then we get into some of the other elements. So many people want to go straight to marketing and keep doing more and more and more and more and more. Now, let’s take a step back. Let’s really get clear. Let’s really get strategic, be a true business owner. And I think with a couple tweaks, you can make a big impact so we can guide people on that. That makes me pretty happy.

Lee Kantor: [00:22:05] And that’s the number two ex that CEO for more information. Yep. Well, Austin, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Austin Netzley: [00:22:16] Thank you. Love what you’re doing as well. Keep it going, man.

Lee Kantor: [00:22:19] All right. This is Lee Kantor. We’ll see you next time on Coach the Coach Radio.

 

Tagged With: 2X, Austin Netzley, business strategy

11 Best Business Advice For First Time Entrepreneurs

June 11, 2021 by Terkel

What is the best advice for first-time entrepreneurs?

To help first-time entrepreneurs in their journey, we asked entrepreneurs and business leaders this question for their best advice. From validating before building to scaling slowly, there are several pieces of advice that may help first-time entrepreneurs in their future endeavors. 

Here are eleven pieces of advice for first-time entrepreneurs: 

  • Be All In
  • Research To Stand Out
  • Validate Before Building
  • Define What Matters To You
  • Focus On Solving A Problem
  • Admit What You Don’t Know
  • Build Connections
  • Scale Slowly
  • Start With A Passion, Not A Goal
  • Stay In Your Lane
  • Create Daily Business Intentions

Be All In 

If you are going to do it, be all in! I think a big mistake many first-time entrepreneurs make is juggling various activities at once. They have a full-time job that pays the bills and their company on the side. If you want your company to be a full-time business, it first needs to be your full-time business. If you never invest the proper time into your company, it will never grow. It might be scary, but dive in head first!

Vanessa Molica, The Lash Professional

Research to Stand Out 

I remember when I was a first-time entrepreneur. It can be exciting but also a little daunting. I received some solid advice from different sources. However, I would say the first step in building a business is researching the market or industry you’re planning on entering. By doing this, you have a better idea of what already exists and how your business can stand out. It can take a little work to transform a business idea into an actual plan. Research can help you transition from one to the other.

Henry Babicheknko, Stomadent

Validate Before Building

First-time entrepreneurs can waste a lot of time building a product, service, or features that no one wants. Before building a business, the core concept needs to be validated. My favorite validation tool is the Business Model Canvas, which requires entrepreneurs to find a product market fit by creating a value proposition for a target audience. Through customer interviews and “getting out of the building,” entrepreneurs can validate their idea after many iterations and get to work on building something people will actually pay for. 

Brett Farmiloe, Markitors

Define What Matters To You

Beyond developing a new idea, product, or service that people want, first-time entrepreneurs should think about their mission, values, and company brand. What matters to them, their customers and employees, who would join them in the new business venture? What is the unique story they want to tell? First-time entrepreneurs should make it a business priority to develop a strong narrative that differentiates them from competitors — great products can fail if people aren’t inspired to buy them.

Andrew Rawson, Traliant

Focus On Solving A Problem

Many entrepreneurs get head over heels into their idea. Of course, they do; after all, it’s their own idea! But the market is brutal in what it wants and doesn’t want. Instagram isn’t the first image app, but it won the market by storm due to its innovative approach. Apple didn’t invent the portable MP3 player, but it won the market and by building a product the market wants and marketing it in the right way.

John Bertino, The Agency Guy

Admit What You Don’t Know

Figure out what thing you know the least about and find someone who knows that thing inside and out. For example, my business partner and I are absolutely horrible with numbers and finances; our brains are geared more towards the abstract and creative side. If we could do one thing over, we would have immediately brought in someone who was good with numbers to make sure our books were in order. We’ve just come out of a very messy two-year period where it took a lot of time and a lot of money to untangle our QuickBooks because we didn’t fully understand what we were doing. There is power in knowing what you don’t know, but there is even more power in admitting what you don’t know. Be comfortable not having all the answers and always be open to learning. 

Justin Strandlund, 2 East 8th Productions

Build Connections

Find people that can reveal insight into the industry you are setting out in, and seek advice from others who have already achieved success. Consider finding a mentor that can advise you on what mistakes to avoid and what opportunities you should take advantage of when they arise. The connections you build can help expose you to ideas and tools that can put you on the path to achieving your goals and add exponential value to a new entrepreneur’s career.

Than Merrill, Fortune Builders

Scale Slowly

Determining the costs to grow and scale accordingly within your budget is essential. Growing too fast and not allowing the proper time to scale will affect how well a small business can manage inventory and keep up with sales. Along with having patience in creating brand awareness and establishing yourself in the competitive market, a small business needs enough cash flow to continue to grow. Budgeting for a slow and steady incline is crucial to succeeding in the end.

Katie Lyon, Allegiance Flag Supply

Start With A Passion, Not A Goal

Start a business that you’ll be excited to work on for at least the next few years. That excitement and passion will make it easier to give it your all, push yourself out of your comfort zone and deal with the many ups and downs. There’s nothing wrong with creating milestones and financial goals for your business, but make sure you also enjoy simply working on it, or you’ll burn out trying to reach them. 

Johannes Larsson, Financer

Stay In Your Lane 

As someone who has run my own business for over 20 years, I can attest that trying to operate in too many lanes confuses people. Do not try to be a “jack of all trades” but rather narrow down to a niche that is exclusively yours and stay in that lane. It doesn’t mean you can’t shift or pivot or even evolve, but it does mean that you have a consistent message and brand message for your marketing.

Lorraine Bossé-Smith, Concept One LLC

Create Daily Business Intentions 

Too often, entrepreneurs try to do ‘everything’ in their business each day. ‘Everything’ can mean sales, marketing, product development, finance, operations…the list can go on and on. Many entrepreneurs run themselves from one meeting to the next to the next. At the end of a long day, sometimes it feels like they didn’t accomplish anything that day. Entrepreneurs can see clear mile marketers towards their goals by intentionally focusing on specific business aspects on specific days. I call it “Category Days.” As a result, they feel more accomplished and have a deeper sense of having completed something each day.

Mark Jamnik, Enjoy Life Daily

Terkel creates community-driven content featuring expert insights. Sign up at terkel.io to answer questions and get published.

Filed Under: Uncategorized Tagged With: business advice, entrepreneur

Decision Vision Episode 120: Should I Change Careers? – An Interview with Lauren Fernandez, The Fernandez Company

June 10, 2021 by John Ray

The Fernandez Company
Decision Vision
Decision Vision Episode 120: Should I Change Careers? - An Interview with Lauren Fernandez, The Fernandez Company



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The Fernandez Company

Decision Vision Episode 120: Should I Change Careers? – An Interview with Lauren Fernandez, The Fernandez Company

Lauren Fernandez tells her story of “taking the law degree down off the wall in an executive office, putting it away in a closet, and putting on a hairnet and clogs.” Lauren joined host Mike Blake to discuss both the successes and difficulties of her career journey moving from corporate counsel to restaurant owner/operator. Decision Vision is presented by Brady Ware & Company.

