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BRX Pro Tip: Selling by Solving Problems

September 12, 2025 by angishields

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BRX Pro Tips
BRX Pro Tip: Selling by Solving Problems
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BRX Pro Tip: Selling by Solving Problems

Stone Payton : And we are back with Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, let’s talk about selling by solving problems, not pitching.

Lee Kantor: Yeah, I think there’s so much pitching going on nowadays, especially with social media and on LinkedIn. If I get somebody who leads with pitching first one more time, I think my head’s going to explode.

Lee Kantor: I think it’s so important when you’re selling somebody something, you have to let the prospect talk first. I mean, just make that the law in your business. Instead of launching into whatever your spiel is, you’ve got to invite the prospect to share what’s going on with them first. You want to understand what’s working for them, what’s not working for them. This is going to disarm all that kind of usual sales pressure, and it’s going to reveal what your prospects’ true priorities and pain points are. So let them talk first and let them talk a lot.

Lee Kantor: And you better be paying close attention to what they’re emphasizing and what they’re not emphasizing. You better be paying attention to their body language. What do they really mean? What really is a pain point? Are they focusing on outcomes, budget, timelines, relationships?

Lee Kantor: This type of insight is going to help you tailor your approach when it is your time to talk. And remember, when it is your time to talk, give feedback like a coach would give feedback, not a salesperson. After they speak, repeat back what you heard. Share your insights on how you can help. This is going to build rapport. It’s going to position you as a trusted advisor, somebody who’s invested in mutual success, not just closing a deal.

Lee Kantor: Remember, your goal is to help them solve their problem, and that might not be with your service. So be helpful, solve problems, stop pitching.

Scaling Up: How EOS Transforms Small Businesses

September 11, 2025 by angishields

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Cherokee Business Radio
Scaling Up: How EOS Transforms Small Businesses
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Brought to you by Diesel David and Main Street Warriors

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In this episode of Cherokee Business Radio, Joshua Kornitsky talks with Jon Wilhoit, a professional implementer of the Entrepreneurial Operating System (EOS). Jon shares his entrepreneurial journey and explains how EOS helps small to medium-sized businesses gain clarity, accountability, and healthy team dynamics. He discusses the EOS process, its focus on vision, traction, and culture, and shares success stories of companies that have scaled using EOS. Jon also outlines his collaborative, no-contract approach to client engagement and emphasizes that EOS can benefit a wide range of industries seeking growth and operational excellence.

John-Wilhoit-headshotJon Wilhoit is an Atlanta native who attended the University of Georgia and subsequently earned his MBA from the University of Texas.

His career spans more than 30 years and includes time with entrepreneurial software companies and over a decade operating his own executive search business. Jon’s company, Elite Sales Professionals, became a market-leading niche firm helping small software companies secure top-performing sales talent.

Today, Jon applies the experience he gleaned from his own business, his customers, and employers to guide growth-oriented businesses to utilize EOS to overcome the barriers to success they inevitably face.

Connect with Jon on LinkedIn.

Episode Highlights

  • Jon’s background and entrepreneurial journey
  • Overview of the Entrepreneurial Operating System (EOS)
  • Key components of EOS: Vision, Traction, and Healthy
  • Importance of cultural fit and core values in hiring
  • The EOS implementation process and its structure
  • Collaborative approach to client engagement and communication
  • Common challenges faced by businesses and how EOS addresses them
  • Tools and techniques for effective meetings and team dynamics
  • Client success stories and measurable outcomes from EOS implementation
  • Industry applicability of EOS and considerations for different business types

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, Joshua Kornitsky. And I’ve got a great guest here with me today. But before we get started, I just want to let you know that today’s episode is brought to you in part by our community partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet Warriors and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc. go check them out at diesel. David. Dotcom. Well, my guest today is someone that I’ve known for a little while, and he’s really got quite a good story to tell. I’d like to introduce Jon Wilhoit, a professional implementer of the entrepreneurial operating system iOS. Welcome, Jon. How are you?

Jon Wilhoit: Good. Josh, thank you for having me.

Joshua Kornitsky: It’s a pleasure to have you here. So tell us a little bit about yourself so that we understand kind of how you arrived where you are.

Jon Wilhoit: Good, good. I am, believe it or not, a native of Atlanta. I’ve lived here all my life, with the exception of a couple of stints in Texas. I’m married with three adult children, but my family has been been filled with entrepreneurs for as long as I can remember. And my turn came in the early 2000, when I started and ran an executive search firm that was focused on, uh, high level software salespeople. Uh, we had a great run. Uh, it became something of a niche leader in our space, but, uh, chased the wrong shiny object. And I know a lot of business leaders can understand that. They get distracted, they lose focus. And next thing I know, I was closing the doors to the business. Really? But I wound up in the software world, and what was really funny was as I got to see these really entrepreneurial, growth oriented companies that were fast paced and surrounded by lots of really smart people. They had the same issues I did. They had cash flow issues. They had employee issues. They had those shiny objects coming at them all the time. And I realized, all right, it’s not how big your company is. We’re all facing the same challenges. So it was an eye opening thing. And then, of course, the entrepreneurial bug bit me again. And I learned about EOS. And as I started diving into it, it’s kind of funny. I’m doing my homework thinking, where was this when I was running my own show? And it just looked like a great opportunity to to kind of flip the script a little bit to help companies and business owners become really great companies. Instead of where before I was helping companies develop great sales teams. So it just kind of expanded the scope a little bit. But, uh, what a wonderful, wonderful place to be. And, and I couldn’t be happier that I’m helping companies like this.

Joshua Kornitsky: Well, so flesh it out for us a little. What exactly is EOS? How does it help? Who do you help?

Jon Wilhoit: Yeah, yeah. So that’s a great question. Eos. Like you mentioned at the beginning, stands for Entrepreneurial Operating system. Think of it as an operating model for small to medium sized companies. And it really helps them get their arms around three things that we call vision traction and healthy. And you can think of those as vision meaning how do I get everybody aligned and on the same page with where we’re going and how we’re going to get there as a company? And then traction, meaning operating throughout the whole company with discipline and accountability. So everybody really knows what their job is and how to get it done. And then healthy because so many companies, they are really, uh, an accumulation oftentimes of people that were available in the right price when they were hired. But over time, they don’t necessarily fit the job anymore. So we help them make sure that they’re really developing open, honest, and healthy teams so that they’ve got the right people that are going to help them, you know, migrate into a more successful pace.

Joshua Kornitsky: So on on that healthy part, right. That sounds like something a lot of people ignore because to your point, usually in an entrepreneurial business, those were the the right people or the available people or the people that grew into their roles. How do you help them? What do you mean by healthy?

Jon Wilhoit: So healthy likes is open, honest, transparent. But most importantly, they have to fit the company culture and fit is not a broad generalization of of, you know, hey, do they like college football? This is defining what are the really core values of the company, and then making sure that every employee is exhibiting those core values on a consistent basis. So let me give you.

Joshua Kornitsky: A leadership team or.

Jon Wilhoit: Pardon me.

Joshua Kornitsky: I didn’t mean to step over you. I said starting at the leadership team.

Jon Wilhoit: Absolutely. Okay. Yes, it has to. It has to start there. Everything starts at the leadership team. And then, you know, as the leadership team goes, so goes the rest of the company. Right. Okay. So a good example of that, uh, iOS client here in Atlanta was an engineering firm that had plateaued at about 15 people. And that was very common in that industry. They make enough money as an architect or an engineering firm to support a partner to, but it’s not enough to really promote the next level of of engineers or architects into that role. So they hit what we call a ceiling. They implement iOS Us, and in four years they went from 15 people to 120.

Joshua Kornitsky: Wow.

Jon Wilhoit: And as I, you know, caught up with with the the exec that runs the show there, we were having lunch and I kind of cornered him. I said, okay, but what happened? What changed? What was so different? He said, well, it really changed things on a holistic level. It made us just a different company. We were more vibrant. We really knew where we were going and how we were going to get there, and we could leverage that. But the real impact came on the people side. And he said, when we started hiring to our culture, all of a sudden the people that were in the company that were creating friction or really weren’t getting their jobs done, those people, you know, we found another way for them to either be successful somewhere else or really to fit better into the company. Now they knew they had targets that they had to meet that were in that that that culture framework. So really, um, incredible, you know, story for them. And I, I pressed, man, I said, yeah, but you’re a smart guy. You and your partner, bright. You’re hard working. Was this really you or was this us? And his response was, no, no, this was iOS. Because without iOS, we’d be lucky to be about 30% of where we are today.

Joshua Kornitsky: Wow.

Jon Wilhoit: So tremendous success story. And again, he really, you know, gives iOS the credit for it.

Joshua Kornitsky: That’s fantastic. So how long does the process generally take?

Jon Wilhoit: So when we work with clients every client obviously is different. Sure. And we work with them in what our full day sessions. So I’m not a consultant. I’m not coming in to bring, you know, piles of advice and looking for other projects that I can kind of land and expand. You may have heard that in the.

Joshua Kornitsky: Sure. That’s well, that’s a consulting arrangement or relationship in most cases.

Jon Wilhoit: Yeah. Yeah. So this is a very structured process in which I am a teacher, facilitator and coach. And in these full day sessions I’m working with a leadership team to really draw out of them all of the elements of the EOS structure that they need to be ultimately successful. They’re the ones that are defining where the company is going. They’re the ones that are really surfacing what those core values are and validating those. They’re the ones that understand what the focus of the company is, what the ultimate targets are, and how we break those down. So it starts with the leadership team. It’s typically about five sessions or six sessions in the first year, and about five in the second after about two years. I’ve taught them most of what they need out of EOS. All of our tools and disciplines. Some companies will then what we call graduate where there’s a big celebration. Sure. Or they may say, hey, look, we really love the fact that you come back every quarter. You are a kind of outside perspective on things. You’re the one that really can help us and maybe even sometimes play referee when conversations get difficult and they do. And that’s healthy. When everybody’s focused on the same goal and there’s a disagreement, it simply means that two opinions are clashing. But the ultimate solution is going to be the right one. So as long as everybody’s focused on what’s right for the company, that’s okay. But it helps sometimes to have somebody there that’s not got a daily, you know, place in the mix so that you can can really help them through that. And there’s no residue left over for for the from the conversation.

Joshua Kornitsky: And it sounds like the only agenda that you have, if you’re acting as a coach and a facilitator, um, is, is to get them moving in the right direction. Not not if you’re inside of that organization, right. You’re going to have your own perception of how you think things ought to be versus your coming at a higher level. And it sounds like most of the time when you hear about something like this, you think, well, Jon must be in there. Just telling them what to do. Doesn’t sound like that here?

Jon Wilhoit: No, not at all.

Joshua Kornitsky: Dictate.

Jon Wilhoit: No, not not not at all. Uh, I defer to them quite often, but I also will call things out that I see when we’re in session together. Someone may be being, uh, conspicuously quiet. And a lot of times it’s because they’re there’s a thought in their brewing that needs to come out. So we say, look, you’ve got to be open and honest. Be open, listen to the the perspectives of your peers. Be honest. Say what has to be said, because if you leave the session with something unsaid that was important to the group, you’ve taken away from the value that you can bring to the company. So I don’t want to go in and dictate. I want to go in and like I said, facilitate, draw out of the the leadership team. Uh, you know what? What is the right direction? What are the right aspects of this that we want to to bring forward to the company overall? Because once we’ve got it established at the leadership team, now we’re going to press it down into the organization overall so that everybody has a clear vision of where the company is going. Everybody knows how the company is going to get there. Everybody understands what it means to operate with discipline and accountability and really get that traction within the organization. And then once you combine that with having the right people in the organization, it’s just incredibly powerful.

Joshua Kornitsky: Well, just even from this description, it makes sense to me that because that openness and honesty is a scary concept for a lot of people. But if you’ve taken the time to make sure you’ve got people that align to the organization, that makes sense, that that you’re going to have better, uh, grasps of the concepts and people buying in because you’ve made sure they line up to who you are as an organization. So understanding that openness and honesty means different things to different people. What are some of the misconceptions or the hesitations or the concerns that you encounter when when people are considering Working with you and with with iOS.

Jon Wilhoit: You know that I that transparency, while it’s often a concern, is usually not one that that stops the train.

Joshua Kornitsky: Okay.

Jon Wilhoit: Oftentimes the biggest one is is really the most ironic one. And it’s time. Sure. It’s funny you’ll talk to business owners or leadership teams and they love the material. They love the strategy behind iOS and the success that we’ve had and and how it simply helps companies work better. But they’re so busy. They’re fighting fires. They’re covered up with chaos. They have never really had the time to step out of an organization and look at it from a bigger perspective. We call it working on the business instead of working in the business. So they think they they think this is something that’s really cumbersome that they don’t have time for. But if you think about it, there are a lot of aspects of life that are like that, People, you know, wanting to have a family, someone wanting to redo their house, somebody that wants to maybe change jobs or take that once in a lifetime trip and they put it off until every circumstance is just right. You know, we don’t exactly have exactly the budget that we need. We don’t have this. We don’t have that. And when they finally pull the trigger on it, they realize, wow, I wish I hadn’t waited.

Joshua Kornitsky: Right.

Jon Wilhoit: So that’s what we find most frequently. I don’t have time. And then when we finally get busy and get them into the process, they realize I should have done this from the moment that you. You called me about it the first time. So it’s not a complete upending of how they do business. They still do business, but it’s a different approach from a higher level to make sure that the way that they’re doing some things are more streamlined, simplified, just really a more consistent way to do business helps them scale and actually operate it with less stress.

Joshua Kornitsky: So with your clients that have gone through this process or that you’re working through, what are some of the things that they say were the most impactful, that that made a difference to them? So that someone who’s listening to this can kind of understand at a high level what they might get out of going through this.

Jon Wilhoit: Yeah, that’s a great question, Josh. So it’s funny, in the very first meeting, we cover a handful of things that are are called leadership abilities that help what we we termed earlier breaking through the ceiling.

Joshua Kornitsky: Right.

Jon Wilhoit: And then we teach them a couple of foundational tools. And because each company is wrestling with different issues, there is a different tool for each one. And we teach more and more as we go along. But it’s interesting. I had a client recently who, after our first meeting, one of the things that I taught them was simply how to have an effective meeting. So many companies.

Joshua Kornitsky: Something that simple.

Jon Wilhoit: Yeah. They’ll get into a room. They’ll think that they’re going to solve a problem. Somebody the guy with the loudest voice will hijack the meeting wanting to talk about whatever the problem is that’s at the tip of their tongue. And instead of letting the group actually determine what the the priorities are among the issues that they want to resolve, they’ve allowed somebody to make that the priority. So I taught this client. All right, here’s the proper way to have a meeting, the proper way to go about issue resolution. And they called me at the end of the week and said, we just had the best leadership team meeting we’ve had in three years. So that was just one little nugget. I think the one that we hear about most frequently is on the people side. Uh, people issues are so profound in small companies because just a few wrong employees makes a far greater impact than when you’re a massive organization, like a fortune 500 company.

Joshua Kornitsky: So let me stop you when you say wrong employee. Help me understand what you mean by wrong employee.

Jon Wilhoit: Yeah, yeah. So that’s that’s, um, something that we call the people key component of a business is one of six in our model. And as you strengthen those, the issues in your organization get fleshed out. So on the people side, there’s really two elements to that. One is called right people and the other is right seats, the right people side. Those are the people that fit your company’s culture. They they reflect and exhibit those core values that we identify on a routine basis so that they just are a pleasure to work with. They fit that open and honest and transparent world. They just again map to the elements of your your core values. Right. Seats means you’ve got people that that get their job done well. And so you have to have both pieces. They have to exhibit your core values. They have to get your job done well. And we use a couple of different tools for that. The one for the right people is something called the the people Analyzer. And the one for the right seats is something that we call the accountability chart.

Joshua Kornitsky: Okay.

Jon Wilhoit: So it makes sure that you’ve got the right structure first because people come and go when you have the right structure and you’ve defined, okay, what are these functions that we need people to do and what do they need to deliver with excellence on a consistent basis? As you’ve got that in place now, you start to have a company that is structured the right way. That’s going to have the right people doing the right things, and they’re going to fit your company culture. So things are going to operate more smoothly. Team gets along better. They enjoy each other more. So it’s just a much, much more productive way to go about it. And so that that engineering company that I mentioned earlier, when I asked him what was the biggest impact for you, that was the first thing he went to. He said, when we started hiring to our core values. And we structured our company in a way that those functions really fit what we needed to have done, not what fit the people that we had hired. It resolved our people issues so rapidly that it set us on fire. We were a rocket ship headed out of the gate from there.

Joshua Kornitsky: Well, and thank you, because that really kind of sheds a light when you say wrong people, that can mean a lot of things. But in your case, you’re saying either they don’t line up to the values or they don’t understand their job. That’s much clearer and cleaner to understand. So thank you for for giving that context. Um, as I understand it from, from the way that you’ve presented it to me, you’re not a consultant, you’re a coach, you’re a facilitator, your teacher. Um, you you said that there’s a series of meetings this year, a series of meetings next year that you’re essentially working yourself out of a job. Right? So did they sign a multi year contract with you? How does it how do you engage with your clients so that that they understand anybody listening understands what that looks like?

Jon Wilhoit: Yeah. Great. Great question. And it’s interesting because coming from the, uh, the software world where contracts were just an everyday part of life, um, we don’t operate with a contract. There’s not even a letter of engagement like there is oftentimes with, uh, you know, consulting firms. This is done on a handshake. So I come to interested parties. We get together with their leadership team and the owner and walk through a free session that I’ll. I’ll give to them that we call the 90 minute meeting. And in that session, I lay out everything about the the EOS model, the tools and the process. And if they are interested in moving forward, we simply set up the first session, first full day session, which is called Focus Day And I charge a daily fee. It’s fully guaranteed. If we get to the end of that session and they felt like they’ve gotten value out of the session, they hand me a check. And if for some reason they felt like the session was not valuable, then they don’t hand me a check.

Joshua Kornitsky: And that’s quite a guarantee.

Jon Wilhoit: It is. And we just feel like, uh, it keeps my interest aligned with theirs and ensures that, um, they have comfort that. Hey, look, we’re not going to waste a whole day of our time. They’ve really got to have something to offer. And and again, we’re in about 30,000 companies around the country that, uh, you know, the, the percentage of of ones that say, yeah, this isn’t for us in that first session is minuscule.

Joshua Kornitsky: I can I mean.

Jon Wilhoit: I don’t out of, out of the hundreds of EOS implementers that that I know I don’t know one that that’s happened to.

Joshua Kornitsky: Must be a lot of value that you’re delivering. So who do you work with? Are there specific, you know, do you work with one industry versus another, or how does that work from from anyone that wants to reach out to you or their folks that you’re a better fit for?

Jon Wilhoit: Yeah. Great. Great question Josh. There are always going to be prospective clients who really want to know you’ve got industry expertise in their world.

Joshua Kornitsky: Sure.

Jon Wilhoit: And I I’m not going to try to talk them out of that. If that gives them a comfort level I’ll find an EOS implementer that that fits that for them. But the reality is EOS itself was designed for really any type of business. It much more is determined by does the leadership team and the owner have the right profile? Are they growth oriented? Are they open, honest and transparent? Do they fear the status quo more than they fear, the pain of change that they would go through in a process like this. Are they really hungry? And if they are, EOS will help them get whatever it is they want out of their business. There are a couple of industries that sometimes really don’t tee up great for EOS, and they are industries that are highly partner oriented. So think old school law firms, old school consultancies, old school accounting firms where the partners go out, they find clients, that client belongs to them. They provide a service to that client that is done the way that they want. So they typically aren’t as open to a, a management or an operating model coming down from someone else telling them how to do things. They become more resistant.

Joshua Kornitsky: So, sure, they know best.

Jon Wilhoit: Yeah, but but what’s funny is one of my clients is a law firm, right? But they are a large personal injury firm and they tend to operate a lot more like your typical, you know, corporate setup where there’s a an executive team that is driving everything operationally other than exactly what the attorneys do.

