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Search Results for: marketing matters

Lance Weatherby with nCrowd, Lisa Decker with Divorce Money Matters, Bob Littell with Netweaving and Bob Van Orden with Clearleap

March 28, 2013 by angishields

Atlanta Business Radio
Atlanta Business Radio
Lance Weatherby with nCrowd, Lisa Decker with Divorce Money Matters, Bob Littell with Netweaving and Bob Van Orden with Clearleap
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Lance Weatherby/nCrowd

Lance Weatherby is the COO of nCrowd, Inc. Previously Lance was a Startup Catalyst with the Advanced Technology Development Center, a startup accelerator at Georgia Tech. Lance has experience with both early stage and high growth startups. He has held executive business development, marketing and general management positions at CipherTrust, EarthLink, and MindSpring. He can be found online at Force of Good, a popular blog covering Atlanta startup and technology news.

nCrowd provides online customer acquisition for local merchants. With over 2 million consumer members across America, nCrowd expands online reach and improves retention for local merchants by leveraging its proprietary Automated Internet Marketing engine. nCrowd has demonstrated its ability to play the role of consolidator in the growing online local marketing industry. Based in Atlanta, nCrowd is funded by Noro-Moseley Partners, BLH Venture Partners, and Linch Capital.

Lisa Decker/Divorce Money Matters

Lisa C. Decker, Strategic Divorce Advisor™ is a woman who has overcome the overwhelming in her own life and as a result, she really understands what her clients are going through and how to best serve them.

As a discreet problem-solver she helps clients move from confusion to clarity in their divorce guiding them — step-by-step — from contemplation through completion while helping them save their money and their sanity in the process.

As the Founder and CEO of Divorce Financial Insight, LLC d/b/a Divorce Money Matters, her passion and intense desire to help guide and inspire others has led her to create innovative ways to help people through the challenges of divorce in a better, not bitter way, while steering them to a superior outcome in the end.

Bob Littell/Netweaving

A significant number of Business Executives, Owners, Professionals, Coaches, Consultants and Advisors, as well as Community Leaders, who have already experienced the power of a concept known as “NetWeaving”, have joined forces to celebrate the 4th Annual “NetWeaving – Pay It Forward Week” in Atlanta and now expanded to all of Georgia  – April 15-19, and especially Thursday, April 18 which is now being celebrated around the world as “International Pay It Forward Day”.

The key action step of NetWeaving involves ’hosting’ meetings to introduce two people who the NetWeaver believes would benefit knowing each other with their needs and interests in mind.  Then instead of looking to have the favor returned, the NetWeaver host asks each to simply  ‘pay it forward’ and agree to  host a subsequent meeting introducing two others.

Bob Van Orden/Clearleap

Bob Van Orden is Vice President, Corporate and Business Development, for Clearleap, an innovative leader providing new choices in technology and technology services to Video Content Providers, Video Service Providers, and other companies in the multiscreen video space.

Clearleap is the emerging leader in digital video logistics for multiscreen TV. Clearleap offers a best in class, data center driven software and services platform with fully featured workflow management, media processing, and distribution solution, plus authentication and services management to enable and accelerate the delivery of IP multiscreen services.

Bob secures partnerships and new customer deals that strategically position Clearleap as a technology and business leader in this space. Partnerships include technology / technology services solutions, cable and television networks, advertising companies,  service providers, device and apps innovators, as well as potential investment opportunities.

 

 

 

 

Tagged With: Divorce Money Matters, Lance Weatherby, Lisa Decker, nCrowd, netweaving

Michael Lasky, Founding Partner, Altera Law Group, appeared Dec 22. W.O.W. – Who Owns What..(and why it matters). It may surprise you that your company does not own many of its key assets. This may result in a business train wreck which will cost you far more than you can imagine. It will almost certainly prevent you from getting the highest value for your company. Learn how to get on track to creating a corporate value force multiplier.

December 19, 2010 by angishields

BRX National
BRX National
Michael Lasky, Founding Partner, Altera Law Group, appeared Dec 22. W.O.W. - Who Owns What..(and why it matters). It may surprise you that your company does not own many of its key assets. This may result in a business train wreck which will cost you far more than you can imagine. It will almost certainly prevent you from getting the highest value for your company. Learn how to get on track to creating a corporate value force multiplier.
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Prior to founding Altera Law Group, Michael was an attorney practicing intellectual property law at Merchant and Gould for 22 years. He is one of a few attorneys who has continuously practiced in patent, trademark and copyright (including advertising law) for his entire career. In that period he has become a recognized international speaker on strategic use of intellectual property. In addition, he has experience in a multitude of specialty areas, including:

•Infringement analysis and opinions of patents, trademarks and copyrights
•Trademark and copyright protection in the United States and abroad (having approximately 700 filings in his career)
•Brand name creation, name clearance and strategies for world marketing of company and product names
•Advertising and Internet law
•Patent drafting and prosecution (approximately 1,000 patents)
•Worldwide corporate intelligent/monitoring of competitors’ technological and branding developments
•Domestic and international licensing of know-how and IP rights
•Due diligence clearance for mergers, acquisitions and IPOs
•Technology transfers including international transfers between the United States and Europe
•Patent litigation strategy and support
•Preparation of commercial agreements including license agreements and employee non-disclosure/non-compete agreements
In addition to his intellectual property law practice, Michael has extensive experience in marketing-related issues, including strategic positioning, brand management, brand creation and licensing. He is the founder of Aktia Corporation, a brand name creation and marketing consulting firm that specializes in developing integrated brand strategies for companies.

Michael is a frequent university lecturer on integration of intellectual property into business strategies and is internationally recognized as a speaker on branding strategy and intellectual property topics. He has addressed audiences at INTA; European Trademark Owners Association; the American Intellectual Property Law Association (AIPLA); The Trademark Institute of Sweden; The Canadian I.P. Association; McGill University, and International Licensing Executive Society (LES).

Michael is a registered U.S. Patent and Trademark Attorney. In addition, he is admitted to practice before the United States Supreme Court, several federal appeals courts, the states of Minnesota and Georgia, and the Canadian Patent Office.

Michael received his Juris Doctor (cum laude) from Syracuse University School of Law in New York. He also holds a Bachelor of Electrical Engineering (with honors) from the University of Minnesota.

http://alteralaw.com

Michael Lasky can be reached at mlasky@alteralaw.com. There is a PDF handout companion for this show which can be sent to you by email.

Best Of Gwinnett BRX

January 1, 2019 by Mike

BRX logo_landing page

“The Best of Business RadioX” was a one-hour program that aired on North Georgia’s News-Talk WDUN Radio (550 AM and 102.9 FM). The show replayed some of the top interviews each week from the Business RadioX studio in Gwinnett County.

August 24, 2019

https://stats.businessradiox.com/30188.mp3

Highlights:  Two local college football and NFL stars scoring big in the business world (from Marketing Matters with Ryan Sauers);  How Georgia’s Lt. Governor uses his days on the baseball diamond to help guide his political career (from Leader Dialogue);  Inside the trucking industry and how technology is transforming today’s truckers (from TravelSafely with Bryan Mulligan);  News about a 25-year reunion and celebration for the championship Atlanta Knights hockey team (from Gwinnett Business Radio).

 

August 3, 2019

https://stats.businessradiox.com/30067.mp3

Highlights:  An interior design superstore in Gwinnett County like no other (from Gwinnett Business Radio);  Explaining population health and how it affects the healthcare industry (from Leader Dialogue);  An inside look at the success and culture of Chick-fil-A (from Marketing Matters with Ryan Sauers);  The “do’s and don’ts” of estate planning for those with disabilities (from Senior Salute Radio).

 


July 6, 2019

https://stats.businessradiox.com/29932.mp3

Highlights:  Hear how to effectively sell the right way (from Marketing Matters with Ryan Sauers);  Meet an Atlanta company developing an aircraft that will travel 5 times the speed of light (from TravelSafely with Bryan Mulligan);  Experts weigh in on mental illness and why many won’t talk about it (from Gwinnett Business Radio);  A tax expert shares common tax problems and how to avoid a visit from the IRS. (from The Bottom Line with Jacqueline Sheldon).

 

June 8, 2019

https://stats.businessradiox.com/29780.mp3

Highlights:  Meet one of Atlanta’s most high-profile divorce lawyers and his new idea that allows you to get personalized videos from your favorite celebrities (from Gwinnett Business Radio);  Someone suffers a stroke every 40 seconds in the United States. Doctors share insight on how the 2nd most common cause of death worldwide is preventable, treatable and beatable (from Gwinnett Business Radio).

 


May 18, 2019

https://stats.businessradiox.com/29665.mp3

Highlights:  Get ready to experience Revel, the $900 million, 118-acre mixed-use and entertainment destination coming to Gwinnett (from Member Spotlight);  The Gwinnett business leader who’s distributed over 10,000 back packs filled with school supplies to homeless children (from a live remote); Properly training security personal and improving the image of private security (from Case in Point); The growing trend of using movie theatres for private events (from Gwinnett Business Radio).

 

March 30, 2019

https://stats.businessradiox.com/29339.mp3

Highlights:  Former UGA and NFL football star Matt Stinchcomb discusses the Gwinnett County Sports Hall of Fame Induction Ceremony and keynote speaker Nick Saban (from Gwinnett Business Radio);  Scooters, bikes and the growing trend towards micromobility (from TravelSafely with Bryan Mulligan);  A look inside the Atlanta Small Business Network (from Gwinnett Business Radio).

 

 

March 9, 2019

https://stats.businessradiox.com/29161.mp3

Highlights:  A new Home Improvement SuperMall is coming to Atlanta (from Power Play);  Who gets your stuff when you die? (from Senior Salute Radio);  Life as a professional bull rider (from Gwinnett Business Radio);  Tax mistakes that cost small business owners money (from The Bottom Line with Jacqueline Sheldon).

 


February 9, 2019

https://stats.businessradiox.com/28997.mp3

Highlights:  Do videos on your business website really work? (from How’s Your ePresence?);  How healthcare costs can lower your taxes (from The Bottom Line with Jacqueline Sheldon);  A business owner explains how a local pro hockey team is promoting his business (from Power Play);  Expert sales & marketing secrets to double your sales (from Gwinnett Business Radio).

 

 

December 15, 2018

https://stats.businessradiox.com/28857.mp3

Highlights:  The annual tradition of The Nutcracker and the Gwinnett Ballet (from Case in Point);  A restaurant that’s the “toast” of the town (from Shut Up and Eat!);  How technology is helping private security firms keep you safe (from TravelSafely with Bryan Mulligan);  A corporate attorney takes the fear out of starting your business (from Gwinnett Business Radio).

 

 

December 8, 2018

https://stats.businessradiox.com/28856.mp3

Highlights:  The future of driverless cars and autonomous vehicles (from TravelSafely with Bryan Mulligan);  Cybersecurity and the health industry – are your online medical records safe? (from Leader Dialogue);  Tips and secrets from a top sales trainer on closing the big deal (from Case in Point);  Here we grow again! Exciting news about Business RadioX (from Gwinnett Business Radio).

 

 

December 1, 2018

https://stats.businessradiox.com/28855.mp3

Highlights:  The dangers of distracted driving (from Case in Point);  A millionaire businessman who started with nothing (from Gwinnett Business Radio);  An inspirational music school owner who’s teaching her students about more than music (from Gwinnett Business Radio);  The only place in town to find chicken lips on the menu (from Shut Up and Eat!).

 

 

November 17, 2018

https://stats.businessradiox.com/28854.mp3

Highlights:  The remarkable story of a young woman saving a non-profit organization after the founder passed away (from Beyond the Cupola);  Throw away those cardboard boxes! A business that has you packing differently (from Gwinnett Business Radio);  Expert tips to grow your business through digital media (from How’s Your ePresence?);  A successful business owner shares his insight about social media (from Gwinnett Business Radio).

 

 

November 3, 2018

https://stats.businessradiox.com/28853.mp3

Highlights:  A doctor discusses his medical practice and the business challenges he faces (from Gwinnett Business Radio);  A restaurant that is well known for its food and live music (from Shut Up and Eat!);  How to get free help to launch and manage your business (from Simon Says, Let’s Talk Business);  A notable leadership company introduces its new leader (from Gwinnett Business Radio).

 

 

October 20, 2018

https://stats.businessradiox.com/28852.mp3

Highlights:  How a staffing service uses video to place top candidates (from How’s Your ePresence?);  Ground-breaking technology and “intelligent buildings” to deter school shootings, fires and other life-threatening situations (from Case in Point);  A television reporter offers tips on how business leaders should speak to media (from Strategic Insights Radio);  The newest workout rage that’s sweeping the nation (from Gwinnett Business Radio).

 

 

October 13, 2018

https://stats.businessradiox.com/28851.mp3

Highlights:  You wanna rock? A musician-turned-business-owner who opened the area’s first School of Rock (from Gwinnett Business Radio);  How technology is shaping the face of healthcare, allowing doctors to treat patients over the phone and through the computer (from Leader Dialogue);  Tips and secrets criminals don’t want you to know (from Case in Point);  Things you never knew about LinkedIn (from How’s Your ePresence?).

 


ABOUT WDUN: Popular news/talk station WDUN Radio is an award-winning broadcast media outlet which serves the North Atlanta and Northeast Georgia region. For nearly 70 years, WDUN News/Talk 550 AM and North Georgia’s 102.9 FM have offered radio listeners a diverse mix of local and syndicated talk programming, backed up by the AccessWDUN 24-hour Newsroom, which provides up-to-the-minute news, traffic and weather.

Filed Under: Uncategorized

Aaron Trahan: From Chaos to Clarity – A Performance Mindset for Scalable Growth

December 2, 2025 by angishields

HBR-Aaron-Trahan-Feature
Houston Business Radio
Aaron Trahan: From Chaos to Clarity - A Performance Mindset for Scalable Growth
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A13F745C-B967-4E04-8CAE-1FB8638CE912-AaronTrahanAaron Trahan is a business coach, advisor, and former corporate executive with over 20 years of experience leading high-growth consumer businesses.

By age 30, he was leading a billion-dollar retail brand, building a reputation for scaling teams, operations, and profitability.

Today, Aaron helps B2C companies implement customized operating systems that drive clarity, execution, and sustainable growth—blending leadership expertise with proven coaching strategies. IMG1994-AaronTrahan

LinkedIn: https://www.linkedin.com/in/aarontrahancoaching/
Website: https://performancemindsetcoaching.co/

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Aaron Trahan, founder of Performance Mindset and a seasoned executive with more than 20 years of leadership experience in both corporate and startup environments. By the age of 30, Aaron was leading $1 billion publicly traded company, a role that gave him deep insight into what drives growth and what derails it. Today, he works with leaders and organizations to to achieve sustainable, profitable growth by breaking the chaos cycle and creating systems of clarity, focus and accountability. Aaron’s mission is to help leaders get better at getting better and build businesses that scale the right way. Aaron, welcome to the show.

Aaron Trahan: Hi Trisha, thank you so much for having me excited for this conversation.

Trisha Stetzel: Yeah. Me too. And for those of you who are not watching on video, you need to jump over to the YouTube channel because Aaron has this most beautiful Winnie in the background. And I’m not going to tell you what it is. So you guys just have to jump on and see.

Aaron Trahan: It’s it’s always good to have a cute, uh, cute, fluffy business partner, you know?

Trisha Stetzel: Yeah, absolutely. All right, Aaron, tell us a little bit more about who you are.

Aaron Trahan: Yeah. You know, I am someone who really, from an early age, just gravitated towards this big, bold concept of continuous improvement. Um, I was kind of just a nerd of business books from a very early age. I started watching CNBC to just learn about what all this stuff means. Someone asked me is like, do you even know what showing up on that thing running across the bottom? And I just remember saying, not entirely, but I’m I’m learning, right? And so it just this concept of growth and continuous improvement. And before I even really knew what the concept of scaling really was about, that’s it was just kind of a gravitational pull for me, and not only on an individual level of just trying to understand how can I be a better leader, how can I lead teams more effectively, but also then how that translated to an organizational level and really just finding myself, um, you know, positively obsessed with what is it that allows Those leaders and organizations to find the next level to keep growing over a long time. But more importantly, what is it that prevents them from doing that? Why do leaders burn out once great high growth organizations, you know, either become a non growth organization or fail outright? And so, um, that was kind of the invisible journey that I was on that eventually led me to, um, you know, being a seasoned executive operator to now finding myself on the other side of the table, serving those leaders, operators and businesses of trying to avoid the same mistakes that I made, being able to access all the lessons and key insights without having to acquire the same scars that I had to acquire.

Trisha Stetzel: Um, I love that. Not that you have all the scars, but that you’re able to bring all of your expertise, your knowledge and experience to others that you serve. Now that’s amazing. All right. Names always have a meaning. And I want to dive into performance mindset which is your business. So talk to me one about the name of your business. And then let’s take a little deeper dive into the services that you provide.

Aaron Trahan: Sure. Yeah. It’s, uh, it’s probably one of the most frequently asked questions that I get is performance mindset kind of what? Tell me more about that. And, you know, kind of going back to the past 20 years that I’ve had in and around all sorts of businesses, of all sorts of shapes and sizes. You know, I think the great work that Carol Dweck did at Stanford University of really bringing the concept of a fixed mindset and a growth mindset to the mainstream, I think was was pretty valuable for all of us. But I think as I started to understand the nuances there, I started to realize that, you know, when we think about that in terms of the application to business, I just found a different story kind of playing out. In reality, nobody is going to admit to having a fixed mindset first and for all. And so every room that I was speaking to, every team I was a part of, whenever I would ask the question and really explain what a growth mindset is all about, every hand in the room is going to go up and say, yep, that’s me. I’ve got to fix our growth mindset. That’s what I’m all about. And so then I started back to that curiosity of what makes people grow, leaders evolve, and what prevents leadership growth. I started scratching my head of saying, well, if everyone has a growth mindset, why are we having these wild variabilities in performance and outcomes and results? And what I realized was there’s kind of a next level to it with a growth mindset, that thinking and believing that nothing’s fixed, you can develop and grow and build intelligence and capabilities.

Aaron Trahan: That’s great. But what I was starting to understand was thinking and believing can only take you so far. It’s missing a key ingredient and it’s the willing to take action. So when I kind of think about what shows up a lot in the business world, it’s much more nuanced than just fixed versus growth mindset. I think it’s really kind of a status quo mindset of people getting comfortable with where kind of they are, and things are good enough, so to speak. But then this other group has the performance mindset, which is just the bias to action to continuously improve. They’re not looking in the rear view mirror, kind of hanging their hat on what has already been achieved, or look at what we’ve done. It’s always asking the question how do we further improve? How do we continuously get better? Where can there be areas to take it up a notch? Where am I not operating either at an individual or an organizational level at anywhere close to our full potential? So for me, it really became this status quo mindset. Are we comfortable with where things are and we’re just kind of playing the status quo game. Then it becomes the the performance mindset. Are we willing to take the action and do what’s required to truly see better performance and better results? And so for me, that’s what that was kind of the narrative that I was seeing play out in the arena of business. It’s not as simple as fixed versus growth. It’s much more about status quo versus that bias for action to do what’s required to get better performance.

Trisha Stetzel: Okay, so how do we get from status quo or just this growth mindset where we’re just sitting still to performance.

Aaron Trahan: Yeah, I think it it is all around first generating awareness, right. For for everything that I do, it all really starts there. And I love kind of the saying that says a weakness or a development area that you’re not aware of will never be strengthened. Right. And so much around that status quo thinking is really that belief that, you know, good enough is always going to, at some point lead to complacency. And when you’re complacent, you’re not going to be intentionally driving awareness around where the gaps are. And look for high performers. Gaps may not be underperformance. The gap we are really focused on is where you’re performing versus where, you know you can potentially be performing. So it’s kind of it’s a you versus you. It’s am I better tomorrow than I was yesterday? And do we understand and put the awareness on where the gaps are that if we took action to evolve, develop, build the capabilities will get us closer to that full potential that makes us 1% better every day. That drives the continuous improvement. And that’s not always a comfortable place to be in. Always looking for how to develop. What more can I do? What more am I capable of? It requires it just requires a different intention to build the awareness, to learn where to act, to generate a better outcome. And if you’re in the comfort zone of the status quo, that’s just going to be an area that is, you know, never going to be found in that zone.

Trisha Stetzel: Yeah, absolutely. So what are your thoughts around doing it alone versus surrounding yourself with the right people.

Aaron Trahan: Oh, I, um, I’m just a big believer that you can only go so far alone. Um, you know, I’ve I’ve been the beneficiary of having a lot of great mentors, a lot of great coaching. Um, whenever I realized that I personally needed to leave that one zone of comfort and status quo thinking into a performance mindset, I needed a third party. I needed a coach to help me see what I wasn’t seeing. I needed someone to not only help me identify that there are corners coming up, but then to be able to have, you know, develop some insights, um, to proactively maybe understand and see what’s around those corners. And yeah, I think if the only, only voice of accountability that you’re kind of listening to, uh, is that voice inside your own head, I, uh, I think it’s going to be tough to really tap into the full potential that I think is there for, uh, all leaders and organizations. So I’m a big believer, um, that with others is a accelerated path to ultimately getting you to your destination.