The Fernandez Company

The Fernandez Company specializes in helping restaurant brands grow from 2 units to 20 and beyond. Lauren Fernandez is fully immersed in the restaurant industry as an operator, developer and executive with deep business and industry understanding. The Fernandez Company generates new revenue streams for companies, particularly in the food & hospitality industries. They diversify revenue streams outside the four walls of a restaurant by creating new channels of revenue in the areas of organic expansion, franchising, product development and licensing. They create this growth for their clients through their process of strategic consulting, management support and investment.

Company website

Lauren Fernandez, Principal and Founder, The Fernandez Company

Lauren Fernandez, Principal and Founder, The Fernandez Company

Lauren is the founder of The Fernandez Company, the culmination of nearly two decades as a trusted brand consultant and legal advisor with all kinds of clients, from start-ups to multinational companies, to private equity and investment firms.

She consults with companies in all aspects of restaurant and franchise development, brand licensing, product development, and market implementation. Lauren is an expert in multi-national product development and commercialization in the heavily regulated food, alcohol, pharmaceutical, and medical industries.

As a co-founder and investor in Origin Development Group, Ms. Fernandez has been both a multi-unit franchisee and brand developer, serving as a strategic growth partner for companies such as Chicken Salad Chick®. Lauren also served as the General Counsel for FOCUS Brands where she led both the legal team and franchise administration and was instrumental in the rapid growth of the licensing program.

Prior to joining FOCUS Brands, Lauren was part of an elite team at Novartis/CIBA VISION that successfully launched the company’s first new product in over a decade. She started her career in one of Atlanta’s most respected Intellectual Property Boutiques, Gardner Groff.

Lauren holds an undergraduate degree from Stetson University, as well as a Juris Doctorate and MBA from Emory University. She serves on the Advisory Board for the Atlanta Community Food Bank.  She also is a dedicated fundraiser for The Leukemia & Lymphoma Society and was named the 2015 Woman of the Year by the Atlanta Chapter.  She is a native of the Tampa Bay area but has lived in the Atlanta area for nearly two decades.

LinkedIn

Mike Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is the host of the Decision Vision podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms, and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth-minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

Decision Vision is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision-maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the Decision Vision podcast.

Past episodes of Decision Vision can be found at decisionvisionpodcast.com. Decision Vision is produced and broadcast by the North Fulton studio of Business RadioX®.

Connect with Brady Ware & Company:

Website | LinkedIn | Facebook | Twitter | Instagram

TRANSCRIPT

Intro: [00:00:01] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional full-service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:20] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:39] My name is Mike Blake, and I’m your host for today’s program. I’m a director at Brady Ware & Company, a full-service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you’d like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. If you like this podcast, please subscribe on your favorite podcast aggregator, and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:13] So, we’re sort of continuing an impromptu mini-series here about how the workplace has changed and is changing as a result of the pandemic, and what we’re seeing in this trans-pandemic period as more people become vaccinated and the economy continues to reopen and resume, or achieve some semblance of normalcy. In the last few weeks, we’ve covered talking about hiring people with criminal records, we’ve talked about hiring people with disabilities. Last week, we published a conversation on attending and sponsoring live events.

Mike Blake: [00:02:01] And today, we’re going to talk about the labor force a little bit from a different angle, and that is changing careers. Should I change careers? And the labor market is behaving in a way that most of us have not seen in our lifetimes. I can’t remember anything even approaching this since maybe the dotcom bubble of the late ’90s. But even this, I think, frankly, is a different animal because it’s much more economy-wide as opposed to technology-specific. And what we’re seeing – at least what I’m seeing – is that our society’s relationship with work has changed. And I don’t think any of us really saw this coming to this extent.

Mike Blake: [00:02:49] Now, there’s a notion that there were some canaries in the coal mine. Labor force participation has been on the decline for the last decade or so. But really not to this extent. I think most of us, myself included – I’m certainly no great theoretical mind here – thought that once we all had the opportunity to return to work that we would do just that. You know, we’ve heard about everything from Zoom fatigue, to isolation depression, to everything in between. And now, instead, we’re finding ourselves with labor shortages. We’re finding that people are demanding more to be enticed to go back into the workforce.

Mike Blake: [00:03:40] And I think a lot of people, frankly, have simply rearranged their priorities. They’ve said, “Look, life is too short and I’m willing to make a little bit less, maybe even a lot less. I’m willing to adjust my lifestyle or our lifestyle of two income family going to one in order for us to build the lives that we want.” And that’s putting employers and business owners in a little bit of a bind. So, like, you can put a gun to people’s head and force them to go back to work.

Mike Blake: [00:04:09] And one of the other dynamics that I think is changing or is occurring – and I think it is a good thing economy-wide even though I think that there are clearly some industries that are a bit victimizes and a little bit flatfooted, I think, for fair – is, I think, people are also changing careers. They’ve taken the time that they had in the last year, whether they were laid off, they were furloughed, forced to get out of the workforce because they had family care obligations or health concerns or whatnot, and happily, instead of just sort of sitting around and watching Jeopardy reruns or whatever they do on daytime TV – do they do soap operas anymore? I have no idea. I don’t miss them.

Mike Blake: [00:04:51] But, anyway, you know, people are now retooling to assume a different career or maybe the first career they’ve had in their lives. And so, I think the topic of changing careers in this environment is particularly timely because, you know, my life experience tells me that for every one person that’s changed or is changing their career, there are another five or six out there that are actively thinking about it.

Mike Blake: [00:05:21] And I’ll leave with this before I introduce our guest. I saw quote actually this morning by Adam Grant, who is the author of a fantastic book that I read earlier this year called Atomic Habits, and many other important business books. And he’s a professor and a researcher of organizational theory at Wharton. But he wrote that, “It’s better to lose the past two years of progress than to waste the next 20.” I thought that was kind of profound. And if you look at the data, the average U.S. worker may expect to have something like 11 jobs in their lifetimes. But how many people actually change careers? That data is pretty sketchy and all. I saw numbers out there, there’s nothing I thought was sufficiently robust that I want to quote it. But I’m sure people don’t change careers 11 times in their lifetimes. But we are very fluid work sources is the point.

