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Transforming Communication in the Workplace, with Cooper Camak, Speaking Up Your Game

May 9, 2024 by John Ray

Cooper Camak, Speaking Up Your Game
North Fulton Business Radio
Transforming Communication in the Workplace, with Cooper Camak, Speaking Up Your Game
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Cooper Camak, Speaking Up Your Game

Transforming Communication in the Workplace, with Cooper Camak, Speaking Up Your Game (North Fulton Business Radio, Episode 769)

On this episode of North Fulton Business Radio, John Ray interviews Cooper Camak from Speaking Up Your Game, dedicated to enhancing workplace communication through coaching and consulting. Cooper emphasizes helping individuals overcome nervousness and improve their abilities to convey ideas clearly and confidently, aiming at those looking to ascend in their careers and those struggling with effective communication. Sharing his journey from a struggling analyst to a communication coach, he highlights the importance of relevant, clear, and well-delivered content. Cooper also addresses overcoming nerves and the misconception about others’ perceptions as major hurdles in public speaking. The episode covers success stories, including the transformation of careers through improved communication skills and effective pitching strategies for businesses. Cooper details his company’s offerings, from one-to-one coaching to corporate workshops and an online course, emphasizing the power of personal and professional growth through better communication.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Cooper Camak, Speaking Up Your Game

Cooper Camak, Speaking Up Your Game
Cooper Camak, Speaking Up Your Game

Cooper has coached over 180 people since starting public speaking coaching in 2018.  He consistently has resounding reviews for his approach.  His clients work at companies such as The Home Depot, Visa, Deloitte, Wayfair and the US Department of Defense.

Cooper has been speaking, communicating and emceeing since 2002 in business, civic settings and within faith-based organizations.  He spent five years training and deepening his speaking abilities as a member of Toastmasters International and continues to research and study what makes great public speakers.

In his previous roles, Cooper has worked for Coca-Cola and more recently for biotech company Amyris, Inc. in various capacities, including Director, Ecommerce Analytics, which required him to give regular business presentations to various audiences, including executives and the C-suite.

Website | LinkedIn | Instagram | Facebook | X (Twitter)

Topics Discussed in this Episode

00:00 Welcome to North Fulton Business Radio
01:16 Introducing Cooper Camak and Speaking Up Your Game
02:43 The Journey to Speaking Up Your Game
05:14 Overcoming Nervousness and Enhancing Workplace Communication
24:17 Success Stories and Transformative Coaching
29:46 Closing Thoughts

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant BankRenasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $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.

Casa Nuova Italian RestaurantCasa Nuova is a proud family-owned and operated restaurant, serving classic, authentic and traditional Italian cuisine and top tier hospitality since 1998.

Casa Nuova is a cook-to-order kitchen, serving traditional fare including pasta, chicken, seafood, veal, vegetarian and gluten-free options, plus daily specials. They are a farm-to-table establishment, meaning that in the summertime, they cultivate their own vegetables in their garden, steps away from the restaurant, including tomatoes, corn, peppers, zucchini, sunflowers and more!

Celebrating more than 25 years, Casa Nuova has become a true staple in the Alpharetta area, serving more than three generations of families, including friends old and new, visiting near and far from all over the metro Atlanta area and beyond.

Website | LinkedIn | Facebook | Instagram

About North Fulton Business Radio and host John Ray

With over 760 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors
John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors

John Ray is the host of North Fulton Business Radio. The show is recorded 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, and many others.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John Ray, The Generosity MindsetJohn Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Tagged With: communication coach, Communication skills, Cooper Camak, improve communication skills, John Ray, North Fulton Business Radio, public speaking, Speaking Up Your Game, workplace communication

How To Be a Great Podcast Guest, with David Doerrier, Present Your Way To Success

July 14, 2023 by John Ray

Podcast Guest
North Fulton Studio
How To Be a Great Podcast Guest, with David Doerrier, Present Your Way To Success
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Podcast Guest

How To Be a Great Podcast Guest, with David Doerrier, Present Your Way To Success

John Ray [00:00:00] I want you to give some specific advice, people that are on a podcast and how to best showcase themselves as a guest on a podcast.

David Doerrier[00:00:12] Well, number one is what I feel, and it’s also the same that I also encourage people when they create a presentation. It’s not about me. It’s about what is it that I can bring to my audience?

What benefit do I, can I bring to my audience? What can my audience learn from my past mistakes or my, my career. It’s not about me. It’s about what I can do for others.

Listen to David’s full North Fulton Business Radio interview here. 


The “One Minute Interview” series is produced by John Ray and in 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: David Doerrier, North Fulton Business Radio, One Minute Interview, podcast guests, Present Your Way To Success, presenter skills, public speaking

Lauren Marlow, Speechworks

March 14, 2022 by John Ray

Speechworks
Family Business Radio
Lauren Marlow, Speechworks
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Speechworks

Lauren Marlow, Speechworks (Family Business Radio, Episode 30)

Lauren Marlow, CEO of Speechworks, was Anthony Chen’s guest on this episode of Family Business Radio. As the social aspects of her work as an attorney withered during the pandemic, she realized she was ready for a change, and leaped at the opportunity to join Speechworks. Lauren discussed honoring one’s priorities, how Speechworks helps people develop the skills and ability to connect with an audience, the Persuasive Speaker’s Program, and much more.

In Anthony’s closing comments, he reflected on clarifying the quality of life you desire and planning for those choices. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Speechworks

Speechworks is a communications skills coaching firm.

Since 1986, Speechworks has helped countless professionals become better communicators and presenters through tried-and-true methods designed to help clients learn to:

● Organize simple, persuasive messages – delivering in formal presentations or impromptu situations when there is little to no time to prepare;

● Deliver messages in a style that connects – emphasizing good eye contact and authentic vocal, physical, and facial energy; and

● Embrace Q&A – answering questions in a way that inspires confidence and boosts credibility.

The Speechworks Difference

SUPPORTIVE LEARNING ENVIRONMENT – Speaking in front of a group can be stressful. So, they limit our workshops to small groups of 5 or 6 participants per coach. They create a friendly, fun setting that helps put people at ease. A relaxed, low-pressure approach creates a learning environment that yields rapid results.

PRACTICAL COACHING – Speechworks coaches will make your experience outstanding. Having worked with business people in many industry areas, their coaches quickly understand and adapt to the needs of your business situation. Clients are not boxed into a one-size-fits-all solution.

IMMEDIATE IMPACT – They video record each participant multiple times in each workshop. You will see yourself the way your audience sees you!  By reviewing your own performance, receiving feedback and focusing on a few key improvement areas, you will return to work with new skills you can use immediately.

Company website | LinkedIn | Facebook

Lauren Marlow, CEO, Speechworks

Lauren Marlow, CEO, Speechworks

Lauren is a dedicated coach and advisor for Speechworks’ clients, helping them to craft concise and persuasive messages, develop an engaging presentation style and cultivate an executive presence.

Lauren draws on her 15 years experience as a practicing business attorney to help clients refine their communication skills and content for a variety of scenarios, including condensing complicated information into simple and digestible talking points, presenting to boards, running meetings, making a pitch and handling impromptu speaking requests when there is little to no time to prepare.

Lauren is a Georgia native, but she lived in Boston, Germany, and Colorado before returning to Atlanta in 2010. Lauren spends her free time with her family, pottery throwing, studying philosophy, and exploring local museums and festivals. She is also a “people person”, loves adventure, and embraces diverse cultures, foods, music, and customs with an open heart and mind.

LinkedIn

Anthony Chen, Host of Family Business Radio

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

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

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

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

Tagged With: Anthony Chen, Family Business Radio, Lauren Marlow, Lighthouse Financial Network, public speaking, quality of life, Speechworks

Lois Banta, Speaking Consulting Network

August 13, 2021 by John Ray

Speaking Consulting Network
Dental Business Radio
Lois Banta, Speaking Consulting Network
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Speaking Consulting Network

Lois Banta, Speaking Consulting Network (Dental Business Radio, Episode 23)

On this episode, host Patrick O’Rourke is joined by Lois Banta, CEO of Speaking Consulting Network. Lois shared the unique model of SCN that helps members learn to speak publicly and help other dental professionals.  She and Patrick also discussed dental best practices in billing and much more. Dental Business Radio is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Speaking Consulting Network

SCN (The Speaking Consulting Network) is the number one “learning lab” for speakers, consultants and writers who wish to enhance their own business and the business of the clients they serve.

Together through shared knowledge, a kindred spirit of helping others be the best they can e, and a passion for excellence in healthcare, SCN is reshaping the speaking, consulting and writing industry.

Company website | Facebook

Lois Banta, Owner and CEO, The Speaking Consulting Network

Speaking Consulting Network
Lois Banta, Owner and CEO, Speaking Consulting Network

Lois Banta is COO of eAssist Dental Billing. Lois has over 45 years of dental experience and speaks nationally and internationally. She is the owner and CEO of The Speaking Consulting Network and a member of The Academy of Dental Management Consultants (ADMC), The American Academy of Dental Office Managers (AADOM) and The American Academy of Dental Practice (AADP).

She received the prestigious Lifetime Achievement Award at the 2016 AADOM conference and was listed as one of the Top 25 Women in Dentistry. In 2021, Lois also received the prestigious Gordon J. Christensen Lecturer Recognition award, presented at the annual Chicago Dental Society 2021 Conference.

LinkedIn

About Dental Business Radio

Patrick O'Rourke
Patrick O’Rourke, Host of “Dental Business Radio”

Dental Business Radio covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. Dental Business Radio is underwritten and presented by Practice Quotient and produced by the North Fulton studio of Business RadioX®. The show can be found on all the major podcast apps and a complete show archive is here.

 

Practice Quotient

Dental Business Radio is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient

Website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:03] Live from the Business RadioX Studio in Atlanta, it’s time for Dental Business Radio. Brought to you by Practice Quotient. Practice Quotient bridges the gap between the provider and payer communities. Now, here’s your host, Patrick O’Rourke.

