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The Government Could Become Your Best Customer! Part 1

July 10, 2023 by angishields

WIM-Government-Pt1
Women in Motion
The Government Could Become Your Best Customer! Part 1
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In this episode of Women in Motion, our guests share their advice and success stories for women-owned businesses interested in government contracting.  Abby Souffrant, CEO of A&L Business Solutions,  DeLisa Clift with Global Business Development Strategist and Dana Arnett, CEO of Wicked Bionic, are all experienced in the field and have some valuable lessons to share.

One of the biggest takeaways from this episode is the importance of relationships. Our guests stress the need to develop relationships with government agency personnel and contracting officers, and to always be honest and transparent. They also emphasize the importance of compliance and performing well on contracts, as government clients can be the best referrals.

Listen in to learn how you can get started and about the value of small business certifications like the Women-Owned Small Business and HUBZone certifications, which can help businesses stand out and access set-aside contracts.

Abby-SouffrantAbena Souffrant, renowned as Abby, stands as a beacon of inspiration and empowerment for female entrepreneurs in the realm of government contracting. She has ascended to the pinnacle of success as the CEO of A&L Business Solutions, a trailblazing force in the industry.

With an impressive seven-figure revenue, she has etched her name as the unwavering “Shopping Contract Queen,” an embodiment of female excellence. Abby’s visionary enterprise specializes in empowering women-led businesses, enabling them to seamlessly integrate government contracting into their revenue models.

Serving as a dedicated concierge service, A&L Business Solutions strips away the complexity, ensuring clarity and confidence in the process. Guided by years of invaluable experience and fortified by a formidable team of experts, Abby has championed numerous female entrepreneurs, equipping them with the tools and knowledge to navigate the intricate world of government contracting.

Through her unwavering dedication, Abby paves the way for countless women to forge their own paths to success, inspiring a generation of fearless and formidable business owners.

Connect with Abby on LinkedIn.

DeLisa-CliftDeLisa Clift is a business strategist with Global Business Development Strategist LLC, where she works with clients to build sustainable business models for growth by pursing government contracting with local, state, and federal agencies. The clients she works with see revenue growth in as little as six months by implementing strategies that are designed from a human centric perspective.

Her entrepreneurial background spans thirty years of experience working with private and public clients in various industries such as government, healthcare, hospitality, and logistics. DeLisa also provides Fractional CEO, COO, and CFO to other small businesses.

DeLisa’s holds an MBA in Human Resources and a BBA in Accounting. She has served as an adjunct instructor at Savannah Technical college in the business and accounting departments.

Connect with DeLisa on LinkedIn.

Dana-ArnettDana C. Arnett is the CEO and co-founder of Wicked Bionic, a Los Angeles-based agency that crafts multicultural marketing and advertising campaigns. Since 2015, the agency, under Dana’s leadership, has worked with large organizations and government agencies, impacting millions of lives through strategic media campaign initiatives.

With a certificate in Diversity and Inclusion from Cornell University, Dana promotes DEI best practices and contributes to the educational aspirations of underserved high school students through her board member role for the Fulfillment Fund.

Recognized for Wicked Bionic’s work and Dana’s dedication, she received the WBEC-West WBE Supplier of the Year Class 2 award in 2022 and San Diego Gas & Electric’s LGBTQ+ Supplier of the Year award in 2021.

Additionally, her involvement with WBEC-West as the Los Angeles Forum Chair and the WBENC National Forum has shaped her mission: changing lives by fostering accessibility, active support, and genuine listening in the professional landscape.

Connect with Dana on LinkedIn.

About our Co-Host

Pamela-Williamson-WBEC-WestDr. Pamela Williamson, President & CEO of WBEC-West,  is an exemplary, dedicated individual, and has extensive experience as a senior leader for over twenty years.

She has served as the CEO of SABA 7 a consulting firm, overseen quality control at a Psychiatric urgent care facility of a National Behavioral Health Care Organization where she served as Vice President and Deputy Director,and has served as the CEO of WBEC-West, since 2008.

Her extensive experience in developing and implementing innovative alliances with key stakeholders has enabled the organizations to reach new levels of growth and stability. Her ability to lead and empower staff members creates a strong team environment which filters throughout the entire organization.