Mike Blake: [00:06:11] So, joining us to talk about this – she’s a recidivist. This is her second time on the program – is Lauren Fernandez of the Fernandez Company. At the Fernandez Company, they generate new revenue streams for companies, particularly in the food and hospitality industries. They diversify revenue streams outside the four walls of a restaurant by creating new channels of revenue in the areas of organic expansion, franchising, product development, and licensing. They create this growth for their clients through their process of strategic consulting, management support, and investment.

Mike Blake: [00:06:45] Lauren is the founder of the Fernandez Company. The culmination of over a decade of practice as a trusted brand consultant and legal adviser with all kinds of clients, from startups to multinational companies. Before forming the Fernandez Company, Lauren served as the general counsel for Focus Brands, where she was instrumental in the rapid growth of licensing program. She holds an undergraduate degree from Stetson University and a JD and an MBA from Emory University. She serves on the advisory board for the Atlanta Community Food Bank, and is a dedicated fundraiser for the Leukemia and Lymphoma Society, and was named 2015 Woman of the Year by them for raising nearly $95,000 in less than three months for cancer research. She’s a native of the Tampa Bay area but has lived in the Atlanta area for over 15 years. Lauren Fernandez, welcome back to the program.

Lauren Fernandez: [00:07:29] Hey, Mike. Thanks for having me back.

Mike Blake: [00:07:31] So, I’d love you just to start and tell us kind of in your own words, what is the background for your own career change? You know, I only learned recently – and, again, one of the fun parts about this program is I learn things about people, sometimes people I’ve known for a lot of years and things just never came up. But I learned that you, in fact, started out as an attorney before you became the restaurant maven that you are. Tell us about that origin story. How did that all come to be?

Lauren Fernandez: [00:08:05] So, I knew I wanted to be a JD/MBA. I knew I wanted to go to law school, but was pretty adamant on going to a school that had a top 20 MBA and law program. And entering several of them chose oddly enough, it was like birds singing, tulips everywhere. It was just a beautiful April spring day when I visited here and it made the Northeastern schools I was looking at pale by comparison.

Mike Blake: [00:08:34] Clearly, you don’t have allergies, but go ahead.

Lauren Fernandez: [00:08:36] I’m constantly on Claritin, actually point of fact. But I really enjoyed my visit to Atlanta. It was relatively close to my home base in Florida. And here I ended up, and I’ve been here for over 19 years. And so, my journey is a little bit about the balance between my law degree and my MBA. And in fact, when I finished the program at Emory in 2006, it was a tough time. The economy was already starting to tank a little bit.

Lauren Fernandez: [00:09:05] And I got some really good advice from another in-house counsel who was also a JD/MBA and she said, “Listen. When you leave, if you decide to go practice marketing, you’re going to miss an opportunity to be apprenticed at a law firm and really learn what it is to practice law. And it’s very hard to go back and do that later if you choose a law career later.” And that couldn’t have been more right.

Lauren Fernandez: [00:09:29] I was extremely fortunate to land at Gardner Groff, a very storied and long tenured boutique intellectual property firm here in Atlanta. And they brought me on and taught me the basics of intellectual property, and litigation, and licensing, and product development. And for that, I am eternally grateful because that’s a huge investment in young lawyers to have to train them up. And I was there for a little over three or four years before I moved in-house.

Lauren Fernandez: [00:09:55] And that was the first of many steps I took in my career to move closer and closer to the business of my clients. Because as an attorney, I always viewed my role as really understanding the business so I could put the proper context around the problem and help them navigate into white space, not necessarily to make decisions for my clients, even with respect to the legal risk, but more or less risk management and kind of moving into white space.

Lauren Fernandez: [00:10:24] And so, I landed at a division of Novartis here in Atlanta, which at the time was called CIBA Vision, and is now Alcon post-merger. And I became their associate general counsel and global head of trademarks and domain names. So, they took two roles and smooshed them together for me. I was just really so fortunate to land right at the exact time they were doing a major product dev. It was the first time they had pulled a product dev of R&D in ten years. So, I got to be part of a billion dollar product launch in over 148 countries, which is right in my wheelhouse. And that experience was phenomenal.

Lauren Fernandez: [00:11:02] But as things happen, you know, the company changed. We went through a merger. And I was working through kind of what my next step would be within Novartis and kind of talking to them about that when I got a phone call one day from an MBA friend of mine who, you know, we have a good working relationship. We were also good friends outside of work. And she would call me from time to time just to ask a trademark question, a licensing question, what have you. And she said, “Would you come and meet with our CEO?” And I said, “Yeah. Sure. What’s going on?” And she said, “Well, I sort of printed out your LinkedIn profile and he wants to talk to you.” And I was like, “Oh, okay.” So, that was the origin story of how I ended up at Focus Brands.

Lauren Fernandez: [00:11:40] Focus, at the time, was looking for, not only in-house legal counsel, but also someone who had specific expertise in product development and licensing to help grow their program. And so, when I went to Focus and made that decision, I was leaving a former career behind. Which, for most lawyers, that’s a very lucrative golden handcuffs all the way in-house job and working for a phenomenal company. I loved working there.

Lauren Fernandez: [00:12:03] But when I made the leap, I made it specifically for one reason. I met with the CEO at the time, Russ Umphenour. I was very compelled that he saw me as a business person. And that he wanted to invest in me and teach me the ropes of restaurants and franchising. And really felt like it was important for me to get training. And so, I went over. I met the executive team, the rest of the brand presidents, the rest of the C Suite. And I thought, “If I’m going to make this jump, I’m going to make it to here because this is where I’m going to get the training that I need to really be in an industry that’s more aligned with who I am personally and professionally.”

Lauren Fernandez: [00:12:40] And so, it wasn’t too much of a leap as an attorney because most intellectual property matters is fully translatable. And to the extent that you do product dev and it’s in regulated markets, that’s Food and Drug Administration. So, drugs being obviously a little harder in some cases to get through for approval. So, moving over to food was a pretty easy leap in that respect. So, off I went to Focus and that was yet another kind of step in my career. And I think I got a lot of flack from that from people who were in my peer group were like, “What are you doing leaving pharma? That’s ridiculous.” And I said, “No. I like the runway I have with this company. It makes sense.”

Lauren Fernandez: [00:13:19] So, I went over to Focus. I headed up their legal department for over three years. Grew it from me and a part-time paralegal to a team of over 24 people. Ran the legal department and the franchise administration, at the same time that was helping grow the licensing program and a lot of their international deals. So, it was a wonderful place to learn from other executives. I just really had a phenomenal talent group around me and the peers there. And I can’t speak highly enough about that leadership.

Lauren Fernandez: [00:13:50] And, you know, again, things just change. So, about three years in, we had a leadership change and things just got shuffled. And it was just starting to feel like that time. I was getting calls, recruiters were calling. And it was just an interesting moment. It was a pivot point in my career. And I had been a general counsel at that point for three years. And I was in my mid-30s and I thought, “I have really checked the box on my legal career. I feel, really, like I’ve done it all. I really want to move more into the business side.”