Trisha Stetzel: Yeah, absolutely. And by the way, you need to check who’s in your room, too, right? Because we want to surround ourselves, like Aaron and I, uh, have the same kind of very uplifting, above the line energy, and we wouldn’t want to hang around. I hope I don’t want to speak for you, but I don’t want to hang around with people who have negative energy. I want them to have more energy than me and more passion. Uh, yeah. So that I can strive to be there, I love that. So let’s take this from growth mindset to sustainable growth. So can we unpack why the how of growth matters more than the how fast?

Aaron Trahan: Yes, absolutely. And it’s such a great time period of the year to have this conversation, because I believe Inc. magazine just recently released their updated list of what’s referred to as the Inc. 5000, which is the 5000 fastest growing private companies in America. And as you can imagine, every small and medium sized business would love to be on this list. What better marketing for you to put on your website or in a promotional blast of saying we are an Inc. 5000 company? Now, what’s interesting about this to kind of start this part of the conversation is fast. Growth is good, but it should not be the only thing you’re optimizing for, because follow up studies from this great list of the fastest growing companies has found a troublesome kind of where are they now? Um, you know, story that’s unfolded. And what the data shows is that 68% of companies that make the Inc. 5000 list remember the fastest growing companies in America over the next 5 to 8 years, 68%. More than two thirds of these companies either fail outright or are no longer a growth company, and they’re a significantly smaller size. And I think that just really puts an exclamation point on sustainable growth, growth that you can continue to maintain and work to compound over a long period of time is always going to be a better option than just rapid expansion.

Aaron Trahan: Back to having great mentors and someone sharing wisdom with you. I had to learn this the hard way, so I’ve got very intimate, first hand experience of all the chaos that emerges when you grow too fast. So luckily, I had a mentor on my board who pulled me aside after a not so pleasant board meeting to remind me never grow faster than you and your team’s ability to manage it. And that was always a stark reminder for me. It’s that if growth starts to outpace your ability to execute your team’s ability to manage it, chaos starts to ensue. Um, look, the graveyard is full of companies that grew too quickly, were not able to implement the systems and the structure to be able to support it and maintain it. And unfortunately, far too many businesses die by a result of collapsing under the weight of their growing pains, not from competition. Um, and so I think it’s just an important reminder that growing the right way, your ability to make sure you can manage it, the ability to generate operating leverage, um, allowing the growth to compound over longer periods of time is always going to be far more important than trying to just increase the top line by all costs as fast as possible.

Trisha Stetzel: Mhm. Yeah. That’s such a great point Aaron. And I know people are already wanting to connect with you to learn more or even just to pick your brain. If you let people do that maybe you do every once in a while. What is the best way for the listeners to connect with you? Aaron.

Aaron Trahan: Yeah, the two places I show up, most, uh, one’s going to be on LinkedIn. I would highly encourage anyone to connect, reach out. I’m always trying to share, um, the things that I’ve learned along the way and continue to learn. I’m pretty transparent with my community there of. Look, learn from my lesson. Avoid my scars. Uh, and then for a more in-depth review, my website would be the best place to go to really understand how I help executives and organizations. And that’s simply performance mindset coaching. Dot CEO uh, so those will be the two places that you’re going to be able to get access to me as quickly as possible.

Trisha Stetzel: Fantastic. And if you’re trying to connect with Aaron on LinkedIn, you can find him at r r o t r a h a n. And it’s actually Aaron Trahan. Coaching is the handle for LinkedIn if you guys are looking for him there. Okay I heard you say chaos cycle. I think we probably have an idea of what it is you described, what it is. But if we find ourselves in that chaos cycle, how do we break free from it?

Aaron Trahan: Yeah, yeah. So I think it it really comes down to one important thing. And if I could back up for a second, I think for a lot of business owners, founders, leaders, you know, it almost kind of feels like chaos is just kind of part of the game, right? It’s just if you’re in a growing business, there’s going to be some chaos that comes along with that. And I think while that’s true, I think there’s there’s different flavors of chaos to look for sure. When an organization stretching and growing and we’re reaching new heights, there’s going to be that healthy chaos that comes with stretch. But what to look out for is when the chaos really starts to hold the organization back. When you start to feel like there’s bottlenecks everywhere, you’re playing whack a mole. Your days feel much more like a, um, a day long firefight than actually doing things that are productive, that can drive the business forward. So to more directly answer your question, it all comes down to prioritization. And here’s what I’ve seen in businesses that have been a part of businesses that I help and just businesses that I’m observing is there tends to be a chaos cycle that ensues when some of the negative flavor of chaos shows up. And by the way, I’m a firm believer that when you’re experiencing that chaos in the business, that’s nothing more than the business’s way of screaming out to you that it needs better structure and needs better systems.

Aaron Trahan: That’s that’s just think about that as the language at which your, your business is communicating to you. But where the cycle starts is really going to be around your ability to properly manage prioritizations or the inability that shows up as priority mismanagement. And here’s what I see so much Uch when priorities start to be mismanaged. That could be in the form of your team feeling like priorities or switching every single week, or everything’s a priority. You know, when a business has 20 different priorities. Whether your employees say it to you or not, what they are talking about is we don’t know what the hell to focus on, right? And so priority mismanagement will always drive the next stage of the cycle, which is fragmented. Organizational focus. Focus for any business in any industry is a superpower. Period. Full stop. So when you think about the priorities at which the top level of an organization’s driving down to the team, when that’s not clear, when there’s too many, when they’re constantly changing the focus, that superpower of your organization is never going to be in the right dosage, in the right spot. So it’s going to be fragmented. It’s everywhere. So what happens when priority mismanagement leads to a lack of organizational focus? Results suffer. You see it in weak execution. You’re missing expectations. You thought sales would be here. They come in way short. We’re scrambling to figure out why. And so what do leadership teams do after this third stage? Priorities.

Aaron Trahan: Priorities were mismanaged. There’s not enough focus in the right area. Results start to show up. Weaker than expected. We need new priorities. We need a new initiative. We we need a new growth strategy to kind of get things back on track. Which then takes us back to the very top of the cycle. And you’ve now created the vicious loop. Too many or constantly changing priorities, fragmenting focus even more on, on and on through the cycle. And so to stop the cycle, to get out of the chaos cycle really comes down to a business’s ability to prioritize. And I like to think about it in terms of a question. If I was to randomly show up to your team leadership or management manager meeting, and if I was to go into the room unannounced and secretly ask everyone the same question, what are the top 2 or 3 priorities for the business, and why are these the priorities for the business right now? What would happen? Would everybody say the same thing? Would everybody say something different? So to break the chaos cycle, you have to have that team saying something similar to each other, because when they’re saying things different about the downstream chaos that that creates in an organization, everybody thinks the priority is different, which means their focus is behind something and nothing may come back and align to what is truly most important for the organization.

Trisha Stetzel: Yes, yes and yes and yes. All of these things resonate with me so deeply. Erin, thank you for taking us down that path. So does this play into that business GPS system that you talk about? Yeah. So can we dive into that a little bit 100%.

Aaron Trahan: And that’s why as I kind of in my the seat that I sit in today, kind of helping leadership teams and organizations avoid the same mistakes that I unfortunately made. You know, the past decade for me has kind of been a reverse engineering of what were the what were the tools that I was lacking, what were the frameworks and the systems that if I would have used, I could have avoided the mistakes, missteps and failures that that showed up on on my path that I had to course correct on. And yeah, because prioritization that I found is so critically important. I kind of like to think of it in terms of a business GPS. So if we were to pull out our phones and pull out whatever your maps app of choice is Apple Maps, Google Maps, whatever it is, remember, these companies that built these apps have spent billions of dollars to make it useful for us consumers. But it requires us to enter a critical data point for it to work. We need a clear destination. And if we don’t have a clear destination, that billions of dollars poured into this app will never work for us. So I’m sitting here talking to you today from Austin, Texas, right. And look, if we were to just type in central Texas into Google Maps, it’ll give us a million different options to choose from. Even if you, you know, you went into Southwest Austin. Okay, we maybe have thousands now, right? But until you get a specific location or address, that’s the only way you’re going to get an optimized route to take you from where you currently are to where you want to end up.

Aaron Trahan: I take businesses through that. Same thing is, where do we want to be over not too far out in the future because then it starts to lose its teeth. Not too short in time because we need some ability to kind of think out and plan. So I found two years to kind of be the sweet spot. So where I love to start working with businesses is really getting their teams firm on what’s our two year destination, kind of call it the vision. Within the vision, where do we want to end up? And I, I serve as kind of the challenger in the room to say, bring it down to abstract to conceptual, being the best or world class like that we can operationalize around that. How do we quantify what that looks like? How do we plug in my address in Austin and not just Central Texas or the greater Austin area. And then from there, we just didn’t execute a very streamlined, working backwards experiment. If we get the team very, very focused and aligned on what our two year vision looks like, where we want to end up, then knowing where we need to be at 12 months, knowing where we need to be at six months, knowing what’s most important over the next three months starts to get very clear and very simple. And now the prioritization of what we’re going to prioritize and what we’re not has the necessary guardrails for us to easily determine priorities from priorities. But most importantly, it helps an organization say no way more often than they are today. And as.

Trisha Stetzel: Oh my gosh.

Aaron Trahan: So.

Trisha Stetzel: I know.

Aaron Trahan: You said.

Speaker4: Yeah, Go ahead.

Aaron Trahan: Yeah. Is Warren Buffett’s always said the difference between highly, highly successful people and average people is the highly successful people say no to virtually almost everything. And it’s because the priority scope is so defined. We know what we’re going to say yes to. That fits within that scope. Everything outside of it is a no or not yet.

Trisha Stetzel: Mhm. I love this. So you just took us on this beautiful journey. Aaron thank you so much for this amazing conversation. I’ve got one last ask. Tell me your favorite client story.

Aaron Trahan: Hmm. My favorite client story is the one that’s top of mind. Was the call that I was actually just on. Um, okay. This is this was a client that was in the physical therapy space and also did some longevity, uh, strength training of really helping people coming in for physical therapy and a part of the country where people are very active, um, and have a huge interest in staying active for longer. But as you can imagine, someone running a big physical therapy operation and another business, the challenge was I can’t get out of the business. I kind of feel like so much depends on me. I’m the bottleneck. I’m reactive and firefighting all day long. And, you know, I’m not sure I want to keep doing this. Right. It’s like I’m working harder. Only for poor results on the bottom line. And so taking this client in his business through these different types of tools, we were able to get very clear on where we wanted to be. We were able to get very clear on what matters most. And we were able to then start prioritizing what needs to come off his plate, what needs to go on to different plates, how do we streamline the organization? Where where are the areas that’s really holding the business back? Um, and as you can imagine, the work that we’ve been doing over the past couple years where literally the call that I was just on before this call, a lot of the conversation was talked about how great the team is doing, how he’s got a team of individuals now operating like owners.

Aaron Trahan: He’s able to be 95% strategic, 5% tactical. Two years ago, it was the exact opposite. He was 95% reactive, 5% strategic margins have expanded in the business top lines expanding in the business. And he’s putting in fewer hours than he ever thought was possible in a growing, optimized business. And so it was just one of those feel good calls of seeing seeing someone be able to create the business that they dreamed of, for it to perform the way that he envisioned it performing without him having to be the bottleneck in every single step of the way.

Trisha Stetzel: Mm, I love that. So something simple, if you’re in your business and you can’t take vacation because you’re so embedded in it, you need to talk to Aaron. I’m just saying.

Aaron Trahan: It’s it’s kind of, uh. It’s nothing more than helping build the bridge, right? I think every business kind of has three islands, right? Vision, strategy and execution. And so few times I’ve seen are those islands connected with a clear bridge? That’s all we did in this case is we took the vision of what he wanted. We created a strategy that would make that vision tangible and put in the mechanisms to drive day in, day out, week in, week out execution to generate week over week progress. And so his three islands now have very tight, very solid, very well built bridges connecting those three islands.

Speaker5: Wow. That’s beautiful.

Trisha Stetzel: Thank you so much for this conversation today, I felt like I went on a journey and maybe even thought about vacation for a minute. We’re growth mindset. Oh no performance mindset. This was fantastic. Aaron, thank you so much for your time today.

Aaron Trahan: Yeah. Thank you for having me.

Trisha Stetzel: That’s all the time we have for today, guys. So if you found this conversation with Aaron valuable, please share it with a fellow entrepreneur, a veteran or a Houston business leader. Ready to grow. Be sure to follow, rate, and review the show and helps us reach more bold business minds just like yours and your business, your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Navigating the Tech Maze: Simplifying Technology Solutions for Veteran Entrepreneurs

November 26, 2025 by angishields

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Veteran Business Radio
Navigating the Tech Maze: Simplifying Technology Solutions for Veteran Entrepreneurs
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In this episode of Veteran Business Radio, Lee Kantor talks with Rob Broadhead, founder of RB Consulting. Rob discusses how his firm helps veteran-owned businesses leverage technology by first understanding their unique processes and goals. He emphasizes a business-driven, agile approach to technology solutions, the importance of clear requirements, and practical uses of AI. Rob also shares advice on hiring fractional tech leaders and recounts a successful client engagement. 

RB-Consulting-logo

Rob-BroadheadRob Broadhead is a seasoned software developer, technology strategist, and entrepreneur with over 30 years of experience designing, building, and leading software projects across industries and platforms.

From enterprise systems to custom solutions for startups and small businesses, Rob has worn many hats — including architect, director of development, database administrator, and mentor — always focused on delivering practical, effective solutions.

In 2001, Rob founded RB Consulting to offer hands-on software development and implementation services. After seeing too many projects suffer from poor planning and technology misalignment, he shifted the company’s focus.

Today, RB Consulting helps clients avoid common IT pitfalls through well-crafted project planning, strategic consulting, and end-to-end development solutions. Under Rob’s leadership, RB Consulting has grown into a collaborative team of skilled developers who share his vision of improving the world through thoughtful, high-impact technology.

A passionate educator and mentor, Rob founded Develpreneur.com in 2016 to help developers grow in their careers. Through blog posts, courses, and The Develpreneur Podcast, he shares hard-earned insights and practical advice focused on growth, leadership, and lifelong learning.

He loves wine, travel (roamingwithrobalie.com), ice hockey, handball, and sharing stories with others through books, blogs, and podcasts. Feel free to check out his latest one page as well. https://rb-sns.com/guestinfo.php

Connect with Rob on LinkedIn.

Episode Highlights

  • The role of RB Consulting in assisting veteran-owned businesses with technology integration.
  • A business-driven approach to technology solutions, focusing on understanding client operations and challenges.
  • Common scenarios prompting clients to seek consulting services, such as growth phases and market expansion.
  • The importance of identifying business pain points and strengths before recommending technology.
  • The types of businesses RB Consulting typically works with, including startups and growth-phase companies.
  • The engagement model of RB Consulting, emphasizing client empowerment and ongoing support.
  • The cautious approach to integrating artificial intelligence (AI) in business processes.
  • The significance of clear communication and precise requirements when utilizing AI and technology tools.
  • The agile project management methodology employed by RB Consulting for technology implementations.
  • Advice for hiring fractional CIOs or CTOs, focusing on alignment of values and understanding of business challenges.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for Veterans Business Radio, brought to you by ATL vets, providing the tools and support that help veteran owned businesses thrive. For more information, go to ATL vetsource. Now here’s your host.

Lee Kantor: Lee Kantor here another episode of Veteran Business Radio and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, ATL vets, inspiring veterans to build their foundation of success and empowering them to become the backbone of society after the uniform. For more information, go to ATL vets. Today on the show we have the founder of RB Consulting, Rob Broadhead. Welcome.

Rob Broadhead: Thanks a lot. Happy to be here.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about RB Consulting. How are you serving folks?

Rob Broadhead: Well, we help businesses find a way to leverage technology to do business better. And actually usually that starts with sitting down with them and talking about their business instead of it being a technology forward approach. It really is business driven. We find that processes are very important, and getting those out of the head of the the leaders and the owners of companies can sometimes be a little bit of a it’s an excellent practice, and that’s usually the most important first step, so that we can really help everybody understand and be on the same page with how things work, how the business is organized, what matters to it, and honestly, sometimes what doesn’t. Setting those proper priorities. And then from there, then we can talk about how to leverage all of the all of the blessings that technology can give you today without hopefully without, while avoiding all of the curses and the sprawl and all the other things that are the headaches that sometimes causes us.

Lee Kantor: Now, what is kind of the pain your clients are having right before they call you? Is are they coming to you because, like, they got a ransomware attack or something bad. Their computers have crashed. Like, are they coming for you to triage something? And then you start having these strategic conversations? Are they kind of having other kinds of problems within the business that, you know, a fractional CIO or CTO could help them?

Rob Broadhead: Uh, it is it is usually not a a fire erupting per se, like a security breach or something like that. Um, we actually and honestly, our ideal customers are those that it’s really more they are in a situation where they are, uh, for lack of better words, stuck where they’re, they’re at a point where they’re, you know, they’re making a change. Either the business is growing, uh, they may be launching a new line of products or going into a new market, or it may be a brand new business. So it is where, you know, owners are in a situation where they say, you know, the business leaders are in a situation where they say, you know what? We’ve we’ve got to prepare for this next phase, and we’re really not comfortable or not real sure on what we have. Uh, a lot of times, also acquisitions that’ll happen where there’s you’ve got a lot of technology. You may even have a big team, but you’re really not comfortable with what they do, what they provide, and how are they going to help you move forward. And that’s where we start having those conversations and say, okay, well let’s see. Let’s see what you got and let’s, you know, go to the war essentially go to war with the Army you’ve got with you.

Lee Kantor: And then what are some of the things you’re asking them in those initial conversations, like, do you have to know their kind of their tech stack. You have to understand kind of what you’re dealing with before you kind of can make recommendations.

Rob Broadhead: Yeah. But really usually the first question is going to be tends to be much more. It’s non-technical. We’re talking about things like what are your pain points? Where are your what are your strengths and weaknesses of your business as you see it right now, it’s things like, you know, are you really great at customer service? Are you, uh, are you delivering your products on time or are you having problems with that or are you having problems with your vendors? Are you having challenges communicating with your staff? There’s a lot of these. There’s a lot of things that just businesses can run into. And that’s where we start, because we want to figure out where the low hanging fruit is. What are the things that we can look at first to try to solve, to give you that, you know, benefit as soon as possible? And then as we get into that, that’s when we start talking more about, okay, now that we’ve got the, you know, the 50,000 foot view, let’s drill into some of those things and talk about how the organization is laid out. Uh, what are the, you know, the details, the nitty gritty details of things like your technology stack? Uh, some of it also a lot of it is where are you located? Are you a single headquarters or single location? Are you multiple? Are you a virtual company? Uh, because all of those things come into play when we’re trying to recommend, we’re going to recommend a solution because we’re not coming at you from a, you know, for example, like saying that we’re a Microsoft provider. So we’re going to recommend you the best way to use Microsoft Tools or the best way is to use Oracle. The best way to use whatever your you know, the technology does your is. Instead, we’re going to start from your business and figure out a right size solution for your business and where you’re at business wise, the vertical you’re in, and even geographically in the staff that you have to try to get the best fit for you.

Lee Kantor: So what is kind of the size and number of employees of a typical client? It are you working with kind of one person startups, or are you typically working with enterprise level organizations like who’s your best fit client?

Rob Broadhead: Our best fit tends to be, um, two. There’s really two fits. It is it’s startups. Because the nice thing there is, you have a, you know, completely clear whiteboard of what you can talk about, where you want to go. You can keep it really around their vision and their budget and then build a solution there. But also, um, probably even the people that need us the most, the most are those that have, uh, we refer to it as they’ve gotten out of the survival mode, and now they’re getting into the growth mode of their companies, so they’re usually a couple of years old. They could range from five to 50 or 100 employees. And they’re in the, you know, maybe in the low millions of their, their revenue. But they’re they’re sitting to a point where they said, hey, we’re we’ve been working our butts off. We’ve we’ve scrambled, we’ve scratched, we’ve clawed. And now we feel like we want to make this sustainable because, you know, working your butt off all the time is is not sustainable in the long run. And so they’re ready to get into that growth. And that’s where we’ll say, okay, well let’s look at what you’ve built and what you’ve got. And how do we turn that into systems and processes and automation and things like that that will help you grow and scale, uh, without, you know, running you into an early grave.

Lee Kantor: And when you work with them, are you coming in to kind of do that project and it ends there, or is this something like once you start working with them, you want it to be kind of an ongoing retainer type relationship where you’re monitoring and maybe you’re watching their back and staying ahead of things before they turn into problems.

Rob Broadhead: Ideally we like to we’re we’re we believe in the, you know, teach a man to fish over giving them a fish kind of approach. So we try to do what we can to put systems and people in place so that they can move forward. Somewhere along the way, they can move forward without us. We start with a recommendation, an assessment and recommendation, and sometimes the organization is set to go from there. Usually they’re going to, at least in the first couple of steps, are going to work with us to, you know, to help get things in place or to help. Just make sure that everybody’s on the same page. Uh, sometimes it sometimes it does take a while because there’s sort of a pilot project. And then once that gets in front of people, then the owners say, oh, wait, now that we’ve got this, we can do that, and then we can do this other thing. Uh, sometimes it takes a little while, but our goal throughout all of that is to not be, um, we don’t want to be, you know, we want you to give us a call because you’re just saying, hey, things are going great as opposed to just feeling like you’re constantly having to come back to us and ask us for more.