She takes an active role in facilitating connections between corporations and women business enterprises and sees a promising future for WBENC Certified women-owned businesses.

Dr. Williamson holds a Doctorate in Healthcare Administration, a Master’s degrees in Business Administration, and bachelor degrees in both Psychology and Sociology.

Connect with Dr. Williamson on LinkedIn.

Music Provided by M PATH MUSIC

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios. It’s time for Women in Motion. Brought to you by WBEC West. Join forces, Succeed Together. Now here’s your host.

Lee Kantor: [00:00:27] Lee Kantor here with Dr. Pamela Williamson, Women in Motion, another episode. This is going to be a good one. We are diving deep into the world of government contracting. Pretty exciting to have this group of ladies with us today, Pamela.

Dr. Pamela Williamson: [00:00:41] I agree. I am super excited to start the conversation again. This is we are covering government contracting both at the state and the federal level. And we have another group of amazing women. So let me start by introducing them. I have Abby Souffrant, who is a beacon of inspiration and empowerment for female entrepreneurs in the realm of government contracting. She has ascended to the pinnacle of success as the CEO of A&L Business Solutions, a trailblazer, a trailblazing force in the industry with an impressive seven figure revenue she has etched. Her name is the unwavering shopping contract queen, an embodiment of female excellence. Abby’s visionary enterprise specializes in empowering women led businesses, enabling them to seamlessly integrate government contracting into their revenue model. We also have Dana Arnett once again joining us. Dana is the CEO and co-founder of Wicked Bionic, a Los Angeles based agency that crafts multicultural marketing and advertising campaigns. Since 2015, the agency under Dana’s leadership has worked with large organizations and government agencies, impacting millions of lives through strategic media campaign initiatives. And last but certainly not least, we have DeLisa Clift. DeLisa is a business strategist with Global Business Development Strategies LLC, where she works with clients to build sustainable business models for growth by pursuing government contracting with local, state and federal agencies. The clients she works with see revenues growth in as little as six months by implementing strategies that are designed from a human centric perspective. Welcome, ladies. Thank you. Thank you. DeLisa, I’m going to start with you. Just for full disclosure. DeLisa also is our facilitator for our Wosb platinum supplier program. And so we have been working with her. I think this will be your third season with us, right?

DeLisa Clift: [00:02:43] This is my third season with you. Yes.

Dr. Pamela Williamson: [00:02:46] So one of the things that we hear a lot is that women owned businesses sometimes are fearful of getting their feet wet into government contracting. So can you talk about what some of those myths are that stop women from taking the plunge?

DeLisa Clift: [00:03:01] Certainly. And you’re exactly right, Pamela. I am so appreciative of Quebec West for hosting this particular conversation, because as a woman myself, you know, it’s kind of scary. Even the journey of entrepreneurship and what that looks like because of the unknowns and some of the journeys into government contracting, whether it’s from a local or state perspective, is that these women feel that they don’t have 100% of what they need to be successful. So that is one of the main fears and not understanding the pathway into getting into government contracting, whether that’s through a subcontracting platform or prime contracting platform. And then they don’t know exactly who to connect with in order to help them along that pathway. So it becomes very a very fearful task to endure for these women. And along with that fear comes what a lot of stress. And so some of those women that I’ve talked with and have experienced on this journey of contracting and the government space, those are some of the things that they share with me. And I think that the women that are on this particular platform today can probably speak to that as much as I can and, you know, have an understanding of what that looks like and and how to actually, you know, mitigate some of that fear and stepping into the government contracting space.

Lee Kantor: [00:04:23] And that’s a great place to start is the first step. Like what Maybe share each of you and start with you. Delisa the first step that you took to get involved in this.