Lauren Fernandez: [00:14:21] And one of the things that kept happening, Mike, was I was going on these interviews for, you know, publicly traded food companies, restaurant companies. I was meeting with CEOs, meeting with boards. And their vision of what a general counsel would look like and talk like was very different than how I was used to operating – more involved in the business, engaged in finding white space, brainstorming, really charting a path for the company. And it was just making me feel really sick to my stomach. I just had this like really bad pit about it. Even though the jobs are all super lucrative and really interesting, it didn’t really feel aligned with my compass at that point.

Lauren Fernandez: [00:15:01] And I’ll never forget this. I went out and had lunch one day with my former CEO-mentor and I told him, “This isn’t lining up. I’m having trouble finding another CEO who looked at me the way that you did and treated me like a business partner.” And he said, “Yeah. Kind of like good luck with that.” And he said, “Why don’t you own a restaurant? Like, why don’t you actually operate a restaurant? That’s something you haven’t done.”

Lauren Fernandez: [00:15:27] And, Mike, in the industry, a lot of restaurant executives come up in the industry. And I had a very different background. I have a college degree and two postgraduate degrees. And, yeah, I’d worked in hospitality and restaurants. But, you know, summer jobs and never, like, actually really gotten handed to me in a restaurant, so to speak. And, you know, I took that advice and it stuck with me and I couldn’t shake it. So, I started, literally, shopping for franchises. I had some money to invest and I thought, “Okay. Let me find one that maybe I can buy by myself and I’ll operate it as a business. And then, I can hire someone to help me run it.”

Lauren Fernandez: [00:16:08] And so, around that time, I had started the Fernandez Company as our consulting firm, which still exists. We do a lot of consulting work around product development, lines of revenue around licensing, and product dev especially for restaurant companies. And I had a decent client base and things were going, but I still wanted to kind of invest in a restaurant. So, I’d been looking for about a month. And I bumped into – through a mutual friend – an investor who actually ended up becoming a business partner of mine. And we formed Origin Development Group for the sole purpose of going out to find restaurants to invest in, and to grow, and operate, and, hopefully, realize some benefits out of that.

Lauren Fernandez: [00:16:52] So, we started Origin, and I became a restaurant operator within, maybe, six months. We ended up closing a deal to purchase three Chicken Salad Chick restaurants and the entire territory for Atlanta, Augustine, and Athens for the brand. And three years later, we had 11. We had three nontraditional locations and we had three more locations under development when we ended up selling the entire company’s assets, in fact, all the Chicken Salad assets, over back to Chicken Salad Chicks parent company. So, it was very much like a slow progression and then a sudden progression into restaurant operations.

Lauren Fernandez: [00:17:35] But what I will say from that was, every step that I took in my career was towards the goal of getting more and more and more onto the business side. And I think, for me, one of the important risks that was certainly worth it with Origin was, I had ownership in the company. So, I wanted to be able to help steer the boat. I had an assumption of the development obligations, like actually opening restaurants, but also the daily operations of the restaurants themselves.

Lauren Fernandez: [00:18:02] So, that was certainly an education by experience. And I learned more in that three year period than I think I did in my entire four years at Emory. And that is saying a lot, because they’ve packed a lot into that for years at Emory. Because I think there’s nothing that can really substitute when you are losing money in a restaurant and you’re trying to figure out where you can cut and make sacrifices and drive profit margin is the most real world education of a profit and loss statement. And, suddenly, all of these things that I had learned in grad school were coming so alive for me and so real. And so, they were tools in my belt that I hadn’t really used and really those muscles I hadn’t flexed before. And really being able to put them into good use in our restaurants was extraordinary.

Lauren Fernandez: [00:18:51] And then, just continuing to learn. Like, we had great support in the field from the brand. We had a wonderful franchise business consultant. The ops team was fantastic. So, I was just like a sponge. I constantly was asking every manager, “Why do you do that that way? Who taught you that? Like, tell me more.” And I just became almost annoying in how much I was asking why questions to get them to teach me. And I think that that just takes a little bit of humility. But I really was hungry to learn a little bit more about restaurant operations and to be a really good operator.

Lauren Fernandez: [00:19:28] And where that part of the story ended, and that brings us to where I took a sabbatical to help figure out what I wanted to do next. But that was the progression, really, from intellectual property attorney to restaurant owner. You know, of course, until we get to the place where we’re operating Full Course today, my restaurant development and investment firm.

Mike Blake: [00:19:53] So, you know, so many interesting things to kind of go back and pick on, and we will. The first question I have is, what made you want to get into law in the first place? And the reason I ask that question is because the follow up question is going to be, I seem to know a lot of people that trained to be lawyers and then didn’t last very long in the industry. One of my closest friends, he was my RA in college just moved to New Zealand, but he lived here in Atlanta for a long time. And after getting his law degree, it took him about a year before he went into technology, basically. So, the first part of the question is, why did you want to get into law? And then, we’ll come back to the second part in a second.

Lauren Fernandez: [00:20:38] Yeah. Great question. Wow. So, throughout high school, my parents were very much like, “Hey, look. You’re good at a lot of stuff, but let’s try some different things so that you can narrow it down.” I think if you ask them, they were probably super concerned that I would go and try and do too much at college, which happened anyway. But, you know, I did a whole summer with marine biology, like rescuing turtles and dolphins and doing necropsies. It was an experience. And then, I really loved architecture and construction. I did a whole summer with Habitat for Humanity.

Lauren Fernandez: [00:21:17] So, my parents very much encouraged me to have practical experience. And one of those experiences was specifically working or summer interning in high school with a law firm. And I think it was actually my dad who suggested = he’s a physician. And my mom, at the time, was an R.N. and working on her PhD in mental health and counseling. We have all this medicine in the family. And I was kind of like, “I don’t know what to do, but I don’t think I want to do that.” And my dad said, “You know, you’re in moot court. You do all this public speaking stuff. You’ve done all these competitions at science fair where, arguably, the science is great but what you’re really good at is pitching what you’ve done. Why don’t you go intern with one of our lawyer friends?” And that was really where it started.

Lauren Fernandez: [00:22:06] And I just fell in love with it. I mean, I loved the bates numbering, like this numbering on. I’m so organized and really kind of compulsively so. So, they had this big litigation going on. I got to, like, Xerox stuff and collate things. And I was just asking questions about the case the whole time. And it kind of sucked me in. At the time, I was an unabashed, like, completely obsessed with Law and Order, which is criminal law. But it seemed to be a good fit. And everyone who knew me was like, “Oh, yeah. Obviously, she’s going to be a lawyer.”

