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Drive-Through Medical Care, with Stacy and Dr. Luke Lathrop, SmartMED Drive-Thru Medical Care

October 3, 2023 by John Ray

SmartMED
North Fulton Business Radio
Drive-Through Medical Care, with Stacy and Dr. Luke Lathrop, SmartMED Drive-Thru Medical Care
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SmartMED

Drive-Through Medical Care, with Stacy and Dr. Luke Lathrop, SmartMED Drive-Thru Medical Care (North Fulton Business Radio, Episode 706)

Stacy Lathrop and Dr. Luke Lathrop, owners of SmartMED Drive-Thru Medical Care in Roswell, joined host John Ray on this edition of North Fulton Business Radio. Stacy and Luke discussed how their work during the pandemic convinced them of the demand for a drive-thru medical practice, building the business from scratch, the services they offer, the advantages of their service model, why parents of young children particularly love their practice, what it’s like to receive medical care while seated in your automobile, the changing face of medical care, and much more.

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

SmartMED Drive-Thru Medical Care

SmartMED Drive-Thru is the first drive-thru medical clinic with urgent care services provided while the patient is in the vehicle. All labs, both PCR molecular and Antigens, are processed on site and immediately, allowing SmartMED to provide a quick and accurate diagnosis. Check-In to Check-Out in less than 10 minutes. Treating all patients over 1 year of age.

Medical Services Include:

· Sick Visits

· Onsite Lab Services

· IV Hydration

· Semaglutide for Weight Loss

· Camp & Sports Physicals

· Medication Refills

SmartMED Drive-Thru is credentialed as “general medicine practice” so that it’s a primary care copay for most insurances. In-Network with all major insurance carriers; Insurance and Pricing.

For more information, call (678) 744-5386 or visit their website. Their Roswell, GA location is at 612 Holcomb Bridge Road, Roswell, GA, next to Chick-Fil-A near the Highway 9 intersection.

Website | LinkedIn | Facebook | Instagram

Dr. Luke Lathrop, Medical Director, SmartMED Drive-Thru Medical Care

Dr. Luke Lathrop, Medical Director, SmartMED

Originally from Washington, IL, Dr. Luke Lathrop completed his undergraduate studies and medical school at St. Louis University. This was followed by residency training at Hennepin County Medical Center in Minneapolis. He is board certified in Emergency Medicine and has been practicing for over 17 years. His research includes work on the GUARDIAN trial (studying outcomes after cardiac reperfusion) and contributions to the revised Sgarbossa criteria (identifying STEMI with pre-existing LBBB) with Dr. Stephen Smith.

To make dependable covid testing more available to their community, Dr. Lathrop and his wife, Stacy Lathrop, started a covid testing business in 2021 and saw over 20,000 patients in their first year at their Roswell location.

In response to the strain placed on the US healthcare system by the global pandemic, the Lathrop’s founded SmartMED Drive Thru in 2022. This was the first drive thru with urgent care services in the country. As the Chief Medical Officer, he is focused on providing the utmost in efficient care, while never sacrificing quality. Through his experience in Emergency Medicine, he continually looks for ways to innovate and improve the patient experience.

Dr. Lathrop, his wife, and two young children reside in Roswell, GA.

LinkedIn

Stacy Lathrop, CEO, SmartMED Drive-Thru Medical Care

Stacy Lathrop, CEO, SmartMED

Stacy Perry-Lathrop is originally from Williamsburg, VA and a graduate of James Madison University in Harrisonburg, VA. Shortly after graduation, she began her career with Cox Automotive, where she remained for 17 years. Over the course of her career with Cox Enterprises, Stacy served in many areas of the business including sales, marketing, strategy and operations.

In 2021, Stacy left Cox to open and operate a Drive-Thru Covid testing location with her husband, Dr. Luke Lathrop. Their company tested more than 22,000 individuals for Covid over the course of the year.

The pandemic underscored the inefficiencies in healthcare. In response, the Lathrops developed a new drive-thru medical model with the goal of providing safe, convenient, thorough and prompt medical care for all. SmartMED Drive-Thru launched in September of 2022 and has treated thousands of patients of all ages, for a multitude of illnesses and ailments, from the comfort of the car. Their affordable and accessible drive-thru medical clinics have received accolades for ingenuity and most importantly, their dedication to compassionate care.

LinkedIn

Questions and Topics in this Interview:

  • How did you come up with the idea of a full drive-thru medical clinic?
  • What are the benefits of a drive-thru and who are you serving?
  • Aside from the drive-thru aspect, how is this different than traditional medical visits?
  • How do you think this model will change medicine?
  • How will you set yourself apart from others that follow behind you?
  • Do you have any plans to expand? What’s next?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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

Tagged With: drive thru clinic, Drive thru doctor, family doctor, general practice, John Ray, North Fulton Business Radio, Office Angels, renasant bank, SmartMED

Kicking It Into High Gear, with Ryan Burton, Leads Near Me® and the High Gear Auto Repair Marketing Conference

October 2, 2023 by John Ray

Leads Near Me
North Fulton Business Radio
Kicking It Into High Gear, with Ryan Burton, Leads Near Me® and the High Gear Auto Repair Marketing Conference
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Leads Near Me

Kicking It Into High Gear, with Ryan Burton, Leads Near Me® and the High Gear Auto Repair Marketing Conference (North Fulton Business Radio, Episode 705)

Ryan Burton, CEO of Leads Near Me®, a digital marketing agency focused on the automotive repair market, joined host John Ray on North Fulton Business Radio to talk about his love for digital marketing, why digital marketing is so important for auto repair shops, how word of mouth created this niche for him, success stories, and much more. Ryan also discussed the 2023 High Gear Auto Repair Conference which will occur on November 29 – December 1, 2023 in Atlanta. Ryan shared why he started and organized this conference, what attendees can expect, and more.

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

High Gear Auto Repair Marketing Conference

The High Gear Auto Repair Marketing Conference is coming to Atlanta!

Scheduled for November 29 – December 1, this conference will help attendees understand all things marketing, and will allow them to walk away with a wealth of knowledge that can’t be gained anywhere else.

Website

Leads Near Me®

Leads Near Me, a 2023 Google Premier Partner, is a digital marketing agency for Auto Repair Shops – Auto Repair Marketing. We have become known for our ability to Effortlessly Increase Car Count™. Leads Near Me combines many years of experience, proprietary Google Ads software and a thirst for getting better every day to help auto repair companies grow their shops. With hundreds of shops in 43 states and Canada, Leads Near Me is uniquely qualified to help shop owners dramatically grow revenue. Leads Near Me manages $10M+ annually in Google ad revenue for auto repair shops and has become one of the fastest growing marketing companies for auto repair.

Website | LinkedIn | Facebook | Instagram

Ryan Burton, CEO, Leads Near Me® and founder of High Gear Auto Repair Marketing Conference

Ryan Burton, CEO, Leads Near Me® and founder of High Gear Auto Repair Marketing Conference

Ryan Burton is CEO of Leads Near Me®, a digital marketing agency for auto repair shops and a 2023 Google Premier Partner, and founder of the High Gear Auto Repair Marketing Conference.

Since 2016, Leads Near Me has combined innovative strategies and tailored marketing solutions to help hundreds of repair shops in 43 states across the United States and Canada become lead-generating, relationship-building businesses that keep customers coming back. With Burton’s deep understanding of the auto repair industry and digital marketing, Leads Near Me oversees more than $10 million per year in Google ad spend.

Burton is a visionary entrepreneur who created the High Gear Auto Repair Marketing Conference in 2023. At this cornerstone event, repair shop owners share insights, exchange knowledge and stay ahead of the ever-evolving marketing landscape. They learn how to leverage the key skills of digital media, direct mail, networking and more so they can become the high-trust, high-visibility local brand customers know by name.

Prior to his success in auto repair marketing, Burton was a full-time radio announcer with a deep passion for broadcasting and music. He held roles in broadcasting sales and management before joining Cumulus Media in the U.S., where he became one of the company’s top salespeople nationwide. This valuable experience shaped Burton’s understanding of the entertainment industry and also paved the way for high performance in his future endeavors.

Burton currently lives in Dacula, Georgia, while the headquarters of Leads Near Me is located in nearby Lawrenceville, a suburb of Atlanta. The company has become a trusted partner in the growth and prosperity of auto repair businesses, revolutionizing the way auto repair shops thrive in the digital era.