Joshua Kornitsky: That makes sense. So it sounds like really anybody that’s interested should reach out because there’s you’re you’re not ruling anybody out that you may be able to help.

Jon Wilhoit: Yeah, absolutely. I love working with so many businesses. And this is funny. I’ve enjoyed, um, this same thing very early in my career. When I first got out of school, I was actually a commercial insurance broker.

Joshua Kornitsky: Okay.

Jon Wilhoit: And I loved the fact that I got to go into new businesses all the time and learn what they did, whether they were a manufacturer, a printer, a services company of some kind, retail. I had a company up in North Georgia that was supposed to be a hardware store, but the reality was they had a lumber yard. They had a, you know, multi-unit retail deal in this small town. So that was just fun to get to know these clients and understand what they did and all the intricacies of their business. And that’s what I get to do now as well.

Joshua Kornitsky: It certainly seems like you enjoy what you’re doing, Jon. So what’s the best way for folks to reach you? And we will share all your links and all of that on our site when we go live.

Jon Wilhoit: Thank you. Thank you for that. Yeah. So either email, which is Jon spelled j o n no h j o n dot willhoit w I l h o I t at EOS worldwide comm. Or they can text me at (400) 443-1877 one.

Joshua Kornitsky: Okay. And we’ll have all that information again. Um, my guest today here has been Jon Willhoit, professional implementer, coach, teacher and facilitator of the entrepreneurial operating system. Jon, I can’t thank you enough for your time today. I learned a lot and I really appreciate you sharing.

Jon Wilhoit: Thank you. Josh, this was great. Really had a good time.

Joshua Kornitsky: Thank you so much. So once again, I just want to remind everybody that today’s episode is brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, please go to Main Street warriors.com. And a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc. please go check them out at Diesel David. If you’re interested in becoming a main Street Warrior or a title sponsor, please reach out to me. I’m your host Joshua Kornitsky here on Cherokee Business Radio. Thank you so much for being here. We’ll see you next time.

 

Community Champions: Small Biz Success Meets Hybrid Workplace Trends

September 11, 2025 by angishields

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Cherokee Business Radio
Community Champions: Small Biz Success Meets Hybrid Workplace Trends
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Brought to you by Diesel David and Main Street Warriors

CherokeeSponsorImageDieselDavidMSW

In this episode of Cherokee Business Radio, Joshua Kornitsky interviews Taylor Chastain, owner of Up Up and Away Junk Hauling, who shares his entrepreneurial journey and the growth of his award-winning business. Taylor discusses building a strong team, community involvement, and customer-focused operations. Later, John Wichmann, CEO of Gather Sciences, explains how his company helps organizations implement effective hybrid work models. The episode highlights practical business insights, the importance of intentional strategy, and community Up-Up-And-Away-Junk-Hauling-logo engagement, offering valuable advice for entrepreneurs and leaders navigating today’s evolving work landscape.

Taylor-Chastain-headshotTaylor Chastain is a father, husband, friend and owner of Up Up and Away Junk Hauling. He leads with hard work and a team attitude.

Up Up and Away Junk Hauling provides white-collar service in a blue-collar industry.

Hard work, reliability, encouragement, and openhandedness are the core values that grew Up Up and Away from a truck and a dream to where it is today.

Connect with Taylor on LinkedIn.

Gather-Sciences-logo

John Wichmann is the Founder and CEO of Gather Sciences and the creator of Balanced Hybrid®, a data-driven platform for developing sustainable hybrid work models.​

John is a prominent advocate for intentional hybrid work strategies, emphasizing their potential for organizational growth, employee well-being, and environmental benefits.

He frequently speaks at events, panels, and webinars about designing effective hybrid work models.

Connect wtih John on LinkedIn.

Episode Highlights

  • Leadership and growth
  • Hybrid and remote working
  • Entrepreneurial journey of Taylor and the founding of Up Up and Away Junk Hauling
  • How Gather Sciences came to be and why
  • Building client relationships and ensuring customer satisfaction

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to another episode of Cherokee Business Radio. I’m your host, Joshua Kornitsky professional EOS implementer, and I’m really happy to have in the studio today two great guests. But before I get started, today’s episode is brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet Warriors. Org and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc. please go check them out at diesel. David. Well, again I said, I’ve got some great guests here in the studio today. Uh, let me start by introducing our first guest, Taylor Chastain, owner of Up Up and Away Junk Hauling. Taylor and his team were recently recognized as the best to Cobb, uh, 2025, in junk hauling. Uh, and it’s really a reflection of the hard work and the customer focus that they have and the impact that they make on their community. Taylor brings a real entrepreneurial spirit and commitment to the service that he and his team offer, and they continue to fuel the growth of his business. Welcome, Taylor. Thank you for being here.

Taylor Chastain: Joshua. Thanks for having me, man. I’m glad to get to do this. This is a long way from the cigar shop where we first connected.

Joshua Kornitsky: That’s true. Well, first connected was Kennesaw business. Well. That’s true. It led to a cigar shop called the Cigar Gallery Club, also in Kennesaw. But we’ll talk to them later.

Taylor Chastain: Great spot. And we did trade cigars today because we brought each other something else to try.

Joshua Kornitsky: It’s the way it works. That’s how it is. Well, welcome. So tell us, Taylor, why junk?

Taylor Chastain: Why junk? Uh, because I hated landscaping. Uh, so.

Joshua Kornitsky: So let’s let’s begin at the beginning.

Taylor Chastain: Yeah. So I, I right out of high school, I started cutting grass because my dad cut grass out of high school, and I figured, why not? I need to make some money. Turns out landscaping is terrible. I do not care for it at all. Also, turns out I’m allergic to grass. Huh? I’d break out in hives between every job. It was awesome. Um, but one of my landscaping clients had their toilets redone, and they said, hey, when you come cut the grass, can you take those to the dump? I said, sure, where’s the dump? And they told me where gave me 20 extra dollars. I went to the dump, backed in, threw the toilets in the ground, and they shattered and I went. That was fun.

Joshua Kornitsky: Yeah.

Taylor Chastain: Yeah. And my next thought was, I bet I could get paid for this. That was the summer of 2014, and I’ve been hauling junk ever since.

Joshua Kornitsky: Wow. So from pretty simple and somewhat fun beginnings, right? You you have grown and grown. So how many folks do you have now?

Taylor Chastain: Well, right now, there are 13 of us on the team, and we run a fleet of six trucks, eight dumpsters and two support trailers.

Joshua Kornitsky: And one of the things that I learned, as you and I have kind of gotten to know each other, is that it’s very easy to sort of misunderstand what your business is about and to just assume it’s a bunch of guys with a bunch of trucks or dumpsters that that just haul trash away. But you’ve really spent a lot of time thinking through how your organization functions. Can you tell us a little bit about that? Because it’s not just for the business insight, but for customers that are that are hearing you to understand that this isn’t just a guy in a truck.

Taylor Chastain: Right. I think the biggest thing that people don’t understand is a lot of home services do one of two things. They either sign you up to see you once a week, once a month, once a quarter, which is great. It’s a set it and forget it type of model, or they charge you a lot of money to do a big thing once we do neither of those things. Now of course we have some big projects we get into, sure, but the vast majority of our work is relatively small ticket. And once the junk is gone, it’s gone forever. So the people don’t understand the amount of volume we have to create just to survive. So, for example, last month was an okay month and we did 225 jobs.

Joshua Kornitsky: Wow. And and for that type of engagement what’s the what’s the the geographic area that you’re covering.

Taylor Chastain: Oh man. In three weeks we’re going to Alabama. So.

Joshua Kornitsky: Okay.

Taylor Chastain: But generally what we’re doing is our goal for the junk removal side is to be within 40 miles of Atlanta. Um, we’ll go farther if they’re bigger projects. Um, I mean, back in December, we did a huge cleanup in Griffin that was about 60,000 pounds. Wow. So obviously, some of that scale, it’s easier to justify the dispatch time and the cost associated.

Joshua Kornitsky: And is it all residential clean out?

Taylor Chastain: No no, no. So residential clean out is great. And that’s the you know, residential clean out allows us to start the trucks every single day. Sure. But where we really are focusing and growing now is the commercial side, which is the broadest bucket. To put that in is who needs me to do my job so they can make money.

Joshua Kornitsky: Okay, whoever.

Taylor Chastain: That.

Joshua Kornitsky: Person a high level, that’s great. But but bring it down to the ground. What does that really mean? If I’m a business listening, right.

Taylor Chastain: Uh, any high end renovation contractor is going to be great because they understand that there cannot be nails sitting on the ground every Friday because Saturday that customers walk in the property.

Joshua Kornitsky: That’s true.

Taylor Chastain: Um, property managers are great. Like anyone. I mean, anything from an office park to a skyscraper. Whoever is running that building, one of the things they’re concerned about is how leased up is our space. And you can’t lease full space. It’s got to be empty, right? Or they’re dealing with illegal dumping, which we we clean up a lot of that.

Joshua Kornitsky: Really? Yeah. And who is it, a property who calls you for that?

Taylor Chastain: Uh, generally property management or, um, you know, there’s actual property managers, and then there’s companies that execute all the service. And there’s some of these one stop shop companies and we’ll subcontract for them as well.

Joshua Kornitsky: So for something like a commercial job where say you’re you’re clearing out an empty office, how much notice do you need. Is it planning, you know, six weeks out.

Taylor Chastain: Depends on the volume. Um, but not as much notice as you might think. I mean, obviously, what I should tell people is give us lots and lots of notice, but, um, you know, if it’s something relatively small, under 15,000ft² of office space, we can generally get it done within 3 or 4 days. The only exception would be, um, some of the properties. You’re not allowed to work 8 to 5 because they’re businesses. Sure. So in that case, it might take an extra day or two to get enough overnight crews mustered up because we don’t just run an overnight crew every day.

Joshua Kornitsky: But you have that capacity.

Taylor Chastain: We do one. We had one down in Atlanta on Peachtree Street. We pulled 1413 loads over 18 hours. 80, 65,000 5,000 pounds and we started at 5 p.m. on a Friday.

Joshua Kornitsky: So when you say the. The pulling the load. What what size capacity are you talking about a dump truck. Are you talking about a pickup or a dumpster or.

Taylor Chastain: So those are our 15 cubic yard dump trucks, slash dump trailers. We run both sets of equipment. And so, uh, yeah, in that particular case, it was the entire 36th floor of a skyscraper.

Joshua Kornitsky: Going up and down the entire time.

Taylor Chastain: Yeah. I mean, the elevator ride was a minute and a half apiece each way. So we actually our. Our office manager came and sat in the elevator and just pressed buttons so that we didn’t have to send any guys up and down. We just had an upstairs crew and a downstairs crew and we just rocked, rocked and rolled on it. It was great.

Joshua Kornitsky: That’s that. But that demonstrates a level of flexibility, and I will never ask you to speak ill of competition, but that demonstrates a level of professionalism and scalability that I don’t think your industry is known for.

Taylor Chastain: Yeah. I mean, the easiest thing to be would be to send two guys in two trucks and it gets done when it gets done, but it’s not going to get done the most efficient way.

Joshua Kornitsky: Well, and and as you say, having a having the resources to have a team upstairs and a team downstairs, that in and of itself, I mean, I imagine like all industries right now are people a challenge?

Taylor Chastain: Surprisingly not for us. And I think that really is, um, driven by our culture. We have awesome guys. And so, I mean, I think I put up my first job posting in five years, two weeks ago.

Joshua Kornitsky: Really.

Taylor Chastain: And it really is, because the problem is when, like our average tenure is over two years at our company.

Joshua Kornitsky: In a junk hauling.

Taylor Chastain: In a very blue collar, hard.

Joshua Kornitsky: Hard, hard work. Yeah. I mean, I don’t ever blue collar is beside the point, but it is very hard work.

Taylor Chastain: Right. Well, that’s what I mean is it’s just it’s just super demanding. Uh, but all that to say, uh, all their friends and family, they’ve already had the opportunity to work here. You know what I mean? So we’re we’re we’re running the referrals out. Um, but even then, I put out the push for add sourcing for job source job ads. Goodness gracious. And the best candidate I’ve got so far still was a referral out of one of our guys, and he’s the one I’m going to hire.

Joshua Kornitsky: That’s somebody who understands the core values and the culture of the company, saying, hey, this person will fit right up. So let me ask you a hard question. From my perspective, what happens to all the junk? Because junk’s a real broad term.

Taylor Chastain: It is. We were we were just at the Atlanta Home Show this weekend. And after the question about price, that’s the most common question.

Joshua Kornitsky: Is what happens?

Taylor Chastain: What happens to it? Does it all go to the landfill? The answer is no. Right now, a lot of it goes to the landfill, because when somebody rips a 40 year old deck off a house, you really don’t have a lot of options, you know? But we, uh, we sort out every load for three things donate, recycle and dump.

Joshua Kornitsky: Okay.

Taylor Chastain: And the guys will pack that accordingly. So if you ever watch where to watch them pack a truck, you’d see the obvious junk go in. Then the recyclable Recyclables and then the donate. And then when they leave, they’re going to swing by a donation center. They’re going to swing by either the recycling center or our lot. We have a bunch of recycling set up on our lot.

Joshua Kornitsky: Oh, so you’re able to kind of store to you’ve got a full load to to go over.

Taylor Chastain: So we actually have dumpsters on our lot. We have a 40 yard metal dumpster, and we have an eight yard cardboard dumpster that we we fill up and rock and roll. And so that allows us also like Saturdays, almost all the dumps close. It allows us to get some things off our truck and keep moving.

Joshua Kornitsky: That makes sense. And again, kind of speaks to the the more business side of your business. Right. Because you and I have had a lot of conversations about that. And I think one of the things that sets you apart is that you, uh, did start, I’m sure, by yourself in 2014. But now you’ve got a leadership team. You’re running your business like any other business. So what’s the plan for the future? Are you going to continue to grow in scale?

Taylor Chastain: Yeah, the goal certainly is to continue to scale. Um, I think the runway is pretty long, just in metro Atlanta. Metro Atlanta is known to be like for many of the big national and international franchises. It’s like one, two, three top market, right? Um, which and I’ve got some insight on some of the numbers there. And so I think we have a ton of room to grow here. Uh, so that’s the plan over the next 3 to 5 years is see how much we can dominate Atlanta. Um, even even meaning moving to multiple locations and doing things like that. That’s one of the reasons it’s a big deal for us that we’re up right now for Best of Georgia. We’re up for Best of Tucker and Stone mountain.

Joshua Kornitsky: Congratulations.

Taylor Chastain: And so while, yes, we’re in Acworth and that Stone mountain, it’s still great because guess what? Next year we’re going to have an office a lot closer to Stone mountain. And we certainly would love to be working out there. You know what I mean?

Joshua Kornitsky: So I travel from Cherokee, Cobb, Gwinnett, and it seems like I see these up, up and away. Uh, I don’t want to call them yard signs, but the the small signs that are stuck every. I don’t know the proper marketing term, but I see these signs everywhere. Uh, has that been an effective strategy for getting the word out?

Taylor Chastain: Yeah. Um, we so we have call tracking numbers on them so we can see how much money we make off of them directly. And then we also get a lot of calls. People will find us on Google and say, oh, I saw your yard sign. Even though our CRM tells us they’re coming from Google. It’s because it’s creating the brand recognition. And then as I’m out networking, people say, oh my goodness, I see your signs everywhere. Or oh, I see your trucks everywhere. And that’s a that’s a big part of just having the consistent branding presence and letting that be a focus point for us. And the fact is we’ve got multiple guys out and multiple trucks every day, and if they’re putting their truck in park, it means we’re stopping in a customer’s house and customers live near customers, so we might as well mark.

Joshua Kornitsky: Philosophy, right?

Taylor Chastain: You know what I mean? We might as well mark it because. Birds of a feather, right?

Joshua Kornitsky: Right.

Taylor Chastain: So that that’s a the the we call it marketing. Like it’s 1995 and it works out great for us. We don’t have to compete on Google. Well, that’s not nearly as much of a cornerstone for us as it is for many companies.

Joshua Kornitsky: Well, and it does seem like from the outside looking in, it’s an industry that that there are a lot of transient players and people that show up may survive a year or two and for whatever reason, just go away. Um, you having been around now for, I guess, coming on to 11 years.

Taylor Chastain: Yep. Uh, just over.

Joshua Kornitsky: Just over that that that’s a consistency that people like. And and I learned from my dad a long time ago that the first way that you get business is by being where people can find you.

Taylor Chastain: Yeah, absolutely. And consistency is huge. So and especially in the level of service which we work really hard to do.

Joshua Kornitsky: And, and I know that that’s important to you. And I know that the culture is important to you. But I want to ask a little bit about your community activity because I know you personally. Uh, are you still part of the Kennesaw Business Association board?

Taylor Chastain: Yep. I serve on the board there, and, Lord willing, I’ll be on again next year, so. Well, that’s been fun.

Joshua Kornitsky: If you don’t know the KBA, it’s definitely something I’m a member as well. It’s certainly something worth investigating. Uh, it’s a great way to connect with other folks in the community, but what other things are you or up, up and away involved in?

Taylor Chastain: Yeah, so. So I’m involved in that. Uh, up, Up and Away is also involved in West Cobb Business Association. Um, actually, my business development guy, Rob is slated to be their president next year.

Joshua Kornitsky: Oh. That’s great.

Taylor Chastain: Which I told him I was like, dude, I own the company and you’re beating me to the president role. But I guess that’s a I guess you pay people to be awesome at what they’re awesome at.

Joshua Kornitsky: Well, you hire people that are the right fit and they will exceed your every expectation.

Taylor Chastain: Absolutely. And then Rob and I both are pretty involved in a group called Powercor, um, which is kind of a competitor to BNI, but, um, we make a crazy amount of money out of that group. I hate even talking about it because I don’t want anyone to get any ideas. But at this point, you know, we’ve kind of got it locked down. And then I’m involved in a group called Boma, which is Building Owners and Managers Association of Atlanta. That’s where we’re getting a lot of these commercial relationships and, uh, takes a long time to foster that. It’s very, very, very relational. So you have to develop that buy in. Um, but it’s been great because you show up and be a genuine partner, not putting a sales pitch on, which is how I like to operate anyways.

Joshua Kornitsky: Well, and that’s the last piece that I want to ask you about before we, uh, talk about the Touch-a-truck event that’s coming up. Um, I, uh, I’ve known Taylor now for a while, and, uh, we were talking before we we started broadcasting about your email cadence and communication, and I think you do something that’s really different. Would you share a little bit about sort of the why and the what of of of your outreach?

Taylor Chastain: Yeah. So the vast majority of our outreach, whether it be email, uh, text, social media or the events that we’re doing is not to create a sales pitch or whatever. It’s to inform customers of what’s going on, to give them a good opportunity. So oftentimes our newsletters are, you know, hey, did you know it’s a national Clean out month? Here’s some resources as you’re looking around your house. Or here’s a recycling event that Cobb’s putting on or Cherokee’s putting on or whatever. Because does it technically, you know, we talk ourselves out of 100 bucks a week. Sure. Who cares? But if you only have four gallons of paint, take them to the paint recycling event. Call me when you get a hot tub. No big deal, you know, and I’d rather provide value to other people, uh, instead of just trying to constantly be a sales pitch. Because sales pitch is annoy me. But I love it when people make me aware of things I wish I would have known well.

Joshua Kornitsky: And that’s as so on the consumer side of this, I can tell you that that’s exactly how they resonate for me. Um, I like everybody else. I get a ton of email and most of it I don’t pay a whole lot of attention to. But when I get the emails from you, I have a tendency to to read through them because typically I find something I did not know. Uh, and to me, that I’d love to learn and I love to learn about new things. So it’s always an interesting read. Um, and speaking of, uh, always learning. Tell us about the Touch Truck event that’s coming up.