Lee Kantor: Now, how are you handling your conversations with your clients or prospective clients when it comes to AI? I mean, that seems to be, uh, all over the place and people. I mean, I would imagine they in their head, they think they know how it could help, but in reality, it’s not going to do what maybe they picture in their head. How do you have those conversations?

Rob Broadhead: Uh, it’s I’m chuckling as you ask that. We just, uh, I also have a podcast that I do, and we just had a conversation for an hour with, uh, somebody in the, in the exactly the same space where we, we talked about AI and the, the challenges, particularly from a business owner point of view. And with those, uh, we are you know, we’ve been researching it and it’s the level it is today. There’s not too many people that are going to be very far ahead of where you’re at as a business owner. But, um, technologists like us that have worked with it and smart systems and things like that for a few years, we’ve we’ve got at least we’ve got an eye on where you can go. Uh, a lot of times it’s we start with caution. And, um, for myself, I’m a big fan of caution and proof of concepts or, um, you know, minimal viable products or something like that to say, let’s, let’s talk instead of slapping AI at something, let’s go back to, like, what are you really trying to solve? And then once we look at understand the problem and the solution, then we can look at where AI can be applied to it. Um, there’s a lot of there’s a lot of things that people think AI will fix that it won’t or at least won’t right away. Uh, and even more of them that you have to yes, you can use it, but you have to be very intentional and understand what you’re you’re dealing with when you get into, uh, using AI and what your investments are and what you have to invest in your technology and even your people to make sure that you are getting the most out of that investment.

Lee Kantor: Now, are you, as a software developer, using it when it comes to coding?

Rob Broadhead: I use it extensively. I use it daily. I have used it to, uh. They call. They have this thing vibe coding. And, uh, I guess it’s don’t really use that as much. Uh, but it is a facet of that. Uh, since I’ve, I can write code and understand code and correct code based on what AI does. Uh, plus also we have our best practices and things like that. We’re able to, uh, generate some of the stuff, the stuff we’ve done in the past, uh, where at least it takes us at least at at least half the time, and sometimes quite a bit less to get it done. Uh, there’s, there’s cases where we’re seeing, you know, 70 and 80% productivity gains for the, the direct, uh, the coding part of it, uh, this design side and things like that, not as much, but we, uh, we definitely use it from the coding side, and we use it from a business side a lot. We use it a lot for, uh, for marketing materials and content and things like that to help give us a, a starting point so that we can then, you know, spend a little less time writing that, that nice article instead really focus on, uh, use it for the research and then, you know, gather it and write it up and turn it into something that, you know, that we’ve we are now presenting and not just, you know, a a collection of data points.

Lee Kantor: So if people are working with you, they would be using AI. It might just not be customer facing like it would be happening in the background.

Rob Broadhead: Yeah, most likely there’s there are very few things that we don’t. We there are very few things we don’t try to apply AI in some way, form or fashion at this point.

Lee Kantor: But it’s hard to have your clients kind of utilize it in the way that you’re utilizing it. There’s not a place for your clients to use it as a developer is using it.

Rob Broadhead: Uh, well, for developers, we’re using it to generate code, uh, for our businesses. There’s a for our clients. Uh, there’s there are definitely non coding solutions to AI that we talk about on a regular basis. Um, we actually I have talked extensively about how we think this is going to be Um, this is going to help people and force people to be, in a sense, better managers and more clear communicators. Uh, we’ve a lot of people I’ve seen a lot of people that talk about using having chats with, uh, with AI agents. And I think that is, uh, a really great approach for businesses. There’s a lot of things that you can get from a conversation, we’ll call it with, uh, with an AI, uh, application. You can use it for research. You can get a lot of, uh, out of the box ideas. I’ll give a very brief example is we’re about to my wife and I are about to embark on a lot of travel. Uh, going to a lot of some places we haven’t been before, and we have been able to use AI to, uh, actually, throughout the process, because we’re actually going to be digital nomads. We’ve, we’ve had, uh, AI send us, you know, provide us links and places to go to learn more about, uh, all of our, you know, travel visas and places to rent, um, you know, like Airbnbs and places to stay. Places to go see.

Rob Broadhead: And what are some of the sights and some of the concerns about that area as far as like timing and scheduling? Uh, down to like train schedules and planes? It actually has. We actually evolved our original plan quite a bit based on, uh, AI conversations and, uh, the sort of the rabbit holes. We went down there because there were we had our plan, uh, we had sort of our thoughts roughly of how it was supposed to be. And as we started going down some of the the steps to get there, AI would mention things or say things that led us in a different path. And, uh, we’ve been very happy with what we’ve seen out of it. And I can see that you can take that with almost any topic. So I think as a as a business user, I think that’s, uh, as a business owner, I think that is something that you should, you know, we’ll call it, play around with it and get comfortable with it. Uh, I think it’s here to stay and your competition is going to be using it. So you need to get comfortable as well. And those are some of the conversations we have is like, how do you if somebody doesn’t understand? They’re like, I don’t even know where to begin. Then we’ll talk to them about ways to begin and how to get started or something like that.

Lee Kantor: And you made a good point that they give you links that you should check, because we’re still at a trust but verify stage with this technology.

Rob Broadhead: It will I. My most frustrating conversation I had with this was with an application we were building as it was. One of the things that was doing is it was providing LinkedIn links for people that we were part of, the data that we were pulling back. And even though we specifically said, if you can’t verify the link, don’t give it to us, it would still generate a link and give it to us and say it was valid. And we’re like, no, it’s not. So we finally had to say, just don’t even don’t even try to add that into the information because it was it was effectively lying to us.

Lee Kantor: Yeah. When I recommend people play with it, um, I think it, it really opens their eyes on what it can do, but also what it can’t do. And to be wary of those kind of limitations. And it is frustrating where you’re like, just do you know you’re supposed to be working for me? And I’m telling you not to give me this, and you keep giving me this like I it like I’m talking to a toddler. Like that’s just ignoring me.

Rob Broadhead: Well, that is that is the best thing I now I’ve heard it from a couple people in conversations. To think of it as AI is like a super junior, like a, you know, an a person, a new hire that is fresh, you know, fresh out of business school or whatever. But they know everything. They have this amazing amount of knowledge, but the communication skills are lacking. And so I think sometimes that’s on both sides. I think it will help us as we look at our conversations to be more, uh, to learn how to be more specific and detailed when we ask questions of it, because AI is sort of unforgiving in that sense. So if you leave something out, uh, sometimes you will end up getting completely the completely wrong answer. And honestly, if you don’t understand what you’re asking, uh, then you can end up in a in a very bad place. Uh, we’ve I’ve seen more than a few, uh, basically rapes that have been built obviously through AI. And it is it actually ends up being nonsensical because I think it’s because the person that did it, you know, had a very, uh, general idea. They said, hey, go do this. And they didn’t understand where they needed to tie down some of the details. And sometimes they don’t even they didn’t understand what, uh, what they were asking for, for lack of a better term. For example, like if somebody says, hey, I need a CRM for my, my business. Well, you know, we all sort of know, okay, that’s a customer relationship management application. But there’s that is a big wide umbrella. And there’s a lot of things that can be involved in that, that you may or may not understand if you’re, you know, as far as building an application. And if you try to just have AI do that for you, you’re probably going to miss out on a on a lot of pieces or get some stuff that, like I said, sometimes it’s just conflicting data.

Lee Kantor: Yeah, you have to know how to write prompts. And um. It’s not you can’t be kind of general or broad that that’s opening up a can of worms.

Rob Broadhead: Yes.

Lee Kantor: Now, how, um, when you’re working with your clients, how, like, how do you kind of at the end of the project, how do you know it’s time to high five or hunker down and and do more? How do you measure success?

Rob Broadhead: We tend to do it in, uh, I love to do like phases or versions. Usually now it’s, it’s phases because even, uh, even though we’ll the approach we take uh, is based off of something called the agile approach. And one of the key things that we work with is regular, uh, usable, as they call it usable software. And so we try to do is we try to take whatever the project is and then break it down into, uh, steps or phases, where along the way we will put something in front of the customer. They’ll be able to see what’s there. They’ll be able to have some usefulness out of that application. And we’ll usually start with, uh, you know, x number of features and functions and sort of where we want it to go. And as we are building out those releases, then we will there’s an evolution of that that either is, uh, an expansion where it’s like, well, hey, we really need these additional features, or sometimes it’s reduction where it’s like, oh, hey, since we’ve got this, we don’t need these other things that we thought we needed. And there is a it ends up being it’s there’s definitely an art to it is finding, uh, good logical stopping points. And it very much varies from project to project because it has to do with what they have in place as far as, uh, their team and their systems, uh, because sometimes they don’t have if they don’t have it, if they don’t want to hire any IT people, they don’t want to outsource stuff, then if they want to do any additional features, then, you know, we’re going to have to come back and do it.

Rob Broadhead: But even then we try to do it in a sort of like essentially a project based a finite definition of what that product is. And we even start at the beginning of a project and talk about like what is what is done mean? Like, what are the things that we even if we’re not sure all the features, what are the key things, the why for this project that we’ll be able to look at all the time and say, you know, if we lay down at the beginning, the project, there’s three things that we needed to do. Then as we’re going through the project and we’re, you know, maybe features are being scoped in and stuff like that, we can look at it and say, well, does this serve the purpose of those three things that we talked about? If it does, okay. But if it doesn’t, then do we, do we want to expand it or not. And we just it really is it’s a constant, uh, really. It’s a constant check, you know, on a regular basis to check in and just say, okay, we are we doing what we said we wanted to do? Are we on track? And then you end up sort of walking it in at that point to say, okay, now we can start knocking out the tasks that need to be done to get that, uh, to a completion phase.

Lee Kantor: Now, um, is there any advice you would give somebody who is hiring their first kind of fractional CIO or CTO? Is there some do’s and don’ts that you recommend people follow?

Rob Broadhead: Um, I think for any hire, one of the things I always say is, is get to know the person to some, you know, interviews are okay, but usually like a second interview, it’s a it’s not a skill or experience interview where you can just sort of get to know the person, particularly like a fractional CTO, CIO level. You want somebody that you you can personally work with, that you feel like they have a lot of your same, uh, your same values and vision and things like that, because you don’t want somebody that comes in and has a very different approach to, to business and maybe even a view of the world than you do, because this is somebody that’s going to be helping you achieve, you know, achieve your goals. So I think that would be part of it. And the other is, is talk to them about your the problems that you have and you should be able through that that conversation. Uh, get from them some ideas of how to solve those problems. And if the solutions that they’re saying make sense, they, they are in line with like what you would do or I mean, they and they may be completely innovative, so they may be completely new. But in hearing them you’re like, yeah, that that makes sense. That’s a that would be a logical approach. Uh, but then great. But if they’re saying things that don’t make sense to you or that seem in particular that seem, um, for lack of a better term, ignorant of your, your business and your model and your industry. Then maybe you want to, you know, that’s where a good clue to red flag to maybe move on to somebody else. Because there’s when you get into that level, when you got people that are helping you define and automate your processes, you need somebody that also, um, either knows your business like you do, or you feel like they are going to be able to step in and understand it enough to be able to, to do those processes.

Lee Kantor: Is there a story you can share that maybe illustrates how you’ve successfully worked with a client. Don’t name the name of the organization, but maybe share the challenge they had when they started working with you, and how you were able to help them get to a new level.

Rob Broadhead: Um, I’ll go. One with was, uh, it was actually a whole series of it was an engagement that lasted for quite a while, and it was a lot took a lot of different roles. Uh, when we initially stepped in, when they initially talked to us, they needed somebody to help them evaluate their systems and their their team. They’d been around for decades. Their team had been around for decades. I think the the most junior person in the organization had been there like 24 years or something like that. So this was a a set solid team. There was actually the one of them was sort of getting to the point where they were going to retire, and they’re just been, you know, things that the company, the organization was used to and, uh, the, the leader, the head of the department said, you know, I’m not sure if this is. Is this normal or not? It was one of those like, you know, let’s let’s do a little check in and see what happens. So brought us in and we took a look at their their all of it, their systems, their processes, their team. We interviewed all of them. We talked to a lot of the other department heads and ended up, uh, saying, you know, they they actually did have a really good team. They weren’t, you know, they weren’t knocking stuff out of the park, but also they were actually they didn’t have the resources to do. So. Um, they were able to sort of, you know, they were able to get the job done and for the salaries and the price they were getting paid, they were paying for in that it was like, this is you’ve actually got a pretty good deal going here.

Rob Broadhead: Uh, but within that, that was also we got to know the team. So as the one, um, you know, the, the one department manager retired then we actually continued to work with them. We helped them with a couple of their technical issues. We helped them go, uh, really we didn’t. I guess we did do a little bit of an interview of their what the the replacement IT person became, uh, but also really a lot of it was helping them build out like a job posting and and job requirements and to help them figure out like, what are they looking for to replace this person because, you know, it was somebody that had very niche skills that was in their department that they could try to find that, but you wouldn’t find them in a way that would be affordable. Versus we said, well, here’s what you can do. Here’s how you can massage it. These are the kinds of people you can work with that you can bring in. And they will they’ll be able to learn what you need them to learn, but also be able to help you grow and have a modern approach. And it ended up being great, had a great relationship with all of them throughout, and ended up being one of these things that it’s like, like some of your best business relationships. There was a whole lot of like personal things that came out of it, and a lot of great ways we were able to help each other. So it was, uh, those are the kinds of things you the kind of, uh, projects and engagements you love to have.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what is the website? What’s the best way to connect?

Rob Broadhead: Uh, RB consulting site is rb dash SNS. Sam. Sam. Um, you can shoot me an email. Rob at rb Swns.com. And also, I’m fairly active on LinkedIn so you can find I don’t think there’s a ton of raw broadheads. And I’d be the one that’s, uh, I think it’s got me listed as RB consulting, so it’s pretty easy to find in a search. And I’d love to have talk to people. And there is on the site, there is a couple ways links to get Ahold of us, uh, either to do a free 30 minute call just to, to have a phone call, a zoom call. Uh, and also we’ve got, uh, sort of like an introductory technology assessment that you can do if you want something that’s a little deeper.

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

Rob Broadhead: Thanks a lot. Thanks for having me. I appreciate being here.

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

 

Joshua Kornitsky: Coaching with Curiosity – The Human Side of EOS

November 20, 2025 by angishields

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Houston Business Radio
Joshua Kornitsky: Coaching with Curiosity - The Human Side of EOS
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EOS2023Headshot-JoshuaKornitskyJoshua Kornitsky
is a fourth-generation entrepreneur and Professional EOS Implementer® with more than 20 years of experience across technology, strategy, and business leadership.

His career began in the automotive industry alongside his father, giving him early exposure to the complexities of running a family business. From there, he expanded into IT, software development, training, and executive leadership, cultivating a deep understanding of organizational growth and operational efficiency.

In 2015, Joshua helped lead a company through the implementation of the Entrepreneurial Operating System® (EOS®), which became a turning point in his career. I

nspired by the transformation he witnessed firsthand, he later co-founded a simulation-based training software company, which he also ran on EOS. These lived experiences—as a leader, founder, and now implementer—give him an authentic, practical lens through which he helps teams break through ceilings and achieve clarity, alignment, and accountability.

Today, Joshua coaches leadership teams nationwide, guiding them to execute their visions with purpose and discipline through the EOS framework. He also hosts a show on Business RadioX, where he highlights inspiring business stories and community impact.

Based in Georgia with his wife, two daughters, and mother, Joshua brings both heart and strategy to every client relationship, offering coaching in person and virtually across the U.S.

LinkedIn: https://www.linkedin.com/in/joshuakornitsky/
Website: http://atlantaeos.com

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Joshua Kornitsky, a fourth generation entrepreneur and professional eo’s implementer with more than 20 years of experience in technology, business strategy, and organizational growth. Joshua first experienced the power of EOS as a leader in 2015, when this system brought clarity and growth to his own company. Since then, he’s lived EOS as an owner, a leader, and now as a coach, helping leadership teams across the country align their vision, strengthen accountability, and execute with confidence. He also hosts a Business RadioX show. You guys Have to Listen to It, where he highlights business leaders making an impact in their communities. Joshua brings a unique perspective on how iOS transforms both companies and cultures. Joshua, welcome to the show.

Joshua Kornitsky: Thank you for having me, Trisha. It’s really great to be here.

Trisha Stetzel: I’m so excited. I can tell when I’m doing people’s bios, they get a little uncomfortable. They’re like, really? She’s going to say all those great things about me. Yes, I am, because we don’t do it for ourselves very often.

Joshua Kornitsky: It’s true, it’s true.

Trisha Stetzel: Very excited to have you on today. So, Joshua, tell us a little bit more about who you are.

Joshua Kornitsky: Wow. Well, thank you for the opportunity to talk about myself. I appreciate that. Um, as you said, a fourth generation entrepreneur, uh, I was born in the northeast. My parents, my grandparents both owned new car dealerships, and just through the evolution of what that business was like, I ended up in the car business. But we as a family are no longer involved. Uh, and to go back to the to the great great grandparents, that first generation of entrepreneurs, uh, they were immigrants coming here and did what they needed to do in order to get started. And in those days, pretty much everybody had to be an entrepreneur in one way or another. Um, I’m I’m somewhat amused and pleased to tell you that my great great grandmother, uh, was a bootlegger, um, making, I presume, bathtub gin, that I’m not a gin guy. But if I could figure out how to make bourbon well, at home, I might do that. Um, but I. I was born into the automotive industry, and I’m forever grateful for that because, um, it allowed me to see every aspect of of the good, the bad and the ugly of working with businesses, working with people And learning how to engage and interact. Because as the auto industry has in many regards, uh, created a negative impression of itself, not everybody is that way. And having grown up, uh, and being taught by my dad, who also had been in it since he was a teenager, I learned that there were two ways you could approach things. One was to to hit a customer over the head hard and make a bunch of money, but never see them again, or take good care of a customer. Make a fair profit, treat them well and you will see them over and over. And that was kind of my foundation in business was understanding that. And uh, when my dad passed, he was selling cars to the grandchildren of people that had bought cars from him initially. So it’s a proven process, right? It’s a strategy that works. Treat people well and they’ll come back to you. Yeah, absolutely.

Trisha Stetzel: Absolutely. That is an amazing story. Thank you for sharing that and being a fourth generation entrepreneur is, um, I find few and far between. We don’t see as many people coming from that background, if you will, and I love the lessons that you’ve learned from that. So you’ve also worked across IT industries, software design, executive leadership. How does that play into where you’ve landed today? And being in a an owner or a coach in the EOS space?

Joshua Kornitsky: So thank you. That’s a great question. Um, the first thing that I’ll tell you is that that anything with technology, whatever I used to know has a limited applicability today, but the skills remain the same. And in the skills that I developed, because I, I was early in on technology when there weren’t very many people in able or capable or knowledgeable or more directly curious, uh, that that we’re able to step up and learn and help. So the biggest thing that I think technology brought into my life that carried forward to now is that curiosity, because I’ve learned over time that the best way that I can offer any type of guidance or structure through iOS or through any other engagement is to understand first what it is that the the individuals I’m dealing with are contending with. And, and it’s all too easy to be prescriptive and to walk in the door and say, well, here’s this system. Everybody needs to do what I say when I say, and it’ll all work out. Number one, you’re not going to succeed. Number two, they’re not going to succeed. And number three, if you try to use the same recipe, you can’t bake 17 different cakes. You’re only going to end up with one. And it’s probably not going to be a good one. My apologies. That’s my mom ringing through on bypass.

Trisha Stetzel: You know what? It’s all good. And listen, we’re all human here. And even before we started recording, we talked about, uh, how we both are caring for aging parents. And it happens. Right? It’s just part of what we do.

Joshua Kornitsky: It does? And, uh. Yep. It does. And I and I love her dearly. And I’ll check on her as soon as we’re done.

Trisha Stetzel: Yeah. This is what makes us human, Joshua. Fair enough. All right, so, Joshua, clearly you have a great IT background, leadership background. I’m very curious. I’d like to roll you back all the way to 2015 with your first experience with, um, iOS and the implementation of that. What was the biggest shift you noticed in 2015 that really grabbed your attention about this implementation?

Joshua Kornitsky: Well, so let me set the context a little. We I had been recruited to become chief technology officer for a B2B lead gen company. Me, and they were a successful company. They’d been in business at that point, probably eight, eight, nine years. Um, and they were growing, but they’d hit a ceiling and, and that’s what caused them to go out and look for help. And, and quite often that’s what brings entrepreneurs looking for a solution is, is what brings them to the book traction, which is what EOS is based on by Gino Wickman. And for us, um, they brought an implementer in or the CEO brought an implementer in. And we began the process and it’s quite normal. Um, I remember to this day it’s quite normal to think, oh, it’s the flavor of the month. You know, this month everyone’s going to wear blue shirts because it’ll change the way we are. Uh, but it turned out that the system really isn’t promising magic, and that’s what got my attention first. The second thing that got my attention was it doesn’t pretend to bring magic, the discipline and the accountability that I learned. And the biggest thing that changed for me was understanding that you you could have a highly accountable culture and still be at a place that people enjoyed working because the, the, the assumption is quite often that, that, oh, well, you know, you’re just bringing in more scrutiny, more depth of drilling down to understand every aspect of where every second of every day goes. And that’s not at all what it’s about. What it’s about is understanding that in an open culture where people aren’t afraid and they understand their job and they align to the core values that they’re actually able to to exceed their own expectations and provide an unbelievably, um, inspired level of, of work and service because they want to be there.