Patrick O’Rourke: [00:00:18] Hi there, fiends of the dental business community. This is your host, Patrick O’Rourke, on today’s edition of Dental Business Radio. First of all, I’d like to give a shoutout to our sponsor, Practice Quotient, PPO analysis and negotiation. If you’re a top tier provider – that means dentists, oral surgeon, periodontist, endodontist, et cetera – and you don’t feel that you are being paid or compensated adequately or fairly per your top tier status by your contractual labels on your fee schedules – i.e. insurance companies that are your business partners – then you should call the fine folks at Practice Quotient. Headquartered in Atlanta, Georgia, national clients from Anchorage, to L.A., to Miami, to New York.

Patrick O’Rourke: [00:01:04] Also, they have an article right now. If you contact them and ask for it and mention Dental Business Radio, they will give you top ten things to think about or top ten tips to know prior to negotiating your PPOs. Just mention Dental Business Radio Top Ten Tips. All right. So, with that, thank you to our sponsor. I’d also like to give a big thanks to our guest who came in all the way from Kansas City, Lois Banta. How are you, Lois?

Lois Banta: [00:01:36] I’m great. I couldn’t be happier to be here.

Patrick O’Rourke: [00:01:39] All right. Well, we’re thrilled to have you here. And, really, just kind of a continuation of our conversation that we were doing before. Also, with us as always, is the monsignor, John Ray, ESQ., first of his name, last of his kind. So, he’ll be here as well, although he doesn’t say much. He’s over there chewing some tobacco right now. So, we’ll let him be as long as the soundboard is working. So, welcome to Atlanta. I know that you were here recently.

Lois Banta: [00:02:10] I was. I was here recently to have our 25th Anniversary for our Speaking Consulting Network Conference at Chateau Elan. It was great.

Patrick O’Rourke: [00:02:18] Chateau Elan is a very fine property. So, fun fact on a personal level, that is where I proposed to my wife.

Lois Banta: [00:02:25] Nice. Yeah. We love that property. It’s my third visit to Chateau Elan.

Patrick O’Rourke: [00:02:30] Really? Yeah. So, shoutout to Chateau Elan and Braselton. Braselton? Braselton?

Lois Banta: [00:02:34] I called it Braselton.

Patrick O’Rourke: [00:02:38] All right. Neither one of us were actually born Georgia.

Lois Banta: [00:02:40] Tomato. Tomato.

Patrick O’Rourke: [00:02:40] Yeah. Well, we got the Chateau part down, so that’s what’s important. So, you were over there, 25th Anniversary of The Speaking Consulting Network. So, tell me, I’m very interested in The Speaking Consulting Network. So, describe the genesis or the origin of the organization and how it’s evolved.

Lois Banta: [00:03:03] So, The Speaking Consulting Network was founded by an international consultant speaker, Linda Miles, back in 1996. And she was being approached by several people in the industry to teach them what she knows about the profession of speaking, consulting, and writing. And she thought, “Hey, I think that might be a company.” So, the first meeting she had, I believe, was in Florida, she had 11 people. And I joined that organization one year later after its inception, and there were 14 of us. And, now, we have members upwards of 500, which we’ve grown organically and very slowly.

Lois Banta: [00:03:46] So, the essence of The Speaking Consulting Network is, it’s an organization, a network of entrepreneurs that are either beginning, fine tuning, or changing their ownership of their business. They’re an entrepreneur in the speaking, consulting, and/or writing world. So, The Speaking Consulting Network, when I joined, I was still working fulltime in a dental practice. But I had the thought that I wanted to teach people what I know. And my boss’s dental buddies were having me in their offices to teach their teams how to get the results I was getting, so that, “I think that’s a company.” So, I joined the organization. Two years later, I quit my job and jumped fulltime into speaking, consulting, and writing.

Lois Banta: [00:04:31] In 2010, Linda Miles was slowing down and she decided she wanted to semi- retire. So, I bought the Speaking Consulting Network in 2010. And so, now, we’ve grown the organization to be more about keeping that network of colleagues and entrepreneurs checked in for the entire year. So, we organized a New Member Day where you can come in and learn the trade secrets that I have established over my career. And then, we have two additional days of general session. We have guest speakers outside the dental industry.

Lois Banta: [00:05:07] Speaking Consulting Network was formed in dental, but it doesn’t limit itself to the dental industry. It’s entrepreneurs who are growing a successful business. It started in dentistry because that’s where Linda Miles was. And that’s where most of us land, is in the world of dentistry. From there, we grew it to a monthly live mastermind type session where we have a think tank for an hour, and it’s our members sharing information about how to grow their successful business every single month.

Lois Banta: [00:05:35] And then, three – four years ago now, we started SCN Unplugged at the request of our members, some place midyear that we could get together and really share ideas of how we could grow or maintain our successful businesses. So, we call it SCN Unplugged, and that’s in Napa Valley.

Patrick O’Rourke: [00:05:54] Really? Is there acoustic guitars?

Lois Banta: [00:05:57] No, but that’s a great idea. We did have a great band at our 25th Anniversary. It was rocking.

Patrick O’Rourke: [00:06:02] Yeah. And did you do any singing there?

Lois Banta: [00:06:06] I did do a little singing. I just knew you were going to ask me that. Yes, two of my consulting colleagues and I rewrote the lyrics to Mamma Mia! and we performed a little ditty on surviving COVID in the consulting, speaking, and writing profession.

Patrick O’Rourke: [00:06:23] Is that right?

Lois Banta: [00:06:25] Yeah.

Patrick O’Rourke: [00:06:25] So, John Ray has never heard of Mamma Mia! Except for the pizza joint that’s outside Lithonia. Could you give him a little sample?

Lois Banta: [00:06:34] Oh, you’re terrible. You’re just rotten, rotten to the core. Let’s see.

Patrick O’Rourke: [00:06:38] You can do it. You’re a superstar.

Lois Banta: [00:06:40] I have to remember it because, you know, the lyrics were on a little TV. So, let’s see. SCN, here we go again. My, my, oh, how much we’ve missed you. SCN here we go again. My, my, how can we resist you? Back when the COVID started, we were all broken hearted. SCN, here we go again.

Patrick O’Rourke: [00:07:07] I love it.

Lois Banta: [00:07:08] There you go.

Patrick O’Rourke: [00:07:09] Nice job.

Lois Banta: [00:07:11] Now, everybody knows I’m a singer. Thanks a lot.

Patrick O’Rourke: [00:07:12] All right. Well, now, you have a new career niche. It’s all about options. Look at John Ray, he has a little tear in his eye.

Lois Banta: [00:07:19] Yeah. If this is a consulting thing doesn’t work out, yeah.

Patrick O’Rourke: [00:07:22] Well, the thing about consultants is that, you know, some people think that they want help, but then they really don’t. And then, they don’t do it, they blame you. Singing or performing, like, if I had my druthers, if I had any talent at all, that’s probably the direction I’d go. The only thing I’m good at is what I do, that’s what I tell people all the time. But I thought I was going to play the guitar as well and I was going to be a rock star. But I don’t have any talent like you. Not like that.

Lois Banta: [00:07:53] There’s that.

Patrick O’Rourke: [00:07:54] Yeah. It turns out you need that.

Lois Banta: [00:07:55] You kind of do. Yeah.

Patrick O’Rourke: [00:07:56] Yeah. Or you need to be, like, really well-connected or super attractive, neither of which I don’t check those boxes.

Lois Banta: [00:08:02] Well, that singing thing has really worked out for me as a speaker because I’ve never lost my voice. I’m a trained singer. So, you use those techniques to be able to keep your energy up and not lose your voice.

Patrick O’Rourke: [00:08:14] That’s interesting. And especially, like, flying around because you’re going all over the place.

Lois Banta: [00:08:19] All over. And as far away as Indonesia and Australia.

Patrick O’Rourke: [00:08:22] Wow. God bless you. I’ve never been over there. One of the things that’s kind of perked my interest is, I talk about my stuff, which I can talk about at any point in time and it still puzzles my wife. She’s like, “People pay you thousands of dollars to get up and talk about that insurance stuff?” And I’m like, “Yeah.” And she’s like, “Here’s ten bucks, would you shut up, please?” But I don’t know how it started. I just like to educate and help people.

Lois Banta: [00:08:53] And there’s not too many folks out there who know what they’re talking about in this particular topic. And I found other thought leaders, not named Lois, but other ones that claim to be very knowledgeable about my subject. And I’m like, “Nah. That’s not exactly -” what’s a polite word? Shenanigans? Let’s just say that’s not 100 percent accurate. And so, I like to help educate my topic of insurance, especially to the people that are comp docs and practice managers. Let’s just say that their attention span is limited. I’m always impressed that, you know, a hundred people show up to listen.

Lois Banta: [00:09:36] Now, I try to make it as entertaining and I use as many analogies as possible. But explaining PPOs, EPOs, and the credentialing process to folks, sometimes I feel like I’m up there and, “Did I slip into Portuguese in midsentence? Why are your eyes all glazed over?” And so, how the folks find me though for it, I have no idea. I’ve never promoted it. It’s not really a profit vehicle. I just do it. I guess, call it, education is part of the mission of Practice Quotient. And so, I feel like we’re in the good guy business if we just go help people understand the environment. You don’t have to hire us, but understand –

Lois Banta: [00:10:19] Knowledge is a powerful tool.

Patrick O’Rourke: [00:10:20] Right. And so, that’s what we do. So, I was fascinated with the idea that there’s actually some speakers that get together and then they know a lot more than I do. And so, I was like, “That sounds good.” And I told John Ray to get us over there to Chateau Elan, and he’s sleeping as usual. I don’t know what he was doing that day. He’s probably at the dog track or something, but we could have play golf, got a massage, or Chateau Elan. John Ray, monsignor, I love him. I do sometimes.

Patrick O’Rourke: [00:10:51] So, at any rate, that’s what really kind of piqued my interest. And then, we have a mutual friend in common, Teresa Duncan. Shoutout to Teresa Duncan, you know, we got love for you.