Taylor Chastain: Yeah. So we’re doing the Touch Truck this weekend. I think it’s at the Veterans Park here in Cherokee County. Um, we’ll be out there. We do tons of touch trucks. I think this will be four or 5 or 6 for us so far this year. First, yes, we wash them. Um, we definitely do not let the kids get in the back because there’s no amount of water in the world that would make that not gross. But we clean the calves and everything. Let them get in. And, uh, it’s fun, man. We give them stickers and coloring books, and if the parents are interested, we’ll give them a card. But it really is something to give back. I remember being eight years old. I went to the touch a truck in downtown Kennesaw. I remember sitting in the funny car, you know, the drag racing car. And that was a cool thing for me. And now I get to be the guy who has a bunch of big trucks that kids are gonna think are cool, so I ought to just bring it. So we do do a lot of stuff like that. As we get around the holiday season too. We do some other kind of events, but.

Joshua Kornitsky: Well, as you got other things coming up, please let us know. We’ll we’ll have you back on to talk about them. Sounds great. And see what we can do to help. Yeah. Well, what’s the best way for people to reach you, Taylor?

Taylor Chastain: Best way would, uh, probably be through my LinkedIn page. It’s a Taylor Chastain. My first name is actually Austin, but nobody calls me that.

Joshua Kornitsky: We won’t. We won’t use it. And we’ll share all of these links as well.

Taylor Chastain: Yeah. So LinkedIn, you know, Taylor Chastain or just follow our Facebook page. I’ve got a social guy who runs a lot of it, but I actually end up staying pretty involved on the messaging side, just because I like to be able to chat with people. So between me and my office team, we’ve got it locked down.

Joshua Kornitsky: That’s fantastic. Well, thank you again. Uh, Taylor Chastain, owner of up, Up and Away Junk Hauling. It’s been a pleasure having you here. And if you have time, I’d love it if you could stick around when we talk with John Wick.

Taylor Chastain: Yeah, I’d love to. Thanks so much for having me, man.

Joshua Kornitsky: Oh. Absolute pleasure. And it’s always nice to catch up. And thank you for the cigar.

Taylor Chastain: Yes, sir. Of course. Thank you. I’m excited.

Joshua Kornitsky: Did. Awesome. Well, my next guest is John Wichmann. He’s the CEO of Gather Sciences, where he and his team developed a balanced hybrid framework and certification. John works with organizations to intentionally design hybrid and remote environments that improve performance, strengthen culture, and create sustainable, high value employee experiences. Welcome, John Wichmann, I’m thrilled to have you here, because I don’t have a single client that hasn’t had a challenge in this vein.

John Wichmann: Joshua, thanks for having me. And it’s great to to join you and tell her today.

Joshua Kornitsky: I’d love to love to learn more about it. So so before we jump into exactly how all of it works, what brought you to this, this universe other than because I’ve other than Covid, which kind of brought everybody into the remote universe. What what drove you here?

John Wichmann: Yeah, I’d say my first entry into sort of workplace related topics and technology was when I, uh, had the opportunity to join as a co-founder of a company called Optician and Optician, provided and still provides. Does a great job of it really workplace management, SaaS software. So that’s helping people understand who sits where, how many seats they have available. Um, we really got that company up and running in 2018, 2019, uh, beginning of I’d say March of 2020. We had, uh, first ten customers and then the pandemic hit. So we found ourselves with, uh, workplace management software where nobody was in the workplace. Um, so that really started a transition into safe return and, um, doing some more dynamic things. And we were right on the front lines in terms of how people were approaching workplace, the emergence of hybrid work. And I think one of the things I recognized at that time was that hybrid work was very significantly misunderstood. And we would see some people thought it just meant having a hoteling right offer. So it was very misunderstood. I think it was under applied and certainly under capitalized in terms of the value it could provide.

John Wichmann: The other big thing that stuck out was that it was very much sort of becoming a power driven policy. Meaning who in the equation of employee employer had more power in this relationship? So just as I think employers started to think they were going to bring people back into the office, then all of a sudden the the fears around the Great Resignation started to surface, and then everybody backtracked and said, well, gee, we can’t ask anybody to come back. They might quit on us. And then you see, you know, at some periods in, in the more recent past, companies saying, well, hey, gee, maybe the economy isn’t as strong and maybe this is my opportunity to tell everybody they need to come back in full time. So, um, so really the, the impetus of, uh, of starting Gather Sciences was in large part around that to say, hey, we think there’s a way and an opportunity to help companies do hybrid in a more purpose driven, intentional way so that it can last for the long term.

Joshua Kornitsky: Well, and I think you put your finger on it, right. That intentionality is what was missing because like a lot of things, it was an organic reaction to, uh, somewhere between panic and terror to what was happening in real time, which it’s, uh, when I talk about anything related to employment during the pandemic, I try to always remind people, and I know you know this, we have the benefit of hindsight, right? And and we can look back and say, well, these were the right strategic moves or these were the wrong strategic moves. But when we were all in it day to day, we had no idea whether it was a day, a week, a month or forever. And and I understand why that intentionality must have become the, the impetus to begin. So now tell us where from from the ideas that formed born of that time. Where have you brought it? And what is it that that other sciences is doing to help employers and employees?

John Wichmann: Absolutely. A great question. And, you know, to your earlier point, and we look at this and we do say, because so many companies are facing so many of the same challenges around this topic, and what we’ve really noted that down to is that and you just put your finger on it, which is that hybrid work as it sits today in many, many companies, is really an evolved environment. It was never designed because we went sort of three weeks, four weeks, six weeks at a time during that whole period. And then all of a sudden companies sort of said, okay, well, I guess this is what we’re left with. And unfortunately, what most companies, I would say probably a majority are left with is not great. And it’s not it’s not working super well for them. One of the reasons you’ve seen a lot of, especially larger companies push that full time return to work. And so really, our view because we’ve we’ve seen it work, we’ve helped companies make it work, is that for those companies that can do hybrid or remote work in an effective, sustainable way, that’s going to both continue to allow that company to be successful, to grow and be successful, and for the employees in the company to grow and be successful, um, that those companies will really be able to have a competitive advantage against others who just couldn’t figure it out, didn’t know there was a way to figure it out, and sort of said, well, we’re just going to have to go back to full time office return.

Joshua Kornitsky: So help us understand what the engagement looks like. Is it do you have the secret decoder ring and you walk in and say, you know, Monday, Wednesday, Friday for this group and and Tuesday, Thursday for this? How does how do you determine what works for the client?

John Wichmann: Yeah, I’d say we we bring part of the secret decoder ring, but the other half is honestly in the business and it’s inside the information and the input from the executives and the associates. And so we combine those two things to really give them a map and a path on how to move from where they’re at to really where they they want to go and have hybrid work. Well for everyone in that organization and for the organization itself. So we really, um, take a three sort of key steps with that. The first one is, is to come in and just talk to the executive team. Obviously, we’ll talk to a managing partner or CEO just to understand some of the background and some of the challenges they’re seeing, because executives are absolutely seeing real challenges around hybrid and remote work. It’s not that they’re just upset about empty offices. If it was that easy, um, we would have solved this a long time.

Joshua Kornitsky: And it’s not the political issue aside, because it’s really got nothing to do with that. These are functioning businesses that have to stay functioning. And and that’s you’re talking about people’s lives. You’re talking about people’s income. All the rest of that can go to the side. Right? So how once you’ve spoken to the executives, how do you work to tailor it? Because the name of your company is Gather Sciences. And I know data’s in there.

John Wichmann: Absolutely. Right. So so that first set of data gathering is obviously with that senior executive. And then we’ll do a one on one. I’ll do a one on one with each of the ELT members. Because if there’s if there’s um, significant, um, misalignment, you know, uh, as it relates to that executive team, it’s important to know about that. It doesn’t mean there’s there’s necessarily it’s not fixable. But it’s important to understand that. And in what we’ve found in most cases, there’s certainly a variety of opinions across that ELT, which you would expect. But it’s important to know that because it factors into the solution. So once we’ve done that, and really in parallel to doing that, we have a very targeted survey that we provide. And it goes to literally from the C-suite all the way down to the last person they hired out of college. And it will. It’s not asking them how many days they want to come in, right? It’s really working to understand what they value from that in-office experience. And so we will also ask different questions to different levels of people in that organization. So it’s been something we’ve probably refined over about two years and really have gotten it to a very targeted, very valuable set of data we collect. And we’ll combine that with some internal data that we get from the organization, and we’ll bring all that together. And then what really that provides is a map, if you will, of of again, moving from where that organization is at to where, where it wants to go.

Joshua Kornitsky: And what size organizations do you typically work with?

John Wichmann: And right now we’re typically working with organizations I would say that are probably 50 to 500 600. We’ve worked with some larger than that and some smaller than that. But I’d say that’s probably the majority.

Joshua Kornitsky: And so okay, Let’s. And I’m obviously oversimplifying. Let’s say that you have gathered the information, you’ve analyzed the data you’ve come up with, with, um, with the approach that will likely be the, the best success. Is it just hand it off. Here’s here’s the treasure map. See you later. How does the engagement continue? Because certainly the the structure of every organization evolves over time. How does how long does that take? I guess first of all, to, to broadly speaking to to reach the point of here’s the plan and then how do you keep them on plan?

John Wichmann: Yeah. So really to do that first part, it’s within 30 days. So we can do that very quickly. Then of course there’s recommendations that come out of that. And you know that’s something they could completely do on their own. Uh, we’ve created tools and workflows to help them go through that more consistently and throughout that whole organization to really come out with hybrid plans that speak to the needs of not only the organization, but the different departments in the organization. So that’s one of those core tenets of of balanced hybrid, which is really that we recommend that whenever possible is to really factor in the differences across the different departments and then even the different seasons that those different departments have, because that’s really where the success of hybrid work is going to live, as well as why it often fails, because it’s not specific to the needs within that organization, and people don’t see the value in it.

Joshua Kornitsky: So it sounds to me the way you’re explaining it, John, that it is that hybrid work is is not pacifying, uh, unhappy, potentially unhappy staff or employees or even leaders. It sounds like it’s more of an opportunity.

John Wichmann: It’s absolutely an opportunity. I mean, part of that and part of the reason why there’s so much tension on this topic is you have on one side executives who are seeing real issues happening with those organizations and they rightfully believe, hey, I can’t sustain this. Some are sustaining it, some are sort of suffering through it and feel like, well, if I bring everybody back, well, that’ll cause more harm than the harm I’m suffering right now. So that’s not a great situation. Some larger companies figure, well, we can weather the attrition and we’re just going to pull everybody back. So you know you have that situation happening. And then really from there it’s it is about. So here’s an example. So one of the core measurements that we do Joshua is called uh an EOS an office experience score. And what that does is we call it sort of our Net Promoter score for hybrid work. And asked one simple question, which is, um, in the past 45 days, how often has your in-office office experience been worth the commute? So pretty.

Joshua Kornitsky: That’s a loaded question.

John Wichmann: Up against.

Joshua Kornitsky: Cuts. Right to it.

John Wichmann: There’s five options. And there’s well, six. You can say you haven’t been in the office in the last 45 days, but the five are really the answer is never. It’s never been worth it in the last 45 days. Seldom. Sometimes. Usually or always. And then that nets out to a score of somewhere between 1 and 5. So a three would be right in the middle of sometimes. And so honestly, most of the time companies land right around the three. We just did one. It was 3.04, I think. And when we talked to the executive team say, well, understand that without really saying it quite so directly, that’s and oftentimes that’s 76 or so, 74, 75% of your employees are hitting that sometimes or less. Is that 75% of your employees are kind of telling you that they believe coming into the office is a waste of their time, at least half the time.

Joshua Kornitsky: Right.

John Wichmann: And that is a problem, right? That is a problem if you’re worried about employee engagement, retention, ability to attract, ability for people to refer their friends who might join your organization. Now, whether they’re right or wrong and whether, well, gee, don’t you know, we used to always come into the office and say you should be happy with coming in three days. That’s kind of a moot point. If the person believes you’re forcing them to do something that’s actively wasting their time.

Joshua Kornitsky: Well and leaning on something Taylor mentioned about his employees. Um, I want to ask this in a careful way, because I don’t want to lead you to a conclusion, but from what you just shared, do you believe that that middle of the road score of of people is that is that score speaking to only hybrid work, or is that speaking to culture of the organization? And I know that that’s a specific question about a generic or or broad statement, but I feel like it has to be a little bit of both. It is.

John Wichmann: It absolutely. It’s both. And and sort of one feeds the other. Right. So the lack of, you know, those sort of quality interactions with others starts to degrade or prevents the forming of positive relationships. Right? In the office and in the workplace, it makes people feel they’re off on an island, for example. And so like, as our work doesn’t just cover those folks who live locally and come into the office sometimes and don’t, it covers the entire organization, whether that person is classified as in office as hybrid or flex.

Joshua Kornitsky: Right.

John Wichmann: Or whether they’re remote. It’s just as important to be intentional about how your remote people will interact in person with people from their team or your organization, as it is for those who are local. Now, it may not be as frequent, but it needs to be just as intentional, or you’re putting at risk your ability to retain those people and have them feel excited about your organization and feel like they’re part of something bigger than themselves.

Joshua Kornitsky: Makes sense to me in having managed a remote team on the other side of the world for about five years. Um, that connection and engagement was critical. Uh, and I have to imagine, as the entire world got to be remote for a period of time or most of the entire world. Uh, it was one of those things that that everyone strived and very few people found. So let me ask this, because I think anybody listening right now is, is probably leaning in a little because you are, uh, you are suggesting that Gather Sciences has made significant progress to helping organizations solve this really inscrutable problem, that it sounds like data is the first step, but there’s more to it than that. What what should someone who’s listening? What? Well, let me back up. What are some of the 1 or 2 of the assumptions that people make that may or may not align with the reality that you’ve seen as you’ve helped clients. So about hybrid work or about hybrid workers.

John Wichmann: Well, um, I would say one of the things we hear most often, and this will come from executives and certainly from the larger employee population, is an overfocus on this, on productivity. Um, most people and most of the tension that we’ve seen develop where an employee is asked to come in and oftentimes it’s somebody who’s five plus years into their career and they’ll say, well, my company only wants me to come in because they think I can’t be trusted at home to work. They think I’m less productive at home, but don’t they know I’m crushing it at home? And you’re forcing me into the car two hours a day and you’re short sighted and you don’t understand this. And so we really try to work to change that conversation and move from this, what we would call sort of this output mentality to really an impact mentality. And so impact includes output, but it also includes your ability to mentor, to be innovative, to, to help problem solve within your organization. And if you say you’re ten years into your career and maybe 5 or 6 years into that company, if you’re home all the time or just come in randomly, it’s very difficult for the organization to tap into those really important, arguably more important contributions that you make beyond your output, beyond your productivity. Um, and that alone, honestly, Joshua can change the mindset of people and change how they feel about that. Why? For coming into the workplace.

Joshua Kornitsky: Oftentimes in in my professional life, uh, I encounter a desire to and this is sort of analogous, but it’s a desire to have a 10% improvement in productivity. But there’s no baseline. Right. So in in a lot of the the examples that I encounter that I would put in in sort of the same boat as this is, they don’t believe they’re as productive, but they don’t have a measure for the pre-COVID or the pre hybrid productivity. They just know and you can’t make legitimate business decisions. Always on a gut feeling. You know it. You’ve got to have the data. And it sounds like other sciences helps bring them that data.

John Wichmann: Absolutely. I mean there’s another example sort of on a you know, a related note would be sometimes we’re talking with a senior leader, um, and say, well, how’s it going? How is hybrid and remote work going or how’s hybrid work going. And they go, well, I think it’s going pretty good. Okay. Which is awesome. But. Well, how do you know? Like are people coming in like, do you measure badge swipes? You look at it. No. You know, we don’t want to be big brother, which I certainly understand. Sure. But we try to stress to them, is that Big Brother is in large part what you do with the data. But if you don’t know about it, and to your point, if you’re just sort of saying, well, the parking lot seems kind of full or.

Joshua Kornitsky: Vice.

John Wichmann: Like there’s people here, it’s very difficult in a 500 person organization to sort of finger in the wind to get a sense for it. So we advocate getting the data, but certainly being very careful what you do with the data so that you don’t, you know, create a situation you really didn’t intend to. Um, but it is, we believe, very important to know. And it can provide a map again on the best way to move forward.

Joshua Kornitsky: So if someone wants to get started, what do they what do they need to do? Is it as simple as picking up the phone or going to your website? How how would how would a company that wants to understand more about what you’re offering get Ahold of you and learn?

John Wichmann: Yeah. So website scientist.com. Reach out to me on LinkedIn or drop me an email. Jon, at any of those would be would be a great way to get in contact. And what we’ll typically do is just have a conversation, right? Just to get a sense for where things are at and how we would approach that. And it’s pretty consistent. So we’ll do those executive conversations. We’ll do that. It’s a ten minute survey right. And we’ll bring that stuff together. And then really we’ll provide recommendations that they can do on their own. We can help with a little we can help with a lot. And then we actually also have a certification so that if an organization is committed to remote and hybrid work and that they are committed to continuous improvement, committed to ensuring that young people are going to be surrounded by people who can help them learn and grow in the office and an in-person environment. And some of these core tenets we’ve set up, we can actually move them to balanced hybrid certified. So wow, balanced hybrid is our framework, which really talks about bringing together the right people at the right time and frequency into an inviting, impactful office environment to do things that matter most. And the certification is a way for an organization to have an outward facing sign and signal that they are doing hybrid work very intentionally and purpose driven. So it’s a signal to somebody coming out of school. Sure. Hey, this is an organization that it’s not just about me coming in and working from home part of the time, but it’s really to say the quality and value of the time of my time when I’m in the office means I’m going to be able to learn and grow and progress my career forward, versus just coming into an a place where I have no ability to learn.

Joshua Kornitsky: And it sounds like it would give companies a real competitive edge to fly that flag. Right. Because I can tell you, uh, being connected for, for many years with lots and lots and lots of people, people reach out to me when, when they’re looking for new, uh, opportunities. And more often than not, the first thing they say is hybrid or fully remote? Absolutely. And now maybe that’s just the type of people I know, but I don’t think so, because I hear it in every company that I go to. Um, there is a desire for some parts of the workforce to be remote, or at least be hybrid. So knowing that there’s a certification out there that they can look towards, I think goes a long way to both helping the employer get better employees, but also help the employee decide where they want to work.

John Wichmann: Absolutely. And for an experienced hire, I mean, we’ve seen an example here recently in Atlanta, a very large employer, which was in theory committed to hybrid work, um, within the last, what, 45 days said, nope, sorry, we’re actually going to come back full time. Well, I’ve talked to several people who their friends there, and they thought they were working or recently were hired into a hybrid environment, which won’t it won’t. And no company is going to promise anything.

Joshua Kornitsky: Sure.

John Wichmann: But if you join where, say, certification is in place. It does give a signal that hybrid work is not on its last leg. We’re committed where this the C-suite is already talking about getting rid of it. You just don’t know yet. And you’re going to join a place that in three months, this hybrid, you know, environment is going to go away. Back to to full time. And so it does give a positive signal there. And it’s important because a lot of large companies are um, unfortunately moving away from hybrid and remote work, um, versus being able to really work, work through which we understand why they’re doing it. But, um, we do think it’s an amazing opportunity for small and midsize businesses who can figure it out and do it well to pick up some really amazing talent.

Joshua Kornitsky: It certainly seems like it’s far more of a competitive advantage than it is a hindrance, but it is dependent on the right approach. And it sounds like Gather Sciences has has got that figured out and can help clients with that opportunity.

John Wichmann: Yeah, we think so. And again, it really goes to the fact that it’s a purpose driven approach, and we leverage a lot of the answers that we get are really come from within that organization. We’ve just gotten really good at surfacing them and putting them in a way that they can action against.

Joshua Kornitsky: When I work with leadership teams, I tell them 99% of the answers are in the room. We just facilitate bringing them out because the experts on the business aren’t us, it’s them.