DeLisa Clift: [00:04:34] Well, I’m probably not like a lot of other people that I just dove in with my feet first and not really having an understanding of what that looked like. I started working with local government agencies to determine exactly what their needs were, and I was actually just watching them. And for me, I just dove into the the environment and I started submitting unsolicited proposals. Those unsolicited proposals were the things that got me through the door. You know, even though I had to submit seven of them before I was finally recognized to say, they finally recognized, Hey, look, we might could benefit from her services. So for me, it was just like, you know, just making it happen. Just doing it. Having the fear and the process of writing the unsolicited proposal and just, you know, hitting the send button on the email and following that up and just, you know, trying to find the people to communicate with who do I need to connect with in that government agency. So again, my experience is probably a lot different from others that might be able to speak to this a little bit more.

Dana Arnett: [00:05:43] I love what you said Delisa. And you said you kind of like didn’t you didn’t know. You just did it, you know, and I love that you said unsolicited. I don’t know if that would go over so well today. Right. It probably will not. Nobody would read. Right. But we had my business partner said when our business was dwindling because we are we had entertainment clients and that kind of went away after a year and a half. And he said, know we could do government contracting. There’s a lot of money there. And my mind shut like a trap. I’m like, I don’t know government. I don’t know what you’re talking about. I don’t know what like, I knew nothing. But I think that we literally didn’t have any business going on, which was gave me the space to start investigating. And all I knew was, you know, being an SBA, you know, being a small business and registered, I was like, okay, woman owned business came a few years later and LGBT came further than that. But, you know, one little thing, stay. We said, What’s going on in the city of Los Angeles? Oh, we could register as a business in the city of Los Angeles. Okay. Where’s what’s a portal? Let’s go into the you know, it was it was like we said, what was federal. I’m a federal what? So we started small and that’s how we got started to look. Oh, there’s a proposal that needs marketing and advertising. There’s an RFP that requests for a proposal that needs marketing and advertising. And we would write, write it and we respond to it, you know, so it is that baby step. But I do want to say, I think something that’s super important that I think you ladies would agree it’s not for everybody. It’s not for everybody’s business. And knowing that you provide a service or a product that would be bought by that agency or company or whatever department, and that they want something that you have that’s important to know because you don’t want to spin your wheels. It takes a lot of time to be registered. And part of.

DeLisa Clift: [00:07:33] So you know what, Dana? I really like what you just said. There is that government contracting is not for everyone. It’s not for everyone’s business. And that’s one of the things that I talk to people a lot about is especially doing a SWOt analysis on your business, determining what your strengths are, what are you taking into the government space because you’re there to solve a problem for them. So what are you bringing to them that’s going to solve that problem quicker than maybe, you know, someone internally can do? Do that SWOt analysis and be able to find, you know, your pathway that way. So then you know exactly that you are ready, whether it’s from a people resource or a financial resource. The SWOt analysis for your business is very important.

Abby Souffrant: [00:08:15] Absolutely. And I actually have a story very similar to Dana. Actually. My business was in a situation where we were interested in pivoting because, you know, things just happen with clients and relationships just kind of fall by the wayside. And honestly, if I’m just being 100% honest, I was introduced to government contracting through a webinar and they talked about the government’s budget. Now, if anybody knows about the Government’s budget, if that’s not enough to get you excited, like I just want a little bit. So that became the focus, you know, and then, you know, entering upon entering into that, into that arena, going into a lot of training, there’s it’s it’s government contracting is is a different world. You know, it involves business. Yes. But there’s many more rules on this other side of the tracks. Not that they cannot be understood, not that contracts can be attained. It does take time. It takes focus. And so, um, I completely resonate with Dana. You know, we needed to do something different and then just kind of popped up like, hey, learn about government contracting and learn about it and decided that, hey, we’re just going to go ahead and take it full force and. With no plan of how to what to execute, what’s going to happen next. We’re going to learn about this because this is one area of business that we have no knowledge about and we haven’t touched. But with that kind of budget, I’m pretty sure one of us can figure this out. So so that’s how we how we entered into this.

Lee Kantor: [00:09:56] Now, can you talk a little bit about, okay, you got the contract, you put the proposal in, you have the contract, do you treat the government as your client differently than you would somebody that’s just kind of a regular business person as a client? Or is there a different ways that you interact with the government that you would with, you know, a typical like kind of another business person?