Lois Banta: [00:11:00] Tons of love for Teresa Duncan. I love her.

Patrick O’Rourke: [00:11:02] And she’s like, “You got to talk to Lois.” And I said, “Okay. Well, we’ll bring her on the show.” Lois probably doesn’t know much about me and I don’t know much about her, and that’s okay. We have Speaking Consulting Network, when you think about it and it makes you smile – I’ll appropriate something you told me earlier – what are the three things that make you happiest about Speaking Consulting Network?

Lois Banta: [00:11:30] Oh, only three. Okay.

Patrick O’Rourke: [00:11:32] You can name more if you want.

Lois Banta: [00:11:33] Speaking Consulting Network, it’s the organization that prevented my profession from being a lonely profession. So, you make a lot of friends that are out there doing the same thing that you’re doing. We share a lot of ideas. I refer business to my SCN colleagues because I don’t want to be the expert in all areas. And so, Speaking Consulting Network is where I learned that it doesn’t have to be a lonely business and you can be around really smart people that know the things that you know and that know things that you don’t know that I can then refer to. So, I love the organization. We check the ego at the door.

Lois Banta: [00:12:12] So, there’s not another organization like it in the industry that I’m aware of, where, you can go, you can share ideas with each other, and nobody’s going to take your idea and say it was their own idea. We always give credit to everyone else. We’ve launched so many careers at the Speaking Consulting Network. We have meeting planners that come looking to hire speakers.

Lois Banta: [00:12:36] Consulting organizations, if you don’t want to be the lonely single entrepreneur out there, we have consulting organizations looking to hire consultants for their companies. We have dental journals from all across the United States, and Canada, and Australia looking to hire authors for the articles. We have podcasters looking to interview or be interviewed. So, it’s become an organization of like-minded professionals that want to grow or start their own speaking consulting business.

Patrick O’Rourke: [00:13:08] So, I love it.

Lois Banta: [00:13:12] We’re not for everybody, by the way.

Patrick O’Rourke: [00:13:14] Oh, nothing is, right?

Lois Banta: [00:13:15] Some people come once and don’t come back because they want to make it all about them, and SCN isn’t that. SCN is truly a networking organization where it’s all about each other.

Patrick O’Rourke: [00:13:27] Right. So, that sounds very awesome and welcoming for me, personally, because it is lonely when you’re an entrepreneur and you’re the one who’s making all the decisions. Everything run to you. You’re the butcher. You’re the baker. You’re the candlestick maker. You’re the H.R. person. You’re the website guy. Everything has to be decided. And all of that gets tiring after a while. And so, it’s nice to go into a situation where there’s no pressure on you and you’re actually able to learn from other folks. And it sounds like these consultants are all experts in their own realm, so an image expert or –

Lois Banta: [00:14:07] Janice Hurley, image expert. Judy Kay Mausolf, expert on culture and helping teams and dental practices get along so that they can get out of their own way and grow a successful business. Dr. Roy Shelburne, who is a colleague of both mine and Teresa, who talks about how to not make the mistakes in documentation and narratives that send you to jail.

Patrick O’Rourke: [00:14:29] I’ve heard you say that before.

Lois Banta: [00:14:29] So, we have a wide array of so many experts in the industry. Inspired hygiene, Rachel Wall. She built a successful hygiene consulting business. Hygiene is not in my wheelhouse. So, when I know someone who needs coaching in that arena, I call Rachel.

Patrick O’Rourke: [00:14:47] So, I think that’s a genius because that’s where I also struggle. And one of the reasons with this show, when I have these conversations, I was explaining to you earlier, like, I have these conversations with folks all the time because people ask me how. Like, “Listen. I’ve never ran a dental practice.” “Like, this needs to happen.” I’m like, “Listen, you just made $100,000, don’t go buy a boat. Invest the money back into your practice.” And they’re like, “How do I do that?” I’m like, “I have no idea.” I’ve never ran a dental practice.

Patrick O’Rourke: [00:15:14] But, usually, I would send them back to the person that referred them to me, but I would get questions. Like, “I don’t know anything about hygiene.” And like, “Well, what’s a good hygiene consultant.” I have no idea. And so, to have a place that are professionals, that are all in the good guy business – that’s kind of a thing of mine. I know it sounds a little corny, but it’s what I believe – that are trying to help people and also help each other. And I don’t have to be an expert in hygiene, I just need to know who the expert is.

Lois Banta: [00:15:49] Right. Exactly. And I think that what SCN has done for the consulting profession is, we haven’t made it all about being a “consultant”. We’ve made it about really helping the dental profession improve their bottom line, improve their wellbeing. And we know people who can help them with that in addition to who they’ve hired.

Patrick O’Rourke: [00:16:09] I love it. I do. And then, Janice, is she an expert on cone beams and panoramic X-rays?

Lois Banta: [00:16:21] No. Janice is an image expert on how you present yourself – whether it’s your professional appearance, whether it’s your Zoom broadcast – to make sure that you can impact in the most professional way. She’ll go into offices. I’ve had her go into offices and completely make over, so to speak, a whole entire team. And their productivity went up and tripled because of the perception. Image is all about perception, how someone perceives you to be an expert. If you’re going to show up in torn up jeans and a ponytail, you’re probably not going to be taken very seriously if you’re in the profession of building a business. So, she teaches people how to get out of their own way in that respect.

Lois Banta: [00:16:59] I’ve worked with her myself. Now, I love that professional appearance. But there were things, I’m four-foot-nine-and-a-quarter on a good day with high hair and shoes, so I have to choose my wardrobe a little more carefully than someone who’s tall because it can make me look shorter, or smaller, or bigger, or wider, or whatever. She teaches how to appreciate your own persona and make the best out of that. She doesn’t change you. She just teaches you how to be a better you, basically.

Patrick O’Rourke: [00:17:29] I love it. And so, if we brought her on the show, do you think that she could help John Ray or see a total lost cause?

Lois Banta: [00:17:37] I think John’s a total package.

Patrick O’Rourke: [00:17:39] I think that she’s going to have to. That’s very kind of you to say. I think that she is going to have to bring a whole lot of miracles with her.

Lois Banta: [00:17:48] I think she’d really like your jacket and your shirt with the cufflinks and the initials. She’d be very impressed with that.

Patrick O’Rourke: [00:17:55] Oh, well, thank you. Thank you, Janice. And it’s Janice that’s not here. We’ll just pretend that you’re here. But we said your name enough that I bet you’re going to listen to the show. So, I’m sure I’ll meet one day soon.

Lois Banta: [00:18:07] I’m going to have her listen to that show. And most importantly, I respect her. She’s a good person. She’s got great ethics and great integrity.

Patrick O’Rourke: [00:18:17] I like that. And so, not panoramic X-rays, but definitely image. And that’s interesting. I actually would like to speak with her. So, listeners, stay tuned. Maybe she will grace us with her presence, perhaps with a kind introduction if we don’t make Lois too mad today, which I don’t think we’ve done yet.

Lois Banta: [00:18:36] Not yet.

Patrick O’Rourke: [00:18:36] No. Well, it’s not really our goal.

Lois Banta: [00:18:38] Well, you did make me sing.

Patrick O’Rourke: [00:18:40] Yeah. You enjoyed it. I saw it. Your eyes were dancing. You loved it. So, those are the things that make you happy. What do you see as challenges with speaking, consulting? In fact, I’m going to share with you something that I have heard that troubles me a little bit. I mean, again, speaking is not my main thing, but it makes me a little sad is, you know, folks are saying conferences are just going away. And I’m like, “Really?”

Lois Banta: [00:19:15] No, they’re not.

Patrick O’Rourke: [00:19:16] I’m not sure I buy that. Like, what’s the deal? Why do people say that?

Lois Banta: [00:19:19] People say that because it’s the popular thing to say right now, that’s my opinion. They also said, you know, the private practice is going away. No, it’s not. It’s never going to go away because there’s the human element. So, speaking live, in-person speaking events are not going to go away because the humans want to see humans speaking.

Lois Banta: [00:19:39] Now, is video conferencing going to increase? Of course, because it’s the nature of the beast. But live presentations, that’s where people get their learning on, in my opinion. I’ve had my second one since COVID, live conference, sold out, completely packed, so happy to be there hearing live humans.

Patrick O’Rourke: [00:19:59] It was nice. I went to the Georgia Dental Association a couple of weeks ago, and just to get out and see people again and see some folks I haven’t seen in over a year or longer, it was really, really nice the human contact. Zoom and go to meeting is better than a phone call, because you can sort of read body language.

Lois Banta: [00:20:24] That’s why I flew here. You know, I want a live interaction. I don’t want to –

Patrick O’Rourke: [00:20:28] It’s much better, isn’t it?

Lois Banta: [00:20:29] It’s so much better and so much more impactful.

Patrick O’Rourke: [00:20:33] And so, also, all potential guests that come in, Lois has set the standard of no more are we doing Zoom. Do you want to talk on Dental Business Radio, you’ve got to go through John Ray, number one, and Mildred. But you’ve got to fly in because I also enjoy this. I get more out of it, I think the guests get more out of it. And I think the show –

Lois Banta: [00:20:53] Absolutely. And it’s a great studio.

Patrick O’Rourke: [00:20:55] It is. It’s a very nice studio. Thank you very much Renasant Bank for letting us in here, and John Ray, even though they have not given me any money even if I walk through the hall several times. And they’re like, “You got to sign this.” I don’t want to sign anything.

Lois Banta: [00:21:07] You got a good smile, so there you go.

Patrick O’Rourke: [00:21:09] Oh, thank you for saying that. Sometimes I feel like I need more work because my clients are all dentists, they’re always looking at my teeth. And I’m like, “Eyes up, buddy. Eyes up.”

Lois Banta: [00:21:18] My eyes are up here.