John Wichmann: That’s exactly right. Which is why we don’t come in and say it’s this many days or that many days. We do not believe in one size fits all across companies or honestly, honestly, many times that’s not even the right fit within a company. And if a company wants to think more broadly about this topic and say, hey, you know what? For example, a CPA firm, you know what audit is different than tax? Different seasons, different types of work. Sometimes it’s on site, sometimes it’s not. Um, and advisory essentially a consulting function. Right. So those are three entirely different sets of needs around hybrid and remote work. There’s some similarities, but there are also differences and enough differences where those we believe and we’ve been successful with really helping them to consider those differently and navigating questions like, well, gee, doesn’t what if somebody thinks that’s unfair because this group is different than that group? Okay. I mean, you can go you can go join the audit team if you want. Sure. Um, but there are different jobs, um, and helping really explain that. So, um, but it’s it’s certainly an exciting time. And we think huge opportunities for organizations to extend this, as you said, as a, as a competitive advantage.

Joshua Kornitsky: Sure. And I think that there will be a lot of people interested in learning more. So I can’t thank you enough. John Wickman, CEO of Gather Sciences, I am excited to have had you on the show. Uh, thank you also to my other guest, Taylor Chastain, from up, Up and Away Junk Hauling. And, uh, we will have contact information for everybody on our website. When? When everything goes live. Uh, last thing I want to do is just remind everybody that today’s episode is brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors defending capitalism, promoting small business, and supporting our local community. For more information, please go to Main Street warriors.com. And one special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel David, Inc. please go check them out at Diesel David. If you’d like to learn more or become a main Street Warrior, please reach out to me. Joshua Kornitsky. Your host for this episode of Cherokee Business Radio and a professional EOS implementer. As always, it was a pleasure to have everybody here in the studio. Anything we can do to help. We look forward to seeing you both again. Thank you so much for your time.

 

BRX Pro Tip: Smarter Objection Handling

September 11, 2025 by angishields

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BRX Pro Tip: Smarter Objection Handling
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BRX Pro Tip: Smarter Objection Handling

Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, what is your take on handling objections?

Lee Kantor: I think handling objections is super important, especially for a new person in business, a new business coach, or a new person who’s in the professional services.

Lee Kantor: I think a way to do this well is you’ve got to kind of get ahead of it. You have to kind of write down any type of objection that you can possibly imagine occurring and have an answer that’s at the ready to kind of counter whatever that objection is. I think that that’s the starting point.

Lee Kantor: And once you’ve done that, I highly recommend taking all of that content you’ve just created and putting it on your website as Frequently Asked Questions. This is one of those things that you should be adding to this list as new objections happen, and add them to your Frequently Asked Questions, because people are going to check you out online before they’re going to call you or have an interaction with you.

Lee Kantor: So the more objections you can handle ahead of time and put on your website, the better. Your future you will thank you for all of this effort, because not only is it useful for you to educate and inform your clients about what you do and how and why you do it, it’s also going to help future you when you hire a replacement, because now your replacement sales person is going to know all of the common objections, and it’s going to be a lot easier to train them to be effective faster because they’re already going to have have an opportunity to read through all of the different things that people typically object to your service about. So that by itself is useful.

Lee Kantor: So by proactively answering common questions and objection handling, this is going to help you educate and inform your prospect, and it’s going to help you close deals faster. And also, you’re kind of doing some training ahead of time before you even need that salesperson by writing all this stuff down ahead of time.

Lee Kantor: So I highly recommend, especially if you’re new to this, write down the top ten objections on a piece of paper. Ease those concerns publicly and watch those nos transform into Let’s Talks. And smarter objection handling isn’t just a tip. It can be your new secret sales weapon if you deploy it elegantly and properly.

Discovering Leadership Potential: How L3 is Empowering Local Leaders

September 10, 2025 by angishields

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In this episode of High Velocity Radio, Joshua Kornitsky interviews Misti Burmeister and Mark O’Donnell, co-creators of the Lewes Leadership Lunch (L3) in Lewes, Delaware. They discuss their vision for L3 as a community-driven leadership event focused on authentic connection, vulnerability, and practical leadership development. Misti and Mark share their personal journeys, emphasizing the importance of relationship-building and empowering leaders at all levels. The episode also explores the role of EOS in business and highlights upcoming L3 events, inviting listeners to join and connect with the growing leadership community.

Mark-ODonnellMark O’Donnell

Co-Founder, Lewes Leadership Lunch

From the U.S. Air Force to scaling businesses, Mark O’Donnell’s career has been defined by leadership and growth.

After leading multi-million-dollar projects and managing global teams in the corporate world, Mark shifted his focus to helping entrepreneurial organizations thrive.

As a Certified EOS Implementer and leadership trainer, Mark has helped companies grow by at least 60%, including scaling one from $8M to $16M in just 2.5 years. His approach centers on creating a clear vision, aligning teams, and fostering accountability to drive success.

Misti-BurmeisterMisti Burmeister

Co-Founder, Lewes Leadership Lunch

Misti Burmeister, M.A., is a leadership communication expert, executive coach, and best-selling author recognized by the Washington Business Journal as one of the top women who mean business.

For nearly two decades, she has worked with leading organizations, including Marriott, AT&T, Johnson & Johnson, and the United States Navy, to inspire engagement, collaboration, and growth.

Misti’s insights have been featured on Fox, ABC, NPR, and in publications like the Washington Post and HuffPost. Her latest book, *Provoking Greatness*, offers a fresh perspective on unleashing hidden talent.

Episode Highlights

  • Discussion of the importance of creating an authentic, ego-free space for local leaders to connect and grow.
  • Exploration of the challenges faced by the Lewes community in attracting and retaining talent.
  • Emphasis on the significance of leadership communication and culture transformation.
  • Insights into the personal leadership journeys of the co-creators, highlighting their motivations and experiences.
  • The role of vulnerability in building trust and fostering meaningful conversations among leaders.
  • The misconception that leadership is tied solely to formal titles and positions.
  • The importance of relationship-building over content in leadership development.
  • Plans for future sessions and topics at L3, including empowerment and generational diversity in leadership.
  • The vision for L3 as a platform for grassroots leadership development and community support.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Joshua Kornitsky: Welcome back. This is Joshua Kornitsky professional EOS implementer and host here today on High Velocity Radio. I’ve got two great guests with me today. Mark O’Donnell and Misti Burmeister, co-creators of the Lewes Leadership Luncheon, also called L3. Mark is a certified EOS implementer with a background in scaling entrepreneurial organizations. He brings practical, hands on experience in vision, alignment and accountability. Misti is an award winning executive coach, speaker, and author, and she’s known for transforming cultures, elevating communication, and really igniting engagement. Together, they launched the Lewes Leadership Luncheon to provide local leaders with an authentic space to connect, learn, and grow without the egos or fluff of traditional networking events. Their goal in sparking is sparking meaningful conversations that inspire action and build a thriving leadership community in Lewes, Delaware and beyond. Well, welcome, Misti. Welcome, Mark. It’s so nice to see you.

Misti Burmeister: Nice to be seen. Nice to see you, too, Joshua.

Joshua Kornitsky: There. There you go. Well, um, Misti, I know you’ve spent years working with organizations on engagement and culture. What inspired you to get with Mark and, uh, and put this together for the Lewes, Delaware area?

Misti Burmeister: So there’s nothing like this here in Lewes. What inspired me to get together with Mark, specifically, I’ll start with that is because he’s one of the most kind, generous, loving teddy bears of a person, um, who’s just always happy to help whoever shows up. I love his generosity and also I appreciate his humility. So those are the two things I look for in anybody I spend any time with. And he’s got both of those in spades. So, uh, and then what inspired me to want to do the L3 is there isn’t anything here like it. There’s, there’s I started something very similar in the Washington, DC area more than 20 years ago where people could come together and simply share strategies. Leaders could come together and share strategies for success. Um, and it didn’t cost anything. All they had to do was pay for their lunch, right? So as a result, we had people from within the group sharing, like literally leading us and sharing the things that have worked and the things that haven’t worked created a nice bond between people. And it also created, um, those companies that were there that were struggling with retention and engagement and all the things we’re looking for were able to easily turn to somebody else and ask them, hey, how can I do this differently in Delaware? It’s there’s a problem with attracting talent here, and there’s a real problem with retaining it. And there’s a concept that there’s just not enough good people out there. Nobody wants to work hard. And it’s a concept that’s not true. There’s plenty of people out there. We have to have some clarity around vision. So there’s lots of need for conversations around leadership here and the chambers of commerce. Joshua. They don’t provide this. Like me and Mark both went to them and said, hey, we’re both subject matter experts. We’ll do a talk for your group for free. And they said, well, if I gave you that opportunity, I’d have to give everybody that opportunity.

Joshua Kornitsky: And chambers can be a challenge.

Misti Burmeister: And you should do that.

Joshua Kornitsky: Right.

Misti Burmeister: And so instead, Mark and I have gone off and created a platform where he and I and others in the community can do just that. So that’s my what and why.

Joshua Kornitsky: I mean, it certainly sounds like you’re filling, uh, you’ve identified a gap, both of you, in your local community, and you’re stepping up to to fill that gap. And Misti, I’m going to come back to you in a minute. But, Mark, I want to ask you obviously you the sheer admiration Misti expressed for your teddy bear like qualities makes you.

Misti Burmeister: I’m never gonna live that one down.

Joshua Kornitsky: No, but that’s okay. But truthfully, uh, I know Mark personally, and I know that he’s a kind and generous man, but. But, Mark, uh, aside from the the the gap that Misti identified, what are some of the things that drove you to to looking at this community now? Uh, have you both been in in the area for a long time?

Mark O’Donnell: Well, I’ve been in this area for a little bit over five years now.

Joshua Kornitsky: Okay.

Mark O’Donnell: And, uh, so and to your question that you asked Misti, like, why do I really want to work with Misti? Because one is very optimistic. Very, um, I just every time I see her interacting with people, she’s always genuinely interested in them, always building them up, making them feel really, really good about themselves. And she’s always been that encouragement person. Like, when I see you talk to people very encouraging to other people, so just makes them feel really good. Well, we met at the Lewes Farmers Market. We both volunteer at the farmers market. So, um, so Misti sells farmer’s market insulated bags.

Misti Burmeister: Would you like to buy a beautiful bag?

Joshua Kornitsky: I very well.

Misti Burmeister: Sexy.

Joshua Kornitsky: It only if it’s from. Is it from Lewes, Delaware? Yes. A stone’s throw from Washington, D.C. and Annapolis.

Misti Burmeister: That’s right.

Joshua Kornitsky: Then. Then I’m in.

Misti Burmeister: Good.

Mark O’Donnell: I sell t shirts at the market, so. And then, you know, it’s the idea about bringing smiles to people’s faces, right? Making them feel good and just enjoying life in general. But I will tell you the need. Of course, I’m on board the same thing with Misti about seeing a need in this area where you know so it’s about there is there are hidden treasures here within people. Not only you’re probably out there in the ocean, but.

Misti Burmeister: Definitely out there in the ocean.

Mark O’Donnell: But there are hidden treasures within people, right within people. So we want to we want to discover where they are, discover that treasure and help people actually see that where they’re hidden potential really lies. And so we we felt like opening this up to people, giving them the sometimes the floor to talk about different things, sharing those treasures with each other. It’s really going to be really impactful.

Joshua Kornitsky: I think at a high level, the concept speaks directly to a a need in your community, but also a need for entrepreneurs and for business people. Right now, there are many, many wonderful peer, um, organizations at every level out in the universe. But having one that’s community based, I think could make a very different impact. And and what I’d like to do, if I may, is just to understand a little bit about each of you personally. I just want to ask about your journeys that kind of brought you to where you are now. So, Mark, if you don’t mind, I’ll ask Misti first, just out of courtesy to go back and forth. Misti. Tell us a little bit about your background and how you arrived at this abundance mindset that you’re demonstrating helping others.

Misti Burmeister: Wow. This abundance mindset. Well, that’s an interesting mindset to begin with. Uh, and I would say I have a lot of work to do on my abundance mindset and have it hit all areas of my life would be great. Um, but this you’re talking about the abundance mindset related to the L3, uh, which I would say when I started the the Ypg’s what it was called back 20 years ago. There’s plenty for everybody. And I just knew back then, and I know now that I, I want to share and if I want to share, then other people probably also want to share. And it starts Joshua. It starts with the abundance mindset toward myself. If I’m getting really honest right now. I love to speak and I love to coach, and I want to give myself more opportunities to do that. And I remember I used to say, I feel like I’m a Lamborghini, like inches off the ground. And I thought for a long time, like, I want somebody else to give me that opportunity, right. Locally. Give me that. I’ve been all around the, the country and but locally. And instead of waiting for somebody else to give me that place to stand, I’m giving myself a place to stand with the L3. Right? So starting it gives me a place to, uh, to share my gifts. Now, I’ve started with myself, and I believe everything on a leadership level is an inside out job. If you want to give other people opportunities, we have to have our own opportunities to do the same. So that’s that is the short answer to the well, I don’t know.

Joshua Kornitsky: Well, and the other piece and I just want to understand so that folks that are listening can understand what is what is your coaching and facilitation. You’re speaking. You’re an author. What is it you help your clients with so that they understand that what you’re bringing to L3 is proven and real, rather than just a very educated opinion.

Misti Burmeister: Yeah. Thank you for that question. My expertise lies in leadership communication. So what I tactically do is help leaders and teams to use their difficult conversations to drive engagement. Most leaders avoid those conversations. I show them how to use those conversations. It’s like 20 plus years ago when I started this company, my main focus was generational diversity. So I was helping young and seasoned professionals understand how to communicate with one another. My first book is on that topic. From Boomers to Bloggers is the name of that book.

Joshua Kornitsky: Wow.

Misti Burmeister: At the end of the day, people of all different generations want the same basic things. They want to feel like what they do matters. They want some form of feedback and opportunities for growth. So if you can create the platform for all, for all generations, people of all differences to thrive, well then we don’t have to worry so much about our differences. In fact, we can leverage our differences. So when we. When I talked about generational differences, having them go from a, from a, from a liability, these differences to an asset, we have to have some basic pieces. And inside of those basic pieces is hard conversation. Hard conversation, hard conversation. Right. How do I how does what I do matter? Where are we going? What are we trying to achieve in this organization? Uh, feedback and opportunities for growth. Like we have to keep pushing the envelope to grow. And if you’re in a if you’re in a leadership position, you don’t know how to challenge people, you’re never going to get their greatness out of them, right? So I love to teach and show people how to use those conversations to grow.

Joshua Kornitsky: Thank you. That I think that lends insight for folks to understand what you’re bringing. In addition to establishing the platform with Mark to how you can help and facilitate in that environment. Now, Mark, I know and I thank you for your service. I know you’re a veteran, and I know that long before you became an EOS implementer, you worked with leadership teams in in a different way. So can you share a little bit about your background and a little bit about EOS, so that folks understand what you’re going to bring to L3 to help them grow?

Mark O’Donnell: Yeah. Well, I tell you what, I it’s funny because I started my leadership journey, I didn’t really know that I was a leader until I was in the military. I went in the Air Force basic training. Right. So I’m in basic training, and and I got called to the, you know, the drill instructors office. You know, I thought, boy, I’m in trouble. I don’t know what I did, but he’s like, Mark, you know, I’ve been watching you. I see the way you interact with the other men here, and they respect you and you’re very, very influential with them. He says, I want you to be one of our leaders. I’m like me. He goes, yes, you. He said, I see the way you help other people. You’re kind of like a servant leader, if you will. And I’m like, so I did that. And in the process, I didn’t realize that one of the key ingredients that he pointed out to me is because I failed an inspection and everybody else passed. And he said, you forgot about yourself first. He said, I want you to make sure that you get it right first.

Mark O’Donnell: Like, you know, with oxygen mask comes down. You put it on first so you can help others. Well, I, I was thinking about others first before myself. So I wanted to make sure that, you know, that didn’t happen. So so in as I kind of grew as a leader, you know, I always made sure that I was equipped, fully equipped, like I do a lot of reading, do a lot of reading of personal development books and etc. on leadership. And so I learn I learned tools that I can use to teach other people. Right. And so through the years, I’ve learned how to, uh, see the potential that is in people. So, um, when I grow project teams. So moving from the military to the corporate environment, uh, I developed, team developed. Uh, and so in the process of developing teams, it’s actually looking at the strengths, the qualities and the potential in people and helping them to be the best they can be. In other words, I want to help them be successful because then in turn, I will be successful. It helps me to be a better leader and manager.

Joshua Kornitsky: Sure.

Mark O’Donnell: Uh, and if I can equip them to be a better leader and manager themselves.

Misti Burmeister: So what you teach, you get.

Mark O’Donnell: More of what I teach, you know? Yeah, exactly. So. And then as I kind of gravitated through the years of expanding my business and expanding the, you know, the people, I, it was a great fit for me to go into EOS to work with teams. So leadership teams of businesses, so small entrepreneurial businesses, uh, and I worked with their leadership teams to help them, you know, and we say that and get everything they want out of their business. But it’s actually I want to teach the leaders so how they can also recognize the leaders that are in within their company and they can help and develop them. So ultimately, you know, you own a business, you want to either sell it or have somebody else take it over. So or you want to have more time for yourself, for other passions. Yeah. So it’s.

Misti Burmeister: To grow the business.

Mark O’Donnell: And train up other people so you can delegate things to them. That’s the key. Yeah. Right. So I don’t know. I’ve been working on that for for years, and I’m still working on it.

Joshua Kornitsky: Well, so it sounds like anyone that decides they want to attend the L3 event is bringing the ability to have challenging conversations to the forefront, but also a focus on helping people just communicate better. Mark’s bringing the structure, the discipline, the accountability, but also at the team side in addition to the leadership side. What is it that you’re hoping that the participants in L3 are going to take away? What is it you want to help? Because it’s not you’re not asking for specifics from them. You want them to take and learn from the information you’re sharing. What is your hope? What does success look like for those who attend in in an ideal state? Mhm.

Misti Burmeister: Well do you want me to go.

Speaker5: Go ahead.

Misti Burmeister: I would, I would say hands down relationships right. So yes we can get into the content. Uh, what I’m talking about this Thursday is the art of empowerment. But really, I’m facilitating conversation. I have some expertise in this area. Yes, but it’s not really all about me as the facilitator. It’s about helping to create a conversation around this idea of empowerment. And I’ll be having them asking and answering some questions in one on one and in the whole group. Uh, that will allow for some deepening of relationship. See, because when things happen in their businesses or in their careers, they will have somebody that they’ve gotten to know a little bit that they can call up and say, I’ve had this experience. What do you think? So my I would say our bigger goal here is to build community around leadership. And the content that gets delivered and shared about is just the icing on the cake.

Joshua Kornitsky: That’s a that’s a much better way to frame it, right? Because the truth is, the power is in that connection far more than the content. And, uh, you know, as you’re getting the local community to understand that it’s okay to rely and, and trust and be open and honest with one another. Um, have you thought through how you get that ball rolling? Because I imagine that it’s sort of like anytime you’ve got a group of folks together and you ask for a volunteer, everyone becomes camouflage. They all sink back and dissolve into their chairs. So are you going to volunteer them or are you gonna. How are you going to get the folks to come out of their shells?