LinkedIn

Questions and Topics in this Interview:

  • Tell me about yourself and how you came to start Leads Near Me?
  • What led you to focus on working with auto repair show owners?
  • Tell us about the marketing conference in Atlanta this fall
  • What do you think has led to such rapid growth for Leads Near Me?
  • What tips for lead generation can you share with our audience?
  • What do we need to know about the importance of finding a good auto repair shop?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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

Tagged With: Atlanta Airport Marriott, Auto Repair shops, digital marketing, google ads, High Gear Auto Repair Marketing Conference, John Ray, lead generation, Leads Near Me, Office Angels, renasant bank, ryan burton

Steve Fisher, Strategy Partners Group

September 25, 2023 by John Ray

Strategy Partners Group
North Fulton Business Radio
Steve Fisher, Strategy Partners Group
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Strategy Partners Group

Steve Fisher, Strategy Partners Group (North Fulton Business Radio, Episode 699)

Steve Fisher, one of the founding partners of Strategy Partners Group, joined host John Ray to discuss the work of SPG. Steve discussed the revenue “stalls” that many businesses face, structured growth plans, why it’s hard to delegate, how SPG serves its clients, success stories, and much more.

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

Strategy Partners Group

Strategy Partners Group has built a team of cross discipline experts who work as an expert team to provide integrated strategic support services to their clients. By leveraging their complimentary skillsets, their teams provide each client with the exact expert skill set needed for their unique needs.

Imagine having access to seasoned business owners and veteran consultants who have all been where you are today. With a laser focus on creating and sustaining enterprise value, Strategy Partners Group teams with C-suite’s to design and support strategic value enhancing initiatives throughout your organization. Let SPG create a plan to generate more revenue, profit, and long-term value. Schedule your call today.

Company website | LinkedIn

Steve Fisher, Partner, Strategy Partners Group

Steve Fisher, Partner, Strategy Partners Group

Steve Fisher is one of the founding partners of Strategy Partners Group established in 2020. He joins other executive level, seasoned corporate leaders to provide a single source of agile, accelerated and scalable solutions to business owners, C-suites and capital providers. Steve, along with a team of finance and operational experts and industry specific partners, strategically helps accomplish client goals and improve overall business performance.

By combining and leveraging experiences and resources, Strategy Partners Group specifically addresses and overcomes obstacles to help clients achieve their desired outcomes. Steve is a highly experienced and skilled strategist with a diverse background in leadership, finance, consulting and executive management.

He has a track record of helping corporate clients focus on customer service and maximizing long-term shareholder value. His capabilities encompass a wide range of financial and operational areas, including business integration, structured growth plans, financial analysis and modeling, financial regulatory compliance, risk management, business exit strategy, procedural policy streamlining, operational procedures development and implementing monitoring and accountability systems. Steve has years of experience dealing with complex financial conversations and distilling them down into common words, so everyone involved in the decision-making understands what is being presented.

In addition to using his knowledge and skill with clients, he has been privileged to collaborate with training professionals to co-develop and present curriculum entitled “Finance for Everyone.” Steve served as a subject matter expert for Panasonic’s Executive Training program. He also served as a speaker for Human Resource and Management Professionals from a variety of companies at Emory University’s Continuing Education Division.

Steve’s notable achievement includes serving as the Chief Financial Officer (CFO) of JP Turner and Company throughout its entire life cycle, from 1997 to 2016. During his tenure, he played a crucial role in the firm’s growth from a startup to an enterprise generating over $90 million in annual revenues. Under his guidance, JP Turner expanded its reach from a small regional operation to a successful nationwide organization with multiple offices and advisors.

Before joining JP Turner, Steve worked as a management consultant, providing his expertise to clients in various industries across North America, including transportation, manufacturing, and commercial services. This experience allowed him to develop a keen ability to identify root causes of problems and deliver customized solutions to his clients. Steve’s background also includes a strong understanding of financial and service industries, franchise business models, and managing rapid expansion.

He holds a Bachelor of Science degree in Industrial Engineering and Operations Research from Virginia Tech. He has held Series 27, Series 7, and Series 63 licenses. With his vast experience and knowledge, coupled with the experience and resources of Strategy Partners Group, Steve continues to expertly deliver measurable results to clients, enabling them to stay focused on their core business functions and achieve their goals.

LinkedIn

Questions and Topics in this Interview:

  • How to get your company to break through to the next revenue level
  • Developing and implementing “Structured Growth Plans”
  • Why is it so hard for business owners to delegate successfully?
  • The importance of Board of Director development
  • Pitfalls surrounding post-merger integration

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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

Tagged With: business growth, entreprenuers, John Ray, Mergers and Acquisitions, North Fulton Business Radio, Office Angels, renasant bank, revenue, SPG, Steve Fisher, Strategic Growth, Strategy Partners Group

HR, Culture, and Relationships, with Dr. Aisha Wright-Burke, ADP

September 22, 2023 by John Ray

ADP
North Fulton Business Radio
HR, Culture, and Relationships, with Dr. Aisha Wright-Burke, ADP
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ADP

HR, Culture, and Relationships, with Dr. Aisha Wright-Burke, ADP (North Fulton Business Radio, Episode 698)

Dr. Aisha Wright-Burke, Director of Talent Solutions at ADP, joined host John Ray to chat about HR, business culture, and business relationships. Dr. Burke-Wright talked about how she came to work in HR, the process behind ongoing conversations between managers and their team members, leading “beside” vs. from “in-front”, the lasting impacts of the pandemic, career growth, strength-based culture, and much more.

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

ADP

At ADP, what they do is about people. Although they have a strong history of providing solutions for human resource challenges, they strive to do more than that. They challenge themselves to anticipate, think forward and take action in a way that empowers them to shape the changing world of work.

For over 70 years, they’ve led the way in defining the future of business solutions. ADP is proud to be named the 2023 Fortune® World’s Most Admired Companies™ list again for 17 consecutive years*.

They are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration, and a leader in business outsourcing services, analytics and compliance expertise. Their unmatched experience, deep insights and cutting-edge technology have transformed human resources from a back-office administrative function to a strategic business advantage.

Company website | LinkedIn | Facebook | Instagram | Twitter | YouTube

Dr. Aisha Wright-Burke SHRM-SCP, Director, Talent Solutions, ADP

Dr. Aisha Wright-Burke SHRM-SCP, Director, Talent Solutions, ADP

Dr. Wright-Burke joined ADP in November 2009. Currently, she leads the thought leadership, strategy and execution of talent planning, succession, and movement globally. Previously, as a valued and esteemed member of the field HR organization as Human Resources Business Partner, she was instrumental on several stretch assignments on HR strategic teams related to the learning trajectory of the global HR organization, deployment of ADP’s strengths-based approach, Career Growth & Development and a host of integrative initiatives to drive and influence engagement, talent movement and acceleration within key businesses.

Prior to ADP, Dr. Wright-Burke held multiple roles nationally and internationally with Siemens, Inc., a global engineering, and technology company, where she spearheaded key talent and diversity initiatives. She has over 20 years’ experience in field HR, talent acceleration, diversity, early career leadership programs, compensation, and talent acquisition.

Dr. Wright-Burke earned her bachelor’s degree in Business Administration from Clark Atlanta University in Atlanta, Georgia, a Master’s in Education – Human Resources Organizational Development (HROD), and a Doctorate in Adult Education-HROD from the University of Georgia. She also served as an evening HR Instructor at the School of Continuing & Professional Education at Kennesaw State University in Kennesaw, Georgia. Dr. Wright-Burke holds Korn Ferry Leadership Potential , Potential Solution assessments and Society of Human Resources-SCP certifications.

Dr. Wright-Burke is a member of the Society of Human Resources (SHRM) and SHRM-Atlanta Chapter. Additionally, she is an Atlanta Track Club Board Member, volunteers with the Atlanta Chapters of the Society of Human Resources, National Black MBA Association, Associate for Talent Development (formerly ASTD) and the National African American Association of Human Resources (NAAAHR).

She resides in Sandy Springs, Georgia with her husband Jenero.