Lauren Fernandez: [00:22:36] So, what was really funny was, I did get a scholarship as part of my undergrad to go prelaw. But when it came down to it and I took the LSAT and everything was groovy, my mom became pretty critically ill and had lymphoma. And so, I took a year between college and grad school and kind of just put everything on pause. And in that time, 9/11 happened. So, we really had to do as a family, I mean, with my mom being sick, and with 9/11, and the economy suffering as a result, there was a lot going on.

Lauren Fernandez: [00:23:13] And so, I had a chance to reevaluate what I wanted to do. And, really, when it came down to it, I had already taken the LSAT. It was fairly easy for me to take the GMAT. I think that’s what it was, the GMAT. And start applying to JD/MBA programs because I had a very narrow window of time. We had come back from cancer treatment with my mom. They had just allowed air travel again. It was just a very crazy time.

Lauren Fernandez: [00:23:36] And I remember sitting there with her typewriter – people, a typewriter because this is back in, like, 2001 or 2002. We’re sitting there like banging out the applications on the typewriter. And I remember her saying to me, “You have to apply to a JD/MBA program. You just have to.” She’s like, “You’re going to be behind a desk running a company someday. You’re going to want that MBA. Don’t just pick schools that have both really good programs.” And I was like, “Okay.” And so, we narrowed it down and applied to, like, five or six schools. And that was just really what got it going.

Lauren Fernandez: [00:24:14] And I’m going to be honest, Mike, I got to law school. In about three months in, my mom got sick again. And I was away from my family and I had a complete meltdown. I mean, something had happened at school, you know, one of those classic stories of someone hiding a book in the library actually happened. I was like, “This is ridiculous. Like, these people are crazy.” And I called my lawyer-mentor friend back at home, and I said, “Should I leave? Like, I don’t know that this is really for me.” And he said, “No. You should stay. You should see this through. The first year is always the hardest. Just see it through. Next year, you can start your MBA program. It’s going to be okay.”

Lauren Fernandez: [00:24:56] And so, I really struggled. My biggest problem was I loved my MBA program so much. And this is after I had already enjoyed my law training. And there’s a special product commercialization and development track at Emory called the Tiger Program, which I think I might have been the first or the second graduating class.

Mike Blake: [00:25:16] I’ve been a teacher for them.

Lauren Fernandez: [00:25:17] Yeah. Okay. Great. Full circle here. I love the program. At the time, it was run by Margo Bagley, who’s phenomenal. And I really loved my law experience there. And then, I love the business school even more. So, for me, it was just like popping out of that program, I was like, “Which path do I take?” And as I mentioned earlier, I ultimately made the decision to become an apprentice, effectively, lawyer as a junior lawyer and associate at a law firm. So, hat’s how I ended up in law to start with.

Mike Blake: [00:25:52] So, I’m curious – this is only relevant to a segment of the audience, but it’s my show, so I got to ask the questions. And that question is, I seem to see a lot more people change careers from law than from any other professional field that I can think of. I’m curious if your experience is like that, too. And if so, why do you think that is?

Lauren Fernandez: [00:26:17] So many thoughts here, but I’ll try and keep it short. So, first and foremost, the United States pumps out, like, four times as many lawyers every year as any other country in the world. So, it’s my personal opinion that we pump out a lot of lawyers. There’s a lot of adults who go to law school. And it, you know, seems like a professional career that can be translated into multiple different things. And for reasons that you just mentioned, like, I know multiple attorneys who never sat for the bar, or sat for the bar and practiced for a year and then transitioned to something else.

Lauren Fernandez: [00:26:55] And so, I think there’s a bit of a mythology out there that you can use a law degree for whatever you want. Well, true. But the law degree also costs three years of your life and you’re roughly $200,000, probably even more now.

Mike Blake: [00:27:09] Probably more now, yeah.

Lauren Fernandez: [00:27:09] I’m just throwing that out there. I mean, of course, there’s state schools and everything. And I had scholarship money. So, it is what it is. But I think there’s a cost benefit analysis that needs to happen there. I remember my dad, I was 21, 22, sitting down with me and forced me to make an Excel spreadsheet on the ROI of me going to Emory over another school that was literally going to pay me in addition to paying everything else, is going to pay me $11,000 a year to go to school there. And he was like, “Prove to me why you need to do this.” And I did the math for him and I showed him my payoff timeline and all this kind of stuff, which, of course in the economy that ensued was not really what happened. But that’s a story for another day.

Mike Blake: [00:27:53] No way you could’ve know that.

Lauren Fernandez: [00:27:54] I don’t regret it at all. I love my Emory experience. I’m a huge proponent of the school. Just to say that. I do think that that’s number one, is, there is a lot of lawyers that are kind of getting pumped out into the market. So, that’s kind of number one. Number two is, in the United States – and I’m going to just compare this to Spain, where I have a little bit more, like, firsthand knowledge – the process of going to law school doesn’t necessarily teach you practical skills as an attorney. That is shifting a little bit more as we get a little more progressive. But it’s still very Socratic method, the same first year for everyone.

Lauren Fernandez: [00:28:34] And so, it is considered unusual to have a very heavy practicum load where it’s practical application of law and teaching you actual legal skills. So, when you come out of law school, you don’t even know what you don’t know. I mean, you basically know how to take the bar. And that’s about it. So, true to my form, when I was in high school and in college, I took every internship opportunity that was offered to me at Emory. I think I had a total of four, maybe even five, that I got credit for and was able to actually get my foot in the door at a couple of companies. I worked at Cingular Wireless, which then became AT&T. I worked at Coke twice on the legal side and on the marketing side, and various other places.

Lauren Fernandez: [00:29:19] But, you know, I don’t think that we really invest time in training lawyers how to be lawyers. You pop out and then you basically have another two to three years of learning how to be a lawyer. And that means a firm usually has to invest in you to really give you that level of training and expertise. So, imagine coming out of grad school. You’ve got all this debt. You know, you are sitting in a chair in a firm, probably not making the cushy salary that you thought. And your life is, literally, you draft a document and it’s blood red with red lines because that’s the accepted method of teaching young lawyers how to be a lawyer. You red line the heck out of their work and you go over it with them. If you’re lucky, you have a partner who will, like, review it with you and coach you and mentor you.

Lauren Fernandez: [00:30:08] And, you know, every single minute of your day is accounted for. You have a billable rate. You have to bill a certain number of hours a day, and that has to be collected dollars that they’re not writing off as a firm. So, that’s your efficiency ratio. So, you’ve just effectively come out of a three year program. You have a graduate degree. You’ve got a square after — for being those ratios. And it’s just facts. I mean, it’s just how law firms make money. It’s how the system works. And, now, there are a variety of different models that are different these days. But that can be a very soul crushing experience.