Misti Burmeister: Because I got a story for you that’ll please this question. So a couple of days ago, I get this email from somebody who’s, uh, interested in L3. Asked me if he could take me to lunch. Absolutely. So we go to lunch yesterday, and at some point during the lunch, he says to me, so how are you going to get the people in this room to just want to get to know each other without titles. Now, this is a guy that, when he first came into the restaurant, was really guarded, very guarded. And by the time he asked this question, all I had to do was look at him because we had some laughs together by this point. Right. Just like I did with you. That’s right. Right. So it’s how we are being. That’s why Mark and I are on the same page about how we introduce ourselves isn’t going to be I’m the best selling author of the yada, yada, blah blah, blah. And Mark’s not going to go with all of his credentials, right? We’re going to step forward with what are we most passionate about right now. Or one of our greatest passions. Right. So that we can lead the way with that. And I would say to a greater, more specific answer to your question is we lead with vulnerability. So I will be sharing in my talk on Thursday some stories that will prompt a lowering of the guard. Right. So it’s all in how we lead it and how we facilitate the conversations among the members. I’m not interested in forcing anything. So if nobody wants to say anything, well, then I’ve got. I’m ready to go. I’ve got other ideas and things I can I can toss at them. Okay, so.

Joshua Kornitsky: So it sounds like if if I’m a little reticent to attend, it sounds like I’m not going to be pushed into anything. Um, but I’ll have the opportunity to connect and meet and and also learn a little something.

Misti Burmeister: Yeah, exactly.

Mark O’Donnell: Yeah. You know, it’s interesting because Joshua, I was doing a, uh, a young professionals workshop, uh, just recently, not too long ago. And in that process, it’s about, you know, opening up and sharing, being vulnerable and sharing, you know, your goals, your aspirations and things like that. And, you know, obviously, you know, I know initially people are going to be a little bit hesitant, but eventually, I think just creating that space, creating that environment where I just share my stories in a sense where if I can just be vulnerable in front of them, I think that will that encourages them to do the same. Right?

Misti Burmeister: Absolutely.

Mark O’Donnell: Yeah.

Joshua Kornitsky: Absolutely. And I think the impact of, of both of you being willing to put yourself out there to, to folks to whom many of whom will be new to you and you to them, goes a long way to lowering the barrier, but establishing the trust and getting the mindset that this is an okay space. Um.

Misti Burmeister: And it’ll take time too, because, I mean, people are accustomed when they hear leadership or, or event or networking or they think networking, they have a perception of what that is, which is why the guy yesterday is like, how are you going to get people to actually want to get to know each other? I’m like, oh my God, that’s what we actually want to do, right? Right. If we could just lower our fears. Right. So Mark and I are going to lead the way with that and give people permission.

Mark O’Donnell: Um, you know, the here’s one of the keys, too, is just, uh, it’s just something I just was thinking about the other day as I was reading, uh, that that, you know, people, like, say, well, they’re not going to really study leadership or attend anything about leadership until they become a leader themselves. Right. And the idea is, you know, do it now.

Misti Burmeister: Do it.

Mark O’Donnell: Now. Because you know what I mean? It’s it’s like because you can have a CEO of a company, you know, VP level, you can be a senior director, or you could be a mid-level manager. You’re a leader at any level. You don’t need a title to be a leader, right? You’re at any level. You’re a leader even even on the production floor. Even as a server in a restaurant, you’re still a leader in some way, shape or form, right? So we’re encouraging everybody to come. You don’t have to be the CEO of an organization.

Joshua Kornitsky: Well, and I think thank you for pointing that out. Right. Because that we we live in a business environment where you say leader. Oh, well, you know, owner of the company or leadership team of the company. But you’re right, because leadership has demonstrated every day by example. And it can be someone who has no title in the world. That doesn’t mean they’re not a leader. It just means they’re not part of a defined hierarchy. You know, there are community leaders. Are there religious leaders? There are all kinds of people that that others pay attention to. And and that paying attention is something that you both just touched on. You you have to refine that. But but it takes a certain point before you have the awareness that there is the existence of leadership. Mark, you pointed out in your own story that you hadn’t noticed it yourself. So it’s got to get recognized, but then you’ve got to have that self awareness. And it sounds like you guys are really looking to foster that awareness and and help others recognize it, not only in themselves but in their community.

Misti Burmeister: You’re touching on the topic I’m speaking of.

Joshua Kornitsky: Oh, sorry.

Misti Burmeister: I love it, I love it. It’s reminding me of this story. Uh, just a few years ago. I’ve been doing this for 22 years. Right. And just a few years ago, I was getting ready to go give a talk to a group of executives, and I was really nervous. I called a mentor of mine who’s in her 80s. She’s not got much time left to live. She’s got a double pacemaker on and on. And I asked her, like, what do you do to deal with your nerves and anxiety? I mean, not right now, but in general. What did you do? And she said, well, tell me a little bit about your talk. And I so I did, and at 20, 30 minutes later she goes, you know, it’s just that you’re one of the best of the best. And it’s just a shame that you don’t already know it. And she and then she followed that up with, I mean, I’m not blowing smoke up your ass. I’m just this is true. This is just the truth. And I was like, it changed my life. Joshua.

Mark O’Donnell: Sure.

Misti Burmeister: It changed my life. I believed her that day.

Joshua Kornitsky: There’s a there’s a massive difference. As as we all hopefully learn at some point between confidence and arrogance. And that confidence comes from from repetition and building skill over time. And I think both of you have demonstrated just in this discussion that you aren’t going about this endeavor for your glories, respectively. It really sounds like you’re trying to help your community, and I think that that’s something that that the universe certainly inside out.

Misti Burmeister: Yeah. You say your community. I’m going to be really honest with you here. It’s good for me, it’s good for Mark, and it’s good for our community. Yeah. So it’s it’s it’s a service to our gifts and it’s a service to the gifts of those in our community.

Joshua Kornitsky: My father always taught me you had as much to learn from the guy pushing the broom as you do from the CEO of the company. And what you have to have is the self-awareness to ask, um, so where do you guys hope L3 will go long term if, if, if you make these connections? Um, are you looking to do this with with frequency? Are you looking to to bring it on the road. Where? Where do you hope to be able to take the Lewes leadership luncheon?

Misti Burmeister: So I can’t go too big. I’ll have to stay small, because already this takes a lot of courage for me. I don’t know about you, Mark, but it takes courage for me to do this. But I will tell you, more than 20 years ago now, I won this award, the Peter Drucker International Essay Contest. And I’m only telling you that.

Joshua Kornitsky: Okay.

Misti Burmeister: I was the first American to receive this award, so they sent me to Austria to receive it. And I’m only telling you that because I think my place, my place. Fifth, they took the top ten and took us to Austria. I’m telling you that because what I wrote the essay about was, I imagined the difference it would make in the world at that time. If all of the teachers in the world could, in our country, could receive the same kind of coaching as the CEO of General General Electric. That was the example I gave. And. And so for me, when I think of the long term of this, it’s providing that same thing that I talked about in my essay. It’s creating a space in our little tiny micro world where it doesn’t matter what your title is, you can come in here and learn how to be better at leading other people from the inside out. So we’re going to have people here that are going to speak on leadership and politics, on leadership and health. We’ve got Mark talking about leadership and delegation, uh, talking about empowerment. We’ve got somebody talking about leadership in AI. I mean, how do you use AI to get better in your leadership? I think it is remarkable. I can’t wait to hear what he has to say. Sure. Um, so. Yeah. Does that answer your question?

Joshua Kornitsky: Absolutely. It sounds like. Sorry.

Mark O’Donnell: Mark, let me jump in here.

Speaker5: Yes, please. Sorry. Your turn. Taipei. Over here.

Mark O’Donnell: Well, would you guys probably don’t? I don’t know, because I have on my vision board. Okay. At home and I put it on there 15 years ago. Is a training center at the beach. Oh, okay. And it and I have the whole floor layout on the I have it all. I have I’ve written about it. And it’s a place where people can come like the Lewes leadership luncheon, and they can come and network and and learn from each other. We’re going to we’re going to conduct, uh, different workshops there. It’s a place where people can come, uh, have conversations, have private coaching as well, have meditation rooms. So we’re going to have all that. And this is a this is a, as I say, a ten year target for me in a sense to have a training center at the beach. And I believe that this is the beginning of creating something.

Misti Burmeister: Some buzz around that. Not. Yeah.

Joshua Kornitsky: That’s fantastic.

Misti Burmeister: Yeah. Yeah. That’s awesome. Did you. Did you just get inspired by that vision?

Joshua Kornitsky: I can tell you that. I could see it in my mind’s eye. And I know that that’s the that’s that’s that’s that’s the first step to making it reality.

Misti Burmeister: Conversations with real people. Can you get better than that? The beach and real conversations.

Joshua Kornitsky: Sounds pretty good to me. So let me ask the obvious question when and where is the Lewes Leadership luncheon?

Misti Burmeister: It’s always going to be on the second Thursday, except for October, the second Thursday of the month. Okay, we’re doing on a Friday. Um, but the second Thursday of the month, our very first one is September 11th, two days from this current recording. Okay. And I’m so excited for it. We’re doing it over at Ferguson heating and Air Conditioning is the full title HVAC.

Mark O’Donnell: Facility.

Misti Burmeister: Facility? Um, just right across from, uh, right across route one. And so on the other side of route one from downtown Lewes.

Mark O’Donnell: Over by that trampoline.

Misti Burmeister: Over by that trampoline store. How do you call the jump?

Mark O’Donnell: It’s like, I don’t know what it is, but jump.

Misti Burmeister: You jump there.

Mark O’Donnell: A lot of the people who have kids know where that is. They do.

Joshua Kornitsky: So how do you find out? Uh, time and specific address and location. Is there a website? Is there a social link?

Misti Burmeister: Um, so we can give you a link that you can share with. We will, but they can email me directly. Misti at Misti burmeister.com, and I’ll send them the link. Um, or they can go to Misti Burmeister. Com and on the, um, on the top right hand side there’s more. And then L3 is underneath that.

Joshua Kornitsky: May I ask you to spell Misti Burmeister?

Misti Burmeister: Yeah. M I s t I b u r m e I s t e r.com.

Joshua Kornitsky: Perfect. And, Mark, how would people reach you?

Mark O’Donnell: Well, I mean, people can reach me on my email. That’d be Mark P as in Philip O’Donnell. O’donnell at EOS worldwide.com. That’s my email address.

Joshua Kornitsky: All right. Well, I can’t thank you both enough for sharing this with me. Uh, it sounds like it’s going to be a really great time, and there’s going to be a fantastic opportunity to connect and get some lunch, uh, and learn. And at the end of the day, I think what you are both facilitating is something that that, uh, aligns with the concept of the rising tide that lifts all ships. So I think it’s a wonderful thing that you’re doing. I wish you nothing but success. And as you continue to grow, we’ll have you back on so that we can see how things are going. Um. Misti Burmeister, Mark O’Donnell. One last thing.

Misti Burmeister: Yeah. I just wanted to put my phone number out there.

Joshua Kornitsky: Oh, please.

Misti Burmeister: Sometimes that’s easier to get in contact with people. I love it when people give me a shout. That’s fine too. (240) 401-4397. Once again. Or 014397.

Joshua Kornitsky: Fantastic.

Misti Burmeister: Thank you so much, Josh.

Joshua Kornitsky: Oh, absolutely. Thank you both. And like I said, we’ll have you back on, uh, as L3 grows so that we can share new things and upcoming events and, uh, as it evolves and changes and grows, uh, it’ll be exciting to learn and follow.

Mark O’Donnell: That’d be.

Joshua Kornitsky: Great. So thank you again. Uh, I’m Joshua Kornitsky professional EOS implementer and a host here at High Velocity Radio. Thank you for joining us. We’ll see you next time. Cool. What’d you guys think?

Mark O’Donnell: Love it.

Misti Burmeister: I loved it. It was a lot of fun. I think, uh, I think you’re brand new to this. Is that right?

Joshua Kornitsky: Uh, six months in at this point, but video is new.

Misti Burmeister: You did such a great job.

Joshua Kornitsky: Thank you. Um, what.

Misti Burmeister: Got you into it?

Joshua Kornitsky: So I’m a cigar smoker. And for the last two years, I’ve been smoking cigars with a guy who owns Business RadioX. And we were sitting there one day, and he’s like, you know, I really want to focus on growing and scaling my business. I need somebody to take over my show. And I said, hey, how about me? Uh, I’ve had more fun with it than anything else, but it’s real intention. It’s purpose is top of funnel activity to invite on EOS prospects and get to know them. And I can tell you that it it has yet to result in a client, but I have had 50 conversations that I never would have had. I’ve connected with new connectors, uh, and it’s definitely got positive momentum all the way around. So Business RadioX has 255 media properties in 19 markets. So this will get national exposure. Um, but the real purpose behind it is we give our interviewees the content to use however they want. They don’t do video. I’m bringing video in. In fact, I did my first test of it today with with my radio show that I do live on Tuesdays. Um, and there’s no question it’s the direction we have to go. Zoom is good, but if I can have folks in the studio because I’ve actually got a studio that they provide. The dynamic is fantastic. So absolutely. Come on down to Atlanta.

Mark O’Donnell: Uh, I’ll bring you a cigar this time.

Joshua Kornitsky: Ah, there you go. Um.

Mark O’Donnell: I owe him one.

Misti Burmeister: Uh.

Joshua Kornitsky: I don’t even remember what I brought you, but I know I brought you something. We see each other on occasion at a quarterly meeting. Um. All right.

Misti Burmeister: Ask another question.

Joshua Kornitsky: Anything?

Misti Burmeister: Okay. So why do you do this work?

Joshua Kornitsky: Why do I do?

Misti Burmeister: Why are you an implementer? Why did you choose to be an implementer?

Joshua Kornitsky: So, uh, without giving you my full iOS backstory, I was part of a leadership team in 2015 that had hit a ceiling, and they brought in an implementer, and I kind of lived it, and it helped us grow so much that I co-founded a software company, and I ran my company on iOS. So I was nine years in before I ever became an implementer. So I and I’ve seen it used really well and I’ve seen it abused its it’s kind of like the, the old adage about a tool, right. You can use a hammer to build a home, or you can use a hammer to kill somebody. Ios is just a tool. And if it’s misapplied, which I’ve seen, it’s an incredibly effective way to lie, cheat and steal. But if it’s used the way it’s intended, it’s a great leveler of the field and it turns the lights on for everybody. Um, how you use it comes down ultimately to who you are as a human being. If you’re the kind of person that is going to use it to lie, cheat, and steal, iOS is just the tool du jour. You know, I can’t change that. I always go into it with the understanding that that most of the world isn’t that disposition, particularly the entrepreneurs, the type of people we work with. And I know you know who they are. Um, you know, they may be hard headed, but they’re almost, almost never malicious in their intent.

Misti Burmeister: Um, so are you still running that software company? Sorry.

Joshua Kornitsky: No, I sold out, and that’s actually what funded my franchise of iOS. Uh.

Misti Burmeister: Is this the sole thing you’re doing now?

Joshua Kornitsky: That. And now I’m. What I do with Business RadioX. I’m not compensated for. The intent is, is to use it as top of funnel activity. Um, but that being said, this week or last week, I had a guest on that I think is going to buy a radio show. Uh, so because that’s Business RadioX business. They and they actually aggressively pursue coaches because it is great, um, connection material. And that’s kind of cool that I was able to help them. I’m trying to get them to embrace iOS, but they’re a it’s two owners and they’re 25 years in and probably not going to happen.

Mark O’Donnell: Yeah.

Misti Burmeister: Gotcha, gotcha.

Joshua Kornitsky: But I love it.

Misti Burmeister: Wow.

Mark O’Donnell: Yeah.

Misti Burmeister: Well, I have 1,000,001 questions more, because that’s who I am. But I’m going to wait and ask you those questions when you and I can be what I want.

Joshua Kornitsky: Absolutely. And, um, I’d already made this offer to Mark, which is kind of what led to this dialog. I, I am happy to to interview you both individually to promote your practices. Mark, I’ve actually now done three implementers and have the full blessing of Business RadioX to continue on that path. Um, because they full transparency, they want to build the use case to go to, you know, to go to us worldwide and say, hey, look, you know, this works. Um.

Mark O’Donnell: Yeah, I because I was going to ask you a question. Uh, you know, have you ever thought about interviewing Mark?

Joshua Kornitsky: Well, you and I talked about that, and you were going to facilitate an introduction around people.

Mark O’Donnell: I will do that.

Joshua Kornitsky: Can you remind him?

Mark O’Donnell: I will definitely remind him. And by the way, so our microsites, we’re revamping them, right?

Joshua Kornitsky: Yes. And you’ll need content. That’s why I’m.

Mark O’Donnell: Saying I need content of like you interviewing me. That would be.

Joshua Kornitsky: Great. Yeah, absolutely. And that’s why I’m. I’m trying to help that way. Um, and what’s really cool is, even though I’m an implementer, you heard all I do is say it at the beginning. At the end, I. The three that I’ve done so far, I kind of let them tell their story and then ask them. I know how to ask the right questions about EOS. Um, but nobody wants to hear the same show over and over again. But there’s enough to talk about that. It keeps us busy. Um, well, I’m gonna I’m gonna drop and I’m going to get this edited, and I will upload. Well, what did I say? I’ll actually upload the entire video and just send you guys the link so that you can watch it and give me start and end times, and I’ll cut the clips out. I, I will ask for it to get published before September 11th. It’s pretty close. Um, but at least you’ll have the content and you’ll have it for next time, and you’ll have it to use between now and then. Um. Did you? Did I ask for. It should have been when you registered that we asked for headshot, bio and and links. Did you guys send me that? Can you? So I’ll send you both an email right now. I need a professional headshot for each of you. I need your bios, and I need whatever links you want to share so that we can publish them. And if you guys can stop and do that now, I will get the audio over right now and I’ll upload the video.

Mark O’Donnell: Okay. Okay.

Joshua Kornitsky: All right.

Misti Burmeister: Perfect. I got five minutes to get to. Perfect. Well, actually ten minutes. So perfect.

Joshua Kornitsky: Plenty of time. What was a genuine pleasure? Uh, Misti. Nice to meet you, Mark. Always a joy. Uh, and I’ll see you both again soon.

Misti Burmeister: All right.

Joshua Kornitsky: Joshua. Thanks. Good luck with L-3.

 

About Your Host

BRX-HS-JKJoshua Kornitsky is a fourth-generation entrepreneur with deep roots in technology and a track record of solving real business problems. Now, as a Professional EOS Implementer, he helps leadership teams align, create clarity, and build accountability.

He grew up in the world of small business, cut his teeth in technology and leadership, and built a path around solving complex problems with simple, effective tools. Joshua brings a practical approach to leadership, growth, and getting things done.

As a host on Cherokee Business Radio, Joshua brings his curiosity and coaching mindset to the mic, drawing out the stories, struggles, and strategies of local business leaders. It’s not just about interviews—it’s about helping the business community learn from each other, grow stronger together, and keep moving forward.

Connect with Joshua on LinkedIn.

Tagged With: Lewes Leadership Lunch

BRX Pro Tip: The Moneyball Approach

September 10, 2025 by angishields

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BRX Pro Tips
BRX Pro Tip: The Moneyball Approach
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BRX Pro Tip: The Moneyball Approach

Stone Payton: And we’re back with Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, I really enjoyed the movie Moneyball, and you’ve kind of made some sort of connection between that and how it might apply to business.

Lee Kantor: Yeah, absolutely. So Moneyball, for those who aren’t familiar with the book, then it was a movie about how you can apply sports analytics thinking to just kind of choosing different types of – it was about baseball, about different types of baseball players – by focusing in on something that maybe other teams weren’t focusing in on, in order to create a more valuable team as a whole, it may be less kind of superstars, but finding kind of those hidden gem people that had specific skills that would be more worthwhile when it came to it, in baseball’s case, generating more runs.

Lee Kantor: So how can you use sports analytics thinking to build a smarter sales process? Well, you know that baseball teams, they change dramatically by using data to find that hidden talent and create more winning plays.

Lee Kantor: So how do you do that with your sales team with less kind of gut feeling and guesswork and more smart moves? So number one, the first thing you have to do is identify the metric that really matters. What sales metric truly predicts success in your business? Is it called a meeting ratio? Is it how quickly you can get a proposal out or a recommendation out? You got to find whatever that key metric is and obsess over how to improve that.