Joshua Kornitsky: And that to me, that spoke to me, that’s who I am. I’ve always been someone that’s been drawn to making sure that the work that I do matters to me. I’m a fan of Daniel Pink’s book drive. And in in drive, he talks about how intrinsic motivation is by far the most powerful form of motivation out there, and that’s what speaks to me. So what I found in iOS as chief technology officer was the ability to help the folks who worked with me do, uh, their jobs more effectively, to have clarity when they came into work to understand what the expectations of them were at both a micro and a macro level. And together we were able to set goals that made sense. That helped drive us forward. And I know it sounds like I’m reading off a cue card, but that’s really what what excited me about it. So much so that that I co-founded a software company with one of the principles of, of, uh, the company I was working for. And we started with us right out the gate. And it was only because we were both experienced in it that it made sense. Typically, it doesn’t really align with the startup. But, uh, while I did step away from that company, I believe they’re still running on us today. Wow.

Trisha Stetzel: That’s amazing. All right, so I want to take a deeper dive into iOS. There are likely people listening who have no idea what iOS is, and there may be some misconceptions about it. You tackled a few of those things as you were talking about your experience in the beginning. So let’s talk about iOS. Take a deeper dive and any misconceptions that you think people may have about it.

Speaker1: Sure.

Joshua Kornitsky: That’d be easy. The the very briefly, what iOS does more than anything else is three things. It gets everybody aligned around the vision of the founders of the organization. It instills discipline and accountability, Traction, as we call it, and it works to help the leadership team, which in an entrepreneurial business, which is who we typically work with. Often that that leadership team came together because different people with different skill sets organically either grew into the role or there was an identified need, and they brought somebody into the role, and they typically can have very disparate backgrounds and very disparate experiences. So while they’re capable of working together, they may not have healthy relationships as a leadership team. So that’s what we do is we we do that vision traction, then help them become healthy. And as the leadership team embraces it, so does the rest of the organization. And that’s really in a nutshell, what what EOS can do for a business and as it progresses and matures. And I had a quarterly planning session with one of my, um, I’m already graduated clients, meaning a client that went through the whole system, which takes about two years and they still bring me in to facilitate their quarterly and their annual planning. And we pushed hard as a group to see what we could do to continue to improve what’s already working. Because I’m not a believer in saying, you know, nobody on a scale of 1 to 10, nobody’s a ten that doesn’t speak to who I am. You can get to attend, but I’d like to believe that there’s an 11. I’d like to believe that we can continue to grow and excel, but it all starts with the work they do. So the only thing I really do is facilitate the brilliance in the room. I don’t bring the brilliance. I just bring a structure that that makes it.

Trisha Stetzel: And that’s what makes you a great coach. I love that, Joshua. It’s all about standing in the greatness of our clients, right? I think you and I share that same ideal. Um, if people are already interested in having a conversation with you. They want to learn more about iOS or the implementation, or just ask you some questions. What’s the best way for folks to connect with you?

Joshua Kornitsky: So I’ve got a long first name and a long last name, and I my my email address is at EOS worldwide. So what I did is I took my cell phone number (678) 414-7696, which you can call. But I put a I registered it as a URL. So dial that.com and it’ll bring you to the the website where you can get in touch with me. Uh because otherwise it’s Jay at EOS worldwide. Com and I joke that I have to get extra long business cards in order to fit that. So 6784147696.com we’ll get you to me.

Trisha Stetzel: Wow. It says the guy who infamously comes from technology. What a great idea.

Joshua Kornitsky: I just want to make it simple. You know, the easier we make it for people to find us.

Trisha Stetzel: Yes, absolutely. Okay. For those of you who are going to go look up Joshua or find him on LinkedIn. His name is spelled j o s h u a last name k o r n I t s k y. It’s so much easier to go to his phone number. Com so.

Joshua Kornitsky: You can go.

Trisha Stetzel: Everything that you’re looking for. You guys know I’ll put that in the show notes so you can point and click. If you’re sitting at your computer please do not do that. If you are driving in your car, wait until you get home and then you can point and click and connect directly with Joshua. Okay. So back to this conversation. Listen, you’ve lived iOS as a leader and owner and implementer. You bring such a unique perspective to your clients because of that and because of your background. So I’d really love to hear tactically, um, how you really create this alignment. Right? You talk a lot about culture in the business and the leaders embracing what’s happening, and then everyone follows. So give me some like tactical ways that that’s happening as you’re implementing this tool with your clients.

Joshua Kornitsky: So the way that that we work with our clients and I say we because there are 850 US implementers around the world, uh, we all can determine where we help one another. I’m willing to travel. Others aren’t. Uh, I have clients that are fully virtual, and I mention that because the journey is the same, regardless of whether it’s virtual or in person. We start with a day called a focus day. Actually, back it up. We start with what’s what’s a 90 minute meeting, which is where the leadership team, uh, gets into a room with me or gets onto a zoom call with me and I give them a 10,000 foot overview. Because if you expect someone to be able to jump right into something transformational with no knowledge. You’re going to be disappointed. So we give that 10,000 foot overview where I take them through at a very high level. How EOS is is designed, what it helps with, where it enables them to, to find areas to improve. And what is, as I mentioned earlier, what’s really, really important is it as a system. And this is something we say internally. It’s intended to be handrails not handcuffs. So we we want to to take them through the leadership team, through the education process. If what they hear in the 90 minute meeting speaks to them. And I’m going to give you a 45 second overview, we explain to them the history of the US.

Joshua Kornitsky: I talked to them to understand who they are and what their goals are. And then at a very high level, I take them through the six key components of iOS, which, when Gino Wickman wrote the book traction, what he ultimately determined was that all business problems fall into six categories vision, having people aligned with where you’re going, people having the right people in the right seats, data using real hard data rather than aspirational accounting, as I call it. Um, and when you’ve got that first half down where you’ve got the right people in the right seats, you know where you’re going and you’re using real data issues pop up. Pretty common, pretty clear. So we teach our clients how to identify and resolve those issues and make them go away forever. Then the fifth key component is process. And that’s just simply having determining what the right and best way things need to happen and getting that documented and, uh, followed by everybody there. That’s really the magical key to if there’s any magic here. That’s where scalability lives in. In. Trisha. I know that you are a veteran. And thank you for for your service. But in the military, a little bit process driven. I presume that process is there because it works.

Speaker4: Uh huh.

Joshua Kornitsky: You know, and and while it may be occasionally, uh, redundant, the best way to make sure that airplane takes off every time, the best way to make sure that that boat doesn’t have an issue is to have a checklist and to make sure. So we work with them, but they control the pace. And then the the last piece we do is we teach them about traction. We teach them about setting what we call rocks, which is a metaphor for a goal. And we teach them about having an established meeting pulse. And that’s really the 90 minute meeting, and we take them through it once they find that, that, that it is the right path for them. Uh, we’ll set up a focus day and we spend eight hours together with the leadership team. During that eight hours, we teach them about hitting the ceiling and how to break through hitting the ceiling. And then we start with this remarkable document that that is free to anybody that wants it at EOS worldwide. Com or they can reach me and I’ll share it with them. It’s called the Vision Traction Organizer. It’s eight simple questions. What are your core values? What’s your core focus? What are you best at? What’s your ten year or long term target? What’s your marketing strategy? Meaning what do you say to people? Who are the people you want to talk to? And what is it you say to them? Then we set out a three year picture, a one year plan.

Joshua Kornitsky: We establish goals for the next 90 days, and then we keep a list of all of the other issues that are important, but that we’re not going to deal with now because there is a magic to getting those on paper. Because if you and I talk about something and we both agree that someone’s got to walk the dog, but neither one of us write that down, the dog’s going to be scratching at the door or we’re going to be cleaning up. Um, and and really, that’s iOS at the highest level in a nutshell. There’s, there’s other tools that we teach over those two years. But once we’ve gone through those first initial three days, which are spread apart because you got to have time to absorb it, you’ve got to have time to to understand it and try it on. Then I meet with my clients once a quarter and and do a two day annual planning every year. And it just leaves them all of the time in the world to understand that the business has to keep going, to operate their business, to succeed in their business, but with a different structure and a, in most cases, a completely different type of accountability. Um, that’s that’s it in the nutshell.

Trisha Stetzel: Okay. Yeah. That’s amazing. Now, I heard you say I know people are already interested. They’re like, oh, I need to talk to Joshua because this sounds right up my alley. But I heard you say earlier that this isn’t necessarily meant for Are startups. So what type of client or you know, at what stage of business does iOS make the most sense for? And who do you find are your I’ll call them your best clients or your ideal clients for iOS.

Joshua Kornitsky: In a perfect world, iOS is is designed and built for organizations between 10 and 250 employees. I personally have clients with less than ten I don’t currently, but in the past have had clients above 250. But that’s the sweet spot. And in the idea behind it is a startup has uh. And I’ve been part of two startups. A startup has one thing in common. They all have is is too many hats and not enough heads. And in that instance, I will tell you that iOS could stop that brilliance from shining by imposing a rule set on a on a business that’s simply not mature yet. Um. With regards to anything that’s already struggling. While yes, iOS would help, we don’t typically want to talk to folks who are struggling because adding additional work into what is already a stressful situation is really unlikely to benefit them, because they’re in they’re in the staying alive mode. Um, so who we typically work with are clients that their business is doing well and they just can’t seem to break through to get to that next level. And they find the book traction because they’ve tried everything. And if you think about the entrepreneurial mindset, these are folks who solve their own problems. So they’re not accustomed to reaching for help. And when they finally have that moment where they go, you know, I’m going to have to reach for somebody, that’s when we can help them. Because if they’re not ready, and I’ll use the analogy that I use when I talk to people. If my lovely wife tells me, hey, you should lose a little weight, I’ll nod and acknowledge her. If my doctor says you really should use lose a little bit of weight, I’m going to pay attention, but I’m probably going to just nod my head.

Joshua Kornitsky: But when I go to put on my jeans and they’re a little tight, oh, crap, looks like I need to lose a little weight. That’s where we do the most effective work, because if someone or a leadership team or a leader doesn’t feel like change is the only thing that’s going to make the difference, there’s not any amount of anything I can say that’s going to change their universe until they’re ready to embrace it. And that’s the hardest part, because in that entrepreneurial mindset, I know it, I have it. Part of you feels like you’ve done something wrong if you need help. Yeah. And and I have very, very healthy clients that I, that I met that were already very healthy. And you still have to help them understand that, that if they are theoretically at $10 million and their goal is to get to $30 million in five years, the skills you need at 10 million are very different than the skills you need at 30 million. The personnel you need, the things that the business will require, all of those things you don’t necessarily have that ability to scale today. You can certainly plan for it. Yeah. And that’s just part of the natural growth that comes with every business. You can’t rush that. Uh, there’s a famous old technology book called, uh, The Mythical Man Month. And in that book from the 1960s talking about data processing on cards, they say that you you must work to overcome the common management belief that you can accelerate the baby by hiring nine pregnant women and be pregnant for one month only. It doesn’t work that way. There isn’t a shortcut. But. But there are best practices, and that’s what we can help them with.

Trisha Stetzel: I love that, okay, so I shouldn’t tell anyone that their pants are too tight. They have to experience it themselves. That’s what I’m getting.

Joshua Kornitsky: That’s the analogy. But but speaking as someone who occasionally has that challenge, you do know when it when it’s the case and you know it’s it’s time. Yeah. Either that or you got to buy new pants and that’s not going to help your business grow.

Speaker4: No, that’s definitely not going to help your business grow.

Trisha Stetzel: Okay. So I our time has flown by. And Joshua, I’ve got one last question for you before we wrap up. So for those business owners that are listening who do feel stuck, or maybe they know that their pants are too tight, uh, and they feel out of alignment with their teams. What’s one simple step that they can take today or tomorrow to start moving closer to the clarity and accountability Ability that iOS will provide.

Joshua Kornitsky: So it’s funny that you use the word clarity, and there was no discussion on this, um, built in to iOS at the leadership team level and ultimately through the business is this concept of a clarity break. Take a piece of paper and a pen or a pad and a pen. Put your phone down, put your laptop on, do not disturb and and said, start with an hour once a week and just set that time aside and don’t focus on anything other than what does your business need. And and just think about what does your business need. And from there, I suspect very strongly that you’ll fill up that pad. The good news is you’re everything that’s great in your business. You’re responsible for. You made that everything that’s a little off kilter. Well, sorry you made that, too. But by starting to just create that list of the things that your business needs. The next thing that you can do is prioritize that list. And once you’ve prioritized that list, you can begin to take incremental steps, just little things. You know, it’s everyone wants to to move the mountain in a day, so to say. Um, all you’ve got to do is, is 1% better than the last time you did it. And you can make that impact over time. So stop. I have a I have two daughters. My youngest daughter and I talk often about the concept of you. The only way to solve a big problem is, is you eat the elephant and bites. The only way to solve your big business problems. You’re not likely to have a massive revelation or a lottery win that’s going to change everything tomorrow. Perfectionism is the enemy of progress. Just take an incremental step and and reach for help. There are people that really and truly have a help first mentality and and want to help.

Trisha Stetzel: Yeah, just like you Joshua. That’s why we connected, right? You you have said so many things that would come straight out of my mouth. And I love the idea of 1% better or eat that elephant one bite at a time because we can’t swallow it whole. That’s just the bottom line. Okay. Thank you so much for being with us today. I have learned so much about you. You guys, if you want to connect with Joshua on email, I know his name is very long, but it’s J dot at EOS worldwide comm or Joshua. Give us that website where we can 6784147696.com.

Joshua Kornitsky: And I’m old school so I’m happy to actually talk on the phone too. But that’s the number you can call. Or you, you, you can go to the website and it’ll direct you to how to find me.

Trisha Stetzel: I love that yeah. You guys, Joshua and I, we are very much alike. So get on the phone with Joshua, have a conversation, learn more about what he’s doing, and if you feel like it’s the right fit, then just say yes. Joshua, thank you so much for being with me today.

Joshua Kornitsky: Trisha. Thank you so much for having me. It was an absolute joy.

Speaker4: Awesome.

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

 

Blooming Success: How French Florist is Changing the Game in Floral Retail

November 20, 2025 by angishields

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Franchise Marketing Radio
Blooming Success: How French Florist is Changing the Game in Floral Retail
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In this episode of Franchise Marketing Radio, Lee Kantor interviews Michael Jacobson, CEO of French Florist. Michael shares his journey from corporate consulting to revitalizing his uncle’s struggling flower shop by adopting European floral culture and modernizing operations. He discusses overcoming industry challenges like outdated technology and high commissions, and explains French Florist’s focus on customer experience, direct sourcing, and franchisee support. The episode highlights the company’s impressive growth, unique franchising philosophy, and commitment to making flowers an everyday joy, not just a luxury for special occasions.

Michael-JacobsonMichael Jacobson, CEO of French Florist, didn’t walk into a flower shop expecting anything. It was a favor, helping his uncle sell a business most people would’ve driven past without noticing. The kind of place with dusty corners, a poorly-lit sign, and just enough life left to survive. For Michael, standing there, looking around, it sank in.

This was how America gave flowers now. Flowers were rushed, impersonal, and often treated as just a transaction. No ritual. Just product moving through a pipeline. And yet, this was how people were trying to say “I love you.” “I miss you.” “I’m sorry.” The most emotional gesture in human history had been flattened into a transaction. And no one seemed to notice.

It began with a refusal to accept that this was good enough for flowers. He stripped the entire system to its studs and rethought everything. Every process, every touchpoint. He built a new system from scratch.. One that cut out the noise. One that honored the hands, the farms, the designers, the clients giving and receiving. Because when people send flowers, they are trusting us with their heart. And that should never be taken lightly.

To Michael there’s a permanence in flowers that goes much beyond how long they last. The blooms eventually experience their circle of life, but the feeling stays. The moment they carry becomes part of us.

Inspired by the European tradition of living with flowers daily, Michael wants to shift how Americans see them—not as a luxury, but as an essential meaning they bring to life. Flowers are love, and they are how we know that life can be beautiful. Everyone deserves to feel that.

Today, French Florist has grown from a quiet neighborhood shop into a rising national brand, expanding across the country. But to Michael, scale was never the point. The point was to protect a standard.

In a culture addicted to efficiency, French Florist is building something a little more human. Every stem is placed with intention. Every arrangement is an offering. Every delivery is a quiet rebellion against the idea that love and beauty are optional.

For Michael, it’s always been about the flowers. And through them, a more loving world.

Follow French Florist on LinkedIn.

Episode Highlights

  • Transformation of the floral industry in the U.S. through European floral culture.
  • Personal journey of transitioning from corporate consulting to running a flower shop.
  • Challenges faced by traditional florists, including outdated technology and high commissions from intermediaries.
  • Strategies for improving operations, technology, and supply chain management.
  • Focus on enhancing customer experience and emotional connection with flowers.
  • Growth and revenue achievements of French Florist, including significant financial milestones.
  • Importance of aligning franchisees with company values and commitment to quality.
  • Training and support provided to franchisees, emphasizing hands-on experience.
  • Strategies for creating exceptional customer experiences and building loyalty.
  • Insights into the franchising philosophy and community-building approach of French Florist.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Coming to you live from the Business RadioX studio. It’s Franchise Marketing Radio.

Lee Kantor: Lee Kantor here. Another episode of Franchise Marketing Radio and this is going to be a good one. Today on the show we have the CEO with French Florist, Michael Jacobson. Welcome.

Michael Jacobson: Thanks, Lee. Wonderful to be here.

Lee Kantor: Well, I am excited to learn what you’re up to. Tell us a little bit about French Florist. How are you serving folks?

Michael Jacobson: Definitely. Yeah. So flowers are something that I don’t know. I’m going to say a couple controversial things on this podcast, so you’re gonna have to curb me if I say anything that’s too offensive. Okay.

Lee Kantor: Fire away.

Michael Jacobson: I don’t think Americans appreciate flowers enough. Okay, hear me out. Our name is French Florist, but we’re an American brand. Okay, how does that make sense? We are a company that borrows from the European way of living, and we want to bring that to America. The current American culture with flowers are, I think, so. I’ll curb myself here. I think we do appreciate flowers, but we think of them as a luxury, right? We purchase them for a birthday anniversary, even if it’s for something sad, like a funeral. And you’re sending your condolences. And no matter why or you know what you’re sending flowers for, what you’re telling the person, if you’re buying it as a gift, is that you’re thinking about them, that you care about them and and that you love them, right. And so at the really at the root of it, love is the core emotion. That is flowers. Flowers are love and flowers therefore are you know how we know that life can be beautiful? They’re the largest, most important emotion that exists on our earth, if I may say that as well. And there’s nothing that’s more powerful than love. And so that’s the industry that we get to work in. And that’s that’s a really cool thing. I don’t know if we should be treating that as a luxury. It’s a heck, I don’t know how to better show love to somebody. I will say in like, in a material way.

Michael Jacobson: Flowers are still material, but I think they’re the most immaterial material gift that somebody can give to show that you love them. I think that diamonds try to do that, but I think the diamond industry is kind of messed up and they’re really expensive. So I think flowers do the job better. And so just full circle back to the European kind of borrowing from there. If you look at Europe, the difference is that Europeans do buy flowers a lot more frequently, buy flowers for themselves, which I think is important. It’s an act of self-love and it’s a way of life. They go home and go to the bodega or whatever it might be to, and it doesn’t even they don’t even have to purchase flowers. I think that it’s a beautiful thing to go and pick flowers from your, you know, grandmother’s house and get them for free. So but it’s a different culture. It’s a different way of life. And it’s a little bit more beautiful. The way that flowers are appreciated, I think creates a little bit more of a loving world. And ultimately that’s why our company exists. Our mission, our driving force at the end of the day Um, is to create a more loving world. And I think that even if we create a 1% more loving world, that’s a worthwhile mission. So that’s what we’re up to.

Lee Kantor: So how what was kind of the genesis? Sounds like part of the Genesis was you went to Europe and you saw some things that you were like, hey, maybe this could work here. But what was like, how did you get into the the florist business?

Michael Jacobson: Lee, I wish I had a romantic story. Uh, it’s, you know, I think that, uh, we try to make life really romantic. And parts of it are definitely when I walk into the flower shop and, uh, it’s it’s a really cool feeling. It is very romantic space to be in, but, um, I know I didn’t travel to Europe, so this is how we started. I was working a really boring corporate job that I hated. Um, I’m sure a lot of folks can relate. And I was at a college, um, didn’t really want to, you know, you hear the risks of startups and how frequently they fail. So I always kind of had that fire in my belly to do something more entrepreneurial, but didn’t want to take that risk right out of college. So I joined a consulting firm. A good firm, and I learned a lot. I’m happy I did it, but it just didn’t feed that fire in my belly. So I was. After a while of working there, I was looking for my next opportunity. Uh, and when you’re looking for opportunity, it’s crazy what can happen. But, um, I got a call from my uncle. He said, hey, Mike, I I’ve been running this flower shop for 38 years. It’s called French Florist. Uh, is it one location? Just mom and pop and just kind of like any other flower shop that you might envision. You know, there’s a green and purple paint on the walls. Uh, paper flying everywhere is like four fax machines. Um, but just, you know, just a neighborhood mom and pop shop. And he said, I want to sell the business. I’m tired. I’m working six days a week, 60 hours, and I’m not making any money.