Patrick O’Rourke: [00:21:19] Yeah. “I’m not a piece of meat. Come on, man.” So, you don’t see that as a challenge. I think that I tend to agree with you. Also, the other boogeyman that’s been around for a while, “All is good. Corporate dentistry, blah, blah, blah.” I’m like, “Listen, all right, is it there? Has it been there?” “Yeah. It has been.” “Is it going to take over the world?” “Probably not.” So, it doesn’t really matter because you can’t do anything about it anyway business owner to business owner. Just do you. Be the best you that you can be. Surround yourself with the best people.

Patrick O’Rourke: [00:21:58] So, like, I’m really good at what I do, but I’m not an attorney, so I have to have the best attorney. I have to have the best I.T. people. That’s who I hire. I don’t have to be the smartest person at everything. I just need to go find the smart people and put them all on my team.

Lois Banta: [00:22:15] That’s right. That’s exactly how I do business. I’m not a corporate consultant. I am a private dentist consultant. But I know a lot of smart people who consult in the corporate industry. “Great. Awesome. I’m going to send you there. I’m not going to go.”

Patrick O’Rourke: [00:22:30] All right. It’s interesting because a lot of DSOs they call, and – I don’t know – I think they’re not used to me. So, I’m not going to kiss your ass, number one. And, also, I explained, I said, “Listen. This isn’t cotton balls, so in bulk is not good actually for this. This is very difficult more projects. And we do have some corporate clients, but we have to have very, very long conversations because, you know, we’re going to be friends for a while. Hopefully, we’re friends forever.” But what we need to do is, we need to understand what are your objectives. Do you even know where you’re at right now?

Patrick O’Rourke: [00:23:08] By the way, some of this is in the Top Ten Tips, listeners, if you want to get it in writing and you’re driving right now. So, I share the knowledge with everybody. But if you don’t know where you’re at right now, then how do you know where you want to go? “I just want to make more money.” So, the larger you are, the more money that’s on the table. The stakes are higher. It’s not just short term money. We’re talking about long term money. And we’re going up against some folks that are very, very good at this game.

Patrick O’Rourke: [00:23:37] And they are ready. They have their own competitive intelligence units. They have, you know, their own training. They’re very focused on this. They have their own consultants, lawyers, and guys like me. Right? Guys like me. And they’re sitting over there. And what do they do all day long? They come up with ways to keep their cost of care down. What’s the cost of care? That’s the providers. This doesn’t make them bad people, by the way. So, I don’t bash the insurance companies like somebody, Jordan.

Lois Banta: [00:24:07] I know who Jordan is.

Patrick O’Rourke: [00:24:10] Yeah. I like Jordan. I got a huge kick out of him personally and he makes me laugh. And I met him at Christine Taxin’s event, so I digress. Where am I going with this? Insurance companies have folks like me that are dedicated to bringing their cost of care down because that’s their number one expense. When I’m looking at a room full of docs, I go, “Hey, guys. How focused are you on whatever you’re paying to your dental supplies?” Henry Schein and Patterson, whatever, doesn’t matter to me, those are the big names. And they’re like, “Oh, we’re focused. We’ve gone from eight percent to seven percent.” I’m like, “Oh, is that good?” Seven percent sounds good. I don’t know. John Ray, does that sound good? John Ray is like, I can’t count that high. Don’t take off your shoes, man. Come on.

Patrick O’Rourke: [00:25:05] Anyway, so I’m like, “Seven percent. All right. Seven percent, that sounds good, I guess.” Is that good? I don’t know. “Now, everybody close your eyes for a second,” is what I tell them. And I go, “Now, imagine that instead of seven percent of your business, it was 75 percent. Seventy five percent of every dollar you ever took in was paid out to your dental supply company. How focused would you be now?” And then, there’s a little grrr in there, laser focused, laser focused. I’m like, “That’s you to the insurance industry.

Patrick O’Rourke: [00:25:41] And, now, imagine your Fortune 100 company or Fortune 500 company and you have an army of folks like me in resources to throw at this. That’s what you’re up against. So, the bigger you are and then the faster you’re growing, also, people don’t understand is that credentialing is a huge mess, right?

Lois Banta: [00:26:00] It is a big mess. And so, it’s misguided, misunderstood, misinformation, which is putting them in legal concerns, in my opinion.

Patrick O’Rourke: [00:26:12] I could not agree with you more. We could do a whole show on credentialling, but then I would want to jump off a bridge. Credentialling is awful. We don’t do credentialling, like, just so you know. We manage it. We try to help. But these are legal documents. These are contracts. You guys need to be aware of what’s in them.

Lois Banta: [00:26:28] And there really isn’t any legal way to skirt around it.

Patrick O’Rourke: [00:26:31] No. No.

Lois Banta: [00:26:32] There’s not.

Patrick O’Rourke: [00:26:34] There’s not. I get the questions all the time. And that’s a whole another show.

Lois Banta: [00:26:37] I just did an interview last week. And it’s like, you know, you can ask me that question 1,200 different ways, I’m going to give you the same exact answer.

Patrick O’Rourke: [00:26:45] Which question was it?

Lois Banta: [00:26:46] Can I just say that this dentist is working temporarily and then it could be like a locum tenens dentist? It’s like, “No.”

Patrick O’Rourke: [00:26:57] I get that question every day.

Lois Banta: [00:26:59] No. No. The locum tenens dentists, they have to be credentialed. Everybody that is in a network has to be legally credentialed. Please stop asking me that question. So, yeah, it drives me crazy. Credentialling is –

Patrick O’Rourke: [00:27:11] Peas in a pod.

Lois Banta: [00:27:13] Yeah.

Patrick O’Rourke: [00:27:15] But what’s never been associated with the word quick is now an absurdly and comical, abysmally, bad issue because it’s COVID. Everybody’s backed up. There’s nothing you can do. Back in the old days, I could walk down the hall and take the file, and take it from one desk and go do that one next. Nowadays, across the halls, across the sea, or across the ocean. And they’re not immune to COVID, by the way. And this has all been backed up and then they have to verify your credentials. So, they’re calling Ohio State or JRU or whoever. And guess what? There’s nobody there. And so, this is all gotten backed up and backed up.

Patrick O’Rourke: [00:27:55] And, now, there’s consolidation. And it’s not a good idea, in my professional opinion, you can’t say on one hand, “Hey, buddy. I really need high fees. Like, really, I need the credentialling and fast. Do me a favor, come on, Lois. Lois at the insurance company, get this done real fast. I love you so much. I’ll send you a Christmas card. Come on, please.” And then, right on the other hand, you go, “Hey, buddy. These fees are terrible. We’re not taking this crap.” It doesn’t make sense.

Lois Banta: [00:28:29] No. You know, I want good things for the dental profession. I want people to play nice in the sandbox. But I also am dedicated to making sure they don’t make the mistakes. That they’ve got to do it legally.

Patrick O’Rourke: [00:28:43] Right. Compliance.

Lois Banta: [00:28:43] There’s no easy way to do the right thing.

Patrick O’Rourke: [00:28:48] Right. And an ounce of legal prevention is worth a pound of legal cure.

Lois Banta: [00:28:53] Absolutely.

Patrick O’Rourke: [00:28:54] And so, it’s not worth the risk, in my opinion.

Lois Banta: [00:28:57] It’s not worth the risk. Nope.

Patrick O’Rourke: [00:28:58] Because that’s my background is risk management.

Lois Banta: [00:29:02] Is not worth the risk. And no good professional would ever advise a dentist otherwise.

Patrick O’Rourke: [00:29:10] Right. There’s some that they’re like, “Well, I’ve heard lots of people say that.” And I’m like, “Who told you that?” And they’re like, “I read it on Facebook.”

Lois Banta: [00:29:21] It was on Facebook, it must be true.

Patrick O’Rourke: [00:29:23] Well, what other news do you get off of Facebook? Is that the gospel? I don’t understand. And so, I just recently got on Facebook because the marketing people said I needed to. And every now and then I get on and I try to answer some questions for folks. But I feel like I lose three hours of my life every time I do that.

Lois Banta: [00:29:42] And you open up to perception. Perception drives truth until you prove otherwise. And I’ve taught that in my business forever, it’s like, you can’t write your company. You can’t grow your company based on someone’s perception. You just have to do the right thing, do your research, and make it legal.

Patrick O’Rourke: [00:30:00] All right. Amen. What other challenges do you see as an industry? So, if we’re looking at the dental industry.

Lois Banta: [00:30:07] Well, if I’m looking at the industry from a speaker’s point of view, speakers are severely undercompensated in dentistry. They bring a lot of knowledge to the table. And COVID has really affected that greatly in the honorariums being lowered and travel costs not being reimbursed. So, for a speaker, I see that in our industry that the profession has been affected financially. As far as in consulting, what I find the biggest challenge in consulting is the dental practices wanting to improve, having no idea how to run a business. Because when they went to dental school, they learned how to be a dentist. They didn’t learn how to run a business.

Lois Banta: [00:30:51] And so, in the consulting profession, simple things that can be identified to help them go in the right direction very quickly versus take 12 courses and learn how to improve your bottom line. If you don’t get to the nitty gritty in the dirt very quickly, you’re going to lose the dentist and their interest. So, that’s my opinion. So, when I speak and how that leads to consulting is, I point out small things that make a huge difference. An open hour on the schedule can translate to thousands of dollars in lost productivity. So, if you have nothing else but less than one opening per day, you’re going to increase your production by about $45,000.

Lois Banta: [00:31:36] Those are the kinds of things that, when you can cut to the chase and make your point known very quickly and you can impact their bottom line, improve it, that’s what’s going to make a good consultant. So, what’s suffering in consulting in our industry is that the knowledge base might not be there to be able to help them improve the bottom line. Just because you’re paying $80,000 for someone to show up on a conference call once a month and visit you twice a year, if you don’t have action and plans behind that expertise, you’re going to lose the client. So, you’ve got to make sure you can back up what you’re teaching.

Patrick O’Rourke: [00:32:10] Amen. I like that. So, the insurance companies call us the consultants. And I’m like, “We’re not consultants, guys.” So, the dental practice management consultants, we are not that. Like, we stay in our lane.