Lee Kantor: And it may not be an obvious one just because everybody else is looking at one thing as the key metric. It may not be the key metric for you or your business. So you got to really spend a lot of time analyzing this and understanding what is the metric that really matters.

Lee Kantor: Number two is you’ve got to get rid of those kinds of gut-feeling decisions. That is a trap. That’s a bias. And it’s something that you really have to understand through math, through analytics, which tactic is driving sales, not what you think is driving sales, which is the metric that is actually the driver of sales.

Lee Kantor: What’s the metric you got to focus in on? Should it be the win rate? Should it be the deal size? Should it be the sales cycle? And whatever the pattern is or whatever the thing is, you’ve got to really understand what it is so that you can measure towards it and optimize for it.

Lee Kantor: So the Moneyball approach cuts through sales noise with data, and you got to use that same approach when it comes to your sales process. You want to be working smarter, not harder. And you don’t want to be doing something that used to work when there’s better ways today.

James Castleberry with LeaderEI

September 9, 2025 by angishields

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James Castleberry with LeaderEI
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James-CastleberryJames L. Castleberry is a retired U.S. military officer and the founder of Castleberry Coaching & Consulting and CEO of LeaderEI, a firm specializing in leadership development through emotional intelligence (EQ) strategies. With more than 25 years of leadership experience across the military, government, and private sectors, James helps organizations achieve measurable business results through customized coaching, training, and consulting solutions.

James is a recognized authority in the application of emotional intelligence in leadership, utilizing tools like EQ-i 2.0®, EQ360®, and MSCEIT® 2.0 to assess and develop emotionally intelligent leaders. In addition to serving executives and teams, he certifies HR professionals, consultants, and coaches to become EQ-i practitioners—building leadership pipelines focused on empathy, communication, and self-awareness.

In his conversation with Trisha, James reflected on his transition from military intelligence to executive coaching and discussed the critical role emotional intelligence plays in leading across generations and managing complex team dynamics. He highlighted the LeaderEI certification program, emphasizing how EQ can be learned and applied to improve leadership effectiveness, retention, and organizational culture. Known for his practical, research-backed, and people-first approach, James continues to impact leaders globally through in-person and virtual programs.

He holds certifications as a Senior Professional in Human Resources (SPHR), Certified Executive Coach, and Master EQ-i Trainer, and is a graduate of Harvard’s Leadership Coaching Strategies program. Based in Florida, James lives out his values of humility, service, and sustainable leadership impact.

LinkedIn: http://www.linkedin.com/in/james-l-castleberry
Website: http://www.leaderei.com

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio beyond the uniform series. Today’s guest is James Castleberry, founder of Castleberry Coaching and Consulting and CEO of LeaderEI. James helps organizations achieve measurable results through consulting, training and executive coaching rooted in proven emotional intelligence strategies. That’s what the E stands for. Just in case you were curious, he is a retired US naval officer with over 25 years of leadership experience across military, government and corporate sectors. He’s led initiatives for NATO, US federal agencies and private companies alike. I’m not done, James. I’m almost there. James is a master trainer in the EQ, I 2.0 and EQ 360 assessments, and his work blends research backed tools with practical insights to help leaders boost performance, strengthen teams, and build emotionally intelligent cultures that retain top talent. I can’t wait to have this conversation. James, welcome to the show.

James Castleberry: Hi. Thank you so much. Excited to be here today. It’s lovely to be here with you. And I love the work that that you do and how you help veterans and business owners alike. So it’s really great to be here with you.

Trisha Stetzel: Thank you. So we need to know a little bit more about James and how you found this space in emotional intelligence and what really drew you to build this business.

Speaker4: What was it was quite an evolution.

James Castleberry: And, um, I. When I retired from the military, I was an intelligence officer for over 20 years. I started out enlisted, actually, in submarines, uh, but, uh, gained my commission and, and then became an intelligence officer. So I transitioned from U.S. Special Operations Command and went to work as an organizational development specialist within a healthcare organization. And it was the first time I’d been an individual contributor in quite a long time. Um, but I kind of backed into this laboratory of consulting and coaching, uh, in the middle of Covid. And so when I say a high pressure lab, that’s what I mean. Is that, okay, you are becoming a consultant. Uh, I was hired to help with leadership development programs. And and so that was based on leadership in the military. And so I come in and then, uh, I realized I was much more of a mentor than a coach. I had to develop that curiosity and ability to to listen. Uh. Shut up. James, listen. So. So I had to learn that the most important in coaching. Um, and then, uh, I developed such a heart for those folks in healthcare that were going through what they were going through. And the primary tool that we used was emotional intelligence to raise that self awareness so that we could understand what challenges they have, what where their strengths were, what blind spots were out there, and and what I specifically liked about the tool that we used was that unlike some of some of the other tools that are out there that are like personality type indicators to kind of tell you what you are, you know, one of the things that raise your hand if you know what letters you are right.

James Castleberry: And people will do that, or they’ll drop them in a chat or a webinar and that they know their letters. Um, but we were kind of left there. Your purple, your orange, your pink. But where’s the growth in that? Where’s the development? How does that help? You may understand more about yourself, but are you able to grow from that? And so emotional intelligence, uh, during Covid, uh, placed me in a position to help people that were really going through their own kind of trauma they hadn’t seen before. You know, they, um, you know, I liken it to, to combat, we we deploy and we go there and we see things that we’re not used to, and then we come back and we kind of work through our issues for them. During Covid, what I experienced was that they they were returning to trauma every day. And so when we would have our coaching sessions and those who participated in the leader development programs, um, it it was a break for them. I could never schedule a 30 minute call. It was a it was an hour to take, 30 minutes for them to just kind of decompress and, you know, feel safe and, uh, psychologically safe environment. And so some of that involved just decompressing a little and then getting into what challenges they were facing and using emotional intelligence to better understand themselves and, and where we could grow and develop.

James Castleberry: And so all of that led to, while I was there, establishing my own business, initially focused on helping veterans transition because I had such a heart for veterans. You don’t have a 30 year career without having a heart for veterans. And so I did and helped. And then I transitioned that a little bit to focus on, on the corporate world where I had the opportunity to go in and work with organizations going through change. Uh, I did some work with, uh, major defense companies, uh, some AI, AI startup. I even had the opportunity to work with. And so, um, learned a lot about consulting, transformation, change. And all along, using what I learned about emotional intelligence, and that two and a half year lab of of Covid and healthcare, uh, to help these other organizations. And so that was a foundation of my business, and it’s brought it to where I am today, where I like to certify other people in emotional intelligence tools. And so whether that’s individual coaches and consultants or if it’s their leader development team that’s internal, um, I feel that there’s such a great exponential impact that, that I can have that way. And so, um, I really like helping out with those tools. I can still do the same things myself, but I see this exponential impact when I can certify others in, in these great tools, uh, so that they can help people too. And so that’s kind of brought me to where I am today.

Trisha Stetzel: Fantastic story. So do you find that everyone’s on board and understands AI and EQ and all of the things that you and I are talking about, or is it something you have to educate people on?

James Castleberry: Yeah, absolutely. Have to educate people. And then there are some that you may and it’s interesting generationally it’s different. So if I’m talking to someone in business and they’re baby boomer, they will respond differently. Um, because their, their generation, um, you know, showing emotion was was bad, right. So there’s a they have a bias against those kind of things. Um, even Gen X folks like me, they, they all think it’s the newest fad. Yeah, yeah, we we we all know our mBTI letters, right? So yeah, we had that. That was great. Hr did it. Now we’re back to business. And uh, and so there is some of that. Now what’s interesting about when we get through millennials and Gen Z millennials is fascinating. The way that they look, emotional intelligence because they so believe in in the work environment being good for them. Um, and so, uh, that, that the culture is very important to millennials. Um, and then when you get to Gen Z, who are now in the workforce and working, and you think about a leader facing all of these different personalities on a daily basis, you know, we’ve used code switching in, uh, in different contexts. But think about emotionally intelligent code switching between generations, uh, required of leaders. And so we get to Gen Z. And these folks are very open. They may come in and sit down in your office and tell you what their therapist said.

James Castleberry: And now think about the communication among all these different generations, uh, together. So yeah, absolutely. It depends on who I’m talking to. Uh, can I sell emotional intelligence as something that benefits the organizations? And, uh, you know, we can bring statistics, we can bring data, we can show increases in, um, uh, Collaboration that can result in increased sales and achieving sales goals. We can show the difference in the impact to retention. We can show the difference in missed days and ramp up time and training. So we can provide all the data behind that. Um, it but it depends on who the audience. You have to adjust that story to whoever the audience is. And sometimes it’s easier to talk to them about and say, yeah, we need to do that. We see the value in it. And then, um, sometimes, uh, there’s an overall perception even of HR as a cost center and not a profit center, that that can create a bias. Uh, when you’re having those conversations and so, you know, is everyone receptive? Uh, initially, no, I’m not receptive to sales initially. Don’t pop in my inbox if I don’t know you and try to sell me something. Right. So, you know, I every, every person is different. I think that’s why emotional intelligence is so important. The number one blind spot for leaders is self-awareness.

James Castleberry: We see the results of our actions in the way that we interact with people. But there’s a lack of self-awareness. One of the most heartbreaking things that I see is, is people who are terminated for some behavior. You see, performance is not usually unless you’re at the C-suite level. Performance is not usually the reason that people are fired and terminated. It’s usually some behavior, and they usually don’t see it coming, because some of those behaviors, when they were more junior in organizations, resulted in performance results. So they don’t understand the Navy does a great job of putting it on the front of Navy times is this commanding officer was relieved. Um, and then you wonder, well, how aware was that person Performance evaluations were great. They obviously they promoted to be a commander, right. Uh, so their feedback they were receiving, at least from up above was great. Um, you know, so, um, yeah, I think that blind spot of self-awareness and and that’s in every interaction. Are you communicating the way that even a sales, the way that they need to hear it, or are they direct, compassionate, um, spirited, uh, or systematic communicator. Right. And then how does that communication style interplay with emotional intelligence are you framing your message right, for who’s receiving it? And so emotional intelligence impacts all of that.

Trisha Stetzel: Yeah. Wow. So, um, tell for those who don’t actually know about EQ and AI and why we’re using those synonymously. So let’s talk about that first and then let’s talk about what the diagnostic or the assessment. The EQ I 2.0. What does it actually measure so that we can catch people up who may not be familiar?

James Castleberry: Okay. So, um, I think it, uh, II became popularized in the late 90s. There was a book by, um, psychologist Daniel Goleman and, uh, and it was called Emotional Intelligence. And so it’s when people first heard of it. Um, but even the research before that, people started wondering when you look at highly successful people and this is what drove it. But when you look at highly successful people, they didn’t all have very high IQs. Um, and that had been the gold standard for measuring and predicting how successful people were going to be. So these researchers became very curious as to what’s that other intelligence that they’re employing, right. To be this successful because they don’t all have the same IQ, and then even people with very high IQs might not be that successful. Maybe that’s detrimental to their success. Um, so when people started researching that and, and then, uh, Goldman’s book came out, it was highly successful. And then it kind of grew out of that just raising awareness and, uh, different assessments came from that. The EQ 2.0 came from the initial work from Reuven Bar-On, an Israeli researcher, and, uh, and there was an initial, uh, EQ and then the way that the data was presented was changed in 2.0. But basically, um, just as IQ is a measure of cognitive intelligence, um, e is a measure in what the EQ gives you is a measure of emotional intelligence.

James Castleberry: Budgets. And so whatever your score is, it’s just like your IQ score. Except it said emotional intelligence score. And so that the the assessment serves as a baseline. And uh, it, uh, it collects data. They had a very good norm as valid reliable. We’ll talk about different sometimes different psychometric tests and the standards that they have to meet for validity and reliability. The whole webinar on it. Um, because if you’re making decisions in business and you’re using these assessments, um, there are certain standards, uh, based on industrial and organizational psychologists that, uh, that you should, uh, that standards of reliability and validity that you should use for decision making, high stakes decision, you know, can you use these instruments for inputs and, uh, for selection, for placement, uh, those kind of things for termination. Never, uh, you shouldn’t use those tools and it shouldn’t be the only input. Right. But but as an input. And so what API does is it has five composite uh categories and 15 subscales that that break down, uh, emotional intelligence into smaller bites. Um, I use the example of um, the self perception is one of the composites, one of the five composites. And in there it’s broken into those three subscales of self-regard, self actualization and emotional self-awareness. And so when you take the overall data set and you break it down into the composites and that many subscales, and then you see how well you performed against the norm, that’s the data in the research.

James Castleberry: Um, then then you can find areas where you have your strengths, uh, where where you have challenges and opportunities for improvement and where you can develop goals to improve. And so, um, it’s such a great tool. And, you know, when I would see it in, uh, in healthcare, the, the folks coming straight from the or sometimes we were doing interventions for communication because it was just so much stress. How are they handling stress? And we could use that tool to help. And you know, patterns develop in in healthcare that people with big hearts and they have very high empathy, um, maybe low assertiveness. Uh, their empathy was so high they didn’t want to disrupt things. And so they didn’t want to argue. And so their assertiveness might have been lower, but it’s a temporary condition. And this is why your self-awareness is is a temporary condition. Because eventually just suppressing all of that, um, all of the, the expectations and, and those kind of things and, and not getting your needs met because you’re empathetic for others and you just want to keep peace and result in strange things. Impulse control. So that they’re they’re making impulsive decisions.

James Castleberry: Or maybe they have a behavior issue, or they have some kind of outburst because for so long their empathy was very high, assertiveness low. They weren’t expressing themselves with their needs. And so how long can someone go? Their stress tolerance was low at that point. Another measure is stress tolerance. It was low at that point. Um, and so, you know, it can result when I talk about chunking these parts of emotional intelligence together like we spoke of before, if you think of how this could result, you have very high empathy, low assertiveness. You’re not expressing your needs clearly. Um, um, and the reason that you’re not is you don’t want to disrupt things. Uh, empathy. You have a heart for other people. You’re listening. Understanding. Um, but by suppressing, uh, your own needs, not clearly articulating expectations and needs, um, your stress management starts to decrease. Your coping decreases until you have challenges with impulse control because you’re not coping well. And so when we cluster and chunk these things together with, you know, some patterns emerge. So um, by people taking that assessment, millions now taking it, by the way, and they’ve actually, um, very intelligently they’re redoing the norm because if the initial norm is 20 years ago and it is a valid norm that’s going to be reliable, then it needs to reflect what society is doing today, right? Because people change.

James Castleberry: So, uh, they’re they’re redoing the norm there. But, um, when you look at different tools and validity and reliability, very strong. I saw the results of that because I saw literally transformations in people. Um, just by raising awareness, we generally people want to improve. Generally, people want to grow up. Even helping people understand their strengths can be very helpful. Uh, there’s a big focus with Clifton strengths. Gallup strengths on on. You know, here are your strengths. But one of the things I learned, uh, that we can use in emotional intelligence is once you know those, then you know what’s most valuable to you, what you value most. Well, then you also know what your biggest triggers are, right? Inherently, if honesty is a very important value to you and someone tells little white lies or they just glaze over, the truth person’s going to be in your triggers all you won’t know why. Why don’t I like that person? I really you know, I don’t understand. And so that’s why you don’t like them. If you value independence and someone’s kind of needy, right? And independence is a big value. Uh, you want to let someone just take a task and run with it? It’s a big value for you. And this person just keeps coming back for more and more instructions and directions.

James Castleberry: And I need to understand this better. That person could be in your trigger zone. I think it’s very important to understand, uh, for your triggers, to understand where, uh, where you value, um, different aspects, even of emotional intelligence and where if empathy is really important to you. If someone just seems indifferent, that person’s going to be your trigger zone. If problem solving is important to you, you’re kind of a systematic thinker and you know people will do what you tell them, but they’re not going to go fix things themselves. Being a trigger zone. So so now you take this and you apply it to leadership and leadership teams and you kind of see this dynamic. Then you add the have the dynamic of different generations and how they were raised and how they respond to different stimuli in the workplace. Um, it becomes this very complex thing to, to work out. And so if you’re not very intentional about yourself and if you’re not aware of those 15 subscales in emotional intelligence, you’re not working toward getting better in those areas where, you know, sustaining where you’re strong, but getting better in those areas for growth. Um, and then learning that yourself helps you to spot it in other people. Right? You spot it in other people, then how much better a leader can you be specifically for them?

Trisha Stetzel: Yeah. Okay, so I’d like to tackle those that may be skeptical about this whole measuring emotion thing because they don’t they’re not emotional people and they don’t want to go down that path. So, James, number one, have you worked with people who are skeptical in the beginning, and did you see a turnaround with them? Did they come around? And what were those results like once they adopted or adapted this idea that they can become better? When it comes to AI.

Speaker4: So what’s great?

James Castleberry: Despite skepticism, initial skepticism, the results are the same. So if they’re initially skeptical. But you know, I don’t do emotion. I’m like, well, okay, that’s the way you process information. That’s great. How’s it? And this is a coaching. How’s it working for you in your relationships? Right. They’ve already told you they don’t want to deal with emotions. Right. Relationships or emotions. So in how you deal with them. Right. So the results can be the same. Maybe they’re stressed out. Maybe they have time management challenges. Maybe they have challenges with empathy. Maybe they’re misunderstood. You know, maybe they’re great problem solvers, but they’re not that assertive, you know? Or on the other end, maybe they have low empathy. They just don’t consider the feelings of others. And everything is data based. They’re analytical. Right. Um, but when you start asking those questions. Okay, how, um, how does this show up in your life? You know, when you say that relationships are important, emotion is not important. What kind of feedback have you heard? You know, what are you getting? Would people agree with you? And if they agree with you, do they like it? Is you develop these conversations with them. And the great thing and this is what I think is so important about a valid and reliable tool, is because it is a valid tool.

James Castleberry: It is a reliable tool. We’ve got the, the um, statistics to support it, the data to support it. Then it’s going to have results because it is an accurate assessment. So those will be the areas you need to work in. It might not be where you want to work. That may be a hard area for you, but it will be the area where you could use the most improvement. And then I go back to this is a self-assessment. So even though there are other questions that that help with validity and reliability and and consistency, this is your assessment of yourself and your own mirror. It’s a self-assessment. And so if using this tool said well this is kind of the results based on data and your perceptions. So it’s hard for someone to come and say that it’s not you know, I don’t believe in this at all. So I’ve actually seen I think some of those hard cases are some of the best. You know this in general, some people are coachable and some are not. Maybe they don’t want to change. They’re not interested in changing. And that’s okay if you raise their awareness. I’ve helped people and then they come back months later.

James Castleberry: Hey, you know what? I’ve been thinking about this thing. Hopefully they’ll come back with a performance improvement plan. Right. But, you know, they come back later because now they’ve heard it. And so you know how to cognitively. How do they go through that if they’re systematic. Well you know this I heard this. These people are telling me this. That’s it’s not working for me. I don’t know what to do different. This is just me. So and I’ve had those people show up, too. Oh, this is me. Uh, you know, I had one lady, uh, I coached in healthcare. She said I’m just like my dad. They didn’t realize that these decisions were impacting others because they never asked. Right. Yeah. And so I see so much growth. One lady said, uh, she. Yeah. I’d like to go back and read testimonials. Well, one lady said it was so great I was able to come to work without crying. And so, you know, talk about impact, why that was so formative to me or retired military officer and then go into this incubator for emotional intelligence, uh, coaching and consulting. And, uh, during the middle of Covid and, and that’s kind of shaped where we are.

Trisha Stetzel: It’s beautiful. It’s been such a journey for you. So as we get to the back half of our conversation, I’ve got a couple of things left. One, I would love for you to talk a little bit about your certification program and who the best clients are for that. So someone is already adopted, adapted, loves AI, really wants to take it to the next level. So talk about that program. And then of course, I have a veteran question for you because I couldn’t let you leave without that.