Dana Arnett: [00:10:19] I think that’s a great question, Lee, because one of the things that I learned, I think more than treating them, they are a client of ours, right? And you’re dealing with a human, not something this mystery thing behind us, you’re dealing with a human or a department of people. So developing that relationship. But I think also something was told to me in this was in the Los Angeles Small Business Academy. I was privileged to be chosen to learn this program about our city and what government contracting was like. And they said, you know, awesome, that you won the contract. Awesome. What are you going to do with it when you got it right? Because we’re all talking like winning, winning, writing, winning. And and what they said was that the contracting officer is your because they’re the first, first contact really once you win is like they have to be your best friend. You don’t have to hide if you can’t make a deadline or something’s just, you know, just throwing you a wrench, be honest. Tell them because because what they don’t want is for us to fail. They don’t want us to fail. They’ve worked hard to to get us into that position. So that was one of the big things that I learned is develop those relationships. And now clients are they’re our best referrals. Government clients are our best referrals. So yes, definitely close to them. Yeah.

DeLisa Clift: [00:11:35] I would agree with Dana, that contracting officer that you’re going to work with on an ongoing basis on those contracts are going to be your most important ally that you have within that department. One of the things that I look at is that, you know, any client is an important client. But one of the things when a government agency becomes your client, then you’re actually really risking a higher degree of your reputation because you know, they can score you on these cars. And so at the end of the day, if you get a bad rating on cars and you go out to apply for another grant, another contract opportunity, you might not get that contract opportunity because of your your low scores. So that’s one of the things that, you know, I tell people all the time is that you want to make sure that you are not just ready, but you’re willing and you’re able to perform on the contract once you’re awarded the contract. Because getting it awarded might be the most happiest day for you, for, you know, at that particular moment. But then the scary part comes in in the performance of that contract. And what does that look like on the other end? So your government contract clients are your most important ones. If you’re going to live in that space and live in in that space for a long time.

Abby Souffrant: [00:12:53] Absolutely. And those those relationships are just key because they open up more doors even in other agencies and other programs as well. So, you know, we do treat our government clients with a little bit more emphasis of making sure that we are on it and really performing before our deadlines. Because, again, like Dana, you know, reiterated that if we’re not able to perform or if something is going wrong, we don’t want to ruin this relationship because the doors that open up from this are beyond what we can even think or imagine. And then along with just being in compliance, you know, just being in compliance overall, that keeps you on your toes. And so I would say for us, our government clients definitely, um, we definitely put more energy and effort into maintaining and sustaining those relationships overall. Not that our other clients aren’t important. Everyone is important, but you know, my corporate clients don’t have as many rules and regulations as the government, you know, fortunately, unfortunately. But I also, at the end of the day, we want to make sure we put our best foot forward and the government just can can saw our business so far as well as on the other end, if we don’t perform, it can also ruin our business as well. And so we are very delicate as as to how we manage our contracts and just being open and honest with our contracting officers.

Dana Arnett: [00:14:29] I do want to say, Abby, where I so agree is that that I have to. Constantly go back to the contract as you’re working to make sure that or what? We had an invoicing thing and I wasn’t sure how to do it and I did it. And then they said they said, Oh, that’s not how the contract is. So the rigidity of that and, you know, I mean, sometimes they’re 8100 pages contractually, we just signed our life away to. Right? So yeah, I don’t think we have that anywhere else. So yeah that is the compliance is a big piece.

DeLisa Clift: [00:14:59] Contract differ becomes your living document for the life of that contract.

Dana Arnett: [00:15:04] Yeah very true.

Abby Souffrant: [00:15:05] A good way to put it the living document because it’s so true.

Lee Kantor: [00:15:08] Very true. Now is that something that is maybe prevents people from trying to get into government contracting because they’re so intimidated with all the rules and all the documents and all the documentation that they have to keep up with that it becomes more trouble than it’s worth, like managing the expectations of that person that’s new to this world, I would think is important. If you were trying to onboard somebody into trying to get a government contract.

Dr. Pamela Williamson: [00:15:38] Yeah. So I think, Lisa, you mentioned subcontracting and that’s a great pathway. So can you talk a little bit about what that is and how do you do subcontracting?