Patrick O’Rourke: [00:32:24] I see two things happening right now that I’d like to get your thoughts on. Number one, I see organizations and/or consultants or firms where they want to be all things to all people. And so, I’m like, I’m really good at my one thing. I do not know anything about treatment plan. What you just said about the schedule, I would have never had known that, nor am I ever going to point that out to somebody again in the future, because I don’t have any experience. I’d be like, “Well, Lois Banta told me that.” That’s the only backup I’ve got. And that’s good backup, don’t get me wrong. But that’s not my wheelhouse, so I stay in my swim lane.

Patrick O’Rourke: [00:33:03] But I see some other businesses and there’s a lot of them, especially kind of more almost fly by night so they just feel like everybody’s jumping out of the bushes and they’re like, “We’re building verification plus PPO negotiation and consultants, practice management, consultant scheduling, hygiene, blah, blah, blah.” And I’m like, “How do you fit that all on a business card? And how do you possibly have all of that knowledge in your head?”

Lois Banta: [00:33:26] So, I’ve never – well. No. Wait. I correct myself. The first couple of years I owned my consulting company, I tried to be all things to all people. And I failed miserably because you can know a little bit about a lot of things and you’re not going to get very far. So, I quickly found my lane. And that’s what we teach at SCN, is, we teach people how to find their lane, stay in that lane, and then surround yourself with really smart people who have areas of expertise in what you are not an expert in. So, you’ll fail if you try to be all things to all people. It’s just never a good idea. It’s not a good business decision.

Patrick O’Rourke: [00:34:03] Amen. Amen. So, I’m glad you agree with that.

Lois Banta: [00:34:05] I do agree with it.

Patrick O’Rourke: [00:34:06] Because I would like to debate that with some of them. Perhaps we should get them on the show.

Lois Banta: [00:34:10] You know, I love the consulting firms that are formed where they have areas of expertise built within the design of that company. So, if your specialty is on communication, then that’s where we’re going to send you is on communication training. If your specialty is leadership, if your specialty is hygiene, if your specialty is clinical so you’re the dentist or the assistant, we’re going to send someone in that area of expertise to your office who can teach that one thing.

Patrick O’Rourke: [00:34:39] So, what’s communication? What does that mean? I mean, I know what communication is. What is a communication consultant?

Lois Banta: [00:34:47] So, for me, define for me – 90 percent of my business is communication. And it’s teaching people how to say things the right way. So, not asking yes/no questions, really diving into what the patient’s true interest in that dentistry, teaching them to want it before you tell them they need it. So, that’s all about communication. It’s about communicating with each other to make sure that the handoff from the clinical team to the administrative team is the right way so that the patient understands and wants that needed dentistry. So, communication, for me, in a nutshell, saying things the right way, how to say what you say. I have been building my brand on that.

Patrick O’Rourke: [00:35:31] That’s fascinating.

Lois Banta: [00:35:33] It’s don’t ask a yes or no question. If you ask me, “Do you want a glass of water?” And I might say, “No. I don’t really want to.” “Do you want to pay your bill today?” “No. I really don’t want to.” Do you want to go and make your next appointment?” “No. I really don’t want to.” Or, “Let’s go ahead and make your next appointment. Let me share with you the different financial options you have in our practice for payment. You can pay by this, this, and this.”

Lois Banta: [00:35:56] So, I say don’t ask yes or no questions. Always offer at least two solutions. So, you lead the people down the path to make the decision that’s going to be in their best interest, but they feel in control. The actual in control person is the person who’s offering the options. But the person who’s making the decision is going to feel like they’re in control because they get to choose one of those options. But you’re only going to offer the options that are in the best interest of that patient.

Patrick O’Rourke: [00:36:23] So, you’re like a Jedi.

Lois Banta: [00:36:24] I like to think I’m a Jedi. That’ll be great. Although, I’ve never seen Star Wars. But I could be a Jedi.

Patrick O’Rourke: [00:36:31] I like it. I do. I like to be a Jedi too. But I think you need a scholarship or something. I don’t know. So, the other thing that I’ve talked with Teresa Duncan, and with Hootan Shahidi, and with several other people I respect nationally, you know, just like credentialling has always been a problem, this has always been kind of an issue, but it’s gotten worse, and that is, the lack of training, I guess, in really technical expertise when it comes to insurance and/or billing.

Patrick O’Rourke: [00:37:19] So, if I had a dollar for every time somebody is like, “Well, I’ve been doing insurance for 20 years.” And I’m like, “Yeah? I’m driving a car for 20 years, too. It doesn’t mean I can pull the transmission out and put it back in. So, I have an insurance license. Do you? No. I’m certified in Dental Benefits Administration and I can design plans. Can you? Nope.” And it’s not about me, but it’s because the docs and the owners of the business aren’t knowledgeable enough.

Patrick O’Rourke: [00:37:53] If somebody came in and said, “Hey, I’m an I.T. expert,” it’s not my wheelhouse, right? You know, I have to go find the smartest guy, (Minacozzi) and then I find somebody that I trust. But I know you have to vet that out. Now, don’t get me wrong, there’s some really, really, really good practice managers out there and there’s some really good insurance coordinators out there. But I think that, certainly, the clients sometimes they’re like, “Oh, this person knows what they’re doing.” So, that’s always been kind of an issue. And God bless all the all-star practice managers and I know everybody’s trying their best, so I’m not knocking you. There seems to be a turnover problem and an overall lack of ability. There’s just not enough people to work. Turnovers created this huge issue and it’s making my hair gray.

Lois Banta: [00:38:48] And COVID didn’t help and the stimulus money did not help. They made more money staying home than working in a dental office. And so, dentistry, especially for the administrative and hygiene department, is a very hard to find good teams right now, especially knowledgeable teams. You’re a dentist and you’re going to take the path of least resistance. You’re going to hire the warm body. And you need to have a little bit more in your tank than just being the face that someone sees when they walk through the door. So, there’s a serious shortage of knowledge and a shortage of training how to do it right.

Lois Banta: [00:39:29] And as a consultant, I see that every single time I go into a dental practice, is, “So, what is your role in this dental office? Front desk?” I’m sorry. Front desk is a thing. That’s not a person. “I’m a front desk.” “No, you’re not. You’re a person.” So, it starts with having respect for the job that you’ve been hired to do and then having the wherewithal and the desire to get training on how to do that job right.

Lois Banta: [00:39:58] So, on the insurance side, I teach people how to write a great narrative, how to use evidence based documentation methods to send the right documentation and images in order to get that claim processed the first time rather than 12 times later. So, that’s where I am on the insurance side in my profession, is, I teach people, dental professionals, how to send a clean claim first so that you don’t make all those mistakes and it costs a ton of money to have to research and redo a claim.

Patrick O’Rourke: [00:40:30] And it’s not any fun.

Lois Banta: [00:40:33] It’s no fun. And you have to know what are the rules about a buildup, what are the rules about a crown, why do some crowns get covered and some not. Well, if you’re not good at supplying evidence-based reasons why it was done, then your claims are going to get denied. To me, that’s logic.

Patrick O’Rourke: [00:40:51] All right. And, you know, to be fair to the insurance companies because a lot of times when I’m speaking, everybody gets all torch and pitchfork on me. I’m like, “Listen, they’re not bad people. They give you all the resources that are in the manual. Did you ever read the manual?”

Lois Banta: [00:41:04] They don’t wake up in the morning and say, “I think I’m not going to pay a dental claim today.” They wake up in the morning and they’re looking, they’re seeking. I’ve had two clients who have been consultant reviewers at an insurance company, and they say the number one reason a claim doesn’t get paid is because the dental professional didn’t supply detailed enough information why the dentistry was done. Dentists are great at documenting what. They’re not really good at documenting why. And that, to me, I’m on a mission to make sure that they code the claim correctly, document the claim correctly, write the right narrative, send the right documentation evidence, like an internal photo, and then you’re going to get the claim processed accurately.

Patrick O’Rourke: [00:41:46] All right. So, I like this gospel a lot. Documenting the what but not the why.

Lois Banta: [00:41:53] You got a document why. And the legal law supports that. I mean, you’re going to go to jail if you didn’t do the thing that you documented that you said you did or that you left something off the documentation. Like, we saw a patient on emergency, you got to document that you performed a problem focused exam in order to send a claim, in order to say it was a legal document. You’re required by law to document that you showed evidence that an exam took place before you rendered dentistry.

Lois Banta: [00:42:23] Don’t even get me started. I get my big legal soapbox about that.

Patrick O’Rourke: [00:42:29] Yeah. Let’s go.

Lois Banta: [00:42:29] Because the thing that ticks me off the most is thinking that it doesn’t matter. That makes me the most mad is thinking it doesn’t matter because it really does matter.

Patrick O’Rourke: [00:42:38] I’m with you. Right. So, in jail didn’t –

Lois Banta: [00:42:41] Nobody looks good in stripes and orange in jail.

Patrick O’Rourke: [00:42:44] I mean, listen, it doesn’t sound fun to me. John has been to jail a few times – John Ray. He seems to like it. He’s probably made some friends over there. He’s like, “They give me a ham sandwich or something.” They feed you three squares a meal or two squares a day? [Inaudible]. You all right? Two squares? Do you sell the other one for smokes or something? So, jail, that sounds bad.

Lois Banta: [00:43:10] It’s very bad.

Patrick O’Rourke: [00:43:11] If you go to jail, then you don’t have a license, right?

Lois Banta: [00:43:14] Yeah.

Patrick O’Rourke: [00:43:14] And so then, you don’t have a license, you can’t practice the profession. Now, you have all that –

Lois Banta: [00:43:18] Or both ever again. And make a difference there.

Patrick O’Rourke: [00:43:20] Right. And so then, you are a pariah and you have no ability to support yourself or your family. That not sound like a path. Is that worth taking a shortcut?

Lois Banta: [00:43:30] And that’s why I was talking about the misinformation that’s out there. Like, it doesn’t matter, you know, getting to write anything we want to on the claim. “It doesn’t really matter. We’re just going to write what we think will get claim paid.” No. You need to write what you actually did. That’s what’s going to get the claim paid.