Michael Jacobson: Uh, you know, so my background is in finance as well, so I’m sure I wasn’t his first call, but, uh, nonetheless, he. I don’t know if he called a broker and the broker didn’t want to list the business. It was, um, there were a lot of kind of nuances on why that business was going to be hard to sell. Uh, but I came in and ultimately I, uh, was going to help him sell the business. So I, you know, it started out as a side project. And, uh, after a couple of months of working with him to clean up the business, get the books in a better condition, um, uh, just get everything ready to sell. Uh, I was doing due diligence on the industry as well. What other shops are doing? Well, what they’re not doing well, what multiples they’re selling for all the normal stuff to sell a business. And I realized that it wasn’t just him that was struggling. Uh, every single florist, um, is struggling with the same, if not the same, very, very similar problems. It’s either related to technology, uh, intermediaries like one 800 flowers taking massive commissions and destroying kind of the financial position of these shops. Uh, the technology supply chain is a big issue. Um, a marketing, the whole whole host of there’s like it wasn’t any one thing, but it was all of them pretty much struggling with all of those problems. An amalgamation of massive issues and the current state of the industry is it got to a very, very antiquated state. And there’s a whole story of how it got to where it is today that we can rabbit hole go down that rabbit hole if you want to.

Michael Jacobson: But it’s a very antiquated space. There’s 30,000 flower shops around the country. 99% of them are single unit owner operators. It’s a very, very fragmented space. So, you know, we have innovation in the coffee industry. Beyond Starbucks. Starbucks was kind of the genesis for consolidation. They created a brand that was consistent, reliable quality at the time. Uh, and they’re trying to make a comeback. But we have innovation beyond that. Now, our our industry, the floral industry hasn’t even had the Starbucks effect. And I don’t we don’t compare our brand to Starbucks. We’re doing things differently. But uh, but that’s how antiquated it is. It’s been stagnant for a long time. So that’s what fired me up. Um, florists were struggling. Uh, and ultimately, what that means is that if, if, if you’re not feeling good inside, you’re not going to show up for the folks around you in the best way that you can. So if the florist is struggling, that’s going to bleed into a poor consumer experience. And so I recognized, um, alongside our team, that the consumers are not receiving a product or service. That is what they could or should receive in our industry. So there’s a systemic issue. And if we could fix this one flower shop and just do it right, um, invest for the long term, you know, ten, 15, 20 year investments as opposed to like needing to maximize ROI over a 2 or 3 year period. Right? Um, that sounded pretty fun to us. So I jumped ship. And that was about seven years ago, and I haven’t looked back.

Lee Kantor: So what? Um, so you look at your your uncle’s floral floral shop and what was kind of the low hanging fruit to, to fix up to improve the situation?

Michael Jacobson: Yeah, there was low hanging fruit. Um, the very first decision that I made in the company, uh, I will tell you that florists are wonderful people. I’ve never met a florist who’s not a great person. Uh, they have huge hearts. They’re very creative. They’re very passionate. Uh, they’re not really money driven, I would say, because they’re working really hard. They love what they do, and they’re not really typically not making a lot, or at least in the past. Right. Um, and so, um, my uncle was no different. He, he was, you know, best friends with, uh, the phone salesman. And I looked at the financials. We were paying, like, $13,000 for our phones. Uh, and, you know, I came into the business and, um, do it. The right thing to do is listen and learn. Uh, I didn’t know much. And so I spent the first couple of months just doing a lot of listening. And, you know, the customer service rep that worked for us, um, said, hey, our phones are really bad, that I have a hard time hearing the customer on the other end, and they have a hard time hearing me. I’m like, perfect. We need to change phone systems. That’s an easy lift. So I looked at the phone bill. We’re paying 13 grand a year, and I went to my uncle and I said, like, why are you paying 13 grand a year? And he’s like, oh, no, it’s the best phone system. Like, here’s the contact. Um, he’s a great guy. He’ll take care of it. If there’s an issue, he’ll fix it anyways. You know, phone sales guy is not, uh, you know, um, I’ll leave it there.

Michael Jacobson: It’s so, you know, we looked at different phone systems, and, uh, we’re now now we’re paying for a way higher quality phone system that is like $120 a month, right? Or $1,000? A little more than $1,000 a year, saving 90%. So there was a ton, like, uh, I kid you not, probably about a hundred things that were kind of like that that got the business from losing money to break even or, you know, in the black, um, a little profitable and, uh, you know, so there was low hanging fruit. But the systemic issues, supply chain, marketing, tech infrastructure, um, uh disintermediating is where as well. The number one player in our space is one 800 flowers. The way that their model works, they syndicate the order that they get to a local florist, which I guess is fine. But the problem with it is they take a massive up to a 40% commission after all of their fees are considered 40% commission on that order. So the florist is getting crushed. So just, you know, we were able to get the business to a decent position by just by cleaning up, like best practice stuff. But in order to transform the business from, you know, doing 200, 300,000 to 500, 600,000 to the next year doing, I think it was like 3 million to 6 million to 9 million out of one location. Um, that there were a lot of issues that we needed to solve that were deep systemic issues. And that’s when we started to tackle those issues. That’s where we started to see real results.

Lee Kantor: And then so. So how do you go to $9 million in a single location? Is there that much floral business in a is that really the potential? So.

Michael Jacobson: Yeah, I mean, I feel like we’re just getting started, too. Yeah. It’s not only, uh, I think it’s a showcase of what the potential is. Um, but yeah, we so we were doing over 9 million out of one location, and, uh.

Lee Kantor: And that’s just local, like, that’s not we’re shipping it to, you know, all over the world. This is in one.

Michael Jacobson: Just one la store delivering within, like a 45 minute radius. Um, yeah. It’s pretty insane. Um, so we were like, wow, maybe LA is a special market and it is. La is a special market. But it’s only I can say that because I’m from here. But, uh, you know, we opened a second store. That store, uh, did over uh, or did just shy of a million in its first year. Um, we opened a third store. That one did over a million in its first year. So as we opened them up, we got better and better at them at doing that. Um, the average flower shop does around 350 K in revenue. So and we’re doing about a million in the first year. Um, so yeah, I mean, it’s.

Lee Kantor: And the drivers of that? Is it just more people ordering more often? Like what is the driver or is it? Brand new people to buying flowers. Like what do you get people to buy more often? Like are you creating more occasions for purchase? Like what drives it?

Michael Jacobson: Yeah, it’s a good it’s a good question. So there’s two types of marketing, right. There’s demand capture which people are already searching for the product. Um, for example, they search on ChatGPT.

Lee Kantor: So they’re just picking you instead of a different floors.

Michael Jacobson: Yeah. So that’s that. And then there’s demand generation, which is like, uh, right.

Lee Kantor: Someone who hadn’t thought of. Right. I hadn’t thought of giving flowers. Now I’m giving flowers from you.

Michael Jacobson: Yeah. So, um. Yeah. So both are great, uh, ways to build revenue. Um, but, uh, but no, there’s there’s really that much demand to capture. People do send a lot of flowers, and, uh, you know, we have, um, I will sit here and say, like, we do have the best customer service. We do have the best quality flowers. Um, we do have the best client experience, but we don’t stop there. Uh, we go beyond all of that and we say, like, having the best. All of those things makes a company good. But how do we make our company great? And that comes down to the emotion, uh, the experience, um, the feeling that people have when they purchase through us and, and then backing that up with a, with an incredibly strong product offering. So, um, it took a lot of that. Branding is important. Uh, but writing goes only so far as your ability to deliver against that brand promise. So you actually do have to have great operational excellence in order to execute. And so, yeah, we, uh, got really good at, um, yeah. I mean, our tech infrastructure is phenomenal. We built a ton of our own tech, so we were able to scale easily, um, supply chain. We started importing from the farms. So we’re getting better pricing, uh, and, um, higher quality flowers. So that’s a better margins for us that we can reinvest into the client experience in other ways. But also, we can pass some of that discount along to the consumer.

Michael Jacobson: So, um, you know, they’re getting really competitive pricing and then also ultimately a better product too. They’re not. The supply chain is normally, you know, grows on a farm, goes to a processor, to a consolidator, to a logistics agency in the country of origin like Ecuador, Colombia, Mexico, Canada, Thailand, Holland, wherever we import flowers from. And then they land in the states at a logistics agency, they go to a wholesaler, then to the retailer, then to the consumer. Right. That’s that is a heck of a supply chain. So we cut a lot of folks out in that by importing directly from the farm and we air freight, um, everything. So, uh, we’re not shipping, you know, flowers on a boat. Um, so we’re just maximizing the, the vase life, uh, in terms of the quality of the flowers are much better purchasing through us. Um, and, uh, yeah, we developed a lot of loyalty that way. So not only did we get good at new client acquisition, but client retention was really, um, started to get good. Um, and it’s it’s there’s not. I wish I could say there’s a secret sauce to what we did. Um, but just kind of like doing the right thing and making literally every decision that we humanly could, um, rooted in how, like, is this decision going to meaningfully improve the client experience? Uh, and, uh, and that’s gotten us pretty far so far.

Lee Kantor: Now, when you’re trying to improve the client experience, uh, as a flower shop owner, the client is the buyer. The flowers, if you’re trying to do that in terms of being a franchisor, your client’s also the franchisee. Um, how do you kind of attract the the right franchisee to French florist?

Michael Jacobson: Yeah. That’s so good. I actually appreciate the way that you asked that question. I think a lot of franchisors sell. Uh, we don’t sell. Um, you’re not going to hear me on this podcast, say, hey, join our franchise. Um, we don’t do that. Um, we find, you know, we we showcase what we’re doing, and, um, if someone feels attracted to the opportunity, then they’ll reach out to us and we can share information in terms of, like, if it’s going to be a good fit. Um, we, I guess, like, pride ourselves on, like, as a franchisor, we are our primary job. Um, if you’re looking at the franchise owner as one of our clients, which you’re right, they are, and their experience matters. Um. Our our job as the franchisor is to make sure that we’re bringing a network of franchise owners in that create an incredible system. And it’s a big deal, because if we make, like people talk about how important hiring is, um, and it is, uh, it really is. But you can theoretically sorry to be blunt. You could fire an employee if you make a mistake. You can’t really fire a franchise owner. Uh, and even if they’re producing great, you know, unit economics are really healthy. And if they’re just, like, an asshole, uh, and other franchise owners don’t like them, or, like, we don’t want that in our system, right? So anyways, we we, uh, we just say what we’re doing out there.

Michael Jacobson: Folks will come in and they go through our process. They realize what our what our values and vision and kind of culture looks like. They talk to a lot of our existing franchise owners to say, you know, if you could go back in time, um, would you open a French florist again? And, uh, that puts a lot of really healthy pressure on us to make sure our franchise owners are really happy. Um, and so a lot of the, uh, a lot of the folks that we’ve been able to attract actually have been through stuff like this, like doing podcasts and just talking about how passionate we are about our industry. And, uh, and that’s been our primary source of leads, actually, is through podcast. Believe it or not, we do some light advertising in other areas. But uh, but yeah, we don’t we don’t. Unlike, uh, we don’t use brokers. We don’t use an outsourced sales organization. Um, a lot of it is very organic. Our cost per lead is like very, very low compared to industry standard.

Lee Kantor: Now, when you’re, um, kind of finding the right partner, uh, franchisee, partner, what are some of the qualities that maybe have bubbled up since you’ve been doing this for a minute? Um, what does successful franchisees, what qualities do they exhibit and what is their background like yours as finance, or are they are they former florists like that are just frustrated of making, you know, 350 and saying, I want a million. Like what? What is the franchisee profile look like?

Michael Jacobson: Yeah, we we really uh, in the early days and we’re still in the early days, uh, still kind of we feel like we’re on the ground floor just kind of getting started, which is really it’s a fun place to be. But, um, in our experience so far, we worked the, uh, almost the full spectrum, I would say, from a florist that’s frustrated and they want to convert their flower shop. We’ve done a few of those. They’ve done really well. Uh, all the way to, like, a president of a private equity firm. Hates his job and wants to quit. Uh, and decided to open up a couple French florist locations. That was interesting. Um, all the way in between, you have entrepreneurs that want to do, like ETA or search fund stuff. They’ll they’ll buy a florist and they want to convert it to a French florist. Uh, we have folks that are, um, like marine, uh, veterans and, uh, um, are looking to get into business after their career, uh, in the Marines in that case. And, uh, just an incredible amount of discipline and ability to follow a process that was remarkable. Um, uh, partner for us and everything in between. But the folks that are doing really well, um, are people that are purpose and mission driven and that, of course, uh, this is business. You’re making a business decision in a large sense. I think a lot of folks try to separate business from personal. I get it. I do it to an extent, I guess, but, um. But it’s all one life, right? Like you can’t. I don’t know if that’s fully how it works.

Michael Jacobson: And so, you know, making a decision in your life and folks that are intentional about this, where there is purpose and the work that you choose, you spend a lot of your life working and being intentional about what you go and do. We try to find people that have gone through that and maybe, you know, you worked corporate for a long time. You, you know, maybe had a lot of success in that and that should be celebrated. But maybe it’s time to be your own boss. Right. And that’s more of the traditional franchise path. Um, I think that’s a great thing. And so what I look for, and if you ask any of our team members, they’ll give you slightly different answers. Our ops team will give you an answer or, you know, everybody will give you a different answer. Mine is really from a values perspective where, um, I get that you want to make money. That’s that’s money can create freedom. And I think it’s a great thing, but, um. Okay. You made a bunch of money. Then what? What are you going to go and do with it? Do you want to go and travel, or do you want to go spend more time with the kids? You want to go and start a charity? I really don’t care what it is, but I like knowing that. Why? And I don’t want I don’t want you to open a French florist for purely for money. Um, there needs to be a deeper reason for it. And, uh, and I think that’s important. So I look for that.

Lee Kantor: Now when a person raises their hand, say, I’m interested, do they have to be the one that’s putting flowers in vases, or is it something that, um, they can be kind of, uh, not in the shop, or you want them to be in the shop? Or do they have to be artistic? You know, what about those kind of qualities?

Michael Jacobson: Yeah, totally. No, I mean, I, you know, look, I came from outside the industry. Um, you don’t want me designing. We have. I mean, that’s really where the magic happens. Uh, so. Right.

Lee Kantor: But do I have to know that or do I have to be inherently kind of creative, or is it something that you can give me a protocol to follow that I can just go, okay, this. I can make something look beautiful, even though that I’m not an artist.

Michael Jacobson: Yeah. So, no, we we recommend. Unless you feel, you know, we do work with some folks that are unbelievably creative and they will be kind of the lead designer or the lead florist in the shop. That’s what they want. Most of our franchise owners are not that way. I’m not that way. So you can run a flower shop without any experience? Um, there’s a lot of training involved. Uh, and you need to hire one of the most important hires that you will make is that lead designer. So you get that hire, right? And a lot of stuff kind of falls into place. Um, people are everything. We we can have great systems. We can have great marketing. We can have great everything. Tech. Um, right. And, uh, but the people that are running the systems, uh, are very important. It’s, um, so, so we make a big deal of hiring and, and we provide a lot of resources for that, and we’ve gotten good at it. So, um, you don’t have to have that kind of experience. What we do look for, though, are folks that are really dedicated and are willing to, like, I’ve done every job, uh, except for designing, I would say.

Michael Jacobson: But, like, delivery driver, um, shop assistant processing the flowers. I have tried my hand at design. Right. Uh, at being the manager of a store, um, being a regional manager, buying the flowers, all of the jobs that couldn’t possibly exist in running a flower shop. But, uh, and I think that it’s been really was a really great experience for me because I know how to do all of the jobs, and I won’t ask someone to do something that I wouldn’t be willing to do. And I think there’s, um, that’s a good thing. But so for our franchise owners, we want them to be kind of in the business, if you will, for, um, about six months, uh, and do all the jobs, uh, and learn it. And you don’t have to be in the business forever. I know the goal is to work on your business. Uh, but, uh, but being in your business and really learning the trade, uh, will give you a point of leverage to be able to make decisions not from the outside, but from the inside. And, uh, that’s taken us really far. And so we’re big advocates of that for our franchise owners as well.

Lee Kantor: Now, you mentioned customer experience and customer success, can you give some advice to our listeners? Um, when it comes to kind of raising the game, uh, when it comes to that customer experience? Because I, uh, I mean, I had one of my favorite brands. I’m not gonna name the name of the brand that I use personally. I love the product, but I hate, hate the customer service, I would switch. Wow. Even though I love the product, I would switch because their customer service is so terrible. Um, so I am a big believer in customer experience and it doesn’t end at the transaction. So can you share some advice when it comes to, um, you know, upleveling customer experience?

Michael Jacobson: Yeah. I’ll give you one thing that’s like more strategic. That’s worked for us. Then I’ll give you one tactical thing that we’ve done that’s worked for us, that you could do for your business. The strategic one. Um, do you know Tiffany’s? The jewelry company?

Lee Kantor: Sure.

Michael Jacobson: So, look, you can go into Tiffany’s, and if you’re buying a gift, uh, presumably diamonds or something, right? Or for someone, you can go in there and you can spend $300 on, uh, on a necklace. That’s probably the cheapest thing that they offer. Um, they’ll also sell you a necklace for $30,000. Right. Uh, the the really interesting part about Tiffany’s for me is that if you buy option A or option B, both of them are going to come in that turquoise Tiffany blue box. And before the person who’s receiving the gift opens the box, the box is the first thing they see. And when you hand somebody a Tiffany’s box, that turquoise blue, it’s that color and that branding that evokes the emotional response, not even what’s in it. There is such incredible power in the feeling that’s associated with that color that they’ve been able to create. Uh, and, um, and that’s a really interesting thing where. You can spend $300 or $30,000, but you can evoke the same emotion because of not before the person even opens the box. Right? So for us, I mean, I think at French Florist, we don’t really want to sell 30,000 flowers, but, um, that’s not the goal. But if we can create a $30,000 feeling where people can walk into our store and kind of get that Tiffany Blue experience with us, even if they’re spending $20, like they can’t spend their whole paycheck on flowers, that’s fine. Uh, we don’t view flowers as a luxury in the way that Tiffany’s views diamonds as a luxury. We think everybody deserves to have flowers. Um, but we want to provide them that kind of Tiffany level experience.

Michael Jacobson: Um, and that’s. And that’s served us well. So that that’s a little bit more like kind of high level. I don’t know how helpful that is, but like one, one example of customer service more tactically that’s been good for us is when one of our core values is exceeding expectations. Uh, we we view that in a lot of different ways, but probably the most important is when it comes to our clients, uh, the folks that we serve, um, how can we exceed their expectations? And so we want to deliver ten out of ten work for them. But before that, ten out of ten ships, uh, we stop and we say, what’s the one thing that we could do to push this from a ten out of ten experience to an 11 out of ten experience? And I think I think a ten out of ten experience probably is like they have these are the best quality flowers that they’ve ever got. Um, the quality is beautiful. Uh, they called to check the status of the order. Somebody picked up within seconds and answered all of their questions. Uh, came in beautiful branding that it’s a it’s a it’s a good some maybe would somebody would even say, you know, a very, a very good experience. Um, how do you make that an 11 out of ten experience? I love what you said. The transaction doesn’t end when at the point of transaction, uh, follow up with them. Um, and what we’ve done and I think something that you could try implementing in your business as well, and we’ve seen profound results with it, is send the customer a handwritten card, like we are in the age of technology and automation and a lack of human connection more than ever right now.

Michael Jacobson: Um, and people are craving that. And if you send them, like a genuine handwritten card, just thanking them and reminding them of, like, how beautiful it is, like, especially for flowers to, um, 95% of our customers are giving flowers as a gift to somebody else. And people put so much emphasis on the recipient and how beautiful of a feeling it is to receive flowers. But what about the sender? Like, what an amazing act that they were, the spark that created that love in the world. And like they should feel like the hero, right? So we’re going to remind them that, like, what an amazing thing that they’ve just done. Uh, and it helps build loyalty, um, and done in a genuine or an authentic way. Uh, they feel that, like, we really do believe in our, uh, the power of flowers and how beautiful flowers are. And, um, we don’t even care if they purchased through us. I think if they purchased through us, they’re going to have great experience. But I think that it builds trust. Where like, hey, this is a company that understands how special flowers are, and I trust them when I do send flowers to somebody that I’m going to purchase through them. Right. So it’s not as transactional. It’s a little more relational. It’s but you do have to do it in an authentic way. Consumers are smart and they’ll see through like, you know, um, tactics that that they don’t truly believe in. So you need to find an authentic way to do it.

Lee Kantor: Now, is there a story you can share about a franchisee that maybe, um, kind of got a result partnering with you and being a franchisee with you that maybe exceeded their expectations? Is there someone that in your system right now that is really killing it and maybe is obviously happy about it, but maybe a little blown away by what could be?