James Castleberry: That’s great. Well, wouldn’t want to miss it. So, uh, certification program is you know, I tell people if you want to invest in the most impactful training that you could possibly have for your organization. Number one, invest in emotional intelligence, but get one of your people certified in providing administering this tool, debriefing it, and coaching emotional intelligence, whether that’s an external consultant and they use that or an internal consultant, and you use it in leader development programs, whether internal or external, it’s, you know, 16 hours, two days live. And so you sign up, you get access to an LMS, and then you take online modules and then you, you come into this, this live virtual environment like we’re in now. And you’re learning about the history of emotional intelligence. You’re learning about this model, the validity, reliability. You’re learning how to administer it. And then you’re learning how to interpret what the reports and the information provide, and then how that translates Flights into helping, uh, helping your folks with growth and development. How to how to set Smart goals so that so that something practical. We take these ideas of emotional intelligence and then and then we apply them to you and and then we deconstruct where your strengths are and, and where your challenges may be. And then we co-create this plan for development, um, that can really be impactful in your life. Um, in your work engagements, in your home engagements, um, increasing overall happiness. Um, you know, one of the measures is, is positivity. Are you positive? You know, and here are the things that contribute to that. Right. So, um, um, the the training is, is two days some pre modules that you do and then a test at the end.

James Castleberry: And uh, and then you have a license to be able to administer and use this great tool that, like I said, I saw proven in in a healthcare environment, a pretty intense healthcare environment. I was sold on it. I love to see, um, the development of people, you know. I love to see them grow. I love to see them come back and talk about the changes. And, um, so that’s that’s the certification program. It’s, uh, it’s, uh, it’s not a difficult program. Uh, there are some communication aspects to it because you have to be able to, um, juggle the different, the different subscales. Right. What does this mean when you’re interpreting. And then you for me, as a military officer learning about this, I had to shift from being a mentor to a coach and more asking questions instead of telling, right. So remain curious about the data. Try to understand from the client, um, what this means and how they completed this and what the results show and then co-create something. Sometimes their biggest deficit in emotional intelligence is not where they want to work. You can’t mentor them and say, hey, right here, that’s your problem. Nothing’s a problem. It’s an opportunity. And and and go where they want to go because it needs to be something that’s dear enough to them that they’re willing to work in that space. So the certification, uh, can be signed up for, uh, at my website. Com and and then after people sign up there and they enroll, then, uh, they’ll get signed up in a learning management system. We’ll go through a couple days of, um, uh, training. They’ll take their test, they’re certified, then they can purchase and use the tool.

Trisha Stetzel: Okay. That’s beautiful. So lottery.com is the best way to find that program. And, um, sign up with James to get certified. That’s fantastic. I really enjoyed our conversation today. So last question for you. What’s the one big thing that you brought with you through your military experience into the work that you do now?

James Castleberry: A couple of things. It’s so hard for me to do one, but I’ll try to keep it at one for you for time. But I think it was my exposure to so many different cultures, so many different people. And so because of that, I didn’t come in with a bunch of bias. I came in with, hey, these are all people that bring experiences of their own. They contribute in the world, and I need to listen. I need to understand them. I need to understand how we interact. And so I think, uh, you know, along with some of the leadership aspects, some of the aspects of being an intelligence officer that are process oriented. Uh, you know, I really brought just that, that exposure to, uh, to to so many different cultures, so many different. And that’s within the United States. And when I deployed, right, so many different cultures and, and that cultural awareness to where I wasn’t very surprised when someone came in the office to be able to help, you know, and as a leader, regardless of the generation, I’m trying to read a little bit. I’m trying to understand where they’re coming from, but I’m not going to make a judgment on even on stereotypes for a generation. And so I think that the biggest thing that that, uh, I learned from the military, um, was, um, not not to quickly judge people, but to, to listen, to be curious that that curiosity about where they’re coming from, where they’ve been, what they need.

Trisha Stetzel: That’s awesome. So, James, thank you again for your time today. Uh, everyone knows they can go to leader. Com to learn more about your programs. Is there another way that you would like for people to connect with you if they have questions or want to learn more.

James Castleberry: Sure, they can directly email me at James at dot com.

Trisha Stetzel: Beautiful, James, thank you so much for your time today. This has been an amazing conversation. You may have to come back because they have so many more questions for you.

James Castleberry: I’d love to come back. It’s been a pleasure.

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

 

Tagged With: LeaderEI

Michael Agri with North Atlantic Consultants

September 9, 2025 by angishields

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Houston Business Radio
Michael Agri with North Atlantic Consultants
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Michael -AgriMichael Agri is a seasoned Technology Advisor and founder of North Atlantic Consultants, a firm that specializes in helping businesses navigate the complex world of IT, telecom, cloud services, and cybersecurity.

With over 16 years of experience, Michael works as an independent agent—offering no-cost, unbiased guidance by connecting clients with hundreds of vetted technology providers. His mission: simplify tech, reduce costs, and help businesses thrive through smart, customer-first solutions.

In his conversation with Trisha, Michael shared how he entered the field after being inspired by a former boss and the freedom of entrepreneurship. He discussed his approach to helping clients select the right solutions—ranging from VoIP phone systems and internet connectivity to cloud platforms like AWS and security services—based not on commission but on customer satisfaction and performance.

Michael explained how his clients benefit from his insider knowledge and network of top providers. He also highlighted the community aspect of his business through events like Tech at the Park and his involvement with the Port Orange South Daytona Chamber of Commerce.

Based in Florida, Michael balances tech advisory with family life and a passion for supporting local businesses with tools that power sustainable growth and connection.

LinkedIn: http://www.linkedin.com/in/michaeljagr
Website: https://northatlanticconsultants.com/

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Michael Agri, a seasoned technology advisor with North Atlantic Consultants. For more than a decade, Michael has been a trusted partner to organizations navigating the complex world of IT, telecom and cybersecurity. He helps businesses find the right solutions for VoIP voice over IP. For those of you who are not technology inclined, uh, for those phone systems, internet connectivity managed, IT support cloud services and security, all with unbiased advice and no cost to his clients. Michael is passionate about building community through networking and events like his annual tech at the park. And he’s here to share how smart tech choices can save time, money and stress. Michael, welcome to the show!

Michael Agri: What an awesome introduction. Thank you Trisha.

Trisha Stetzel: You’re welcome. You know, I like to do this because we don’t do it ourselves. So it’s nice to hear all of these amazing things. Right, right. So excited to have you on the show today. And, you know, technology even before we got started, number one, it’s a bear. You probably hear that all the time. Where do I go? How do I do this? Before we dive into all of the technical stuff, Michael, tell us a little bit more about you and how you serve your clients.

Michael Agri: Yeah. So technology is a big word, right? When you hear the word technology advisor, you’re like, well, what aspect of technology? And, um, what we do is a is a trusted advisor is we’re experts that help businesses choose, implement and manage the right technology to help improve their operations and reduce costs. And um, I’m partnered with, um, a couple what’s called SDS, which stands for Technology Solutions Distributors. And what these folks do is they give people like myself access to hundreds of providers. And these are some of the biggest technology providers in the world Microsoft, Google, Amazon, uh, RingCentral, um, Vonage. Um, you could go on and on. Um, and, um, what we do as advisors is we’re independent and we judge these providers and rank these providers and score them based on, um, I would say the biggest, the biggest indicator would be, uh, customer satisfaction. We typically will bring clients to providers that exceed expectations, and providers that are very good at delivering what they say they can. Because I think we’ve all been there, uh, either as a business owner or if you’ve been in business, if you make the wrong technology decision, it can set you back years, can set you back financially. It can wreak havoc on, uh, on your time and resources. So we specialize in helping our business clients get that decision right the first time.

Trisha Stetzel: Okay. So, Michael, how did you get into this technology space in the first place? What drew you here?

Michael Agri: There’s an old saying that I love. It’s, um, never be afraid to steal a good idea, and, um, I, I worked my my old boss right out of college, um, had started doing this on his own, and he had been doing it for 5 or 6 years, and, uh, was incredibly successful. And I wanted everything he had. You know, I was a top salesman for a local telecom company up in New England. And, um, but what he had was what I wanted, which was his own business. Um, no boss, no quota. Uh, nobody breathing down your neck, right? And, um, I wanted that type of freedom, and, um, I just called him up one day and said, look, I, I want to do what you’re doing. And, uh, I would love to take you out to dinner at your favorite restaurant and just ask you a bunch of questions and and bring my notebook and see if I can kind of replicate what you’ve done. And he was happy to help. And, um, that’s really kind of where I got started. And that was 16 years ago.

Trisha Stetzel: Wow. Amazing. Congratulations, number one, on making that decision. It can be very scary to move from a corporate paid position to being an entrepreneur. What do you find was the the biggest struggle for you over the last 16 years of working for yourself, which is what you were so passionate about.

Michael Agri: Well, in our industry, as technology advisors, it’s always that first 24 to 36 months. It’s a commission only job. You get paid by the providers only when you make a sale. And if you’re talking about, you know, a CRM system or a phone system or a network, um, these take months for the clients to review. And, you know, either do an RFP, um, compare, uh, in search and read, do the research. And then once they make a decision, it takes months for the IT to get implemented. And then you get paid after the first bill is paid. Well, now seven months has gone by. So, uh, it takes an incredibly long time to start getting to a point where you can pay your bills. And for me, that was took about three years. And, um, that’s always the biggest challenge in this industry is, is having that runway to, uh, to get to that point.

Trisha Stetzel: Mhm. So from, from a technology perspective, you gave us a summary of what a technology advisor is. What types of clients do you serve. Can you give us some examples there.

Michael Agri: Yeah. Um typically the two biggest for me is healthcare and banking. Um, there are two areas that are heavily regulated that require, um, specific they have specific needs. And um, and those are two areas that benefit enormously by having someone like myself. Um, so those are two areas. But really we can help any business, uh, regardless of size, regardless of geography. And, um, there’s a lot of people that do what I do. Uh, every year they estimate that there’s in between 5 to 10,000 new technology advisors just starting their practices.

Trisha Stetzel: All right. So we’re just going to have to take a deeper dive into this term. Technology advisor, you gave us an overview. I understand the clients that you want or do serve, but what exactly is it that you do? And by the way, I had no idea that there were thousands of technology advisors out there. So tell me more.

Michael Agri: Well, think of us like insurance agents. Okay. Um, some insurance agents are independent, and they can give you multiple quotes and they can say, well, travelers is a much better opportunity for you than Aflac, but Liberty Mutual, right. And here’s why. And, um, and that’s really what we do. Only we do that with technology. And our job is to help our clients find the best providers, the best technology and services for that fits their needs. And then the best price. And, um, we spend an incredible amount of time working with providers, uh, in subject matter experts to, to really kind of net out who are the best providers, what are the best technologies and, and how do we get the best price? Um, the providers themselves are what’s called cost neutral, which means if you were to call up Microsoft or you were to call up, uh, RingCentral on your own and do the research with a direct sales rep, that best price from that direct sales rep cannot be better than the best price for me. So there’s no advantage to or to going, uh, no disadvantage to going through us as opposed to direct. But the advantage of going through someone like a technology advisor is huge, because there’s no cost to you, but you’re getting an incredible amount of knowledge and you’re getting a lot of inside information as to what are the products and services that are out there that are really helping move the needle for, uh, for some of their competitors and, uh, a lot of other businesses out there.

Trisha Stetzel: So I want to throw this one at you, and I’m going to bring up AI, because all of us have been asked the same question, is AI going to take your job away? And I have my own answer about coaching. It’s not because you have to have a human help hold you accountable. Um, how do you see AI as a number one as a benefit for technology advisors? Um, and is there is there this thought in your space and your business that AI, some business owner can just use AI to figure out the information that you would be delivering as a technology advisor.

Michael Agri: Yeah. And, uh, you know, I think that’s a great question. And in my opinion, AI is is just a tool. Uh, and as humans, we’re tool makers. That’s what we do. And, um, and what AI does is it helps us become more efficient. It helps us become faster at answering questions and solving problems. And, um, businesses right now, one of their I mean, the conversations that I’m having is, you know, how can we use this technology to to get better at what we’re doing and, uh, to get better at helping our clients? And I’ll tell you what I mean. It’s it’s in its infancy, so we’re just getting started. But there are a lot of things right now that are happening that, that are giving, um, businesses, uh, an advantage and, um, trying to make sense of that. All is hard to do on your own. Uh, you could do some Google searching and you could definitely do some research, but, um, I have access to dozens of subject matter experts, including, um, some of the brightest minds in customer experience and, uh, AI in the industry, and can even bring them on the phone with these clients to share not just success stories, but but things that are really happen in real time that that might be able to help them.

Trisha Stetzel: Yeah, I love that there’s no replacement. That’s the bottom line, right? At least not now. We’ve gotta have that human interaction. And gosh, you can tap into so many resources that you’ve built relationships with over the last 16 years, which is so important. Those relationships. Okay. We’re about halfway through our conversation. I know people are already interested in connecting with you, Michael, either to learn more about what you can help them with, or even just to learn more about what technology advisors do. What is the best way for them to connect with you?

Michael Agri: I’m very easy to find because I have a unique last name. My first name is Michael and my last name is spelled h g r I. There’s there’s only two of us alive in the United States. We’re both in Florida, amazingly. Um, but, um, you’ll easily find me, and I’m very active on LinkedIn, so make sure to, uh, if interested, make sure to connect.

Trisha Stetzel: Yeah. Fantastic. Thank you. Michael. And that’s how I found you was on LinkedIn. That’s how we connected originally. So I love to dive into business networking. I believe that it’s very important. And so do you, which is why we’re here today. Because we were networking and trying to expand our network. So what are the benefits of business networking, particularly when you’re an entrepreneur and you’re looking to grow your business?

Michael Agri: Oh, um, it really didn’t hit me until later in life. You know, I, I didn’t really start networking until, um, about seven years ago. And, um, what it was, was, um, I, um, we had we had moved from Boston to, to Florida, uh, the Boston area, to be exact, to the suburbs. And, um, when we did, it was nice, kind of not really knowing anyone, you know, and, and, uh, but but after a while, it got old, you know, and, um, it was, it was a little lonely, you know, I didn’t have any friends. And, uh, my wife said to me one day she said, you know, you you got to go out there and do something, you know, and, uh, so, so I did I went and, uh, I joined the local chamber of commerce, and I joined a local networking group called BNI. And, um, I just went into it with really? No, um, No expectations, right? I wasn’t the I wasn’t there to try to, like, go find business, right? I was just there to make friends and, um, and help in really any way I could. And, um, and in doing so, um, it took time. But within a couple of years, my business was really taking off, and, uh, and it really hit me that, God, you know, you had missed out for years on this. Uh, you could have been doing this a long time ago. Um, but, um, you know, the way I was kind of trained as a salesperson was all cold calling. It was all prospecting. It was no relationship building. And, um, but relationship building absolutely is the foundation of success. And, um, it works. Not only does it work, it works shockingly well, in my opinion. Um.

Trisha Stetzel: I’m a big fan of referral marketing on purpose. I spent 15 years in BNI across two businesses, and I had the same feeling when I first joined. Uh, it was because I didn’t have any community, and I had a business and I was working from home, and there were no other human beings besides my husband and my son in the house. And it really was about building relationships. And what I found is the same thing that you did. You can build a business through referral marketing, and you don’t have to cold call or hot knock right go knocking on doors to meet people. And I love that. Uh, it’s it served me very well in my first business as well as this one, uh, in the coaching space. So I want to know a little bit more about tech at the park. Can we talk about that?

Michael Agri: Yes, yes we can. Okay, so so go ahead. What’s your question?

Trisha Stetzel: Yeah. Tell me more about it. I want to know everything about tech at the park when it is if it’s still happening, uh, this year, if it happens every year. What does that look like? And who goes.

Michael Agri: Yeah. So this is our first year, and, um, I, um. All right. So I had never thought about throwing a client appreciation event ever until February when, um, my, my spectrum business, um, channel manager, we met for breakfast and he said, you know, you have over 100 clients with us today in, in the county. Um, how about we throw. You know, this is just an idea, but how about we throw a client appreciation event and we sponsor it, and, uh, and, you know, I’d never thought about that, but it may it reminded me of 6 or 7 years ago. Um, I did a similar event at, uh, Top Golf in Orlando, and nobody showed up. It was like 2 or 3 people showed up. It was incredibly embarrassing. Um, and I swore to myself, I’m like, I’m never doing anything like this ever again. Um, but what had changed when he asked me that question was I had six years of experience, um, in event planning with the local chamber. Uh, so, so at this point, I had a lot of experience. And, um, I also have a couple hundred clients in the county. So I thought to myself, well, I think I can get people there for sure. And, uh, so I reached out to the local, uh, minor league ball club.

Michael Agri: It’s the Cincinnati Reds organization. It’s called the Daytona Tortugas. And, uh, and we set up a private event. They have just one private area and right on the right field corner that fits about 200 people. And, uh, we got about 150 of our clients and sales partners to come out for a night at the ballpark. And, uh, we gave out some really, really cool prizes. We gave out an iPad and, uh, one of those Yeti roller coolers. It’s like a, like a $500 cooler, which I would never spend that on for myself, but it was fun. There were a lot of kids that came, and honestly, the funnest part was we had special gift bags just for the kids. And, uh, the Daytona Tortugas actually gave us game jerseys and hats for the kids, which was which was incredible. And, uh, I mean, I had a lot of fun, and I think everyone else had a lot of fun. But the one complaint that I heard, it gets so dang hot here in Florida, it was like 94 degrees that day. Uh, luckily it was in the evening, so it got cooler. But I think next year we’re going to do it either earlier or later in the season.

Trisha Stetzel: Okay. That’s amazing. So you guys keep your ears and your eyeballs open for a tech at the park in 2026 under Michael’s LinkedIn. I’m sure it will be all over. Tell me the benefit of for you and even for your clients if doing something like that, having a client appreciation event.

Michael Agri: Ooh, to me, I just feel like the luckiest person in the world to be able to do what I’m doing. It’s so much fun, and I just. I don’t know how to say it any other way. I’m just super appreciative and thankful of every single one of my clients. Um, because I wouldn’t be here without them. And it was. It was really my way of just saying thank you, you know? And, um, without you all, uh, I would have to go out there and get a real job, and. And I don’t want to do that. So, um, it was just my way of saying thank you. And, um. And the most important thing for me was to shake everyone’s hand that was there and personally thanked them for either their partnership or their business.

Trisha Stetzel: That’s beautiful. And I love that you’re giving back to your clients. So for the listeners, if you guys haven’t thought about doing something like this, you can do it on a really small scale or a very large scale to start working on it and show your appreciation to your clients in some way. Michael, do you think that you created a space for your clients to network with each other with this event?

Michael Agri: I think that was like the funnest part was, um, introducing some of my my clients to other clients and, um, seeing them make friendships, right. Um, it was and also introducing some of my business partners because these are all technology people within technology, right? Like, uh, one of my partners, uh, specializes in payment systems, and another one specializes in websites. And it was great to connect all of them because they can help each other as well. Uh, so, yeah, it is a little bit of community building in a sense, for sure.

Trisha Stetzel: Aha. You’re a giver. That’s why BNI is for you. It suits me, right? Uh, because the motto there is givers gain. And that’s really what it’s all about. Let’s give to the community, uh, particularly when we’re asking the community to support us as business owners. All right, Michael, I have one final question for you. As we get to the back end of our conversation, will you share an example of how the right technology solution transformed one of your client’s businesses or even their business operation?

Michael Agri: Yeah. Um, very interesting story. I got a call. It was really late at night. I just put my my kids to bed. It was, uh, it was almost 9 p.m., and it was on my work line. And, you know, I thought that was strange. It it went to voicemail. It was a CEO of a really large call center here in Florida. And, uh, for seven weeks, their call acceptance rate went from 24% to 0%. So nobody was answering their calls. And after asking him a few questions, we realized that what had happened was his his outgoing caller ID for their phone numbers was being labeled as spam. And when that happens to you, nobody answers the phone. And his salespeople went from making tens of thousands of dollars a month to zero. And he was at a point of desperation where the salespeople were getting ready to walk out the door and they were going to lose the company. And he so he said, what in the world can we do? And I amazingly, I just knew exactly what he needed. And he needed a caller ID reputation provider to help him fix that. And the very next morning, I had him on the phone with that provider and with his leadership team, and we had a plan in motion, and we had a contract within 24 hours. And, uh, and within just a few days that that issue was resolved.