Lauren Fernandez: [00:30:55] I just will speak for myself. I had a great firm. I had wonderful mentors. But, literally, two years in, I was sick to my stomach with the stress, literally. And it wasn’t until I went in-house that that went away. And the only other time in my life I’ve ever had that feeling of, like, extreme exhaustion and anxiety was when I was operating 11 restaurants and trying to juggle too much. And I kind of burned myself out. This is, you know, 15 years later. But that is a very stressful environment. And you’re being paid to put your opinion out. And it’s always a judgment call, right?

Lauren Fernandez: [00:31:38] It’s never black and white. That’s why lawyers have a job. They’re shades of gray all in the middle. And that’s why lawyers are important in what they do in assessing and managing risk for clients. And especially in intellectual property, where there’s very clear deadlines on patents and trademark filings for copyright matters, there’s always the looming monster of malpractice. So, I think that this has sort of created this blender, maybe, or it just chews people up. And some people thrive in those environments. You know, my brother and my sister-in-law are still attorneys and practice. And I have plenty of friends and peers who still work and practice in the industry.

Lauren Fernandez: [00:32:28] But I think there is a side to it where it’s not necessarily aligned with what a lot of people think it’s going to be. And there’s also that perpetuation of like, “Oh, I just finished college.” I have heard this said, law schools are very accepting and embracing of applicants. You don’t have to have any experience. Meanwhile, over in my business program at Emory, I was probably the least experienced business person that got into our program. And I already had a full two pager business resume that had nothing to do with law. And so, it’s just a jump from college to law school. And so, I think that’s part of it, too. I’m sure I missed some things in there.

Lauren Fernandez: [00:33:14] It’s sad to me because I think the reality is, there’s a high rate of depression amongst lawyers, alcoholism, substance abuse, and a lot of other mental health issues that, as an industry, we don’t really talk about very well. And I think that’s really sad because, I think, fundamentally, it’s a byproduct of what the kind of institutional structures of whether it’s a firm or in-house – I don’t know that it makes the difference – it’s just kind of part of how the profession works, if you know what I mean. And especially in the United States. I don’t think that it’s universally true. I’m speaking about the United States here.

Mike Blake: [00:33:53] I wonder how many people, too, go to law school because they were good students, but they don’t know what to do next.

Lauren Fernandez: [00:34:01] I mean, if I had to guess, I think it was roughly a fourth of my law school class. No joke. And I think it would be really interesting to go back now and kind of look at where they all are. And I do follow, like, a number of them on Facebook or LinkedIn. But I have noticed that it’s my JD/MBA colleagues who are the first to jump, you know, who either never practiced law or practiced to a point and then made a successful leap over into other business ventures. Oh, for sure. For sure.

Mike Blake: [00:34:33] So, let’s talk about that transition, and your story is interesting. And correct me if I’m wrong – but, one, it sounds fairly gradual. And the second, it sounds fairly organic. It didn’t sound like you had this many epiphany moments where you said, “I got to get out of A and then move into B.” Or it may have been parse to the case, I suppose, moving from billable to in-house counsel. But the rest of it sort of sounded like people were pursuing you for your skills and then kind of moving you away from practicing law directly into doing other things. Is that a fair way to characterize it?

Lauren Fernandez: [00:35:12] I think I was always looking for those opportunities. And so, one of the key things I want to say here for anyone who’s thinking of making a big leap, a big leap is really a big leap because you’re going drastically from point A to point D. And so, I knew that I wanted to get out of the law eventually and into the more business side. You know, when I was at Novartis, that could have been product moving over to product dev, that could have been moving over into the marketing department. I’m sort of was always analyzing other opportunities to kind of make that lateral move over. Because in my mind, you want to take all the aggregate skills that you’ve developed and just sort of make a lateral step over or up to help get you to the end goal.

Lauren Fernandez: [00:36:00] So, you’re right, I didn’t, like, leave Novartis and go, “Oh, I’m going to go over into Focus. And then, someday I’m going to own a restaurant.” No. I mean, I learned a lot when I was at Focus. And I saw all these franchisees, like, buying restaurants and just absolutely crushing it and just doing great as business people. And I thought, “Well, there’s something to this,” which was just sort of in the back of my mind.

Lauren Fernandez: [00:36:21] And then, when opportunities presented themselves for me to be able to do that and be more entrepreneurial, it made sense to kind of take that kind of risk. Because, to me, it was a step over as opposed to being a giant jump from A to Z. It was just so much more. It does seem more organic in that respect. But I think it was sort of always the plan. And I think the key to that, Mike, is, I’m very clear on what I’m good at, but I’m also really clear on what I’m not good at.

Lauren Fernandez: [00:36:51] And it’s something that, I think, when people are very confident and put together and poised and you look at this impressive resume, whether you see it on LinkedIn or wherever, you go, “Oh, she must have really had a plan for that.” No. But I knew myself. And, humbly, I also know what I’m not capable of and what I’m not good at. And that’s something that I used to build really great teams around me because I play to my weaknesses and their strengths, and I know how to hire for that and really how to energize and motivate people. And that’s been something that’s helped me kind of make those big junctures feel more like a sidestep.

Mike Blake: [00:37:30] You know, so that’s really interesting, the way that you characterized that. So, an overarching thread that strikes me that I think is potentially very instructive is, when you are making these career changes – I think they sound plural to me. You may disagree, but this is semantic — you are not necessarily running away from something as you are running towards something else.

Lauren Fernandez: [00:38:00] Yeah. But I just hate to characterize negatively. I’m pragmatic, but I’m very optimistic. So, I’m never going to cast the law or the practice of law in a negative light. Let’s talk about that. So, you know, there was a moment when I was sitting at my desk in Focus, we had had a change in upper leadership, and it was really late at night. And I was one of two people left in the building. And I thought to myself, “What am I doing? Is this really what I want with my life?” Really, like just had that moment, which we may call an epiphany that I was like, “You know, maybe this isn’t worth it anymore. Why am I working this hard? What am I trying to prove?”

Lauren Fernandez: [00:38:44] And, I think, if I had to really, really identify, there have been two major jumps for me. One was leaving the law and kind of starting a consulting firm and opening restaurants. And this next one, where I started my own restaurant development and investment firm. And in both of those moments, I had to let go of what everyone else thought of me. I had to let go of what everyone else thought my next career step should be. I had to not give a You-Know-What about what the next thing on my LinkedIn profile was going to be. And have the confidence that whatever I chose next was going to be, not only a learning experience, but a great experience and adventure for me.