Michael Jacobson: Yeah, I mean, hopefully all of them. Uh, the one that comes to mind, uh, all of them are unbelievable, but are very, very first franchise owner. Uh, he worked for different franchisors before he’s been exposed to the franchise world for a long time. He left his job and said, I’ve looked at franchising for, you know, I’ve been in this ecosystem for a long time. I want to open a franchise now. I’ve seen a lot. I feel like I can make a good decision. So he looked at 5 or 6 different franchises. He ended up choosing ours, which was a nice compliment. Um, and you know, he is early of the early adopter mindset and, uh, we’re we’re still in the early adopter phase. So we’re looking for folks that are willing to kind of go through the learnings with us. But he really was just such a phenomenal partner for us. But even for him, um, you know, we’ve been able to produce great results, uh, in, in the financials, uh, reflect that. And historically, what we’ve been able to accomplish, I think that, um, he opened his first shop and especially as the very, very first owner in the system, he was expecting a lot of rough patches and maybe not hitting the numbers that we would hit. Um, but he. Yeah, no, he blew it out of the water, and he, uh, just has done absolutely phenomenal. He’s, uh, looking at open a opening, a second and third unit now. Um, so it’s, uh, it’s been good. I don’t think that we’re I don’t think we’re under delivering. I think that we continue to invest unbelievably heavily into the infrastructure and support that we’re able to provide our franchise owners as well. Um, there’s always room for improvement. We are in the early adopter stages, so there are rough patches, but like all of our franchise owners have been so good because we genuinely are trying to create a great system for everybody, um, that they’ve been working with us. And so, like, honestly, they’ve exceeded our expectations. I don’t know if we exceed theirs, but you’ll have to ask them for yourself.

Lee Kantor: Well, if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the website? What’s the best way to connect?

Michael Jacobson: Yeah, sure. I mean, you can always reach out personally. Um, and I’m happy to direct you in the right way or have a conversation. My email is Michael at French Florist. And then if you just want to learn more information on your own, you can go to French florist franchise. Com there’s some information there. And once a month, we host something called the Discovery Days. You come in and spend like 6 or 7 hours with us. You look under the hood, look at all the tech, look at all of that. So it’s super informational and really gives you a good picture of what it looks like to run a French florist. Um, there’s always a lot of fun too. So.

Lee Kantor: And that’s online. That’s virtual.

Michael Jacobson: No. It’s in-person. You fly to Southern California and it’s, uh. Yeah, we show you the real deal for sure.

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

Michael Jacobson: Awesome. Thanks, I appreciate it. Same for you. Thanks for the platform. Appreciate your time.

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

 

Todd Howard: The Power of Knowing What Makes You Different

November 17, 2025 by angishields

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Houston Business Radio
Todd Howard: The Power of Knowing What Makes You Different
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ToddHowardheadshotmedres-ToddHowardTodd Howard, founder of Grow A Niche Business, is a seasoned product strategist and go-to-market expert with over 25 years of experience.

He has launched and scaled a diverse range of niche ventures, each focused on delivering distinct, high-impact value.

Today, Todd helps experienced coaches and advisors uncover their unique methodologies and transform their expertise into clearly positioned, sellable services.

Using his proven niche discovery framework, Todd guides clients through a process of identifying their unique approach, building signature services, and attracting ideal clients.

His work has helped over 100 professionals shift from generalists to in-demand specialists—turning invisible offers into irresistible ones.

Through Grow A Niche Business, Todd empowers thought leaders to stand out, scale up, and serve with clarity and confidence. GrowANicheBusinesslogo

LinkedIn: https://www.linkedin.com/in/stoddhoward/
Website: https://growanichebusiness.com

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest, Todd Howard. Oh, and by the way, he’s a friend of mine. We’ll talk about that founder of Grow a Niche Business. Todd has spent his career as a product and go to market strategist, launching a wide range of businesses, each built on finding something unique. Now, through growing niche business, he helps entrepreneurs and leaders cut through the noise, define their niche, and build companies that stand out and succeed. Todd’s work is all about showing why Niching isn’t just smart strategy, it’s the future of business. Todd, welcome to the show.

Todd Howard: Thank you very much, Trisha. This is going to be fun.

Trisha Stetzel: I’m so excited to have you on today. So tell us a little bit more about Todd.

Todd Howard: Yeah. I, um, uh, the intro that you read was great. I have spent most of my career trying to figure out what makes a business unique. Um, I’ve owned a construction company. I started coworking before coworking existed. I don’t mean to claim that I’m the only one that did it, obviously. Um. Uh, I retooled, uh, a format for men’s groups to try and get that up and running. I’ve always done these kind of quirky businesses on the margins, and the the work that I’ve done has either been successful or not based on one thing. Could I figure out what made my service unique, and could I find the specific market that that worked for? And to the extent that I could figure that out, sort of solve that puzzle, the business went really well to the extent that I couldn’t. The business didn’t do well. And so that has steered me in the direction of helping clients figure that thing out. What is unique about you? How do we harness that and then let that direct us to the market you need to be working with? Because in my opinion, that’s most of the battle. So anyway, that’s what brings me to, uh, what I’m doing right now with growth niche.

Trisha Stetzel: I love it. Okay, I want to ask you a silly question. Okay. Some people say niche. Some people say niche. What is it?

Todd Howard: That is not a silly question. I get asked that so often. The short answer is both are appropriate. In English, niche is preferred. So the original word comes from is French, so it is niche. However, the word originally originated in the 1700s. Okay. Well, English speakers who use the word did not say niche because there wasn’t a globalization of language yet people didn’t in the US, didn’t know the way people pronounced it in, uh, France. So the earliest English dictionary says you pronounce it niche. And it wasn’t until decades later that they said you can also pronounce it niche. So if you want to be a purist, say niche. But if you want to say what? No. What has the English language revolved around is niche. So there’s not a wrong answer. Is the is the sum of all that?

Trisha Stetzel: I’m so glad because you said niche. I said niche. I’m from Texas, so I used to say niche all the time. And it sounds really Texan. Yeah.

Todd Howard: So I sometimes I say niche if I just am feeling fancy and I kind of want to, you know, it just naturally happens. Both are fine.

Trisha Stetzel: Okay, good. Well, I feel better about that. Thank goodness I haven’t been saying it wrong. I can choose whichever one. Pecan. Pecans. Tomato. Tomato. We’ll move on. Perfect. All right. Um, one of the reasons why I asked you to come on the show is because I agree with you. It’s not just your opinion that that we struggle with finding who it is that we serve. Uh, and you take it even a step further, and we’ll talk about that in a few minutes. Why do you think so many businesses struggle to figure out who it is that they serve, or figure out their niche?

Todd Howard: It is really hard. It’s I think that it’s stumped most everyone, and collectively we’ve let ourselves in the wrong direction. Uh, people are the. To answer your question really specifically, the reason it’s hard is because people are looking in the wrong place, and so they’re never going to find it. People believe that a niche is a market, and the reason they believe that is because when they wander up to a group of people that are talking about their niche, they’re describing a market. Someone will say, I work with manufacturing companies that make $5 million or more. I work with teachers. And when you hear people name a market as their answer for what is their niche, you begin to believe, well, they’ve chosen a market. And so I need to choose a market. And so people go about looking for a market that in their mind already exists and is the right fit for them. They will never achieve niche status with their business by doing that. And the reason comes back to what a niche really is. So I’m going to pivot for just a minute and answer the next question I know you would ask. What is a niche? If we’re going about it the wrong way. It means that we think it’s something it’s not. So what is it? Is a word that translated means to nest. It is the act of finding a safe place for your business.

Todd Howard: Literally think of the way a bird builds a nest, and that will give you the starting point of how you need to think about a niche. Now, in business terms, building a nest, what we would say is you find a defensible position in a market, right? We’re going for safety. That’s the whole point. So the way that you find a safe place for your business is you find a defensible position in a market. So you can’t find a defensible position in a market simply by choosing that market, because someone else can choose that same market. For example, I know you work with veterans, and so if you were to say my niche is veterans, I work with veterans. I’m a I’m a coach, I do this, that and the other work with veterans. That doesn’t prevent me from coming along and saying, well, I work with veterans, I do this, that, and the other. I have a product for veterans. And now veterans are confused. Well, okay, I got two people now saying they’re right for me. The point is, choosing a market does not give you a defensible position in that market. That’s what makes this whole thing so difficult, is that people are trying to achieve a defensible position in a market by choosing a market. And when other people choose the same market, they go, huh? I’m left with nothing.

Trisha Stetzel: Hmm. All right. So I’d like to take this just a little bit deeper. So I, I serve veterans who serve veterans. What is it, then that I would ask myself, or how do I take this just a little bit deeper so that I actually find my or get closer to my niche versus just the market.

Todd Howard: Right. That’s the right next question. So if you’re trying to achieve a defensible position, then the first thing I do with my clients is I say, okay, let’s switch out the word niche for defensible position. We’re going to find our niche. But for right now, the target that you’re looking for is a defensible position in a market. You want to give a market a reason to choose you over everyone else so that you can say, ha ha, everybody else that serves veterans, I have a defensible position in this market. So what is that thing that gives you that? And the answer to that question is a unique approach. That’s how you find your niche. Once you develop a unique approach, you let your unique approach lead you to a market, and it will give you a defensible position once you get there. So let’s take the example of veterans. Let’s say that I were to analyze your business and my business. And I figured out and we put veterans aside, say, yeah, let’s let’s come to market at the end. And I said, Trisha, what are the things that you do? What are the unique abilities that you bring, the unique approach or the unique route that you take and working with someone, the unique experience that they have? How is it different from the competition? Once I understand that, then I say, everybody else is going this way. But Trisha kind of goes this way, and I understand your approach and how it’s different from everyone else.

Todd Howard: Once I understand that, or in my case with my clients, once I help you develop that, then I go, okay, now that we know your unique approach, who gets the biggest benefit from your unique approach? It might be veterans, but it might be somebody else. It might be a larger market that includes veterans and others as well. So when you go looking for the market, when you try and leapfrog over figuring out your own unique approach and just land on a market and grab it like it’s a land grab, you miss because anybody else could claim that market. But when you back up and go, okay, I’m willing to work with whomever gets the biggest benefit. Let me figure out my unique approach and get a real crystal clear idea of that. Once you have that, you go, huh? I’m perfect for them. My approach fits their situation perfectly. So what I need to do is I need to go talk to that market, explain my approach. And they’re going to go, oh my God. Everybody else I’ve been I’ve been changing the way I do business to to, you know, fit the frameworks that people are bringing me. You, Trisha, have the you have an approach that perfectly fits where I am and they’re going to choose you. That’s when you accomplish a niche, when you find your unique approach.

Trisha Stetzel: Okay. So, uh, a few things that are bubbling up for me. One, we have land crabs here and you’re not allowed to get rid of them. So I’m just saying and they keep digging holes in my yard. Um, I’m kidding about that. Not really. Um, as people are going through this process with you, Todd, I know that there are some listeners right now saying, well, I don’t even know what my own unique approach is. Is that something that you help your clients with?

Todd Howard: That is exclusively what I do. I help people develop their unique approach. I built a framework that they I walk through with them and we develop their unique approach. Once we have their unique approach, at the end of the process, we choose their market and it’s exciting to watch the light bulb go on when they realize they’re perfect for a subset of market. Absolutely perfect. But they never knew it because they were so busy looking for the most profitable market. They weren’t looking at the unique approach they brought to the table.

Trisha Stetzel: So I’m also thinking about people who want to serve everyone because they’re so afraid that they’re going to lose business if they niche down right, if they really focus in this one area. So how do you help your clients get past that fear of what about everyone else? I serve everyone, anyone? Someone.

Todd Howard: Yeah. There’s a there’s a couple of of logical questions I ask on the front end, and then I show them how they’re ideally suited for a different market on the back end. The questions on the front end I asked them, how many clients do you think you need to be successful? And if you are an advisor or consultant? Most advisors and consultants that I’ve spoken with aim for 1 to 3 times their highest annual annual salary in corporate. Depending on their price point, they can accomplish that with 5 to 20 clients per year. So you do the math. You may say, well, I need a little more than that. That’s okay. The point is, you need a small number of clients. The way that you’re profitable is you need to stop wasting time talking to the wrong clients, looking through the pile to find the ones that will say yes. So if your goal is profitability and you want to lower the cost associated with sales and marketing, it benefits you to figure out your unique approach and talk to the subset of the market that’s already looking for you. Once people do that math in their head, they realize, I don’t want to chase everybody. That’s exhausting. That’s a highly competitive, expensive approach to trying to find the people that are right for me. Then as we work together and I take them through my process, they begin to discover I have a lot of really great stuff to bring to the table. I am a specialist in areas that I did not realize. And as they build their approach and they see it, they can hold it in their hand and just look at it for a minute. They realize, man, this is really good for them or them. And they lean into that subset of the market that’s perfect for them. Once they see their unique approach and once they understand how this works, I never have to convince somebody to ignore everyone else and go talk to them.

Trisha Stetzel: Mhm. All right. You guys know why I like Todd right. This is why we’re friends. Because yeah we’re on the same page here. So I know that there are listeners who already want to reach out and connect with you. Todd what is the best way for folks to do that?

Todd Howard: The best way is to go to grow a niche.com. And there’s only one button on my website. Schedule a call. Schedule a call with me. It’s a free call. Uh, one of the things that I am willing to do for everyone is if you feel like you have a niche, and most people do, this isn’t a new concept. People have tried to think about their ICP and lean that direction. I’m perfectly fine having a conversation. You can describe your niche to me, and I’ll tell you honestly whether or not I think you’re there. And if you’re not, I’ll help you see what you can do to make some adjustments. Some people have a pretty unique way of doing things, but they’ve never thought about the competition the way they should. Some people have spent a lot of time thinking about the competition, but they’ve not created a unique approach for a subset of the market. So people are missing the mark. You know, one way or the other. And in a 30 minute call, I’m happy to help. Just shine a light on it and say, here’s where you are close or far from your niche. And here’s what I would recommend as a next step if they want to work with me after that, great. But at the very least they can get off the call and go, got it? I see the missing piece that was preventing me from landing on the answer that I wanted.

Trisha Stetzel: Did you guys hear that? Todd’s willing to have a 30 minute conversation with you about where you’re at in this process? It’s amazing. So grow a niche. Business.com is where it’s grown.

Todd Howard: Business.com I am currently changing that because it’s too long even for me. So by the time this airs, it’s growing. Niche.com I got that domain. I’m tired of saying the long sentence. Perfect.

Trisha Stetzel: I thought that’s what you said. Yes. Okay.

Todd Howard: Schedule a call. We’ll talk about it, and I’ll help you see where you may be missing it.

Trisha Stetzel: All right, so we’ve tackled all of the logical listeners. We’ve told them what it is that they need to go do. Now, I’ve got some other, uh, shiny object listeners, and they need stories. So can you give a couple of examples of businesses that have really nailed their niche so the listeners can get a picture of what it looks like in practice?

Todd Howard: Yes. I’m going to give you, uh, I can give you a dozen. I’ll try and limit it to three, I promise. Your listeners have heard of these people too. The first one is Simon Sinek. Everyone’s heard of Simon Sinek. Simon Sinek is a fantastic case study on what it is to have a unique approach. Simon Sinek is a leadership and development coach. If you go to his website, you will see somewhere on that page the words leadership and development, because that’s what he does. That’s the industry that he has has grabbed Ahold of. However, Simon doesn’t spend any time telling you about the industry he serves. He spends 100% of the time telling you about the unique approach he takes to serve the industry. Simon Sinek says that in his opinion, the way that you move people is through inspiration. It’s not carrot, it’s not stick, it’s inspiration. If you want people to follow your company, buy your products, follow you within your organization, inspire them. He’s been very open about that. As a result, companies that believe that there’s something inspirational about what they do want to work with Simon. They walk right past every leadership and development coach on the planet. They’re willing to pay ten times the price to work with Simon, because Simon has developed a unique approach that figures out what’s inspirational about you, brings it into the forefront of your strategy, and uses it as the guiding light for your company.

Todd Howard: I’ll give you another example. Uh, not quite as popular, but pretty popular. Jocko Willink. Jocko is a Navy Seal commander turned business coach. He’s written children’s books. He’s got a long list of businesses. But originally, after the military, he was also a leadership and development coach. Which is interesting because on the surface, you wouldn’t think Simon Sinek and Jocko are in the same category, but they exactly are. Leadership development coach. Same story. Jocko doesn’t spend any time talking about the industry he serves. He spends 100% of the time talking about the unique approach he takes to serve that industry. Jocko believes that to be a good leader, you have to have battlefield awareness, and he’s very articulate with his idea. He can explain what happens in a, in a, in a commander’s mind in the field. What’s lacking in the in the business world? And there are certain people that will line up and pay ten times the going rate to work with Jocko, because they believe in his approach. They believe his approach uniquely fits them. And so as a result, Jocko has a niche market.

Todd Howard: People that fit his approach. Simon has a niche market, people that fit his approach. And so if I were to take us back in time 30 years ago and say, do you think it’s possible as many leadership and development coaches that have come out of the 70s and 80s. Do you think it’s possible that two people could think up a niche in leadership and development right now, in the 2000? You’d say forget it. There’s thousands of leadership and development coaches. How is that possible? All the markets are taken. Simon creates a unique approach. Jocko creates a unique approach to this day. They are known by their unique approach, more than they’re known by their product. And I can go on and on. Criss Angel. Fantastic. In the in the world of magic Dave Ramsey. His ability to take financial advisory and go right into the conversations needed between partners to talk about their personal finances, be honest with each other. The baby steps, all of that. That’s an approach. And once you see it, you can’t unsee it. And you realize this is what you need to do to build a niche. You have to develop your own unique approach. And when you do, your market is obvious and the sales will come.

Trisha Stetzel: So we only have so much time and I could just sit here and listen to your stories all day. I’m like, yes, yes, yes, of course this all makes sense, but instead of telling more stories, I’d like to circle back around Todd to the service that you provide. So very clear that you help people identify this niche and then you help them with something else. So I would love to talk about the full service that you offer, even beyond helping people identify their niche. Can you talk a little bit about that?

Todd Howard: Yeah. Thank you. The first step is to find your niche. You need to understand your unique approach, the market that you serve. That’s a huge aha moment. And in the big scheme of things. That’s step one in working with me. The next step, and it’s a critical step, is that we need to build a product that delivers your unique approach to that market. It’s not enough to take let’s take somebody who’s a business coach. You can’t be a generic business coach with generic templates and generic, um, arguments and logics and all logic and all of that, and walk up to veterans and say, hey, veterans, I’m perfect for you. I’m the I’m the business coach you should hire. They’re going to say why your product looks like everybody else. Your marketing is niched, but your product is not. Hasn’t been adjusted for me. So what we have to do, the second part of my service is that we’re going to take your unique approach, and we’re going to build a product. And what I mean when I say product, I literally mean a service. Step one we do this. Step two we do this. Step three we do this. Here’s the outcome of step three. Here’s how long step three takes. All of those details can be built out prior to working with a client, so that when you meet a client, instead of saying, hire me, I’m going to make you money. We’re going to, you know, you’re going to like me.

Todd Howard: Instead, you say to the client, let me tell you what I’m going to do. I have designed a service specifically for people in this situation, and here’s the service I’ve built. First, we do this for this reason. Second, we do this for this reason. And and so on. When you get done with explaining your product, the customer has the evidence they need to say you’re the right fit for me. You’re hired. And I’ve seen it happen over and over again. When I work with my clients, I say, okay, finding your niche, that was for you, building the product. That’s for them. So those are the two steps we take. We’re going to find your niche. Then we’re going to build a product specifically for them. And when you get up and talk about what you do, which, by the way, is exactly what Simon does when he says find your why, that’s actually the first step in his service. When you talk about what you do and how you do it, and you describe the steps, people go, I want to take that journey, you’re hired. So to sum it up, those are the two things I do. I will help you find your niche by helping you develop a unique approach. And then together we will build your product. So you know exactly what you bring to the table and can explain it to people who are looking for a service like yours.

Trisha Stetzel: I love that, and to be clear, for those of you out there who have been in your business for quite a long time and have a lot of products and services, Todd is really good at helping you hone in on what parts of those products and services that you already have that you can put together Other for putting your unique approach out there, right? For specifically for your niche so you don’t have to go build something brand new. Don’t let that scare you. If you have a lot of content, uh, Todd can help you put that together in such a way that it speaks to your niche.

Todd Howard: Yeah, that’s exactly right. As many of my clients as not work with me to hone what they have. It’s not a dump. Everything and rewrite. It’s a. You’ve got something. Can we hone it down? Make the adjustments. We need to find the ICP you’re looking for. We go through the same process. But yes, we can tweak what you have if what you have is already built around your unique approach.

Trisha Stetzel: I love that. Okay, so we’re at the end of our time. Todd, I’ve got one last thing that I would love for you to leave the audience with, and it’s really just bringing everything back full circle. So you’ve built and studied niche businesses, you’ve learned your lessons. Now you teach those lessons or you help others get there faster than you did on your own. If you can leave our listeners with one piece of advice about why Niching matters in their business not just for today, but for the future of their business. What would it be?