DeLisa Clift: [00:15:51] Yeah, because subcontracting is a great pathway for a business that is looking to step into the government space, whether it’s local, state or federal, because it basically releases some of the, I would say, overhead liability from you as a subcontractor where you can team up with a prime contractor who has already been awarded the contract. And then you have a piece of whatever that contract is. And my analogy is that you don’t have the entire watermelon, but you have a half a watermelon, right? So you have 50% of that watermelon instead of 0% of a grape. So at the end of the day, the subcontracting allows you to walk through the door, still get an opportunity to have a piece of the pie, but have less reporting responsibility to that owner of that contract. So then, of course, things like bonding does not become a great expense to you and reporting any types of activities in that contract opportunity does not fall back on you. It falls back on the prime contractor. So there are so many contracts that require a subcontracting plan. Any project that’s over like 700,000 $750,000, I believe, in the federal government space requires subcontracting, a subcontracting plan. And so it’s really easy to go out there and find on these particular websites that you can find those companies that have already been awarded these large dollar value contracts that you can actually go to to actually see if they need some subcontracting work that you can provide for them.

Dana Arnett: [00:17:28] So go ahead, please.

DeLisa Clift: [00:17:31] No, no, That is a pathway that you can definitely walk into from a subcontracting perspective.

Dana Arnett: [00:17:36] Such a great way to start. I was going to ask you or I was going to say that we also we usually go in as a primer. We’ve always gone in as a prime. I think we just know not to. I literally think we just didn’t know the difference. You know, in the beginning we were lucky to win something early, but we bring on diverse other diverse suppliers because we’re a woman owned business, but we’re not a disabled, veteran owned business in the state of California takes small businesses and what’s called a DVP. And so we bring on other other suppliers that are our subcontractors to support our proposal. Maybe they haven’t done government work, but they’ve done work in that space. You know, we don’t do PR, we’re a marketing and advertising agency, so we need a PR company so we bring them in to support the proposal and then also to help us in the selection process by being another diverse supplier. That’s a great way to get started.

Abby Souffrant: [00:18:29] Absolutely. And I think, you know, when people understand kind of the the aspect of what is a prime and what is a sub, knowing that you don’t have to enter in as a prime, but you literally can understand the process being a sub and not that subs don’t pay out, they pay very well. You know, and it’s a great way to get that past performance that your business needs it. It takes off a lot of the stress and a lot of it along with people just understanding what is government contract language and all that stuff like that. But then how do I maintain it? So like Lisa said, talking about the bonding or having the insurance or having certain requirements that the RFP requires, some some organizations just don’t have it just yet. However, you can also build your portfolio as being a subcontractor, which is nothing wrong with that. I actually I highly recommend it just so that you can understand like what you’re getting yourself into. And then there’s others. Well, I’m a go getter. I definitely am. Like, I’m just going to go ahead and try to be a prime. But that’s just me and Dana, and I don’t know if it’s the Lisa too, but I’m just like, I like to go go hard or go home.

Abby Souffrant: [00:19:40] So I’m like, I’m just going to go ahead and be a prime. But again, if I was also asked I’ve been asked also to be a sub, a sub as well. There’s nothing wrong with it at all. And you can for me, I learn best by being a part of the journey. And so being a part of the journey, understanding the rules and regulations as the Prime gives you the work that needs to be done and the compliance that comes with it, you know, it will start to shape your business into being more government contract ready and then before you know it, you’ll just be like, you know, we see this opportunity or, you know, through an industry day, you know, I’m going to go meet these, you know, primes or even agencies there and, you know, provide my capability statement and just try to network and meet people that that use the work, the line of work that we have to offer. So it’s a softer blow into it. And I and I and I think everyone should definitely try to get into the government realm, you know, by that way.

DeLisa Clift: [00:20:45] Yeah, And I agree with Abby because we too, have lived in, you know, two different spaces as the prime contractor and as a subcontractor. And experience in both of those places have been different. So, you know, you just really have to find whether or not you are ready to go into a contract opportunity as a prime and you have 100% of all the resources that’s going to be needed to perform successfully on that particular project, or you’re going to enter into it as a subcontractor. Or you can enter into teaming or joint venture agreements to where you can joint venture or team on certain projects to get that past performance that Abby talked about so that you can prepare yourself to be better ready to serve a contract and a prime contracting role with all the tools and the bells and whistles that you’re going to need to be successful.