Lauren Fernandez: [00:39:23] And that seemed more exciting to me than sitting at a desk. And I’m not going to lie, in that moment, I did some math. And I thought, you know, you think the salary is great and you think the title is great, and then you realize how hard your working is essentially less money than I was making in college, which is crazy to think about. And it wasn’t about that, though. It was just sort of having a validation moment that, “Yeah. Maybe I need to start thinking of other things.”

Lauren Fernandez: [00:39:53] And then, I have my lifeboat. They’re like my informal board of directors for Lauren. And I started putting calls into people and saying, “Hey, listen. What would you think if I told you I was going to start a consulting firm and sort of just slowly not practice law anymore?” And they were like, “Yes. You should do that. You’re good. You’ve checked the box. Your career is great. Like, no one would ever say that you left the law too early. I think you’d be great at it. You should do that.” And I started getting a lot of thumbs ups and like, “Yeah. Do it.”

Lauren Fernandez: [00:40:26] And then, you know, I did it, and it was scary. And then, I invested in some restaurants with a partner, and that was scary, too. Because I think you have to have the courage to accept that you’re kind of boldly going where you haven’t gone before. And so, you leave the comfort of being an expert and at the top of your game to not really knowing how to fix a walk-in cooler in a restaurant. It’s this big. That’s big. Like, there’s something very humbling about taking the law degree down off the wall in an executive office, putting it away in a closet, and putting on a hairnet and clogs. And that’s literally what my life became. And I did it.

Lauren Fernandez: [00:41:03] I did it on purpose because I wanted that experience and I wanted to really be able to say, as we do all the time now with Full Course, like, we’ve walked the walk. We understand it. We speak operator. We’ve been there. We’ll be there with you. So, we’re not just investing in your restaurant, we’ve actually run them ourselves. So, all of those things just to say, Mike, like, yeah, maybe we are kind of running from some things, but I think I’d rather think of it as running towards the runway. Sometimes you just hit a wall and you’re like, “I’ve done all I can do here.” And things change in companies, too. And I wouldn’t consider that necessarily as much running away as just sort of – let’s just use the phrase – finding white space or runway.

Mike Blake: [00:41:49] Good. Well, I mean, that’s exactly how your story comes across. And, you know, to me, I think that’s an important mentality. Because when you are running to something, frankly, I think that’s a mindset that puts you in a position to make a better decision. If you’re running away from something, you’re in crisis, you have emotional baggage that, I think, is associated with running away that interferes with a good intellectual decision process, and it can lead to mistakes. It doesn’t mean there weren’t negative things that were kind of nudging you towards something. It doesn’t mean that you are leaving one plane and having to move to another plane, so to speak.

Mike Blake: [00:42:34] But I do think that you’re mentality that, again, it wasn’t about running away from something. But here’s another opportunity, I’m going to grab it. I think that’s an underrated and underappreciated driver behind a successful versus a less than successful career change.

Lauren Fernandez: [00:42:54] I couldn’t have said it better. And I think the scariest moment for me was, when I literally had to create my own runway. So, I mentioned earlier I took a sabbatical. Which, anyone who knows me, I’ve been working nonstop since I was probably, about, 14. And when we sold the company, I was pretty late and 39. It was the end of December ’18, I was still 39. I was about to turn 40. And I told everyone publicly I was going to take three months off. But my husband and I knew that I was actually taking off six months to a year. And I took the full year. And I’m actually so enormously proud of that. Like, it actually gives me a little bit of a teary eyed moment.

Lauren Fernandez: [00:43:40] Because I think when you take a minute to really think about what you’ve been through, and to put some parentheses on it, and to really think hard about what you’ve learned and what you still need to learn, and what was humbling about it, where can you still grow. And having that moment, which was a year, which I’m so blessed I had that opportunity. But I think sometimes just taking that moment.

Lauren Fernandez: [00:44:08] I’m a huge fan of Ina Garten, the Barefoot Contessa. And she just reminds me of, my mom, just everything about her spirit and her personality. Plus, I love the way she cooks. And so, I went to one of her book signings and she said something to me. Literally, I was still a restaurant operator at the time that I saw the horizon because she said something so profound. It just smacked me upside the head. And I took out my phone and I started taking notes.

Lauren Fernandez: [00:44:32] And what she described was the process of selling the shop and the restaurant, Barefoot Contessa. And selling it to new owners and not knowing what to do with herself. And so, she rented this office space upstairs because she had to consult with them still. And she would just go in there and sit there and do the New York Times crossword puzzle, and read old cookbooks. And, you know, she was just basically sitting there at their beck and call. But she made a routine for herself to go in and just kind of sit there so that she could let inspiration come to her.

Lauren Fernandez: [00:45:06] And in that moment, she looked over at a coffee table and four of her favorite cookbooks were on the coffee table. And they were all published by the same publisher. And she thought, “Well, I own all the recipes. I’ve just documented them for them downstairs. Let me just fire off an email and see what happens.” She fires off an email. And the next day, they’re like, “When can you start? And here’s your advance.” And that’s how she started her first cookbook, which then led to a television show. Which, by the way, she said no to, like, four times. And then, her story of how they got her in front of a camera is hilarious, but I’ll save that for another day.

Lauren Fernandez: [00:45:45] But the moral of her story was, sometimes you just have to take time and make the time to let the next step come to you. And that year, I was probably about six months in when I really started seeing the problems that I was having as an operator, and a restaurant developer, and understanding the financing in the middle, and kind of how all of those things work together was an endemic problem with restaurant growth in our industry. And that’s why a lot of one and two unit restaurants don’t ever make it to ten, and don’t make it from 10 to 20. And by the way, that’s where the exponential ROI is for restaurant owners. It’s not in a one-and-a-half multiple times profit margin when you sell one restaurant. It’s at 11X when you sell 10.

Lauren Fernandez: [00:46:36] So, really thinking through that problem and how I could help bring up other minorities and women in ownership in the industry. And I started brainstorming with my lifeboat, with my informal board of directors. Like, “Hey, if I started a company and its stated agenda was to fix X, Y, and Z problems, what would it look like and how would we start it?” And I had the luxury of six months to plan out what it was going to look like. And then, the pandemic happened. So, I had even more time to really think about what it was going to look like, what its mission and purpose was going to be. And to create that runway for, not just me, but for our team.

Lauren Fernandez: [00:47:22] And that is hands down the most exciting but terrifying thing that I’ve ever done in my career. Because, truthfully, it’s the first time I’ve made that side step into something that I fully created. Even when I was a consultant with Fernandez Company and we started that, like, I was doing what I was doing for Focus for, you know, other companies. Like, just basically helping them on their legal issues, helping them brainstorm about how to add more revenue to their business. It was consulting work. Yes, it wasn’t legal work. But it was not as big a step as this one over to Full Course. You know what I mean?