LinkedIn | Instagram

Questions and Topics in this Interview:

  • Importance of conversations between managers and employees
  • Navigating career development and growth no matter the size of the organization
  • Tips on developing skills/gaining experience
  • Cultivating a strength-based culture
  • Importance of succession planning

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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

Tagged With: ADP, business culture, Career Development, Clark Atlanta University, Dr. Aisha Wright-Burke, HRM, Human Resources, John Ray, North Fulton Business Radio, Office Angels, renasant bank, strengths-based culture, University of Georgia

Daniel Sosebee and Heather Fleming, MST

September 19, 2023 by John Ray

MST
North Fulton Business Radio
Daniel Sosebee and Heather Fleming, MST
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MST

Daniel Sosebee and Heather Fleming, MST (North Fulton Business Radio, Episode 695)

Daniel Sosebee and Heather Fleming with MST were guests on this episode of North Fulton Business Radio with host John Ray. Daniel and Heather each shared how they came to MST, what MST does for family businesses, and what makes them unique. They also talked about how cloud accounting has changed their business, the advantages they bring to their clients, success stories, and much more.

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

MST

MST’s focus remains on serving privately owned businesses, entities domiciled in the United States owned by a foreign parent company, and nonprofits since 1956. We opened our first office in Brunswick, Georgia, with two partners and five employees driven to give individual and organizational clients the pinnacle of business support and consultation. Now, with four offices, ten partners, and more than 100 employees, we are equipped to support a broader clientele with an extensive array of specialized services.

After achieving substantial growth through the Brunswick office, we expanded operations into the Atlanta market, opening a second location in 1967. Positioning ourselves in this southeastern hub was essential to serve the extensive metro community. Twenty years later, in 1988, we furthered our outreach in Georgia by opening a third office in Gwinnett County. In 2017 through the growth of the firm and our clients, we were able to open a New York office to better serve clients with holdings in the Northeast.

Our focus has remained constant throughout our distinguished growth and history: the entire MST team is dedicated to creating lasting success for our clients and continuing opportunities for our employees. Our achievements have been recognized by Accounting Today and Atlanta Business Chronicle, where we are consistently named in the “Top 25 Accounting Firms.”

MST is an independently owned and operated member firm of Moore North America (Moore NA), a regional member of Moore Global Network Limited (MGNL). All the firms in MGNL are independent entities owned and managed in each location.

Website | LinkedIn | Facebook | Twitter

Daniel Sosebee, Associate Member, MST

Daniel Sosebee, Associate Member, MST

Daniel is an associate member in MST’s Gwinnett office. He specializes in assurance and attestation services for closely held businesses and not-for-profit organizations. His expertise includes a variety of industries such as distribution, manufacturing, construction, technology and dealerships, as well as serving on a number of significant non-profit engagements, including our largest private foundation clients.

In addition to assurance and attest engagements, Daniel is passionate about building relationships with colleagues, clients, prospects and networking within the communities we serve. This passion has led Daniel to the position of Director of Business Development where his role is to lead the Firm through organic growth, mergers and acquisitions as well as develop new lines of business. Secondly, he oversees the Firm’s employee retention and recruiting department in which he works hand-in-hand with the Firm’s retention and recruiting specialist.

Daniel obtained his BBA in Accounting from Georgia College and State University (where he also was a member of the men’s golf team) and completed his Master of Accountancy at Kennesaw State University.

Daniel is a member of the Georgia Society of Certified Public Accountants and American Institute of Certified Public Accountants and is actively involved with his church and community affairs including the Gwinnett Chamber of Commerce, Gwinnett Chairman’s Club, Partnership of Gwinnett and board member of the Gwinnett Leadership Forum and the Hudgens Center for Art and Learning.

LinkedIn

Heather Fleming, Business Development Manager, MST

Heather Fleming, Business Development Manager, MST

Heather is the Business Development Manager in the Gwinnett office for MST. She is a. former banker who spent the first part of her career helping privately held companies achieve their business goals by providing sound financial solutions. She invested time with her clients to really get to know them, their company, and their goals.

As a daughter of entrepreneurial parents, Heather has always enjoyed working with privately held companies and when she was presented the opportunity to join the MST team as a Business Development Manager, she couldn’t pass up the chance to do what she loves, getting to know people and more importantly getting to know their business.

Heather wants to help businesses determine what accounting services match their strategic or compliance needs and connect them with the partner and team that is going to be best for them and their team. It’s MST’s goal to be a strategic partner with their clients and to develop strategies that help reach their goals.

LinkedIn

Questions and Topics in this Interview:

  • What is MST and how did each of you come to MST?
  • What makes MST unique as a CPA firm?
  • Why do you focus on family businesses?
  • What are some common themes you’re seeing in your clients?
  • What are the advantages to cloud accounting?
  • What’s the return on the investment for a business with MST?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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

Tagged With: Accounting, cloud accounting, CPA firm, daniel sosebee, family businesses, fractional accounting, heather fleming, John Ray, mst, North Fulton Business Radio, Office Angels, renasant bank

Two Keys for Agile Business Owners, with Marika Ponton, Office Angels

September 15, 2023 by John Ray

North Fulton Studio
North Fulton Studio
Two Keys for Agile Business Owners, with Marika Ponton, Office Angels
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Financials

Marika Ponton: I live it. It is so crucial. When I was a flooring business owner, so many of the other franchisees would come to me because, I was profitable and I was having all these sales. And they’re like, well, what do you do? You know what, tell me how to be like you. Well, I mean, no one can be Marika, but what I can tell you is:  how do your financials look?

Dig into your financials. I’m happy to look at them. And I did. And I would just glaringly see things. Hey, why are you spending on this when you know, your sales are down 50% from last month? Ooh, good point. So that’s number one.

And number two, I would say is just same things we’ve been talking about right here is take stock of non critical tasks that you’re doing. Take stock. Write it down. What are things that you are doing that you shouldn’t be doing and aren’t the best use of your time and outsource those. And that’s Office Angels is there to help you with that.

Listen to Marika’s full ProfitSense interview with Bill McDermott interview here. 


The “One Minute Interview” series is produced by John Ray and the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tagged With: bookeeper, CPa, financials, Marika Ponton, Office Angels, One Minute Interviews, ProfitSense with Bill McDermott, small business owners, The Profitability Coach, virtual admin

Revolutionizing the Reentry Process for the Formerly Incarcerated, with Andre Peart, Untapped Solutions

September 11, 2023 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Revolutionizing the Reentry Process for the Formerly Incarcerated, with Andre Peart, Untapped Solutions
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Revolutionizing the Reentry Process for the Formerly Incarcerated, with Andre Peart, CEO, Untapped Solutions (North Fulton Business Radio, Episode 694)

Founder and CEO of Untapped Solutions, Andre Peart, joined host John Ray on North Fulton Business Radio to talk about how his company’s groundbreaking platform is helping formerly incarcerated individuals rebuild their lives faster and more efficiently, while giving companies ready access an under-resourced talent pool. They discussed Andre’s personal story that led to the founding of Untapped Solutions, how the platform works, benefits such as higher loyalty which companies receive from hiring the formerly incarcerated, success stories, and much more.

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

Untapped Solutions

Untapped Solutions is a groundbreaking platform revolutionizing the reentry process for formerly incarcerated individuals by connecting them with the resources, services, and employers they need to rebuild their lives. Founded in 2020 by Andre Peart, Untapped Solutions has grown into an innovative force backed by Techstars and Cox Communications enterprise, striving to create meaningful social impact through technology.

At Untapped Solutions, we understand the challenges faced by the formerly incarcerated, as well as the organizations and employers dedicated to supporting their reintegration into society. Our mission is to empower case worker-driven organizations, employers, and the formerly incarcerated by streamlining the reentry process and building a strong, supportive network.

Our platform leverages cutting-edge AI technology to enhance the client experience and reduce staff fatigue. By automating key tasks, such as identifying client needs, employment status, and skill requirements, we enable organizations to make faster, more accurate referrals to relevant stakeholders. With our internal impact report tool, tracking progress and updates on referrals becomes seamless and efficient.

For employers, Untapped Solutions offers an AI-powered job board that matches open roles with candidates who possess the required skills or are currently enrolled in relevant training programs. By partnering with us, employers can tap into a diverse, skilled talent pool of formerly incarcerated individuals, while also providing them the support they need to overcome personal challenges and excel in their work lives.

Untapped Solutions’ LinkedIn-style professional network creates an exclusive space for the formerly incarcerated, where they can connect with case worker-driven organizations and employers, access resources and skill training, and discover job opportunities tailored to their talents and aspirations.