Patrick O’Rourke: [00:43:42] Right. And speaking to somebody from the insurance industry like, “Uh huh,” right?

Lois Banta: [00:43:47] Yeah. It is the number one reason, in my opinion. And I’ve never worked at an insurance company that claims don’t get paid, that don’t get approved, or because it’s not enough supporting information in the why department.

Patrick O’Rourke: [00:43:59] It’s not because they’re trying to rip off everybody?

Lois Banta: [00:44:02] No.

Patrick O’Rourke: [00:44:02] No. Okay. Well, thanks. All of my insurance company colleagues that are listening to this show, hi. See, I’m neutral.

Lois Banta: [00:44:10] I’m not going to lie, the insurance industry has frustrated me for years, but not because the insurance companies are crooked. It’s usually because –

Patrick O’Rourke: [00:44:19] It’s usually because it’s a large bureaucracy.

Lois Banta: [00:44:21] It is. Corporation.

Lois Banta: [00:44:22] It’s more accidental ineptness than it is intentional.

Lois Banta: [00:44:27] Right. It’s doing the wrong thing, documenting the wrong thing, leaving important information off. I counsel a ton of dentists on, “Why don’t my buildups get covered?” “Well, if you do a buildup every single crown, you’re going to get red flagged.” But if you document that you showed evidence that more than 50 percent of the tooth structure was involved and you took photographic evidence, there’s your proof. Now, you’re not going to get a denial, most likely, because you’re documenting and showing evidence. That’s the secret, listeners, show evidence.

Patrick O’Rourke: [00:45:00] And they can pull your claims history, by the way. And so, if you put a crown buildup every single time –

Lois Banta: [00:45:07] That’s a red flag.

Patrick O’Rourke: [00:45:08] I still say we sometimes, you have to forgive me. We, the insurance companies, can pull that data just like that. And we can also tell what’s the ratio of simple to surgical extractions. And we can also tell all of the stuff and then we can compare it to empirical data and determine whether it’s outside the statistical norm or what the standard deviation is because that’s what we do.

Lois Banta: [00:45:28] Holy cow, you little statistic maniac.

Patrick O’Rourke: [00:45:30] Yeah. I’m a total dork.

Lois Banta: [00:45:33] You know, I’m a dork in that way as well because, you know, I’m a snoop when I go into a dental office. Just like Teresa Duncan probably does the same thing. We go into the chart records and we take a look at –

Patrick O’Rourke: [00:45:43] Are you telling me I need to be careful that I didn’t lock my phone with Teresa around? I got my eyeball on you, girl.

Lois Banta: [00:45:48] No. She’s very trustworthy. But we look at what you’re documenting. We actually care enough to look at what you’re documenting. And when we don’t see it – I mean, one of the last slides of my seminars is how to stay out of jail, how to get out of legal malpractice. And I quote the American Dental Association’s Code of Ethics Report Section 5.B.5, that lists all the things that will send your behind to jail.

Patrick O’Rourke: [00:46:16] We should link to that on the page. I like that.

Lois Banta: [00:46:18] For sure. And I talk about it in every single seminar I give that has anything to do with the financial end of running a business. Section 5.B.5 of the ADA’s Code of Ethics will scare you straight. It basically says what constitutes insurance fraud. The minute that claim gets sent, that’s not the FBI that’s going to come look. That’s the United States Postal Service’s Investigative Unit that’s going to come looking and knocking on your door.

Patrick O’Rourke: [00:46:48] I have to be honest, that sounds pretty scary to me.

Lois Banta: [00:46:52] It’s pretty scary.

Patrick O’Rourke: [00:46:53] The postal service SWAT team is going to come get me?

Lois Banta: [00:46:55] Pretty bad.

Patrick O’Rourke: [00:46:57] All due respect to you, guys. I’m sure you carry guns and stuff.

Lois Banta: [00:47:03] Yeah. You know, one of the best tips that I can ever give for documenting evidence of the why isn’t the written word. It’s a take a pre-prep and a post-prep photo, internal image. You take a pre-prep and a post-prep, photo, you’re showing evidence. And then, you take the little periodontal probe that has millimeters written right on the probe, and you measure that against the tooth, there’s your proof, there’s your why. Photographic evidence proves the why.

Patrick O’Rourke: [00:47:31] In perio, by the way, the most abused code from a fraud perspective.

Lois Banta: [00:47:36] For sure.

Patrick O’Rourke: [00:47:36] I explain this to clients all the time. So, you really need as much as you can do – and, again, they can pull up history. So, if everybody walks in your practice, everybody needs periodontal scaling and root planing. “Every single person, really?’

Lois Banta: [00:47:54] Yeah. You know, and the best defense there is to have a really good written periodontal protocol in your office. And that means that you’re classifying conditions in a periodontal way. So, you know, type one, they’re not going to need scaling and root planing. They might have a bunch of calculus and ANUG which is, like, code for really messy gums.

Patrick O’Rourke: [00:48:17] Yuck mouth? That’s what we call it.

Lois Banta: [00:48:17] Yeah. Yuck mouth. Pregnancy gingivitis, also an important thing to document.

Patrick O’Rourke: [00:48:23] We’ve never had that.

Lois Banta: [00:48:23] Thank goodness for that. Otherwise you’d be he/she. So, photographic evidence or measuring the gums. You can even do a proper comprehensive oral exam if somebody’s got a lot of calculus in the way because you’re not going to get good pocket measurements. So, it’s just that knowledge.

Patrick O’Rourke: [00:48:44] So, in case somebody hasn’t seen the dentist since, like, the Reagan administration. Somebody like John Ray over here.

Lois Banta: [00:48:48] And if you documented exactly the circumstances that caused you to code it as a gross debridement and you show evidence of that, that’s going to get that claim processed. But if you say, “Four quadrants of scaling and root planing,” and you haven’t done periodontal pocket measurements yet, well, then you’re not forming a legal claim yet.

Patrick O’Rourke: [00:49:09] Right. I’m not clinical, but I was on the grievance committee. And I can tell you, I’ve seen this come in more times than I could count.

Lois Banta: [00:49:18] So, that’s what we teach.

Patrick O’Rourke: [00:49:21] God bless you. That’s awesome.

Lois Banta: [00:49:21] Good consultants are going to teach them to recognize when it’s true periodontal condition. And there are perio codes that aren’t perio scaling and root planing codes. I don’t know why the Council on Dental Benefits coded them as a perio code. It’s not scaling and root planing. Maybe it’s gingival inflammation. So, I think it’s worthy of a really good written detailed narrative when you’re coding something that might get kicked out, make sure you know the why you did it. Make sure you’ve documented and shown all the evidence of why before you code that claim.

Patrick O’Rourke: [00:49:57] Is there any resources that you would like to share with the listeners here that are practice owners, docs, practice managers, et cetera? Go ahead.

Lois Banta: [00:50:08] Dr. Roy Shelburne, he’s my go-to resource. He and Teresa Duncan are my go-to resources for documenting and coding things correctly. Dr. Roy Shelburne, by his own admission, you can go to his website and look at his story. He went to prison for two years.

Patrick O’Rourke: [00:50:25] Do you know him, John Ray?

Lois Banta: [00:50:27] Yeah. And he turned that lemon and made lemonade. And he now lectures on the topic all over the country. Dr. Charles Blair wrote Coding with Confidence. I helped him write that very first one because I know a lot about codes, but I am not a dentist.

Patrick O’Rourke: [00:50:43] Right. And I’m not a clinician.

Lois Banta: [00:50:45] I’m not a clinician. But I know enough about coding and documenting, et cetera. Well, Dr. Roy Shelburne has written a lot of articles and helped Dr. Charles Blair many times with those coding and coding things legally the correct way. He’s my go-to resource when I have a question about, “Hey, is this the right code for this?” I mean, 500 different implant codes and there’s so many different ways to code that.

Patrick O’Rourke: [00:51:11] That’s where I point people to. So, shoutout to Charles Blair in North Carolina.

Lois Banta: [00:51:15] Yeah. Shoutout to Charles Blair.

Patrick O’Rourke: [00:51:16] I’ve told him, I’m like, “You probably have no idea, but I tell everybody -” because we’re not clinical. Nobody on my team. We’re all insurance, finance, scanning, we’re numbers geeks. That’s what we do. And they’re like, “Well, which code?” I’m like, “You’re the clinician, bud. Not me. If you don’t know, you should just go to Practice Booster.”

Lois Banta: [00:51:39] And it should never be the insurance company’s position to tell you what code to use. You have to look into your own chart record and your own patient’s diagnosis and treatment plan and code the right thing for the right procedure. There’s no trick. There’s no, “If you code this, if you code that.” And I hear that a lot with insurance companies. “Well, the insurance company changed the code.” “No. They gave you an alternate benefit based on the design of the plan that the employer wrote – oh, by the way – and paid money for that premium.”

Lois Banta: [00:52:08] The insurance company is doing what the employer instructed them to do in the design of the benefit. And then, they are required to follow legal guidelines in how to process a correct claim. So, they’re not the bad guys. Are they frustrating? Absolutely. Absolutely. But if you do the right thing, and you document it the right way, and you write the right narrative, and you use the right code, you’re not going to be as frustrated.

Patrick O’Rourke: [00:52:29] This is the one thing I explain probably every day, too, I go, “Look. Plan design is not like Baskin Robbins with 32 flavors.” That would be really easy. There is quite literally tens of thousands of plan designs within the same company, within the same company. Because when you’re selling larger benefits – which I’ve done. I’ve personally done this – and you go in there and you go, “What do you want?” So, I can design anything, any which way you want.

Lois Banta: [00:52:57] You can have a $10,000 maximum with no deductible. But your premium is going to be this. So, employers make business decisions just like insurance companies make business decisions. If the patient is going to be mad at the design of their plan, don’t be mad at the insurance company. Be mad at the employer who wrote the plan.