Todd Howard: The days of the coach as a collaborator are over and it’s because of AI. I have heard lots of stories about AI. I’ve did a deep dive to understand all of this. There are a lot of coaches and advisors that are fundamentally setting themselves up as an advisor. They have templates and frameworks and formats and advice and industry knowledge, and they want to come alongside a business and say, let me be a partner with you to help you think through things. If you want a really big reality check that I did for myself as well, go to cloud AI or any other AI tool. I’m not affiliated with that, it’s just one that I found Sound and have a collaborative conversation with AI and see how good AI is at bringing frameworks and formulas and advice to the table. So if you have been banking on a successful coaching or advisory business based on the idea that I’m going to collaborate and be a best practices vehicle or vessel to my clients, please hear that AI will replace that. The way that you get out of that trap is you develop a unique approach that takes someone from point A to point B, and when you go to a client and say, I’m not here to collaborate with you, although we’ll collaborate, I’m not just going to be a voice in your ear. I’m going to take you to this destination. We are going to get here together, and here are the steps we’re going to take to get there. When you do that, AI becomes a tool, not a threat. So I highly recommend if you are in the services industry, fundamentally advising clients, get out of the collaboration space. Develop a unique approach where you can take someone to a destination. That’s how you survive the future. Um, as it relates to AI.

Trisha Stetzel: Love this. Todd, it’s been such a pleasure to have you on today. Thank you for coming on and sharing such wisdom with me and the folks who are listening today.

Todd Howard: You’re welcome. Thank you very much for this chance. It was fun.

Trisha Stetzel: Absolutely. You guys, Todd Howard, grow a niche business and where you can find him is grow a niche. It’s d g o w a n I c h com. As of when you’re listening to this. And you can also find him on LinkedIn, which is probably where I found him in the first place. Oh no. We were referred to each other through someone we know, which was even better, right? Uh, so you guys reach out to Todd with your questions, and again, he has offered to do a 30 minute session with you guys free of charge. So take advantage of that. Todd, again, thank you so much for being with me.

Todd Howard: You’re welcome. Thank you. Trisha, this was fun.

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

 

How Authenticity Can Transform Your Business Through Video Content

November 11, 2025 by angishields

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Cherokee Business Radio
How Authenticity Can Transform Your Business Through Video Content
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In this episode of Cherokee Business Radio, Joshua Kornitsky visits Podium Studios in Marietta, Georgia to interview founder Devin Smith. Devin shares his journey from advertising to launching Podium Studios, emphasizing the importance of authentic, strategic video and podcast content for business branding. The conversation covers content creation strategies, balancing personal and company brands, and the value of authenticity over perfection. Devin offers practical advice for businesses at any stage, highlighting how Podium Studios supports clients with both advisory and full production services.

Brought to you by Diesel David and Main Street Warriors

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Devin-SmithDevin Smith is a branding and experience guy with a passion for quality production and podcasting. He’s spent nearly 25 years cutting his chops in design, advertising, marketing, and branding.

During that time, he worked with major brands like Wells Fargo, Verizon, and Michelin.

These days, he leverages all of that as he does content strategy, production, editing, and even hosting for podcasts through Podium Studios in the metro Atlanta area.

Episode Highlights

  • Devin’s background and career transition from advertising to founding Podium Studios.
  • Importance of branding and content strategy for businesses.
  • Role of authenticity in video content creation and audience engagement.
  • Challenges faced by clients in front of cameras and strategies to overcome nervousness.
  • The significance of clear communication and avoiding jargon in content.
  • Balancing personal and company branding for business owners.
  • The evolving landscape of video content and podcasting in business marketing.
  • Resources and team requirements for producing professional video content.
  • Strategies for businesses at different stages of maturity in content creation.
  • Accessibility of content creation tools and the value of starting with basic equipment.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, Joshua Kornitsky professional EOS implementer. And today I’m excited to be in someone else’s studio, which I’ll tell you about in just a moment. But I want to remind everybody that today’s episode is brought to you in part by our community partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, please go to Mainstreet Warriors and a special note of thanks to our title sponsor for the Cherokee chapter of Mainstreet Warriors. Diesel. David Inc. Please go check them out at diesel. David. So today is a show unlike any other. Uh, today I’m a guest within the incredible Podium Studios location in Marietta, Georgia. And, uh, with his gracious invitation, Devin Smith, the founder of Podium Studios, has invited me in to record Cherokee Business Radio.

Joshua Kornitsky: Today’s guest is Devin Smith, founder of Podium Studios in Marietta. Through his work, Devin helps leaders and brands create engaging, professional video content that helps strengthen personal brands and expand their reach. His background in design and his passion for branding give him a really unique perspective on how content can be shaped and really help change the reputation and influence the view. We’ll hear directly from Devin about his journey, his insights, and get his perspective on branding, and learn more about the work being done here at Podium Studios in Marietta, Georgia. Well, thanks for having me, having me. Devin, it’s really a thrill to be here.

Devin Smith: My pleasure. You know, honestly, like I was mentioning, I. It’s very rare that I get invited on somebody else’s show. So I’m just glad you’re willing to make the drive and come hang out, man.

Joshua Kornitsky: Absolutely, absolutely. We’re not that far from Cherokee County. It all works out. So tell us a little bit about yourself and your background, if you would. Because if we don’t know the origin story, it’s hard to understand where we’re at.

Devin Smith: I absolutely. So, uh, you know, essentially, um, I kind of I started out in, um, advertising, actually. Okay. Uh, I wanted to go into I wanted to go into animation. My dad convinced me that was a hard field to break into and talk me into going to design school. Okay. Went to design school and then went into advertising industry, working at ad agencies and stuff like that. And, um, and just got to work on, um, big brands, got to work next to world class creatives. Uh, you know, I’m sitting next to people who are writing copy for Verizon and BMW.

Joshua Kornitsky: And I’m curious, was that here in Georgia?

Devin Smith: That was actually that was actually in South Carolina. Really? So that’s where I’m from. I’m from Greenville, South Carolina. And, um, I was working at, uh, an agency in Greenville that, you know, you wouldn’t expect Greenville to house an.

Joshua Kornitsky: No, not at all.

Devin Smith: That is working on major brands like that. Um, but it it does. And now they, uh, I mean, they’re, they’re it was an agency called, uh, they’re now called EP and Co.

Joshua Kornitsky: Okay. They got class here.

Devin Smith: Yeah. Yeah. And they’re now like agency of record for like John Deere.

Joshua Kornitsky: Oh that’s.

Devin Smith: Awesome. And all kinds of big companies. And I also worked at another agency called Jackson. And you know we were again working on Michelin, working on, you know, just um.

Joshua Kornitsky: That’s fantastic exposure.

Devin Smith: Yeah, man. And getting getting to getting to work on those brands and getting to work with those people. Uh, it it taught me how marketing is done in the big leagues. You know, it taught me how brand positioning and creative is done in the big leagues. And, um, you know, I wound up getting out of the ad agency world going into tech. Every company I ever worked at, I just wound up. I wound up, you know, doing creative. Yeah. You know, I’d work on stuff. We’re working on building software. Building, you know, um, web, web apps and all that. And eventually I’d just be like, man, we. What are we doing with the brand guys? Like what? What is this?

Joshua Kornitsky: Which which, honestly, a lot of organizations that’s not high on their list unless they’re specifically marketing focused.

Devin Smith: That’s right. Yeah. Or if they’re big enough to where? They’re used to hiring agencies to handle that stuff, they’re just like, well, we don’t have anybody in-house. You know, we’re not paying an agency. And I just I’m a firm believer that, uh, you shouldn’t wait too long to make sure that you have Professional brand positioning, you know.

Joshua Kornitsky: Couldn’t agree more because it’s a defining. It is the defining characteristic of your business. It’s the public face. And if you’re not going to prioritize that at a certain point, I understand financially it may be difficult, but when you have achieved a level of success where you’re able to prioritize it, it is your best foot forward every time. Yeah. So so you’ve got this incredible pedigree of working with these top tier organizations that clearly brought, uh, a lot of expertise into their marketing and into their creative endeavors. Um, what what got you from being in, in that particular, uh, universe to here where you’re now helping create, uh, incredible video content for others?

Devin Smith: Man. Uh, so that’s a great question. So I, uh, the funny thing is, is that, uh, I wound up, uh, I wound up going out on my own. Um, it was late 22, late 2022. I wound up deciding to start my own business, and I was consulting, and I thought I was going to be helping people build software and still wound up doing marketing. Sure.

Joshua Kornitsky: And eventually tried to get out, and it just kept bringing.

Devin Smith: You kept bringing me back in, you know, and and, um, eventually, like John Wick, you know, people, you know, asking if you’re back. And I’m like, yeah, I’m thinking I’m back. Yeah.

Joshua Kornitsky: There you.

Devin Smith: Go. And and so I had a friend, uh, who had the idea of starting a podcast studio. And so that’s how Podium Studios was born. And I got into podcasting, um, back in like 2020, um, I released my first show, and I tried to work on shows before that and never released anything because I was too much of a perfectionist, you know?

Joshua Kornitsky: Well, and I imagine that does get in the way.

Devin Smith: Yeah. Oh, yeah. For especially, you know, my dad, my dad’s an audio engineer. Musician. Oh, okay. So?

Joshua Kornitsky: So. Yeah. So you do. It has to be perfect.

Devin Smith: Yes. Like, you know, I watched my dad doing that stuff, and he was absolutely maniacal about sound quality. Sure. You know, um, and so I was like that, and that stopped me from releasing things. And eventually I realized, like, I just got to put it out, you know? And so I started doing that. Fell in love. I just fell in love with podcasting. I love I love making shows, man. I love making great shows. One of the things that I, I noticed is like when I’m making my own stuff, you know, I love just going and listening to different theme music and thinking, what kind of podcast could I match this theme music?

Joshua Kornitsky: That’s kind of a that’s an interesting mental exercise. Yeah, yeah, but it still helps you visualize it. I’m all for that. Yeah. So who who are the types of organizations or what size what what are the organizations you find that the work you’re doing is resonating with?

Devin Smith: Oh man. That’s so that is a it’s been an interesting journey to figure figure that out really. And what I’ve found is that you have, uh, people, um, whether they’re business owners or executives who know that content content’s the game now, um, you know, the the smartphone we got in our pocket is the new TV, right? And so people expect you to be there and and we find that we resonate the most with business owners, with executives who understand if you’re not there, it’s kind of like, you know, when we were growing up, if you weren’t on radio or TV.

Joshua Kornitsky: You didn’t exist.

Devin Smith: You didn’t exist. Like, you know, you just weren’t or you weren’t a big deal. Right? Right.

Joshua Kornitsky: Um, mom and pop, location store, restaurant, whatever. One, one location. You didn’t expect anything. But if you’re in multiple locations, you got to have a presence.

Devin Smith: That’s right. We expect you to be on the radio. We expect you to at least be on local TV. People expect you to be on social now. They expect you to be on YouTube. And and they go looking for you there. And some, some people will go looking for your Instagram, especially if you’re a local business. They’ll go looking for your Instagram before they look for your website. And and so people who get that have been our our best clients. And we love working with people who know, hey, we got to get attention. And that’s what we do. We bring people attention through doing great content for them. You know, we do. We do video content, we do podcasts. And, um, you know, we we try to make it to where people just don’t have to think about it too much. They come in and we go to them and we shoot and they don’t worry about the rest.

Joshua Kornitsky: Well, so that brings up to me a really interesting question, which is, okay, it’s harder to put a finger on the exact size because it’s really it sounds like it’s more about mindset, right? They’ve got to understand the value of the content. Yeah. Assuming that you’ve crossed that hurdle and you have someone or a group of people that understand the value of the content, how do you help them arrive at what it is the show is going to be about. Because if I am a painter and and I understand the value of building the the brand of my company, I, you know, people don’t want to talk about paint drying, right? It’s not particularly interesting. So, you know, is that something that you’re able to help understand their brand or do you help them create their brand or how does that work?

Devin Smith: Great question, great question. So, um, coming coming from the branding world, um, that is one of the things that if somebody needs that, uh, we will do that. Most of the people who are coming to us, they have their brand, uh, they have their company brand at least established. Okay. Um, most people don’t have a personal brand established as much. And so we will we’ll go from end to end. So we’ve helped people start podcasts and YouTube channels from nothing. Um, and so we’re talking about the content strategy. We’re figuring out what does your audience care about. You know we’re going to do an audience research to find out what kinds of questions are they asking. Um, what kind of problems are they trying to solve that they’re out there looking for information on. And that’s the stuff that we’re that we’re going to make content about, because we’re meeting them where they are with the way that they think about the problems that they have. So, you know, the titles that we’re going to suggest because we’re we’re helping our clients with, with content strategy, with titles, with, with the actual publishing, with monitoring how the content’s performing. And we’re saying, hey, we need to do four videos. We need to do four videos next week on these topics. You know.

Joshua Kornitsky: So I don’t have to come necessarily with an agenda of these are the things I want to talk about, or that this is what I want to create content around. You’ll help them actually understand what the market’s looking for.

Devin Smith: Totally totally. Because it’s just there’s so much guesswork and you can go, I mean, you can honestly go a year and not strike gold, and it’s just better to go and do the research, find out what people care about, and just skip right to that. And so we we do that. Some people are able to come in here. You know, we had we had a local law firm come in and the partners, they’re just so good at sounding like they prepared a statement, uh, that we could give them a topic and they would go for five minutes straight and it sounded like a scripted video. Most people don’t have that skill.

Joshua Kornitsky: Sure. And that’s that’s sort of a sort of directly related to what they spend their time doing. But yes. Um, what are some of the misconceptions people have? Right. Because I imagine I work primarily in audio and and in audio, it’s considerably more forgiving. Right. Because other than when I broadcast live, I have the ability to help fix things that get stepped on or screwed up. How is it different working with video? What are some of the things people walk in? Um, perhaps misunderstanding?

Devin Smith: Oh, I think the biggest thing is that people expect you to be perfect and they don’t. People don’t expect you to be perfect on camera. They don’t expect you to know every word that you’re going to say. As a matter of fact, they want, especially in the age of AI. They want more evidence that you’re human, that you’re authentic.

Joshua Kornitsky: That’s that’s terrifying, but accurate.

Devin Smith: Yeah, right. You know.

Joshua Kornitsky: We’ve all gotten that one email where you’re like, yeah, no human wrote this.

Devin Smith: That’s right. That’s exactly right. You yeah. You get those emails. You see that blog post? Yeah. Uh, that that it’s evident that somebody just phoned it in with, with, uh, you know, AI and they didn’t even really spend much time on it. And one of my favorite sayings I saw a writer post this on X. He said, everybody wants to write content with AI, but nobody wants to read content.

Joshua Kornitsky: That’s very boy that’s really telling. Yeah.

Devin Smith: Yeah. And so we are I think the biggest misconceptions you got to come in, you got to say all the right words and you got to you know, you got to be perfect. Actually, what people want is for you to be authentic. And they want they want to feel like they’re getting to know you and what you’re going to be like when they meet you in person. That’s actually what they want. And we have to tell some of our clients who are really good presenters, we have to tell them, like, dial it back a little bit.

Joshua Kornitsky: You’re you’re too polished.

Devin Smith: Yeah, exactly.

Joshua Kornitsky: Really. So I think that’s interesting because we were talking earlier about sort of, uh, something I talk with my clients about that perfectionism. Perfectionism is the enemy of progress, right. And if you’re hyper, hyper focused on getting every word right, not occasionally having a misstep, I get that, but we’re not in movie production. We’re we’re having genuine conversations. Yeah.

Devin Smith: And you should be able to let your hair down. You should. I should relax you. Some people that stresses them out. Some people want everything to be prepared ahead of time. Totally understand we have a teleprompter for that reason.

Joshua Kornitsky: You know, there’s lights, there’s microphones, there’s cameras. So people I do think have a tendency to be nervous. Oh, yeah. And and in that, in those contexts, how do you help them overcome that?

Devin Smith: Uh, you know, one of the best tools that we use, essentially, is we just start asking them questions, and we have the cameras rolling the whole time, and they’re just talking and, and we get great content out of just asking them honest questions, especially if we’re, you know, we’re a layman to most.

Joshua Kornitsky: Of our.

Devin Smith: Universe. Yeah. To their whole world. We don’t we’re not experts in that. So we’re asking the kind of questions that somebody who doesn’t know anything is going to ask, right? Um, and that tends to be good content.

Joshua Kornitsky: Near and dear to my heart. Because for me, I always want to make sure that I’m asking the types of questions that if someone ran into you on the street, Devin, and you said, well, I you know, I help companies create content. Yeah. Well, what does that mean? Right. Right. Because those are the things we we all tend to live in our own little professional bubbles. And in in my life as a as a business coach and teacher and facilitator, I have a list of acronyms that I have to carry a lexicon to hand to other people. Yeah. To be like, okay, these are the this is what I’m talking about. Right. Um, that shouldn’t be necessary in a normal dialog.

Devin Smith: Right. And you don’t want that on social media because you won’t get the chance to explain it. And, you know, you think about how much time you spend on a reel before you go to the next one. I mean, you’ve got you’ve got 3 to 5 seconds, tops. I mean, five seconds is generous to get somebody’s attention. And if it’s not, um, easy for them to grasp why they should invest the full 30s to a minute to to watch your your video. I mean, you’ve lost them, you know.

Joshua Kornitsky: Well. And that brings up another question for me. So when you’re when you’re helping create the branding that leads to the content, even if they’ve brought their own business branding to you. And I’m saying branding meaning their their identity. Yeah. Excuse me. Oh. You’re good. When? When they arrive. How do you help separate? Uh, for lack of a better expression. Sort of the ego from the business. Um, because just using an easy example of somebody like Elon Musk. Right? He is his own brand identity. He also has SpaceX, and he has Tesla, and he has Starlink, all of which kind of have their own identities as well. Right? I know he’s an extreme example, but but having worked with many small businesses, often the founder or founders do have their own community identity. So how do you help balance that?

Devin Smith: That’s an excellent question. So the one of the things that we will do, um, is if the if the business is to a certain level of maturity, we will actually create content that is intended to go on the business owner’s personal pages. Um, and so they are drawing people to the business and we’ll make, we’ll make content that goes to the business page as well. But we’re, you know, the thing about social, uh, and YouTube is that people want to connect with people. And so we prioritize, hey, we’re going to make content that get people to know, like, and trust you without having met you in person. And then they’re going to naturally, if they want to do business with you, then they got to go through your company. And so we’re going to make sure that we’re linking off to your company on your social profile.

Joshua Kornitsky: Right.

Devin Smith: You know, that that, uh, they know exactly if they’re in a position where they’re ready to start having serious conversations or they’re ready to buy that they know exactly where to go. But up until then. Um, as a as an executive, as a business owner, as a salesperson, you are producing stuff and putting it out that allows you to be yourself and feels authentic without, um, without you necessarily, uh, painting the entire company with that brand.

Joshua Kornitsky: It sounds like it’s a lot of work.

Devin Smith: Yes, yes, yes. We I when we when we started doing this and it was just a it was just a couple of us and I mean, we were I mean we were up every night, uh, you know, it was me, um, my business partner and my wife. It was just the three of us, and we were doing everything. And my wife was the social media manager and the copywriter, and, you know, uh, me and my business partner were doing the editing and the graphics and the sessions, and, and we were up super, super late every night doing that stuff. And now we have more of a team, which I’m very thankful for. But it is. It is a ton of work. And I think that people, sometimes our best clients, know how much work it is. They know how much work. And I’m not doing that myself.

Joshua Kornitsky: Well and doesn’t. Isn’t that another misconception that this is easy? Right. And and and on on the subject before we leave it of understanding what resonates currently. And and I don’t profess to have any level of social media expertise, however, just on my own personal life, what interests me personally versus the articles I read professionally are really quite different, and the things that catch my attention are quite different. So how do you balance that? Because sometimes, right, if I’m B2C, if I’m home services, right, I sort of straddle that line. But if I’m if I’m in a business accounting firm that only works with other businesses. You know, the the the home grown content probably doesn’t resonate.

Devin Smith: Right, right. And that that is why we try to make sure that we have a balanced approach to it. So there’s some stuff that it’s it’s only really going to make sense on the company profiles.

Joshua Kornitsky: On LinkedIn versus.

Devin Smith: Right. Yeah. And and I will say, you know, for instance, like LinkedIn really good, really good for B2B content, really good for, uh, you know, it’s expected that you’re talking about business there. Sure. Um, Instagram, surprisingly. And I had to unlearn what I thought I knew about Instagram.

Joshua Kornitsky: I’m listening carefully now.

Devin Smith: Instagram is really, really good for local businesses. Um, if you are, if you have a, a, a radius, essentially, uh, a physical radius that you serve. You have a local business that people show up to, or you serve a certain, you know, local geographic area. Instagram is really good at putting you in front of people who are in your area. Linkedin is not as as good at LinkedIn’s.

Joshua Kornitsky: It pretends to be a global stamp. I don’t really know that it is, but right. But on that point and that brings up something very interesting. I know we’re sitting in your in your beautiful production facility, but what if I’m a local business and I what you’re saying right now about Instagram resonates with me. But I don’t have the budget for what I presume is, you know, not an inexpensive endeavor to go into video production. Do you still offer, um, services and advice and guidance to to companies that aren’t going full in on video and just looking for content guidance?