Our vision is to reduce recidivism by 20% by 2030 through the power of technology, ultimately fostering a more inclusive, supportive, and successful society for all. Join us in our mission to transform lives and create lasting change for those seeking a fresh start.

Website | LinkedIn | Facebook | Twitter

Andre Peart, Founder and CEO, Untapped Solutions

Andre Peart Untapped Solutions
Andre Peart, Founder & CEO, Untapped Solutions

Andre Peart was born in 1990 in Westchester, New York, and raised in the city of Yonkers during the uprising of crime and drugs that plagued the city. As a teen, he was stuck in the center of a crime ridiculed neighborhood and found his way out through writing war-fiction novels in his room where he silenced the sirens and screams. He continued to use writing as a gateway through high school and onto college, where he drifted his writing genre to the world of crime fiction. Andre changed his genre over to crime, but also his endeavors, which ended his college journey early and landed him in New York State Prison for five years.

Unlike many others, Andre had the skill of mentally escaping rough environments. And so he did, writing seven novels, three short stories, and finishing his degree through a prison college program. Andre has published two short stories and founded Untapped Solutions (formerly ConConnect), the world’s first social network for formerly incarcerated men and women to get connected with valuable resources upon release. He has continued to write and plans to drop his novels in due time.

LinkedIn

Questions and Topics in this Interview:

  • Tell us about you and your story, how you came to create Untapped Solutions?
  • How does Untapped Solutions work?
  • Who does this platform help?
  • What are the benefits of hiring these populations for employers?
  • What kinds of businesses are you working with?
  • Once someone is hired, is there a support system that helps navigate starting a new job?

 

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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

Tagged With: Andre Peart, ConConnect, Ex-con, Formerly Incarcerated, headhunter, hiring, John Ray, North Fulton Business Radio, Office Angels, Professional Network, reentry, renasant bank, talent shortage, Untapped Solutions

Human Resources for the Non-HR Professional: The Atlanta Works Conference, with Jason Cline and Liz Beltramini, SHRM-Atlanta

September 6, 2023 by John Ray

Atlanta Works Conference
North Fulton Business Radio
Human Resources for the Non-HR Professional: The Atlanta Works Conference, with Jason Cline and Liz Beltramini, SHRM-Atlanta
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Atlanta Works ConferenceHuman Resources for the Non-HR Professional: The Atlanta Works Conference, with Jason Cline and Liz Beltramini, SHRM-Atlanta (North Fulton Business Radio, Episode 693)

Small organizations without an HR department, as well as team members managing HR without a background in human resources, need education tailored to their specific needs. SHRM-Atlanta’s Jason Cline and Liz Beltramini joined host John Ray to discuss the Atlanta Works Conference, a conference designed with such an audience in mind. Jason and Liz talked about the industry-specific tracks the conference will feature, industry association partners who are collaborating, sponsors, and much more.

An online information session on this event will be conducted by SHRM-Atlanta on September 13, 2023, at 12:00 pm Eastern. This session is free of charge. For more information and to register, follow this link. To register for the conference itself, follow this link.

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

SHRM-Atlanta

SHRM-Atlanta is one of the largest chapters of SHRM and shares its purpose of elevating the HR profession. As a leader in the Atlanta metro business community, SHRM-Atlanta strives to be the premier resource for those working in and supporting the human resource function. SHRM-Atlanta’s predominant goal is to be the voice of HR in metro Atlanta and be the first contact for those seeking information and solutions.

This will be achieved through the growth and diversity of members, education, and delivery of content, and by strengthening partnerships with organizations that share its vision.

Website | LinkedIn | Facebook | Instagram 

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Jason Cline brings over 18 years of association management and leadership experience to SHRM-Atlanta. Previously, Jason was the President & CEO of the Printing & Imaging Association of Georgia. There, Jason spearheaded the development and execution of a strategic plan and led a highly profitable insurance arm of the organization. Prior to that role, he was the Strategic Initiatives Executive at the Association of College Unions International, the Section Membership Development Manager at the American Bar Association, and he began his association career as the Director of Membership at the Roller Skating Association International.

Jason earned both his undergraduate degree in Elementary Education and a graduate certificate in Nonprofit Management from Indiana University. He also holds the Certified Association Executive (CAE) credential from ASAE: The Center for Association Leadership. Jason has called Atlanta home since 2016 when he moved here from Indianapolis.

LinkedIn

Liz Beltramini, Chief Content Officer & DEI Advisor, SHRM-Atlanta

Liz Beltramini, Chief Content Officer & DEI Advisor, SHRM-Atlanta

Elizabeth Beltramini leads SHRM-Atlanta in providing members with content they need to advance as HR professionals. In joining the team, Liz hopes to grow the Association’s efforts related to equity and inclusion. Previously, Liz was a director and senior diversity officer for the Association of College Unions International. She also served as a consultant and project manager for Atria association management services. During her 20 years working with associations, Liz has overseen conferences and events, publications, websites, assessment and research, marketing, and membership.

Liz has a bachelor’s degree in journalism from Indiana University, a certificate in diversity and inclusion management from Cornell University, and is a qualified administrator of the Intercultural Development Inventory.

LinkedIn

Questions and Topics in this Interview:

  • SHRM-Atlanta’s mission
  • The intended audience for the Atlanta Works conference
  • Leaning into the adage of “people leave managers, not companies”
  • Industry specific tracks
  • Partners and sponsors
  • Registration and location details

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

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

Tagged With: Atlanta Works, HR, Human Resources, Jason Cline, John Ray, Liz Beltramini, North Fulton Business Radio, Office Angels, renasant bank, SHRM Atlanta

Barry Adams, Peachtree Awnings, and Marika Ponton, Office Angels

August 18, 2023 by John Ray

Peachtree Awnings
North Fulton Studio
Barry Adams, Peachtree Awnings, and Marika Ponton, Office Angels
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Peachtree Awnings

Barry Adams, Peachtree Awnings, and Marika Ponton, Office Angels (ProfitSense with Bill McDermott, Episode 48)

Host Bill McDermott welcomed two accomplished entrepreneurs to this edition of ProfitSense with Bill McDermott: Barry Adams, Peachtree Awnings, and Marika Ponton, Office Angels. Barry shared how his inspiration for starting his business was to “make people smile” and how that mission guides both their work and care for their associates. He also talked about associate engagement, the need for more trades people, the business book he recommends, succession planning, and more.

Marika discussed the mission and work of Office Angels as well as her career journey. She also shared lessons she’s learned, the advice she has for business owners, her book recommendation, and more.

Bill wrapped up the episode with the one sales rule everyone should follow.

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

Peachtree Awnings

Peachtree Awnings located in Lawrenceville, Georgia is a premier manufacturer of custom commercial and residential canopies of all kinds.

Their clients includes some of the largest companies in Atlanta, general contractors and property managers.

Website | Facebook

Barry Adams, Owner and President, Peachtree Awnings

Barry Adams, Owner and President, Peachtree Awnings

Barry Adams is the founder and owner of Peachtree Awnings and Peachtree Powder Coating located in Lawrenceville, GA and Tennessee Awnings located in Smyrna, TN. Barry opened Peachtree Awnings in 2005 which serves the metropolitan Atlanta area and other parts of the southeast. He purchased an existing awning company in Tennessee in 2012 which serves Nashville and most of middle Tennessee.

In 2022, Barry opened Peachtree Powder Coating to further expand his business offering into the area of industrial coatings in Atlanta. Prior to getting into the awning and powder coating business, Barry had 18 years of experience in the electrical distribution industry in sales and sales management.

Barry got his undergraduate degree from Tulane University in 1985 and his MBA from Kennesaw State University in 2004. Barry is a past chair of the Southwest Gwinnett Chamber of Commerce and the Professional Awning Manufacturer’s Association. Barry enjoys concerts and live music and resides in Norcross, GA.

LinkedIn

Office Angels

OFFICE ANGELS®  matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Virtual Administrative Support, Books and Billing, Social Media & Marketing, Human Resources Consulting and more – all on an as-needed basis.

They help you build your own Agile Office with exactly the help you need on your terms and your budget. They are the most efficient virtual services solution a small business could ask for!

Website | LinkedIn

Marika Ponton, Owner, Office Angels

Marika Ponton, Owner, Office Angels

Combine an in-depth accounting background of a CPA, an outgoing personality of a business development professional and an unwavering drive to help small business owners and entrepreneurs grow and command their businesses to achieve their goals and you have Marika Ponton.