Patrick O’Rourke: [00:53:13] Right. Or their benefits consultant or the benefits broker. And so, that’s in the insurance companies, so that’s how things get designed. Actually, I used to love doing it, and I still dork out on it quite a bit with some of my old colleagues.

Patrick O’Rourke: [00:53:28] In fact, a quick plug selfishly, the Georgia Association of Health Underwriters is going to be in Gwinnett County at the Marriott. Go check out gahu.org. But I will be moderating a panel of experts from the payer world on what’s new and exciting in the world of dental insurance. If you’re a broker, don’t get B-O-R’ed over the dental buddy. Come to the session and check it out.

Lois Banta: [00:53:52] Oh, that’s cool.

Patrick O’Rourke: [00:53:53] Yeah. It’s fun. So, I walk in both worlds. And so, it’s an interesting dynamic for me because it’s like speaking two different languages.

Lois Banta: [00:54:03] Sure. But it really keeps you informed, for sure.

Patrick O’Rourke: [00:54:05] The way I see it, is that, you know, we’re purveyors of intellectual capital.

Lois Banta: [00:54:13] Yes. That’s really good. I might write that one down.

Patrick O’Rourke: [00:54:17] You can appropriate it if you want.

Lois Banta: [00:54:18] Purveyors of intellectual capital.

Patrick O’Rourke: [00:54:21] Right. And we’re just trying to spread the gospel and knowledge. And if we know the right way to do things, we need to do that. And then, we need to bring other smart people, like you, Lois, to help us understand. I’ve learned so much already today.

Lois Banta: [00:54:34] Fantastic.

Patrick O’Rourke: [00:54:34] This has been great. And so, Lois, is there anything else that you would like to share with our listeners who are quite varied all over the country? Thank you all for listening. If you like the show, please hit the like button and send me a note and tell me how much you like it. You can find me at porourke@practicequotient.com. If you want to be on the show, don’t call me, call John Ray at jray@businessradiox.com. Folks do call me, they’re public relations people calling me, I’m like, “You got to talk to John.” All right. John’s actually not a rube like I make him sound out to be. He’s an awesome dude. And he’s the unofficial mayor of North Fulton, so shoutout to John Ray. I love you, man. Ten feet tall and bulletproof, I like that about Lois Banta.

Lois Banta: [00:55:23] That’s true.

Patrick O’Rourke: [00:55:24] Yes. So, Lois, give us out with what you’ve learned lately, any shoutout, thoughts, anything you want to share with all the fine folks out there that are listening right now?

Lois Banta: [00:55:35] Well, just to have an awareness that if you’re thinking of getting into the profession of consulting, speaking, writing in your industry, know that there’s a village out there ready to support you, and that’s SCN.

Patrick O’Rourke: [00:55:49] When is the next meeting?

Lois Banta: [00:55:50] Our next meeting is June 11th through the 13th, 2022 in Tigard, Oregon, at an Embassy Suites out there. And then, you know, joining SCN gets you one-on-one access to me personally right up until the conference. So, I do one-on-one coaching. It’s included in our registration fee. We also have our midyear meeting coming up in Napa Valley at January 15th, if you want information about that, just email me at info@speakingconsultingnetwork.com.

Patrick O’Rourke: [00:56:28] Gotcha. So, that’s info@speakingconsultingnetwork.com. I would like to give a special thank you to all of the Speaking Consulting Network members and for allowing Lois to come on here and creating such a great organization that I think that I may make an appearance, time and God willing. Although, I would prefer the East Coast or Midwest.

Lois Banta: [00:56:48] You know, we’d love to see you there. Come on out and do a radio show at our conference. We’d love that.

Patrick O’Rourke: [00:56:53] John Ray? John Ray, it’s his game.

Lois Banta: [00:56:55] John, you’re in? Good.

Patrick O’Rourke: [00:56:57] He just wants to go because there’s wine out there.

Lois Banta: [00:56:58] We would love that. You’ll meet a lot of smart people.

Patrick O’Rourke: [00:57:01] I like smart people. That’s my deal. And I like people that are not necessarily in my space. I’ve learned a lot today. So, this has been really wonderful. This has been a great show to me.

Lois Banta: [00:57:14] Fantastic.

Patrick O’Rourke: [00:57:14] I would like to thank our sponsor, Practice Quotient, PPO analysis and negotiation. If you are a top tier provider and you are not getting top tier compensation from your business partners, i.e. insurance companies – yes, they are your business partners. And yes, you should be evaluating it on both sides. Insurance folks, you, too – and you need a go-between somebody to stand up for you and to translate, that’s what we do at Practice Quotient.

Patrick O’Rourke: [00:57:40] If you would like our CEO – who, occasionally, has something smart to say – who wrote Top Ten Tips to Know before you go and attempt negotiation whether you use Practice Quotient or you don’t, you can email info@practicequotient.com or you can go to the website at www.practicequotient.com, mention Dental Business Radio Top Ten Tips, and we will send that to you. Not if you’re an insurance company, though. Only if you’re from the provider community. I’m just kidding. I don’t care. Carriers, if you want something. But you need to just call me and ask and I’ll hook you up.

Patrick O’Rourke: [00:58:21] So, if you want me, find me. I’m at porourke@practicequotient.com. Our telephone number is 470-592-1680. I would like to, once again, thank Lois Banta for coming all the way from Kansas City and spending time and for such a great show. This is awesome.

Lois Banta: [00:58:36] It’s been great. Thank you.

Patrick O’Rourke: [00:58:38] Yeah. It is absolutely my pleasure. And with that, until next time.

 

Tagged With: Dental Business Radio, eAssist EDental Billing, Lois Banta, Patrick O'Rourke, Practice Quotient, public speaking, Speaking Consulting Network, The Academy of Dental Management Consultants

Triumph Over Trauma E53

May 20, 2021 by Karen

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Phoenix Business Radio
Triumph Over Trauma E53
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Triumph Over Trauma E53

Anthony “Doc” Ameen shares his powerful story not knowing what path he intended to take as a young man to join the military and being influenced by the tragedies he survived. He now dedicates his time to assisting military members, first responders and their families, fighting for them as they have fought for us. Wings for Warriors non-profit has helped over 5,000 veterans with securing benefits, benefits counseling and travel assistance among other holistic needs.

If you or someone you know is a veteran or a first responder, Wings For Warriors Foundation can support you with a wide array of services and programs with the help of their 4 beneficiaries.

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Wings For Warriors Foundation is a nationally recognized, 501(c)(3) non-profit organization in support of veterans, first responders, and their families.

Wings For Warriors Foundation supports the holistic needs of veterans, first responders, and their families with transformational growth, well-being, and spiritual fitness.

Taylor & Lawrence is a boutique consulting firm helping healthcare organizations of all sizes achieve their desired goals by building cooperative alliances and strategic partnerships.

Taylor & Lawrence’s mission is to provide loyal and mutually beneficial partnerships for healthcare organizations to thrive together, ensuring sustainability, growth, and increased quality.

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Anthony Ameen’s life changed in an instant in 2008. And it’s been evolving ever since…

As a Hospital Corpsman, Ameen earned the nickname “Doc” as he embraced a culture of order and duty. His catastrophic battlefield injury changed the course of the life he envisioned, but Anthony eventually chose to view his new path as one that would be watered by the nurtured outflow of the adversity he had faced. His experiences, though challenging at times, allowed him to see potential for change and fueled an entrepreneurial spirit within him, which led to his creation of the non-profit Wings For Warriors.

Under Ameen’s leadership, the non-profit organization matured from an idea to a nationally-recognized foundation that aims to advocate for the holistic and spiritual needs of veterans, first responders, and their families. As Founder & CEO, Anthony personally counseled more than 5,000 veterans and helped launch Wings for Warriors outlets in 30 different cities across the country.

It quickly became clear that the grit, determination, perseverance and leadership capabilities “Doc” channeled in the military served him well in civilian life as an entrepreneur, an advocate, and a nationally-recognized public figure. He is the face and the lifeblood of Wings For Warriors, and with that brings invites from national media outlets, speaking engagements at large-scale events and sponsorships earned from Fortune 500 companies.

Along the way, Doc turned his focus into co-founding and building Taylor & Lawrence, a boutique consulting firm that specializes in serving the Department of Defense (DoD), and Healthcare industries by unearthing strategic business partnerships for increased performance and quality patient care.

Ameen’s past continues to fuel his future. And, his story provokes anyone listening to realize they have not fully tapped every ounce of their potential. Anthony addresses his successes and pitfalls through his emotional and physical recovery in an uncommonly honest way, all while holding his listeners internally responsible for the changes they need to make in order to grow. Ameen’s story incites change, triggers action and spurs productivity. And, perhaps most importantly, it plants a seed of accountability.

When he isn’t traveling for speaking engagements, Anthony spends time with his wife, and their four children, at their home in Phoenix, Arizona.

Connect with Anthony on LinkedIn, Facebook and Twitter.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

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Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

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Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors

CRN-3566695-042721

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Business Management, Charity, Christianity, consulting, first responders, giving back, Health, Healthcare, inspiration, Leadership, medical equipment, medical supplies, motiviation, Nonprofit, post traumatic growth, PPE, public speaking, spiritual fitness, spirituality, strategic sourcing, Supply Chain, Veterans, wellbeing

Avontage Welcomes Ashley Bright to Discuss Powerful Messaging Strategies for Entrepreneurs and Startups E5

May 6, 2021 by Karen

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Phoenix Business Radio
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Avontage Welcomes Ashley Bright to Discuss Powerful Messaging Strategies for Entrepreneurs and Startups E5

In Episode 5 Sean and Mark welcome Ashley Bright, the founder of The Message Fixer. After years of working for AT&T, Microsoft, and Target Ashley works with entrepreneurs to tie in powerful messaging strategies. He discusses his IMPACT speaking method that highlights the keys to consistency and differentiation. The conversation evolves into a larger discussion on making a bigger impact on the globe. Ashley shares his latest mission to take his skills and insights and what he offers to make a positive impact on the world by working with those in tech.