Lauren Fernandez: [00:48:03] So, I think that there’s some magic in kind of taking that pause and really reflecting on where you’ve come from, and where you want to go next. And really building out that runway, not just for you, but for the team that you want to bring with you.

Mike Blake: [00:48:20] So, let me pause a little bit and ask you a question about Full Course. Because what I’m hearing from you is that was the first transition that you made where you really were starting and embarking on something totally new or pretty much totally new. Some might call it starting at the bottom, I don’t like that term. But maybe a flat footed start is the best way to put it.

Lauren Fernandez: [00:48:45] So, you’ve been doing that for a while now and you have an interesting knack for timing, right? You became a lawyer in the worst job market for lawyers ever. It was the Hiroshima of the job market for lawyers. But, now, you’re doing that in the restaurant industry, too, right? I mean, they’re going through charitably a seismic shift. Are you yet comfortable in that role? Or if you are comfortable, how long did it sort of take you before you felt like, “I’ve transitioned into this role and this is now me.”

Lauren Fernandez: [00:49:18] Great question. So, we signed our first clients January 1st, and that was the day I took the law degree down off the wall.

Mike Blake: [00:49:29] No kidding.

Lauren Fernandez: [00:49:30] Yeah. It’s actually rolled up in my closet. And I had a personal thing with myself and I said this to anyone who kind of gave me crap for having my degrees up on the wall, because I have gotten crap for it over my career, believe it or not. It is, but not really. If you think about the industries I’ve worked in, not really. I mean, in Novartis, it was kind of a joke because there would be patent attorneys that we worked with who had, like, three PhDs. It’s just, like, crazy smart people in the company. But I would always tell people, “I’m taking them down when they’re paid for. So, if you want to write me a check, I’ll take them down for you right now.” And I’ve been saying that for 20 years – you know, 15, 20 years. So, they are, in fact, paid for and I’m very proud of that.

Lauren Fernandez: [00:50:16] But I took them down and I put them away. I took them out of their frames and I rolled them up. And I did that because I felt like I didn’t need anyone else’s approval of what I was doing. And for the first time in my career, I think I finally shed the last layer of needing anyone else’s permission or okay or blessing to do this. And that’s a really pivotal moment. I think a lot of us get stuck in worrying about what our parents think, what our spouses are going to think, what people are going to think if they look at a gap on their resume.

Lauren Fernandez: [00:50:47] I just spoke last week to an attorney who was concerned that jumping from job A to B in less than three years was going to be problematic. And I’m like, “Are you kidding me? Not in this environment. Certainly, not at your level of expertise. Like, that’s the kind of stuff we’re worried about when we were, like, baby lawyers. Like, come on now. Like, no.” So, I think that we carry those around and it’s so heavy. And you don’t take a pause to really think about you and what you’ve learned and give yourself credit for that. And where you want to go to really challenge yourself and maximize your talents and skills. You’re going to keep listening to all of that noise. And I think that that pause is so important. It really is.

Lauren Fernandez: [00:51:37] You know, my parents have said to me my entire life, “You have an extraordinary amount of talent and skill. But what we expect of you is that you use it in service to others. You use it to the best of your ability and in service to others.” And even for me, for years, I’m not going to lie, that was a lot of pressure. That was a lot of noise. And I had to let go of that, too. Because even though that was a really huge guiding principle for me my entire career, at the end of the day, it’s not what got me to where I am in this last jump. I think that really having that pause and thinking long and hard about where I felt led to take the next step was very important.

Mike Blake: [00:52:18] We’re talking to Lauren Fernandez. And the topic is, Should I change careers? We’ll have time for a couple more questions. But there’s so many that we could ask. But one I want to make sure to get out there is, is there anything that you might do differently in terms of how you made your decisions to change or evolve your career over time? Anything you might do differently?

Lauren Fernandez: [00:52:40] Wow. Yeah. I think there’s one thing that I realize now. I was very sheepish about self-promotion, about advocating for me within the company, advocating for me professionally within my peer group. I had no issue doing presentations if I was asked or going out and helping give information out and being a part of academia, if you will. Like, sort of the academic or intellectual pursuit of what I was doing as an attorney. And indeed recognized as an expert in both licensing, branding, co-branding, and in product development as an attorney in the space. And I’m very proud of that.

Lauren Fernandez: [00:53:26] But I think what I missed as an executive, especially comparing to where my peers are at, was, the attorneys are sometimes given the shaft even inside of a company where they’re a cost center. They don’t generate revenue for the company. You know, they want to be seen but not heard. You know, it’s kind of like the Imperial Death March when I walk in a room like, da, da, da. So, I think you kind of shrink a little bit. And I think that that’s unfortunate. Because, now, I realize that I missed so many opportunities to be of value to my MBA peers, to other minorities, other women in the industry, just by being present whether that’s in LinkedIn or in the industry events. You know, I did plenty of networking, but I don’t feel like I probably was as much of an advocate for myself as I should have been.

Lauren Fernandez: [00:54:30] So, if there’s one thing that I would do differently, I think I would have taken more opportunities to stick up for myself and probably, also, to advocate and to promote myself professionally, Because your reputation is important and it’s a lot of what you do on a regular basis and showing up and having integrity. But I think, obviously, there’s a part to this that you get lost in the noise unless you have something to say and you’re not afraid to say it. And I think that that fear sometimes, probably to be fair, got in the way of me really being out there.

Mike Blake: [00:55:07] Laura, this has been a great conversation. Again, I’ve learned so many neat things about you personally. I’m just going to be very selfish of the podcast, almost beside the point. But there’s a lot here that we could have covered, and didn’t. And I know you’ve got a business to run and a weekend to get to. But, you know, if any of our listeners have a question we didn’t cover that want to go deeper into something that we did, can they contact you? And if so, what’s the best way to do that?

Lauren Fernandez: [00:55:36] Yeah. Absolutely. I absolutely love taking calls to help anybody. I love to pay it forward and have on many occasions mentored young women, minorities, everybody. So, I’m happy to talk to anyone who’s interested in shifting careers into the restaurant industry, which I cannot advocate more, especially at this time, or leaving the law, whatever the topic may be. And you can reach me at fullcourse.com. You can actually book a meeting with me directly on our website. Or you can just email me directly at lauren@fullcourse.com.

Mike Blake: [00:56:12] That’s going to wrap it up for today’s program. I’d like to thank Lauren Fernandez so much for joining us and sharing her expertise with us.

Mike Blake: [00:56:19] We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next business decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review with your favorite podcast aggregator. It helps people find us that we can help them. If you like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

 

Tagged With: Brady Ware & Company, Focus Brands, franchise development, Lauren Fernandez, Mike Blake, restaurant ownership, The Fernandez Company

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