Her unique background as an auditor, a successful flooring business owner, and now with Office Angels allows her to serve clients using deep personal experience to relate to business owners regarding their financials, their internal operations, and their goals for new business and growth.

LinkedIn

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

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

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

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

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

TRANSCRIPT

Intro: [00:00:08] Broadcasting from the Business RadioX studio in Alpharetta, it’s time for Profit Sense with Bill McDermott.

Bill McDermott: [00:00:21] Good afternoon. Welcome to Profit Sense. This podcast dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession, as well as discuss current issues that business owners are facing today across a wide variety of industries.

Bill McDermott: [00:00:46] I’m your host, Bill McDermott, and this show is presented by The Profitability Coach. When business owners want to increase their profitability, they often don’t have the expertise to know where to start or what to do. I leverage my knowledge and relationships from 32 years in banking to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill McDermott: [00:01:11] We have two great guests on the show today. We have Barry Adams with Peachtree Awnings. Barry, welcome. Glad to have you.

Barry Adams: [00:01:21] Thanks, Bill. It’s nice to be here today.

Bill McDermott: [00:01:23] And we have Marika Ponton with Office Angels. Marika, welcome to Profit Sense.

Marika Ponton: [00:01:28] Thank you so much for having me. Pleasure to be here.

Bill McDermott: [00:01:31] Barry, I’m going to start with you. You know, I looked at your website. I see in the comments, exceptional customer service, great customer service. And so, I also loved, on your website, your inspiration for starting the business was to make people smile. So exceptional customer service, making people smile, talk about that.

Barry Adams: [00:01:58] Well, you know, Bill, it’s – from the very start, if you have happy customers, then you’re going to be able to replicate that as a business model and bring customers back time after time after time. So, making people smile is something that is kind of at the forefront of everything that we do every day. And our product lends itself to being on the outside of your home, outside of a building. And so when you look up and you see something that beautifies your home or office space, if it brings a smile to your face, then we’ve done our job. We’ve done something that helps you represent your business to the outside community or make your home a better place to live.

Bill McDermott: [00:02:48] That’s such an excellent point. And, you know, it’s Atlanta. It’s hot, it’s humid. You know, everybody needs a canopy or an awning to get some shade here in Atlanta, Georgia.

Barry Adams: [00:02:59] We sell shades, so we cover you up. So that’s it. Yeah.

Bill McDermott: [00:03:03] I love it. And, you know, exceptional customer service really is a function of great people. And so, that kind of leads us into talking about employee and associate retention. How do you continue to develop that exceptional customer service? And, you know, I guess part of that would be in how you retain associates and employees.

Barry Adams: [00:03:32] Well, I think you have to kind of take the mold and break it, first of all, because what people are looking for today is a lot different from what people are looking from a decade ago. And so, little things for us. Every team member has got a picture, their picture on our wall in our office, and that starts with welcoming them as a team member and making them feel engaged, and associate – we call people in our company associates rather than employees. But associate engagement is a very tricky and nebulous thing. But if you can find the hot buttons that keep people at a high level, at their energy, at a high level, then you can start to really tap into their lifeblood. And so whether it’s, you know, going to a Gwinnett Stripers game or, you know, putting their picture on the wall or a company picnic or, you know, things of that nature, keeping people really in the fold is what we really try to do every day. Not easy. Not easy.

Bill McDermott: [00:04:48] Yeah.

Barry Adams: [00:04:49] We’re all busy. So you have to really spend that extra 2%, 3% to keep people at a very high level.

Bill McDermott: [00:04:58] Yeah. And not only employee engagement but also, from what I understand, employee fulfillment is a really big part of retention as well. So it sounds to me like part of your strategy is also to figure out what that person’s, for lack of a better term, what their currency is, maybe things that they really believe in, whether it’s the cancer society or rescuing animals, and people like to feel like they’re a part of purposes or causes that also drive them. Wouldn’t you agree?

Barry Adams: [00:05:34] Absolutely. And our workplace today is a multiracial, multinational workplace. And so, you might hear several different languages spoken on our shop floor. And that’s tricky, to say the least. And so even things like our associate evaluations are in two languages, in Spanish and in English, so that people are certain that they understand an evaluation when it’s given to them by their manager or supervisor. And so, we present that type of collateral literature and those processes. Now, we’ve provided them, tried to provide them, bilingually. So that’s very, very important.

Bill McDermott: [00:06:25] And certainly coming from Gwinnett County myself, I know Gwinnett and other areas of Atlanta certainly have multicultural multilanguages. I know. My wife was a preschool director at our church preschool and they actually spoke, I think she told me at one time, 23 different languages if you can believe it. So, yeah, being able to provide that information in the native tongue of the person is absolutely critical.

Barry Adams: [00:06:55] Yeah.

Bill McDermott: [00:06:55] So exceptional service, how you attract and retain employees that really then takes me back to how you as a business owner recruit and select your people. So, I don’t want you to give away any secret sauce.

Barry Adams: [00:07:13] No, no, no, no. It’s all good.

Bill McDermott: [00:07:15] But what’s your secret?

Barry Adams: [00:07:16] Well, I think if you go back a decade or so, the trades – and I use the trades to represent our business as well. The trades were not in Vogue. It was not a sexy thing to be a welder, you know, or an installation technician. But now suddenly in 2023 it’s becoming more Vogue to be in a trade because the trades are paying, you know, paying quite well and the compensation is good. If you’re a welder these days, you’re going to be in good shape.

Barry Adams: [00:07:52] So, one of the things we tried to do was to forge strategic relationships with the trade schools. We’re only ten minutes from Gwinnett Tech. You know, our shop is only ten minutes from Gwinnett Tech. And I also own Tennessee Awnings in Nashville, Tennessee. And they have a vocational or trade school called TCAT, which is Tennessee College of Applied Technology. And so, we’ve tried to forge strategic relationships with those institutions so that we create a pipeline of people coming right out of the trade school and we get them literally hot off the press, right, right off the line. And so if you’ve got welding skills and you’re in the process of finishing, we really want to reach into that trade school and get you before you’ve graduated.

Barry Adams: [00:08:47] And so, in that way, and we don’t have a thousand employees, but we always need one, two good trade technicians. And so, whether it’s welding or project management, construction management, or installation technicians, we can find those. But you really – and I told my H.R. manager, you – when you build these relationships with an institution like Gwinnett Tech, you can’t be one and done. You got to show up all the time. You know, if they have a job fair, you can’t just be a fair-weather friend. You have to be there all the time because they’re in the business of placing their students. They’re in the business of finding jobs for their students.

Barry Adams: [00:09:36] And so, we help assist that and create that pipeline for people coming out of their technical school into Peachtree Awnings. And it’s really, really – it took a little time. You know, it took a little time. But like any relationship, you know, you’ll get out of it what you put into it. And I feel like, you know, what we get out, we get from Gwinnett Tech is, you know, a times ten kind of relationship. So it’s been really, really awesome.

Bill McDermott: [00:10:04] Yeah, I absolutely love your thinking there. And of course, I went through, I think, a phase not only as a college person myself, but also our children. We tended to think that a college degree was an end all be all. You know, you had to go to college. And I do think your point, the trades have suffered because of it. And so those that, you know, college is expensive. It’s not for everybody. And there is good money to be made, whether you’re a welder or a plumber or, you know, any of the trades that you know that are offered in the Metro Atlanta area.

Barry Adams: [00:10:50] It’s coming back. So the pendulum, you know, tends to take, you know, ten-year swings. And so, it was out and it’s coming back in. And it feels good. It feels right because we need people to do those jobs and do them particularly well, because –

Bill McDermott: [00:11:07] Absolutely.

Barry Adams: [00:11:07] If you’ve ever – if your AC has ever been down, you know, in Atlanta, Georgia, and you need a good HVAC company, you know, finding somebody, you know, online is a good thing as long as you can get somebody out to your house.

Bill McDermott: [00:11:22] Yeah, yeah, that is a challenge, especially in the summer in Atlanta.

Barry Adams: [00:11:27] Yeah.

Bill McDermott: [00:11:28] I know you and I have talked about books that have really impacted us and that takes us, I think, to a book that I believe you and I chatted about called Extreme Ownership.

Barry Adams: [00:11:39] Yeah.

Bill McDermott: [00:11:40] And so for our listening audience, tell us a little bit about the book as you read it and how it has impacted you and your business.