Trisha Stetzel: Wow. That’s amazing. What a difference a day makes. And and a Michael a day in a Michael. That’s awesome. Michael, thank you so much. This has been a great conversation. You have so much information, um, stored somewhere. And I appreciate you bringing bringing it to my audience. And I know that they definitely want to connect with you and learn more or understand more. And even those of you referral marketers out there refer some connections to Michael. So, Michael, would you give your contact information one more time as we close today?

Michael Agri: Yeah, sure. You can reach me on LinkedIn. Uh, it’s Michael, last name, agri. Agri. My phone number is (386) 478-4993. And, um. Yeah. Trisha, thank you so much for having me. This is so much fun.

Trisha Stetzel: I’m so glad that you joined me today. You guys know that? I’ll put Michael’s contact information in the show notes. All you have to do is point and click. So long as you’re not driving and you’re sitting in front of your computer, if you’re driving, you can jot that information down later. Michael, thank you again. I really appreciate you being with me today.

Michael Agri: My pleasure.

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

 

Tagged With: North Atlantic Consultants

From Support Group to Global Network: The Evolution of IAIP

September 9, 2025 by angishields

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Association Leadership Radio
From Support Group to Global Network: The Evolution of IAIP
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In this episode of Association Leadership Radio, Lee Kantor is joined by Lisa Hardin, President of the International Association of Insurance Professionals (IAIP). Lisa discusses IAIP’s evolution from a women’s support group in 1938 to a diverse, global organization. The conversation covers IAIP’s focus on leadership development, professional education, and networking, as well as strategies for engaging a geographically dispersed membership. Lisa also highlights the association’s scholarship programs, community service initiatives, and efforts to promote the positive impact of insurance professionals.

IAIP-logo

Lisa-HardinLisa R Hardin graduated from the University of Wisconsin-Stevens Point in 1988 with a B.S. in Business Administration-Finance. After a brief stint as a retail customer service supervisor, she began her insurance career in 1990 at Sentry Insurance as a Commercial Lines Rater.

Lisa is currently a Claims Representative Specialist handling large exposure liability claims for Sentry’s National Accounts division. In this position, Lisa handles claims country-wide, maintains 15 adjuster licenses, attends mediations, and directs the strategy for litigated files.

Lisa has been involved with the International Association of Insurance Professionals (IAIP) since 1994, earning their International Claims Professional of the Year Award in 2004 and was named Region V Insurance Professional of the Year in 2021. She is currently serving as the IAIP International President.

In her spare time, Lisa enjoys spending time with her husband Jon. They love traveling, biking, and participating in martial arts together. Lisa is a 3rd Degree Black Belt in Tae Kwon Do and Jon is a 2nd Degree Black Belt. Although since the pandemic, pickleball has replaced martial arts.

Jon and Lisa are also volunteer chefs for Lasagna Love, a national charity providing hot meals to families going through a tough spot who need a break from making dinner. They have 2 children Rachel (35) and Ryan (28) and two cats, Lola and Bianca.

Follow IAIP on Facebook.

Episode Highlights

  • History and evolution of the International Association of Insurance Professionals (IAIP)
  • Focus on leadership development and professional education within the insurance industry
  • Networking opportunities for insurance and risk management professionals
  • Diversity of membership, including individuals from large corporations and family-owned agencies
  • Challenges in meeting the educational needs of a varied membership
  • Engagement strategies for geographically dispersed members
  • Importance of virtual and in-person events for member connection
  • Support for education through scholarships and grants
  • Community involvement and charitable initiatives by IAIP
  • Promotion of positive perceptions of the insurance industry and its professionals

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Lee Kantor: Lee Kantor here another episode of Association Leadership Radio. And this is going to be a good one. Today on the show, we have Lisa Hardin, who is the president of the International Association of Insurance Professionals. Welcome.

Lisa Hardin: Thank you Lee.

Lee Kantor: So excited to learn what you’re up to. For folks who aren’t familiar, do you mind sharing a little bit about the association? How you serving folks?

Lisa Hardin: I would love to. So International Association of Insurance Professionals,IAIP or the easy way insurance professionals, is an organization obviously serving insurance professionals from our name. We actually go back to 1938. We had a group of forward thinking ladies out in Colorado in the 1940s that decided, hey, you know, we need to get together to support each other, to help each other as far as networking and leadership skills and education, kind of a response to the good old boys network, so to speak. And so in they started this organization, they had a couple hurdles getting people to join, and then at that time, convincing employers that this is not a union, this is just a support group. We just want to support each other and learn and and promote people within the insurance industry. So in 1940, 187 women met and formed the National Association of Insurance Women and in 2000, in 1967, an international was added to the name to recognize the fact that we had members in Canada and other countries. And in 2011 we updated our name to be International Association of Insurance Professionals to reflect the diversity of our membership. So our membership has always been open to anyone in the insurance and risk management industry. So we wanted our name to reflect that, and we provide professional education and an environment to build business alliances and the opportunity to make connections with people of differing career paths and experience within the insurance industry. So we have anyone, you know, CEOs, agency owners to people starting in entry level jobs.

Lee Kantor: So the membership could be an entrepreneur that has their own kind of brick and mortar store, and it could be somebody that works for a large corporation insurance. It’s for everybody in the industry, everybody.

Lisa Hardin: That has a connection to insurance or risk management. So if you work for an insurance company, if you work for an agency, if you’re a broker, that type of thing, or if you work in an industry that serves the insurance industry like your Proclean and Dura clean. And you know, the the companies that come in and clean up the mess when there’s a fire or have to, you know, independent adjusting firms, glass companies like Safelite. Paul Davis restoration is one of our big partners.

Lee Kantor: Uh, so so it’s evolved then from support group for a handful of people to now a pretty sounds like a pretty diverse membership.

Lisa Hardin: Oh, definitely.

Lee Kantor: And then how do you go about what are some of the challenges when you’re serving that diverse of a membership?

Lisa Hardin: It’s it’s everybody’s always, you know, looking for CE and looking for the next big education opportunity. So in the last few years we have focused on developing leadership skills. So we want to be the premier, um, association to provide leadership skills, not only training, but also the opportunity to put those leadership skills to the test, to, um, practice. But your job is not on the line, so it’s a safe place to to, you know, take on a leadership role that you may not be, um. Comfortable with and kind of stretch your legs a little bit before you, you know, put your, your career and your livelihood on the line. And then the next time you go in for a promotion, you can say, hey, well, I took this leadership course. I have this designation, a certified professional leader. But then I’ve also done, uh, I led a task force for a year, and I had to do the scheduling, and I had to do, you know, run a meeting and do an agenda and do all this stuff so that you can say that in your next interview and hopefully, you know, that’ll set you aside and you can get the next promotion.

Lee Kantor: Now, do you have chapters around the country or around the world, or is it kind of one central and everything’s done virtually?

Lisa Hardin: Um, it’s a little bit of both. So, um, the original organization really started out as a grassroots organization with local associations. We do have a few local associations still, um, around. So it’s one of those things that you just kind of have to be in the right place at the right time. Um, as with a lot of associations, that local membership has been difficult to maintain with people’s schedules and a lot of things happening virtually. But then we also have the international organization, and we say that you’re a member of Insurance Professionals first. A member is a member. And then if you’re lucky enough to have a local association and have that support, that’s an extra bonus.

Lee Kantor: So the main way you get together, you have an annual or regular kind of conferences.

Lisa Hardin: Uh, yes. So we have um, we have weekly or not weekly. We have monthly webinars through our website that address different topics such as education or leadership or, you know, what’s the what is the next big thing that we’re going to be doing? We, uh, also have we’re divided into regions. So the regions are typically, you know, a group of states. So there’s, there’s one that’s, uh, in, you know, like northeast, uh, the United States and then southeast United. It’s kind of the Midwest and then the West Coast. And so each of those regions has, um, their own separate conference. And then we have an international conference. So, um, we’ve got, uh, opportunities to attend things virtually, uh, every month, whether it’s, uh, a virtual town hall meeting or if it’s one of our, uh, local associations teaching one of our designation classes. And then at the regionals, those are typically in-person meetings. So we have a little bit of both.

Lee Kantor: Now, in your membership, you a portion of the members are kind of part of enterprise organizations, and some are kind of part of mom and pop entrepreneurial organizations. Can you share a little bit about the makeup, like what portion is kind of working for a large organization and what portion is working for kind of an entrepreneurial organization?

Lisa Hardin: Um, it’s a pretty good mix. Uh, we have it’s so we have a lot of people that are working for your, your insurance companies, your Vermont mutuals, your Liberty Mutual’s, your Nationwide’s, um, that type of thing. But then, like you said, on the other side, we have, you know, family owned insurance agencies that have, you know, they’re on the second or third generation owner. So you’ve got that kind of legacy as well. And, you know, the mix. I don’t really have, you know, percentages, but it’s it’s pretty close, probably a little bit more on the agency side versus the company side right now. You know, employer support is another one of those things that, you know, we have to start drumming up again. It’s like, okay, yes, this is what we can provide you. And we do that with our corporate partnerships as well. So the Certified Professional leadership designation that I mentioned is um, of course there’s 17 courses and we offer it to, uh, our corporate members where they can sign up, you know, 10 or 15 people that they would like to go have them go through this membership course, and then they become members of the insurance professional while they’re taking those courses. And that kind of gives the company a way to do those soft skills, because a lot of companies have their training internally on, you know, insurance topics, you know, how to be underwriting, doing claims, all their systems, all that kind of stuff. But it’s the soft skills. And then some of those agencies as well, you know, they’re smaller and they don’t have that internal training. So then we can help provide that leadership training for them.

Lee Kantor: And do you have any advice for other, um, association leaders when it comes to engaging, uh, a national group like this where there isn’t as much kind of chapter in person, regular, you know, face to face contact, but you’re having to engage a membership that is all over the place.

Lisa Hardin: Right? Um, it’s it’s basically repetition. Um, they say you have to see something three times to, to make it stick. So use all of your resources. Uh, you if you have like, we happen to have what we call a blast email system where we can, you know, send out an email to all the members. They all get the same information. Posting on social media, posting on LinkedIn. Uh, we have a YouTube channel where we have recordings of our town halls. So if you missed that town hall, you can go back to the YouTube channel and, uh, watch it. We, our members are very good at sharing, at sharing and reposting. So each each individual region has a Facebook page. And then, um, a lot of those local associations also have a Facebook page. So again it’s just reposting and you just keep sharing it. You may think you’re overdoing it but you’re not.

Lee Kantor: Yeah I think that’s a mistake that a lot of people make is they think that they’re oversharing, when in reality most people are so busy they don’t see things as often as you think they do. They don’t feel like they’re being bombarded. They miss most of the stuff that most people send out.

Lisa Hardin: Right. And we thought we apparently there’s a survey that says emails are opened more likely on a Wednesday. So we’ve we’ve actually used that. And um, we have two newsletters that goes out. One is for our, um, uh, the organization itself. It’s our connections newsletter. And then the other one is for our NCW Legacy Foundation, which is our uh, 501 C chapter, uh, scholarship organization. So that Legacy Foundation provides scholarships for our members that they can apply for. So if they’re, you know, taking a college course or taking a designation course that their employer is not going to reimburse them for, they can apply for a scholarship to get money towards that, um, additional education, or they can apply for a scholarship to attend the international conference for that registration. And then we also do grants for, uh, the either a local association or a regional. So if they’re trying to get a keynote speaker, uh, they can apply for a grant through the foundation to help assist with that keynote speaker. If they want to put a class on it, their conference, they can do a grant for that. And we also have a couple of, um, it’s called the Norm Ziegler Scholarship. And it is. We did it for $1,000. Scholarships for, uh, college aged. Well, you know somebody who’s in college in a risk management or insurance program. So that is a big part of our, uh, organization as well.

Lee Kantor: Now, how about some advice around I think it’s an advantage of having regional, uh, kind of the way that you have it delineated in, in regions. Are you able to do you have any systems that enable, uh, when something’s happening in a regional level or even in a local level that you’re able to kind of bubble up that best practice and then share it with everybody because you’re getting a lot of intelligence from boots on the ground all over the place. And if you have the right systems, you can kind of affect quickly and effectively share something that someone’s learned, uh, with everybody.

Lisa Hardin: Right. So each region has what we call a regional vice president. So there are seven regions, seven regional vice presidents. They make up our board of directors. In addition to the executive officers, each of those regional vice presidents has um a, a director. So there’s a membership director, there’s a marketing director, there is an education director. And then there is what we call a member at large director. Those are the people that don’t happen to have a local association near them, or wish not to be part of a local association, so that that director team and the regional vice president, their jobs then are to do that, delineate the the information and, you know, keep in touch with the members, keep in touch with the local associations, find out what everybody’s doing. They do a quarterly newsletter where they promote, you know, oh so and so got a designation or so and so was recognized for this or this local association did this fundraiser. So there’s a lot of, um, you know, self-promotion. And it’s one of those things that we do need to get better at.

Lee Kantor: Right? Because there’s so much intelligence that’s happening that, um, you might be able to miss it, but by you having so many people out there paying attention to stuff, I would imagine that a lot of good stuff can bubble up and be shared. And, uh, and it can improve kind of the lot for a lot of folks. Can you talk a little bit about, um, I know that, um, kind of giving back is an important part of your, your life, but also how how you, uh, you choose kind of which charities to support. And you mentioned the scholarships, which is super generous. And that seems like it’s helping a lot of people in the industry. But do you how do you kind of choose which charities to get involved with as an association?

Lisa Hardin: So typically what we do is, um, when we host our international convention, which next year in June 2026, will be in Norfolk, Virginia. The president kind of, you know, chooses a charity. So we kind of look to that particular area to see, you know, where need might be. So last year we were in Oklahoma City and we chose Toby Keith’s Kids Corral. So he raised money for them. We had people that brought books and toothpaste and, you know, essentials and stuff like that. So the specific charity is kind of, you know, a perk of being president, I guess you could say. Um, so we kind of look to, to do something in the community that we are holding our convention in.

Lee Kantor: And then for the upcoming convention, what’s the charity?

Lisa Hardin: So for the upcoming convention, I was really excited because, uh, Norfolk, Virginia has a, uh, local chapter or a local, um, uh, coordinator for a group called lasagna. Love that I’ve been involved with for almost four years now.

Lee Kantor: And for folks who aren’t familiar, do you mind sharing a little bit about lasagna love?

Lisa Hardin: I would love to. So, um, but like I said, about four years ago, Lasagna Love popped up on my Facebook page, and I looked at it and I’m like, oh, this is this is really a neat organization. They were looking for lasagna chefs and I’m like, oh, I could make lasagna. That’s no big deal. You know, lasagna is lasagna. And what it is, is it’s an organization where, uh, you’ve got the people, the lasagna chefs and the people that support the organization that make lasagna. And you’ve got the people on the other side who are receiving lasagna. And it’s not it’s not a financially based system. Yes. There are people that are requesting lasagna that are, you know, I’m elderly, I’m on a fixed income, I’m a single mom. But it can also be, you know, somebody’s going through cancer treatments who just doesn’t have the energy to make a dinner or a new mom. Again, same thing. I don’t have the energy to make a dinner or somebody again. It’s just, hey, you know, I could use a good hot, fresh meal type thing. So that’s the the the most exciting thing about it is even myself. If, you know, if I find myself in a situation where, you know, I’ll all of a sudden I’m overwhelmed, I could go and and request a lasagna. And so we’ve been doing that for about four years. My husband is a chef, so he took over the cooking of lasagna. And I’m the admin person that makes the contact with the recipient and schedules when we’re going to deliver it and whether they want it hot or cold or whatever. So yes, I was very excited that lasagna love has a connection in Norfolk. So that will be our charity.

Lee Kantor: And, um, and you don’t have to be a professional chef to, to participate, right. Like, like if, you know, it’s just I mean, lasagna is one of those meals that it’s not that complicated of a recipe and it’s not and, uh, and, and pretty much anybody could do it, if you’re so inclined. And then, um, and there are lasagna love. I don’t know what they call it, but coordinators all over the country, it’s a pretty substantial organization. It’s grown organically, um, over the years. But I think it’s in a lot of places. It’s not just in a handful of places.

Lisa Hardin: Yes, it’s nationwide, it’s everywhere. And they definitely, you know, I know in our area we’ve got a backlog. So, uh, you know, look it up and, you know, it’s like you said, it’s easy to, you know, just make a lasagna and you go out and help somebody. And the the responses that we get back when we deliver it, people are so appreciative. They’re excited. They’re like, thank you, thank you, thank you. Um, because my husband is a chef, he doesn’t understand portion sizes. So the people that are lucky enough to get us to make them lasagna definitely have leftovers.

Lee Kantor: So and you can just go to lasagna love, To find one near you. Whether you want a lasagna or you want to make a lasagna.

Lisa Hardin: Make a lasagna, or if you just want to make a monthly donation that goes, you know, for ingredients, you can do that too.

Lee Kantor: Yeah, it’s a great organization, and it’s such a generous, clever way, uh, to allow people to help the other people in their community. I mean, it’s it’s just a wonderful organization. And kudos to you for really, um, making me aware of it and also letting our listeners know about such a wonderful group and and your association. I mean, it kind of goes hand in hand about insurance. I mean, there’s a lot of generosity and kindness in the insurance industry. I mean, you’re valued members of all the communities you’re in.

Lisa Hardin: Well, yes, it’s it’s it goes to, you know, we gotta we gotta boost our image as insurance people. You see the, you know, especially when you see the attorney commercials. Oh, don’t trust the insurance company. They’re out to get you. But, um, you know, we like to be the the positive force of insurance. And we’re out there. We’re serving community. We are professional. We are there to you know, I’m in claims. So I meet I meet people on their worst days because they’ve been in an accident or, you know, something happened and they don’t know what to do. And so part of my job is to, uh, guide them through that process and, you know, take away the stigma of, you know, I’m just out to get you, and I’m going to sell your claim for as little as I can. So the whole organization is working to put a positive spin on the insurance industry as well.

Lee Kantor: Right. And I think that everybody understands that an insurance person should be part of your trusted advisor team. I mean, it’s definitely it’s not something that you cannot have and just hope, like insurance is just part of the deal, you know, as you kind of go through life and in your career, you have to have insurance and you have to have a trusted insurance person and a trusted insurance organization in order to kind of have a successful life. So, um, you know, I’m sorry that you’re having to deal with the stigma issue, but, I mean, the facts are the facts. I mean, insurance is important, and you better have somebody you trust watching your back because that’s their job. Mhm. So, um, if somebody wants to learn more about your association um, where should they go.

Lisa Hardin: Um you can certainly go to our website if you go, um, the easiest way to do it is to do IAP in your Google search. And we typically come up first. We’re International Association of Insurance Professionals. And uh, that’s the easiest way to find us.

Lee Kantor: And then if you’re in the insurance business, you should be a member. Right. Like this. This this sounds.

Lisa Hardin: Like.

Lee Kantor: This is a kind of an association that is, uh, should be a priority if you’re in the insurance business.

Lisa Hardin: Yes, we we, like I said, we promote the education of our members, the leadership development of our members, networking, working with corporate partners. And, like I said, giving our members that safe place to expand their skill base so that when they go for that next promotion, they have something that sets them apart.

Lee Kantor: Right. And everybody needs that. So. Well, Lisa, thank you so much for sharing your story today. You’re doing such important work in so many areas and we really appreciate you.

Lisa Hardin: Well, I appreciate you having me. Thank you very much.

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

 

Tagged With: IAIP, International Association of Insurance Professionals

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