Devin Smith: Yeah, absolutely. So, you know, we we definitely still offer assessments and, and and advisory uh, That, you know, if you, you know, we we like to follow a process that, you know, everybody, everybody when they’re starting with us, if they’re going to go full in, we still have them start out with the assessment advisory. Um, because all that still has to be done anyway. If they bought in fully, still got to do the.

Joshua Kornitsky: It’s a discovery process, right. You got to learn about them and what matters to them and what message they want. Right.

Devin Smith: That’s exactly right. And basically what we do is we start out with the we start out with that process. And if they decide that they want more, we apply what they paid for the advisory and deduct it from the full package. And so somebody who decides, hey, I just want to be able to sit down and hear from you guys on research that you did on, on our market. And, and you give us advice about what content we should even be making, what should we be doing. And we’re able to do that at a low enough cost. It’s accessible for most businesses.

Joshua Kornitsky: And and that’s funny because it doesn’t seem while I get the ask. And I encounter that myself quite often where people people would like you to, they don’t want you to solve the problem. They would just like to get direction from you. And working with entrepreneurs, as we both do, that’s not uncommon because they’re used to solving their own problems. And, and, and some come back around and realize that additional guidance in in ongoing um, let’s go with encouragement is beneficial for them. Some are not. And for some people it is enough. But tell us what if there is an average engagement? If, if if an organization, let’s say they’re going what I presume is the more traditional path that they’re looking for, video content creation, um, what does that look like? Is it for a set period of time, a set number of episodes? Is it a one size fits all? How do you approach, uh, engagement in that regard?

Devin Smith: Great question. So, um, we generally we generally approach it from two different angles. We will, um, come from the we’ll come from the angle of if you’re basically looking to have a us be your content marketing engine, you know that that is that is where we will say, all right, we do a flat retainer and we just take it over. We manage it. We we act like we are taking, uh, control of that function within the business. And you don’t really have to worry. We lead it. We act like a fractional content marketing executive. Okay. Um, and, and, uh, you know, those, those usually start around. Do you want me to talk about pricing?

Joshua Kornitsky: Well, that’s really up to you. And the reason that I don’t typically push on pricing is, you know, for, for a ten person operation versus a 250 person operation, the needs and the frequency. I feel like you’re you’re certainly welcome to. But I, I feel like it wouldn’t be fair because no matter what the price is, it’s not likely to align. I was thinking much more about the sort of the time commitment and and even the production time. So, you know, I don’t know how long it takes to go from ideation to discussion to getting guests in to getting that onto whatever medium you’re going to put it on. I think those are the types of things that that, that people would benefit. Yes, everyone wants to know how much it costs, but like everything else, it the answer almost universally with every guest I have is it depends.

Devin Smith: It depends. Yeah. Right.

Joshua Kornitsky: Yeah. So you can you can order a glass of water, or you can order six lobsters in six steaks. It depends. Right. Right.

Devin Smith: And we generally we try to we try to keep people in rails. We do have an opinion about how it should be done. And so we have some folks who may just want, you know, you can have folks who just want to do some content. They want to come in, they want to do some content. We’ll schedule out a day. We’ll literally do a content day. That’s what we call it, do a content day. They come in and shoot, get, you know, eight short form pieces. We we still do the audience research and and all that and help with the ideas ahead of time. Um, and, you know, we go we go all the way up to like I said, it’s, it’s we are taking over that function and the, the time commitment on the business owner’s part really comes in on, you know, obviously the meetings with us, we try to keep those to a minimum. Um, but we, we want to be available. So we, we try to make it to where the whole reason people are coming to us is because they don’t have time to deal with it.

Joshua Kornitsky: Um, or the skills or the knowledge, because that’s the other piece I’m going to ask about next.

Devin Smith: Sure. Yeah, you’re exactly right. And they don’t want to they don’t want to have to be an expert in that. They have a business to run already. And so we we try to keep it to a minimum. So at most you’re looking at um, somewhere between uh depending on how much content you want to produce. Because. Because, you know, you can go from, hey, I just want some short form videos to I want to have a whole show, and I’m putting out short form content and excuse me, I want clips off of the, uh, off of the show. And so that can turn into. Yeah, you’re looking at probably somewhere between ten and, and and 12 hours a month, you know, depending on how much content you want to produce. 4 to 8 of that is, is, uh, actually shooting content. Um, and then you’ve got meetings and all that, but if you’re just producing, you just, hey, I want to have a steady, steady drip of content coming out. I mean, we’re definitely able to to do that in in eight hours or less, uh, per month. And, uh, I mean, if you give us honestly, if you give us eight hours, we can produce several months of of content.

Joshua Kornitsky: That’s that’s really good to know, because Is one of the other things that’s indicative of of entrepreneurial organizations that are still learning and growing. And a lot of the folks that I work with is the idea of a marketing budget, of having dollars set aside. It’s not that they don’t get there, it’s just that’s part of evolution. Right? And my my wrapped van for my plumbing business is my advertising budget when I start. But when I get up to 4 or 5 vans, I have to think about how to keep calls coming in across the board, and that requires dedicating resources to that on an ongoing basis.

Devin Smith: Yes, yes, that’s right. And that’s generally who we’re going after are people who have said, okay, I know that I need to be marketing. I am willing to spend this much on marketing per month, and we’re able to say, give us, you know, a part of that budget and we will produce results with that budget. Because like I said, we are on, we are on the screens. We are we are in the earbuds. Right. And that’s that’s the game right now, you know.

Joshua Kornitsky: So here’s the question that I was thinking of before. And yes, that that all makes sense to me. So I was trying to think in my head. And I am not a content creation expert in, in the arenas that you are. But I’m thinking, you know, again, that entrepreneurial mindset of I can just do this myself, never mind the cost of the equipment in the room, most of which I can’t identify. Never mind that. Just set that aside. Uh, help me count off how many people need to be involved. So so you’ve you’ve got to have someone. You’ve got to have someone that’s doing the research into social media. Yes. You’ve got to have someone who is steering and directing the client, engaging with the client. Uh, or in this case, let’s pretend we’re doing this in-house. Someone that’s making the creative decisions. So call that a chief marketing officer. What have you. Then you’ve got to have how many production staff would a would an average thing need. 2 or 3 people. Then you need an editor. What about sound and lighting.

Devin Smith: Yeah. Yeah that’s that’s great.

Joshua Kornitsky: And so so I’m up to eight already and and that’s just with the stuff that occurs to me. Yeah. Um, I, I imagine there’s a few more folks that probably get involved. So you’re talking about for, for midsize content creation, anywhere from, what, 6 to 10, 12 people in aggregate. Right.

Devin Smith: Even between our company and their company. Right. And and so we one of the things that that I wanted to do and putting a studio together is that because, you know, because we still go on site for people and we’ll show up with a crew, you know, really.

Joshua Kornitsky: So you can take the whole show on the road.

Devin Smith: Yeah. So we yeah, we can, we can show up on site. Um, uh, you know, if people don’t want to come into the studio if they’re too far. Um, or, you know, some people, they want to be able to show off.

Joshua Kornitsky: Their beautiful space. Yeah.

Devin Smith: And they want, they want because that’s a part of their culture. It’s a part.

Joshua Kornitsky: Of.

Devin Smith: The draw. And so absolutely, we’ll go we’ll go on location and get some of that stuff. But with the studio makes it possible for us to do with, you know, 1 or 2 people what it would normally take 3 or 4 people to accomplish. And so, you know, we’re we’re able to do it at a, at a lower cost. When people come into the studio and we’re able to be more efficient, it takes it takes a lot less time to go from you walked in the door to we’re rolling. You know.

Joshua Kornitsky: It’s the difference between going to a restaurant and having an event catered. Yes.

Devin Smith: 100%. That’s exactly right. And so we, you know. Yeah, you’re. But still even with that, you’re looking at you’re looking at probably 4 to 5 five people who are touching, you know, touching a piece of content to make sure that it it goes up. It’s done well that it’s on strategy and that it goes up on time and with as few errors as possible, we try to make sure that we have zero errors. Right? Sure. But I mean, you’re looking at, um, strategists, you’re looking at, uh, you’re looking at a line producer in the studio or on site. You’re looking at, um, the, the, uh, designer. You’re looking at the social media manager and the project manager. That’s five people, right? And that’s that’s that’s the minimum of of. So you don’t want to hire all those people. Most people don’t want to have.

Joshua Kornitsky: And it doesn’t make financial sense in most. You have to be scaled to a pretty good size for that to make sense. And the reason that I bring all this up is, is it seems to me that hiring a professional who brings all this to the table is actually a cost savings. And um, in my universe, it also creates accountability for if I hire all those people and I’m not afraid of suggesting people take on accountability. But if I hire all that in-house, never mind whatever my budget is and whatever my spend is and my explosion in headcount, I’m now accountable for being at a professional production level. Right? And unless I’ve done this before, that’s that’s like hiring all the staff for for a michelin starred restaurant, walking in the kitchen and expecting to know what to do. Yes. Uh, and and as we talked about earlier in your journey, there was a learning curve.

Devin Smith: Oh, absolutely. So, absolutely.

Joshua Kornitsky: So if if I’m a B2B accounting firm that decides that they get the value of the content. Right. But I think that I should do this myself, it seems to me that politely, the math doesn’t add up.

Devin Smith: No. We were actually, uh, you know, I had a leadership meeting yesterday. We were working on a proposal for, you know, what could be a pretty big client. And we were doing the math on what it would take for them. It’s like, okay, we have to make sure this makes sense for them. What would it cost them to hire what we’re going to do for them? Sure. And I mean, they were at they they were at somewhere between 180 to $300,000 a year in just staff. You haven’t bought any equipment yet, right? You don’t have a space to record in. Um, you haven’t done any of that. You literally just hired staff, and they expect you to be able to direct them.

Joshua Kornitsky: With no experience.

Devin Smith: Right?

Joshua Kornitsky: And and that brings up the other point that that was on my mind, which you just very carefully articulated without meaning to articulate it. You’re putting your customer first in that consideration. I know that that sounds like you’re structuring a business proposal to win business. Yes. Yeah, but it sounds to me like you’re still putting your customer first, because I imagine depending on the engagement, there could be a circumstance where if they had certain staff, maybe you’re not the right 100%.

Devin Smith: You’re absolutely right. And that’s basically what we have to make sure is that we’re acting, uh, we’re acting in the best interest of the client. And so when we do that math, we’re saying, does this make sense for them? Because we’re looking at how much work it is. We’re like, how are we going to do this? And it makes sense for us, but is it a good deal for them? And I’m, you know, I’m a business owner. I’m thinking to myself, well, would I, would I hire me at that rate? If I were them, would I hire me and my team? And absolutely. The the idea of me having to hire all those people to be able to do this stuff. The crazy thing is that this particular company has two people on staff who are really good at production, but they already have other jobs, and so they were doing production for the company. You know what they said? The last.

Joshua Kornitsky: Conversation.

Devin Smith: I had with the marketing director, she said, I asked the question, hey, is so and so still doing video for you guys? And she said, yeah, he’s going to do one more for us. But he said he doesn’t want to do it anymore and that’s why they’re having the conversation with us.

Joshua Kornitsky: Well, and that again not to tie it back to the entrepreneurial mindset, right. Is is in most organizations, even if they’re 200 people, you still have you have folks who have God given talent who are willing to pick up tasks or accountabilities that really aren’t part of their universe, but you get to a point where it’s not scalable, right? Where, where clearly you ask that person to do that job, or to assume that role because of budget, because of constraints of any kind. But at a certain point, if that is a valuable role, you either need to hire someone who is the right person for that seat, or you need to outsource. And this is where I was going before to a third party who is accountable to the contractual standards. The production standards and that if those and I’m sure it doesn’t happen, but it can if those failed to be met, somebody is accountable for that. And the value of having that as someone outside of the house is your hiring expertise. Yeah. Yeah. And, you know, it’s not I don’t want to equate it to a lawyer, because a lawyer can lose a case for reasons that have nothing to do with the lawyer. That’s right. But a lawyer can also lose a case because they’re a lousy lawyer. Yeah. And if they lose the case because they’re a lousy lawyer, that’s who you hold accountable.

Devin Smith: You have recourse.

Joshua Kornitsky: Right. And that’s the piece that I think, particularly in that that entrepreneurial arc, when you reach the point of realizing, okay, content’s unavoidable. I have to create it if I’m going to stay relevant. And I and I even if you weren’t in this business, I think everybody can agree that we’re at a point now where that is the billboard. That is the radio ad. That is whether it’s social media or any of those other mediums. You’ve got to have a presence. If you’re a business that’s looking to grow.

Devin Smith: That’s right.

Joshua Kornitsky: And if you accept that at a certain point, you have to accept the fact that, like your, in most cases, your taxes or like your legal representation or, you know, like the plumbing in the building, at a certain point, you have to engage a professional in order for it to get done, because it becomes cost prohibitive for you to do that on your own. And more importantly, it becomes skill constraining because you know you can be the the greatest B2B accountant in the world. You can have 15 people on staff, you can have 30, 300 whatever. That doesn’t mean you know how to create content. That’s right.

Devin Smith: That’s right. That that’s so well said. Because you realize that this is an entire focus. Um, my business partner, I picked him because he is not just a video guy, he’s not just a photographer. He’s a marketer. And he understands, uh, that you have to be able to make, not only make content that’s of a certain level of quality, but it’s got to be the right content. And we we’re plugged in to what’s happening. I mean, this guy always I love it because he’s always on the cutting edge of what’s happening in the social space of what’s happening in the AI space and all of that. And we’re always talking about, okay, well, how can we take this and apply it to this client? How can we change up the strategy?

Joshua Kornitsky: And that’s expertise. Yeah. And you can’t. Money doesn’t solve expertise. Expertise solves expertise.

Devin Smith: I’m gonna steal that.

Joshua Kornitsky: That’s really it. It’s all yours. You can’t hire intuitiveness. And an intuitiveness comes from exposure to the industry to being in depth and immersed in the industry. And it’s built over time. Yeah. And and you can hire experience, but you can’t hire intuitiveness. Yeah.

Devin Smith: Um, I you get that some of that intuition you get from getting punched in the face.

Joshua Kornitsky: 100%.

Devin Smith: You know, sometimes.

Joshua Kornitsky: Most of it.

Devin Smith: Yeah. And and you learn how to learn how to slip the jab, and and you realize over time that, um, that is something that when you’re a business owner, you can’t always afford the learning curve. You’re at a stage or you’re at an inflection point. The learning curve is actually a much higher cost than just paying the experts.

Joshua Kornitsky: If you get to the point where you’re hiring or considering hiring for content creation, you’ve learned that lesson a bunch of times on a bunch of other subjects already. You have. Yeah. Right. And the the smartest business leaders that I know get to a point in everything across the board that’s outside of their core focus. They hire expertise if it doesn’t make sense to bring it in-house. Sometimes it does, whether it’s content creation or something else. Sometimes it makes sense to hire a creative. Sometimes it makes sense to to hire a maintenance person to care for the buildings. But at a certain point, you realize that that’s not your strong suit. So you’ve got to bring somebody in that, that or someone’s in that can do that. That’s right. So one more question that just is, is I want to know, because I think it’s very telling about you as, as a, as a business owner, but also about you as a creative mind. Tell me a story where you had fun doing what you’re doing.

Speaker4: Oh man.

Devin Smith: Oh my gosh. So so many.

Joshua Kornitsky: I put you on the spot.

Devin Smith: So sorry. No, there’s so many of them. Uh, I gotta, I gotta pick one because one respecting.

Joshua Kornitsky: The privacy of those whose privacy? You know. Yes. You can just call. You don’t have to say Mercedes. You can just say a B, and I put that out there. I’m just saying you can just say it’s a a car brand.

Speaker4: Yeah, yeah.

Devin Smith: So. Well, well, I’ll actually give I’ll give an example of, um, you know, one of our, our clients, you know, we’ve been working on their show now, um, for over a year. And, uh, it’s been so cool to see the progression of, um, their podcast and their skill and, um, the production quality as we’ve increased and just always thinking about how to improve it, you know, I kept threatening them because they keep coming in here and they say a lot of funny stuff, you know, outside of the actual show. And I’m like, man, I’m gonna put I’m gonna start putting some bloopers in the show because, you know, they’re talking about wealth and finance and you know, it. It can be it can be funny a lot. A lot of that stuff is just, you know, it can be, uh, they they have great personalities and they make it. They make it fun. But I was thinking to myself, you guys have so much fun off camera. It’s not right to hide this from the audience.

Speaker4: And so.

Joshua Kornitsky: And it shows that human authentic side. That’s right, that’s right. So so my last question is before I ask how people get in touch with you is, is, uh, going back to that progress over perfection. And this might be a little selfish, but I’m going to ask it anyway.

Speaker4: Yeah.

Joshua Kornitsky: If you don’t have the ability to produce the top tier content, is some content better than no content?

Devin Smith: Absolutely, absolutely. So so the, uh, the thing that I tell people, I actually have a kit, I have a kit I’ve built out in a spreadsheet because I get asked by people so many times, they say, hey, we’re not ready. We’re not financially at the point where we can work with you guys. How can we even get started? And I send them our, you know, I send them that spreadsheet with the starter kit of what you should buy. And thankfully, just as technology gets better and better, that.

Speaker4: List gets cheaper, it gets.

Devin Smith: Easier. You have to have the less less pieces of equipment. I mean, if you’re literally just starting out on your phone, um, that’s what I tell people. Just start. Just start putting stuff out there. Show people what you’re doing. Right. Um, tell people what you’re what you’re working on. And one of the things that I love that I have seen with our, with our clients is we’re producing this, you know, this high grade content for.

Speaker4: To your stuff. Yeah.

Joshua Kornitsky: I mean.

Devin Smith: We try, we try, you know, um, uh, but they will we still encourage them, even though you’re coming in here doing this every now and again. You have a thought. Get the phone out. Just record a story, get the phone out. Just record something and post it and just post the raw thing. And we found that people gravitate towards that. They trust you because they’ve seen all the other stuff we’re doing. Right. But even still, after they’ve done that, some of that raw just I picked up my phone. I had a thought. I wanted to share it with you. Everybody who’s following me, that stuff still plays. If you can’t afford any of this, still do that stuff. That stuff will get you going.

Joshua Kornitsky: Well, it sounds like if I had to distill this down, it sounds like if you are authentic and that that resonates in your message, um, something is going to be better than nothing.

Speaker4: That’s right.

Joshua Kornitsky: And if you’ve got nothing, you still need that brand.

Speaker4: Yep.

Joshua Kornitsky: Um, I can’t thank you enough, Devin. I learned more, uh, today than I have in in the last several weeks.

Speaker4: Uh, it’s great discussion.

Joshua Kornitsky: What’s the best way for people to reach you and for people to learn more about Podium Studios?

Devin Smith: Oh, awesome. So, um, I think the the best way for people to find me, uh, is generally on, uh, if you want to find me on LinkedIn, uh, LinkedIn.com. Devon. Smith. Super easy. Um. Uh, and, uh. Instagram. Devon W Smith on Instagram. If you want to look at our, uh, content as a company on Instagram, uh, that is. I hope I’m not getting this wrong at the podium on on Instagram. So, uh, that and we and we try to provide value to people with our content. Um, if you’re not in a place where you can afford us, we’re trying to help you still make great content.

Joshua Kornitsky: And I think that, more than anything speaks to who you are, right. Uh, because the entirety of this discussion has been from your heart. Uh, and, and it’s clear that helping people grow and succeed is is what’s driving you.

Speaker4: Yeah.

Joshua Kornitsky: Don’t get me wrong. Gotta gotta have money to pay the bills. But but that impact that you’re making Speaking clearly is making a difference for your clients, and I can’t thank you enough for inviting me down here to Podium Studios in Marietta. It’s it’s absolutely beautiful. And the quality of of the production facility alone tells me that they’ve invested a lot of time and money and effort into this. So, um, thank you again. Uh, my guest today. And I’m going to turn because I’m not used to cameras. Uh, my guest today has been Devin Smith, the founder of Podium Studios in Marietta, Georgia. Uh, through his work, Devin helps leaders and brands create engaging, professional video content that strengthens personal brands and expands their reach. And I’m going to stop reading my page there to tell you he’s just a smart, clever, creative, incredible guy that wants to help you succeed. That alone, plus the fact that he can help provide the guidance that’ll get you where you need to go so that you’re in a position to create the video content and other content that they can help you with. Is is worth your time, so please check him out. Um. Thank you. Devin, it’s been a pleasure.

Speaker4: My pleasure, my pleasure.

Joshua Kornitsky: I just do want to remind everybody that today’s episode was brought to you in part by our Community Partners program, the Business RadioX Main Street Warriors defending capitalism, promoting small business, and supporting our local community. For more information, please go to Mainstreet Warriors. And a special note of thanks for our title sponsor at the Cherokee chapter of Main Street Warriors diesel David, Inc. please go check them out at diesel. David. Comm. I’m your host, Joshua Kornitsky. I am a professional implementer of the entrepreneurial operating system, and it’s been my pleasure to share today, uh, from the Unbelievable Podium Studios in Marietta, Georgia. Uh, we’ll see you next time. Thank you.

 

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