Barry Adams: [00:11:54] Well, Jocko Willink and Leif Babin have a great story to tell because they were obviously on the very frontline in Ramadi and in some really, really dangerous places. And hats off to anybody who’s served our country and has helped to protect the freedoms that we enjoy here.

Bill McDermott: [00:12:17] Yeah, absolutely.

Barry Adams: [00:12:17] But beyond that, they talk about a level of accountability that, you know, no excuses, but it’s beyond no excuses. It starts with if the team has failed its mission, it starts with leadership, you know, and it starts with leadership. And I don’t look for people to blame. The first thing I ask is what did I not provide, what did I not provide our folks that they really, really needed to be successful in their mission or their project? You know, was it tools? Was it training? Did they not understand what the mission was?

Barry Adams: [00:13:01] And so, Extreme Ownership always reflects back on good leadership. And if the leader is strong, then the team is strong. And if the leader is strong, probably the communication is good, you know, and the understanding is good because the communication is good. And so, it tends to permeate from the top down. And the level of accountability that’s required in Extreme Ownership is really something that a lot of people are really kind of uncomfortable with, really honestly.

Barry Adams: [00:13:37] And, you know, we all like to play the blame game, you know, who’s at fault when something goes wrong, you know. Who can – who can we – you know, it’s it’s not about that. If the team failed, then the team failed. And it seems kind of trite, but there is no I in team. And so collectively, we take the credit. Collectively, we take the blame. And I think for me as a business owner, it begins and ends there because the buck stops with me.

Barry Adams: [00:14:10] And I was having a conversation with a general contractor on the way over and he’s trying to get a project done and he’s up in Tennessee, but the buck begins and ends with me. And so, I have to make sure that my team is acutely aware of what it takes to accomplish the mission at hand. And if it doesn’t, then I have to go back to the drawing board and say, what did I not do to cause them to understand or cause them to be able to complete their mission in a timely manner or fully?

Bill McDermott: [00:14:41] Yeah. I’m finding as I’ve coached business owners, accountability is a really big thing. And, you know, it’s one thing to see the problem, but accountability really starts when you own the problem to what you were talking about, Extreme Ownership. Obviously, once you own it, you solve it, then you do the solution.

Bill McDermott: [00:15:01] But it is a challenge sometimes for people to own a problem. And a lot of times leadership doesn’t either have accountability in a particular seat or maybe they have two people in the same seat and each person thinks the other one is accountable for it. And so, accountability is critical to get the results you’re looking for.

Barry Adams: [00:15:24] It’s a little counterintuitive to understand or realize that the more power you give up, the more you get – the more power you have, really. And a lot of people don’t really understand that dynamic because they’re always looking to – but if I’m casting blame, then I don’t really have control over my own processes or my own people, do I? You know, if I’m casting somebody, throwing somebody under the bus, then that means that I don’t have control over my people or my processes. And so, I look – I’m perceived as powerless. Whether that’s true or not, I’m perceived as powerless. And so really raising your hand and saying, “Mr., Ms. Customer, that’s on me. That’s on me. I take, I take full responsibility for that.”

Barry Adams: [00:16:18] And the good news is that when the team does accomplish their mission or the project, you can celebrate those times and you should take time to celebrate those times.

Bill McDermott: [00:16:29] Absolutely.

Barry Adams: [00:16:29] And a lot of times we miss that as an opportunity because we’re off to the next thing. We’re all very busy people and we stop to take a moment again. We talk about engagement. You know, stop to take a moment to celebrate those wins with your team, just in a meaningful way. And that’s easy to say, hard to do. But if you can do that with your folks, they really will really appreciate it. It could be just Chick-fil-A biscuits, you know, in the morning, or it could be, you know, it could be a cake or pizzas for lunch, you know, what have you. So, yeah, yeah, that’s really important as well.

Bill McDermott: [00:17:18] Two of my favorite things, Barry, Chick-fil-A and pizza.

Barry Adams: [00:17:22] Yeah.

Bill McDermott: [00:17:23] We’re talking today with Barry Adams, who’s the founder and owner of Peachtree Awnings and Peachtree Powder Coating, located in Lawrenceville. Peachtree Awnings is a premier manufacturer of custom, commercial, and residential canopies of all kinds. Their clients include some of the largest companies in Atlanta, general contractors, and property managers.

Barry Adams: [00:17:45] Barry, to kind of closeout, the baby boomer generation is thinking about succession planning. Succession planning is something that business owners think about but seem to have a hard time implementing. So when you think about succession planning for the business owner, what comes to mind? And you certainly are very experienced as a business owner yourself. What do you think maybe are the pain points that business owners need to be alert to?

Barry Adams: [00:18:23] Well, first of all, I would say, get started as early as you can – give yourself the longest runway that you can to be successful in that business transition. It’s not too early. You might think it’s, you know, I’m – you know, I’m 59. This is way too early to get started in that process. It’s not. You know, give yourself the longest runway possible because the people that you’re going to need to pull into that process to advise you need to know what’s on your mind and what your intentions are.

Barry Adams: [00:18:56] And so, not everybody has a son, a daughter, a family member to pass that business along to. It would be nice to think so. I don’t have a son or daughter involved in my business. And so, no idea is a bad idea. You can look at, you know, an ESOP, an employee stock ownership program. You should sell it to one of your key employees or a key person in your company. You could sell it to an unrelated, disinterested third party.

Barry Adams: [00:19:32] But you really have to be very open-minded. I think about where that next business owner, where that person is going to come from, identifying a number of strategies and then selecting the proper strategy for you and giving yourself a long time to develop those strategies and not settling on one thing. We’re not having to do it in a crisis mode or in a short period of time where time becomes your enemy. Because right now, for me, time is my friend. I’m healthy. I feel like a fairly young 61. But some mornings I might disagree with that.

Bill McDermott: [00:20:18] Yeah, I would have guessed younger but go ahead.

Barry Adams: [00:20:20] But at any rate, it’s something that I’m starting to think about more and more. The horizon is getting closer. And so, I’m trying to wrestle with those same questions that many business owners do every single day.

Bill McDermott: [00:20:38] Yeah. You had mentioned a moment ago just bringing in a team. Who do you think is important to be part of that team that helps you with that, with that long runway and helps you with that process?

Barry Adams: [00:20:52] Well, I would start with your lending institution, whoever your bank, your lending institution is, your accountant, someone who can help you with a business valuation is a part of that team. Might be an attorney – might be a key attorney that you’ve consulted with. So those are four people right off the top of my, you know, top of my head that really need to be integrally involved in those discussions. And everybody should be kept at the same pace I would say. Nobody needs to be kept in the dark. Everybody needs to kind of know what page you are on as a business owner. And that kind of helps that team move together to advise you appropriately.

Bill McDermott: [00:21:39] Sure. Sure. So it sounds like long runway put together your team, possibly a banker, CPA, business valuation advisor, and maybe also an attorney.

Barry Adams: [00:21:51] Attorney, yeah.

Bill McDermott: [00:21:51] That makes a lot of sense. So, Barry, for those of us that maybe need some shade in our lives, if someone –

Barry Adams: [00:21:59] We hope everybody.

Bill McDermott: [00:22:01] It’s everybody, especially in Atlanta, Georgia, and probably Nashville, Tennessee. What is the best way for a contractor or a potential client to get in touch with you and Peachtree Awnings?

Barry Adams: [00:22:13] Well, you went to the website. We appreciate all the web traffic that we can get. You can drop us a line at info@peachtreeawnings.com, you know, is a great, great way. You go to the website and go to the contact us button and fill out a web page. Those are great ways. Or you can just simply call into the office. We’d love to hear from you. And that’s a great way. You know, our office is staffed fully from 7 a.m. to 5 p.m. Monday through Friday.

Bill McDermott: [00:22:45] Wow. Great. And that phone number I think I have is (770) 409-8372.

Barry Adams: [00:22:52] You got it, Bill.

Bill McDermott: [00:22:53] All right. Barry, it’s been a delight having you on Profit Sense. Thanks so much for not only sharing your experiences, but your expertise. And I love making clients smile. I’m going to try to aspire to that in my business, too.

Barry Adams: [00:23:08] Thanks, Bill. It’s been a pleasure. Thanks so much for having me.

Bill McDermott: [00:23:11] And now we’re going to talk to Marika Ponton. Marika is the owner of Office Angels. Marika, it is so exciting to have you on. I’m going to just start out very generally, why should a business owner call Office Angels?