If you struggle with your messaging, you’ll want to hear Ashley break down the IMPACT speaking method. He discusses the key elements that you will want to apply to be consistent and differentiated. You’ll also have a chance to hear about the latest updates Avontage users can expect and learn about the new journey in life Mark is embarking on.

Whether in-person or remote Ashley Bright’s IMPACT Speaking Method will help you conquer your fears, avoid costly mistakes and get the money you need to succeed.

Ashley-Bright-on-Phoenix-Business-RadioXAshley Bright spent 20 years pitching ideas to Fortune 500 companies like AT&T, Microsoft and Target. What he’s learned is that without irresistible messaging, great ideas, products and services die. He fundamentally believes your message determines your results.

Ashley will teach you how to conquer your fears, avoid costly mistakes and get the money you need to succeed.

Connect with Ashley on LinkedIn, Facebook and Instagram.

About Cultivating Collaboration on Avontage

Avontage-Podcast-Graphics1Sean Sarram, CEO and Founder Avontage is the host of this interview-style live radio/podcast show to highlight the members of the Avontage community. His co-host, Mark Jamnik, is Owner and Time Creation Coach at Enjoy Life Daily.

On this podcast we learn about the skills and services offered on our platform and how our members collaborate to grow their businesses; hence the name “Cultivating Collaboration on Avontage”.

About Avontage

Avontage is the future of work. We are a like-minded community of experts, forward-thinking entrepreneurs, and highly skilled freelancers solving each other’s pain points. We do that by trading skills and services on a trusted and safe platform.

Business barter trading is on the rise and it is the smartest way to achieve scalable growth during these challenging times.

Avontage-logo

About Your Hosts

Sean-Sarram-Cultivating-Collaboration-on-Avontage-PodcastSean Sarram, the CEO and Founder of Avontage, is a seasoned executive with an entrepreneurial mindset. With a software engineering degree in Computer Science from Arizona State University, Sean enjoys building technology to solve hard problems that affect everyday life.

His mission is to build a trusted community marketplace for local business owners, marketers, entrepreneurs, freelancers, and creatives to collaborate, gain high quality clients, and help them grow your businesses without spending money.

Sean believes in Collaborative Capitalism, where small businesses collaborate and trading-exchange their skills and services to elevate one another.

Connect with Sean on LinkedIn, and follow Avontage on Facebook, Twitter and Instagram.

Mark-Jamnik-Cultivating-Collaboration-on-Avontage-PodcastMark Jamnik lives and breathes productivity & coaching. After a decade in advertising sales, he was recruited by the Tony Robbins’ organization, to be 1 of 100 active global coaches. He coached over 300 CEO’s, entrepreneurs, & sales professionals, maximizing their effectiveness in achieving their goals.

Over the last decade he focused on his own entrepreneurial journey creating a healthy relationship with time. Now he consults CEOs and entrepreneurs with time creation and organization strategies to maximize productivity stress-free.

Connect with Mark on LinkedIn and Facebook.

Enjoy-Life-Daily-logo2-300x139

Tagged With: Communication skills, impact speaking method, messaging, presentations, public speaking

David Brown With DSB Leadership Group

May 4, 2021 by Jacob Lapera

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Coach The Coach
David Brown With DSB Leadership Group
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ijvd5txgo2xazg8c1p0uDavid S. Brown is an experienced public speaker and speaking coach with a history of supporting thought leaders, executives, and business owners to improve their impact and influence through public speaking training and executive coaching.

He is the President of DSB Leadership Group, a firm providing leadership support for organizations looking to improve performance, develop talent and increase productivity. Their primary focus is to help clients and their leadership teams accelerate and excel their leadership communication skills to maximize influence and impact.

Along with his identical twin brother, they host the Twins Talk it Up Podcast, a program centered around communications and leadership topics. They will soon release 2 books. Talk it Up: A Guide to Successful Public Speaking & Identically Opposite: Find your Identity, Find your Voice. 

Connect with David on Facebook and LinkedIn.

What You’ll Learn in This Episode

  • Public Speaking
  • Leadership Development
  • Executive Coaching
  • Keynote Speaking

Tagged With: DSB Leadership Group, leadership development, public speaking

Give It All You Got E15

December 21, 2020 by Karen

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Phoenix Business Radio
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If you are an entrepreneur or business owner, check out this episode of Collaborative Connections Radio Show and Podcast. It will be well worth the hour, as it is jam-packed full of lessons, tips, and do’s and don’ts in business.

It was extra special because Kelly Lorenzen got to feature Karen Nowick, owner of Phoenix Business RadioX as a guest. Karen and Kelly were on air with 2 other rockstar business owners, Ali Craig and Jane M. Powers.

Looking for a quick one-hour lesson on branding, business development, marketing, sales, speaking, and/or trauma clearing? Well, this episode had it all.

Ali, Jane, Karen, and Kelly left nothing out!

Ali Craig.Co’s international team allows them to create the perfect, all-inclusive process for their distinguished companies.

Besides using smart science (Neuro Human Branding® Method) to your brand’s advantage, our work has a lasting and evolutionary factor (aka the 3 Impressions® Method) always evoking a positive first, last, and lasting impression. So that no matter how, when, and where your audience meets your brand at you will always be making a positive impression. Ali-Craig

Ali-CraigPassion filled and no holds barred, Ali Craig is on a mission to bring forth a new level of entrepreneur-elite, excited, and with massively increased incomes.

Bringing her once private, and highly exclusive systems, strategies, and techniques to the masses all in an effort to combat the BS, misinformation that is running rampant in this “Google” Age society.

It is this pseudo information that is outwardly designed to help a growing business, but yet in reality is the kryptonite to these heroic global economy changers desiring to live, be, and do a life of new notoriety™.

With over 22 years of real-world experience in luxury and neuro human branding®- Craig is always training her audiences – be them big or small- on how to create more powerful experiences, to create more profitable incomes with their brands and lives at large. Simply put Ali Craig is boldly passionate about teaching others to live a life of notoriety™.

Connect with Ali on LinkedIn, Facebook, Twitter and Instagram.

Let’s Talk Impact values the importance of your message and success. They understand in order to truly serve, you must speak with confidence and sell with authority.

Jane-M-PowersUsing her straight-forward, big-hearted style, Jane M Powers guides thousands to Speak with Confidence and Sell with Authority.

With decades of successful speaking, training, and coaching, and perhaps most important of all real-life experience founding and running multi-million dollar businesses, Jane appreciates that success is truly about the power of your CORE message. JaneMPowersLogoCOLOUR

With over 30 years of sales success as a Corporate Executive and Entrepreneur, she brings you everything you need to ensure a competitive edge in the market place.

Jane has been changing the way people sell and how to move people into action to make more money, have more fun and most of all – make a difference.

Connect with Jane on LinkedIn, Facebook, Twitter and Instagram.

Karen-Nowicki-Hand-Under-ChinKaren Nowicki is a successful author, speaker and the creator of Deep Impact Leadership™ and SoulMarks Coaching™. She is a two-time recipient of the prestigious national Choice Award® for her book and personal development retreat. Karen was crowned the first-ever “Mompreneur of the Year” Award in 2010 for the southwestern states. She was recognized for her leadership, business acumen and work-life balance.

Karen has been an expert guest on regional TV and radio shows, including Fox Phoenix Morning Show, Sonoran Living, Good Morning Arizona, The Chat Room, and Mid-Day Arizona. She has been a regular contributor to many print and online magazines – publishing articles and blogs for business and education. Phoenix-Business-RadioX-logo

Karen is an impeccably trained Integrative Coach Professional through The Integrative Coaching Institute at John F Kennedy University (2006) and has mentored more than 200 coaches worldwide. In addition to this intensive 3 year coaching certification program, Karen is also a Tao Healing Guide (2014) through the Sedona Mago Retreat Center; and most recently, has become a certified Trauma Mentor (2020).

In addition to working with private coaching clients, Karen is also the Owner & President of Phoenix Business RadioX. The Business RadioX Network amplifies the voice of business – serving the Fortune 500,000, not just the Fortune 500. Phoenix Business RadioX helps local businesses and professional associations get the word out about the important work they’re doing to serve their market, profession, and community.

Follow Phoenix Business RadioX on LinkedIn, Facebook and Instagram.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business.  She hopes to build a stronger community one show at a time. KLM Consulting

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

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

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

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Tagged With: best selling author, Branding, Entrepreneurs, luxury neuro branding, Phoenix Business RadioX, public speaking, Sales, Selling, small business owners, speaker

Do It Better E30

November 27, 2020 by Karen

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Phoenix Business Radio
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Jane’s philosophy is to do what you do best, just do it better and do it better with accurate strategies. Learn how to succinctly communicate your message. Ditch the old-fashioned elevator pitch and hire Jane. Benefit from the Science of Jane and her trademarked Intrommercial. Begin with the end in mind, speak with confidence, sell with authority, and stop leaving opportunities empty-handed.

Jane offers fantastic advice to business owners and she will convince you to pick up the phone and give her a call.

Let’s Talk Impact unleashes your unfair sales advantage. We specialize in turning your message and converting more sales. Our commitment is to support you in the design and delivery of an authentic presentation, pitch, or proposal to connect, capture, and close your ideal client or customer.

Jane-Powers-Do-It-Better-E30Using her straight-forward, big-hearted style, Jane M Powers guides thousands to Speak with Confidence and Sell with Authority.

With decades of successful speaking, training, and coaching, and perhaps most important of all real-life experience founding and running multi-million dollar businesses, Jane appreciates that success is truly about the power of your CORE message.

With over 30 years of sales success as a Corporate Executive and Entrepreneur, she brings you everything you need to ensure a competitive edge in the market place. Jane_M_Powers_wTAG_Logo_CMYK

Jane has been changing the way people sell and how to move people into action to make more money, have more fun and most of all – make a difference.

Connect with Jane on LinkedIn, Facebook, Twitter and Instagram.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioXAustin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. Your-Future-Planning-Partners-logo

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors Corp. CRN 3338532-111920

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

 

Tagged With: Business Owners, Entrepreneurs, public speaking, Sales

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