Marika Ponton: [00:23:30] It’s a great question. And first of all, I just have to say thank you for having me on. But also really, I want you to know how much I appreciate all the guests that I’ve listened to on the podcast and even just sitting here listening to Barry. It’s lovely. And it’s why Office Angels have been around for 23 years helping small business owners, is because of stories like that and just thoughtful people running businesses. And we are there to help them.

Marika Ponton: [00:24:00] So, why should they call Office Angels? This sounds terrible, but it is totally true when they’re in pain, and that pain can be so many things as small business owners know. Who’s going to do this? I don’t know how to do this. I don’t even know what help I need.

Marika Ponton: [00:24:20] Pick up the phone. And number one, we’re just fun to chat with. So that would be one reason. But also let us know what your pain point is. The business has been helping small business owners for 23 years with so many different things. We probably have a solution and we can talk you through getting there.

Bill McDermott: [00:24:43] Great point. I also want to get your perspective on maybe there are some things that surprised you the most about small business ownership. Can you name a couple?

Marika Ponton: [00:24:58] Where do I start? And I’m going to start with a little bit of background about myself so it makes more sense.

Bill McDermott: [00:25:05] Okay.

Marika Ponton: [00:25:05] I spent many years as an auditor in public accounting, and if anyone knows what that means, that’s painful.

Bill McDermott: [00:25:14] It’s also lonely.

Marika Ponton: [00:25:15] Exactly.

Bill McDermott: [00:25:15] It’s you and the numbers.

Marika Ponton: [00:25:17] You and the numbers. You and the numbers and probably difficult clients. Not enough staff. You know, deadlines, intense deadlines. And so my point is, it was hard and it was challenging. And it really gave me grit. And here’s what I’m going to say about small business ownership. Hardest thing I’ve ever done. Literally hardest thing I’ve ever done. I was blown away at just my frustrations and what I wasn’t able to accomplish that I probably thought I could have easily. And so, that’s the surprise, is how hard it was and how much help you really do need. And it’s also lonely as well. You know, where do you go? Who do you talk to? Like I said, call Office Angels. We’re there.

Bill McDermott: [00:26:06] Right.

Marika Ponton: [00:26:08] But truly challenging. And before Office Angels, I owned a flooring company. So that’s why so many things Barry was saying I identified with, you know, the labor shortages, getting people to, you know, show up and to work. All of those things were on me. And I guess that’s really the crux of it, is that the owner is where the buck stops and you need that team around you. But who is that team and how do you get them and how do you find them and how do you trust them?

Bill McDermott: [00:26:42] Yeah, yeah. You know, part of my story was I really thought starting the business, I had to be all things to all people.

Marika Ponton: [00:26:49] Absolutely.

Bill McDermott: [00:26:50] And so, I became the choke point of my own business. And I was unintentionally paying my own hourly rate to do tasks that I wasn’t good at and could be done well by a very competent person that I could pay less than my hourly rate and free up time. And so, part of that was my realization as kind of a solopreneur. You know, you play to your strengths and you staff your weaknesses. And so, I hired someone to handle my calendar, my marketing, two things that I can remember that I really wasn’t good at. And it was a game changer and I was happier. And the person that was doing that work was great at it. And so it was a win-win.

Marika Ponton: [00:27:51] It’s an absolute win-win. And the business can grow.

Bill McDermott: [00:27:54] Yeah.

Marika Ponton: [00:27:55] Because you’re not that choke point. And that is my entire mission with Office Angels, is to grow and help more business owners. But if I’m doing all of those tasks that are non-critical for me to do, no way.

Bill McDermott: [00:28:10] Yeah.

Marika Ponton: [00:28:11] You can’t grow.

Bill McDermott: [00:28:12] You can’t.

Marika Ponton: [00:28:12] So that really was just mind-boggling for me when I first started in small business ownership. You can’t do everything, you know. You really can’t.

Bill McDermott: [00:28:25] We’re talking today with Marika Ponton, who is the owner of Office Angels. Combining an in-depth accounting background of a CPA, an outgoing personality of a business development professional, and an unwavering drive to help small business owners and entrepreneurs grow and command their businesses to achieve their goals, and you have Marika Ponton.

Bill McDermott: [00:28:46] And so, I want to ask you a little bit about some of the most influential people in your life and how they impacted you.

Marika Ponton: [00:28:55] It’s such a good question. Thank you for asking. And there’s a few, and I’ll start with all the way back, something so special that I can remember that still affects me to this day. I was probably eight years old. I was on my grandfather’s farm and he said, “Hey, go ahead and jump up on that forklift and, you know, go move that box over there.” “Okay.” And he showed me some things. It wasn’t just like complete child unsafety. But when I did that, I totally rammed the forks into the side of the box.

Bill McDermott: [00:29:33] Uh oh.

Marika Ponton: [00:29:33] Right. And so all these walnuts start pouring out and I’m looking around like, “Oh, I’m in trouble. I’m in big trouble.” Because if it was my parents around, I would have been. But what did my grandfather say to me? He said, “That’s okay. That’s how you learn.” And to this day, I still think about that because it really shaped my entire life of, like, it’s okay if I make a mistake. I don’t have to be hung up on that forever and beat myself up. I learn from it and I don’t do it again, but I roll on, you know, just like I did with that forklift. So that one really stuck with me.

Marika Ponton: [00:30:14] And the next one, a few years later, my dad, we were driving in Utah in the deserts of Utah, and I was about ten. And he said, “Hey, let me teach you how to drive.” And I jumped behind the wheel and he taught me. Again, there’s a lot of child unsafety sounding, but this was back in back in the day. It was fine. Right?

Marika Ponton: [00:30:38] But what that really taught me was it was just, he pushed me and he made me do things that I really didn’t think I could do and I did. And also with my dad. This is a good story. My name is spelled M-A-R-I-K-A, but that’s not how it originally was. It was originally with a C and everyone would call me Marcia. Yes.

Bill McDermott: [00:31:04] Okay.

Marika Ponton: [00:31:04] Which is fine. That’s a fine name. But it was Marika. And both my parents, I will give them both credit for this, they said you need to explain to people how to pronounce your name. And so any of you who know me now, I don’t shy away from ever speaking up and sticking up for myself and having confidence about who I am and what I do, and that came from my parents. And my dad even went to the extent of going down and having my name changed on my birth certificate to a K. And so my point here is, stick up for yourself. It’s okay to speak up and correct someone if it’s not what you want to be known as or in whatever it is in life. It’s okay to speak up. Yeah.

Bill McDermott: [00:31:52] Yeah. The thought that comes to mind, if you don’t stand up for something, you’ll fall for anything.

Marika Ponton: [00:31:57] Absolutely. Is it a country song or?

Bill McDermott: [00:31:59] It could be.

Marika Ponton: [00:32:00] I think it might be.

Bill McDermott: [00:32:01] I don’t know the singer, but maybe.

Marika Ponton: [00:32:02] Me neither. But it’s absolutely true.

Bill McDermott: [00:32:04] Yeah.

Marika Ponton: [00:32:05] It’s absolutely true.

Bill McDermott: [00:32:06] So, a lot of businesses are getting agile. In your experience, what are two specific things that small businesses can do to get agile?

Marika Ponton: [00:32:19] I’m going to speak right to what you do for a living. It is, get your books in order, timely and accurate, and know where your profitability points are and how you can improve. I can’t speak to it enough. Having proper books is just the first thing I ask of anyone that I’m talking to in a business relationship. When they’re asking for help, what can I do to turn this around? Where am I missing? Well, where’s your financials? What financials? You know, or “Oh, well, they’re not cut up from 22.” Start there and then come talk to me.

Marika Ponton: [00:32:56] And a lot of that comes from my – I mean, I’m a CPA. Like, the background is, we got to have the numbers, you know, and an auditor. But in small business, if you don’t have books, I don’t know. I don’t know how you do much of anything with security because you’re making decisions totally blind of not knowing if you can even afford something, if you should be doing this, if this is the right decision. So, that’s number one in my book. And I know it’s your book as well.

Bill McDermott: [00:33:24] Yeah. You’re preaching to the choir here. Yeah.

Marika Ponton: [00:33:26] Exactly. But I had to say because I literally live it. I live it. It is so crucial. When I was a flooring business owner, so many of the other franchisees would come to me because I was profitable and I was having all these sales and they’re like, “Well, what do you do? You know, what – tell me how to be like you.” Well, I mean, no one can be Marika, but what I can tell you is how do your financials look. Dig into your financials. I’m happy to look at them. And I did. And I would just glaringly see things, “Hey, why are you spending on this when, you know, your sales are down 50% from last month?” “Oh, good point.” So that’s number one. Number one.

Marika Ponton: [00:34:05] And number two, I would say is just same things we’ve been talking about right here is take stock of non-critical tasks that you’re doing. Take stock. Write it down. What are things that you are doing that you shouldn’t be doing and aren’t the best use of your time, and outsource those. And that’s Office Angels is there to help you with that.

Bill McDermott: [00:34:30] So, I had a client who was actually coaching me when I was coaching them.

Marika Ponton: [00:34:37] Okay.

Bill McDermott: [00:34:38] She said, “Bill, you need to build a – this is ridiculous list.” Meaning this is ridiculous that you’re doing this task. And so, the same thing that you’re talking about, make a list. I shouldn’t be doing this. Find an Office Angel to do this for me who’s much better at it. So, gosh, I’m a walking commercial for Office Angels.

Marika Ponton: [00:35:03] You literally are. I mean, that’s why I said, why am I here? Why am I here? I mean –

Bill McDermott: [00:35:06] You’re here because you’re important.

Marika Ponton: [00:35:08] I’m fun. I mean, that’s really kind of it. That’s what I hang on to. That’s what I hang on to. Yeah.

Bill McDermott: [00:35:14] So, what’s been your least favorite job to date and what did you learn from it?

Marika Ponton: [00:35:21] You know, I spoke about public accounting. No, I’m kidding. We won’t go there. I’ve got a funny one. I’ve got a funny one. Even though it wasn’t funny at the time. It was one of my first jobs way back. And I won’t even name the company. I won’t. I won’t do that. But it was – they made smoothies. And so, I show up for my – I’m super excited. It’s like my first job. I show up and they give me a hat that has the brand on it, right? I’m ready to rock the brand and I go to put the hat on and it is literally stained with sweat in the hat.

Bill McDermott: [00:35:57] Oh, my gosh.

Marika Ponton: [00:35:58] And it’s just like, “Oh, okay.” I mean, I’m, like, not valued to even get a brand new hat, right? And of course, I was already at that point where I’m speaking up for myself and I said, “Hey, can I get a new hat? This is kind of gross.” And they were like, “No, this is all we have.” So, I did wear it. But because I had spoken up, they went ahead and put me in the freezer, lifting strawberries and berries and all of this stuff for the entire day.

Marika Ponton: [00:36:28] And look, I say it’s funny because it was. Really, it was. But what it taught me and what I remembered and it’s some of what Barry was speaking to, how you treat employees and onboard people and show them how you care about them anytime but really as a first impression, it stuck with me. You gave me a used hat.

Bill McDermott: [00:36:55] Yeah.

Marika Ponton: [00:36:56] You know, in a food space. Like, this is unacceptable.

Bill McDermott: [00:37:01] Right.

Marika Ponton: [00:37:02] Unacceptable. But it stuck with me. It’s a good story because it’s like, I’ll never do that. I may not be perfect on how we onboard and how we engage, but I care and I’m thoughtful and I will try. So, that was the least favorite job.

Bill McDermott: [00:37:17] Yeah. Understandable.

Marika Ponton: [00:37:18] Yeah.

Bill McDermott: [00:37:19] So, I know you and I both love to read.

Marika Ponton: [00:37:22] Yeah.

Bill McDermott: [00:37:22] We’re lifelong learners. So, what is one book you would recommend to the audience? And then, the second part of that is, why would you recommend it?

Marika Ponton: [00:37:29] Yeah, and it’s such a great – we’re having – this is such a good conversation here today because it all aligns the book that I really would encourage people to pick up, and even if they are challenged with some of the – it’s a slow read because it’s heavy. But what it’s called is The Courage To Be Disliked. And it’s exactly along the lines of some of the stuff you guys were talking about with Jocko and the Extreme Ownership. It’s all about accepting responsibility for your circumstances and not being a victim. And you can change it if you dig in. It’s no one else’s responsibility to fix your life or fix your business. Take a look at yourself and really know who you are and know what your skills are. And if you’re not good at something, that’s okay. It’s more power, really, to you if you can say, I can’t do this, I’m terrible because move that to somebody else who’s better at it and then we grow the business or we grow our lives or we, you know, we become happier in our lives.

Marika Ponton: [00:38:38] So, The Courage To Be Disliked, like I said, was tough even for me to get through because it’s so thought-provoking. I had to put it down and say, you know, let me – I got to let that sink in for just a minute. But why do I recommend it? All those things. But so much that I hear when people are looking for help, it’s just as discussed earlier. They’re oftentimes looking to blame someone else before they go, “Hey, maybe I messed that up,” you know. And that’s where really knowing yourself and being okay with doing things even though not everybody likes them, that courage to be disliked, it’s powerful.

Bill McDermott: [00:39:24] Yeah.

Marika Ponton: [00:39:25] It’s really powerful. And it really, it can drive you to a deeper level of happiness with yourself and your business.

Bill McDermott: [00:39:32] Yeah. Sounds like a great book.

Marika Ponton: [00:39:35] It’s a great book. But don’t give up on it, is my point. Don’t give up because I’ve recommended it to multiple people and they’re like, “Whoa.” And I’m like, “I know.” Put it down. Come back after you’ve thought about it, but don’t give up on it.

Bill McDermott: [00:39:48] Yeah, yeah. So for our listening audience out there, somebody needs an Office Angel. What’s the best way for them to get in touch with you and/or the firm?

Marika Ponton: [00:39:58] Call us up. We love to chat. We absolutely love to chat. We want to hear your story. The phone number is (678) 528-0500. Or go to our website. Really, that’s the same kind of thing. Contact form. Learn a little bit about us. It is officeangels.us.

Bill McDermott: [00:40:23] Great. Marika, it’s been great having you on the show. Thanks so much for coming.

Marika Ponton: [00:40:26] Thank you for having me, Bill.

Bill McDermott: [00:40:29] You know, I want to take a moment and talk about the sales rule everyone should follow. When someone mentions they’re a salesperson, mental images often come to mind of the used car salesperson that asks, “What do I need to do to get you in the car today?” People hate to be sold, but when people are ready to buy, they appreciate the help. There’s a subtle mind shift. Excuse me. There’s a subtle mindset shift sell versus help. The used car salesperson makes it about themselves, but the smart salesperson makes it about their client.

Bill McDermott: [00:41:06] One of the best pieces of sales advice I’ve gotten is the level of activity you’re willing to adopt will be a limiting factor in your business. If I adopt a low-activity process, I’ll have low production. But if I’m willing to adopt a high-level activity, I will have high production. Having spent over four decades in sales, I’ve learned that 10-3-1 rule. For every ten client meetings I have, I’ll give three proposals, and for every three proposals, I’ll get one sale.

Bill McDermott: [00:41:37] So, early on in my career, I looked at my calendar and saw five potential timeslots for meetings, 8 a.m. breakfast, 10 a.m., noon for lunch, 2 p.m., and 4 p.m. So if I challenge myself to fill three of those five slots every day, that’s 60 potential client meetings per month, 18 proposals, and six sales. If my sales goal was $200,000, then each sale needed to be at least 34,000, which is the 200,000 divided by six. If I’m able to make four appointments per day, that’s 80 calls, 24 proposals, and eight sales with the same average sale. I make 272,000. If I adopt only two calls per day, that’s 40 calls a month, 12 proposals, and four sales. That’s 136,000. I missed my sales goal by 32%.

Bill McDermott: [00:42:29] The combination of a mindset of helping people buy combined with a high-activity 10-3-1 process puts you well on your way to being a top salesperson in your organization.

Bill McDermott: [00:42:43] If you want to keep up with the latest in pro-business news, follow us on LinkedIn and Instagram at The Profitability Coach. If you want to listen to past or future Profit Sense episodes, you can find us on profitsenseradio.com.

Bill McDermott: [00:42:57] This is Profit Sense with Bill McDermott signing off. Make it a great day.

 

 

Tagged With: Barry Adams, Bill McDermott, commercial awnings, Marika Ponton, Office Angels, Peachtree Awnings, ProfitSense with Bill McDermott, small business, The Profitability Coach, virtual admin, virtual services

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