Lee Kantor: [00:21:36] Now, the first time working with subcontractor that maybe you’ve never worked with, is there some tips you can share about how to make this relationship flow well and manage each other’s expectations and understand kind of which lane everybody’s in? And how do you keep up that good communication?

DeLisa Clift: [00:21:57] Lee, you hit the nail on the head right there when you said the expectations. I think that, you know, as you go into a subcontracting role, the expectations are the first thing that has to be laid out. One of the main things that I feel like a lot of subcontractors actually are at a disadvantage in is not having the expectations to be clearly defined in a contract, because just because you’re a subcontractor does not mean that you should have a contract from that prime contractor with an understanding of what the scope of work that you’re going to perform and what the dollar value is associated with that contract. So having that expectation to be spelled out in a subcontracting agreement with the prime contractor is something that is not just needed but necessary for any time that you’re subcontracting on a particular project. We find that a lot too. We do, like I said again, we work with local government agencies and we manage their supplier diversity programs and so one of the things that I find a lot of times with construction related projects or a construction project is not going to have the prime contractor perform in every scope of work up under that project. So they’re going to have a number of subcontractors. And how were those subcontractors know exactly what the expectations are unless they are written somewhere in a contract? And how then can we basically make sure that they’re being paid and being paid on time if there is not something that’s written and documented of what that payment arrangement and agreement is? So expectations and subcontracting are just as important as the prime contractors expectations that they’re that they know that they need to meet from the contract holders. Would you agree, Abby.

Abby Souffrant: [00:23:43] Yeah, I absolutely agree. Even to add to that communication, you know, with doing any line of work, communication is key. Knowing who you report to, knowing who you know, how to update, what the work that you’ve done. And one thing that I also just want to make mention, even with subcontracting, the Primes are responsible, you know, for us as subcontractors under their contract. So it’s not like they can treat subcontractors any other way because the subcontractors also do have a voice. So I don’t want people to think that because you’re a sub, you’re less than. No, you’re very much so an intricate part of the project. However, if your prime is not doing their part, you can also voice, you know, you can voice to the proper channels. You know that the you know that the contract is not going as outlined and it’s not to the best benefit of a prime to not have all the intricate details laid out or treat their subcontractors properly. Because again, there are multi million billion dollar contracts that are awarded every year an and the government is very key on the details that outline the progress of these of their projects and programs that exist. And a prime can really mess their opportunity up, especially if they don’t if their obligations aren’t set right with their subcontractors. So there is protection for subcontractors on on any federal or just any government project, especially when it’s outlined in the scope of work, that some of the work has to be subcontracted out. So it’s not just that the primes get everything or they have protection, but us as subcontractors, we all have that protection as well. And that is also comforting to, you know, when you’re coming into the government contract arena because again, it is a lot. However, knowing that, um, knowing that there there’s ways that I am that my business is protected as I perform the work also also offers a level of comfort in doing the work that is outlined.

DeLisa Clift: [00:26:06] Yeah, and I agree with that, Abby completely, because there’s nothing worse than you as a subcontractor could feel is so that no one is hearing you or seeing you what your complaints are and things of that nature. And I know that a contract owner does not want to see a project where there is a lien being placed on the project because they’re holding up the project, right? So the owner of that particular contract does not want their projects to be held up because the prime contractor is not treating their subcontractors in a in a respectful and a way that they need to be treated.

Lee Kantor: [00:26:42] Now, we talked a little bit about expectations. Can you share maybe some of the expectations when it comes to getting paid or the speed in which some of these things happen? Doesn’t working with the government require maybe more patience than it would if you had more corporate clients?

Abby Souffrant: [00:27:00] I. Yes and no. I would say on the federal side, the federal is very, um. Clear about their payment, their payment schedules and how that goes, how that performs. When you get more to your state and local, they create their own rules and they have their own ways of how they distribute funds and payments. Um, you do get paid, you know, if you do the work right, you don’t get paid because you get the contract when you do the work. I don’t want people to think that because you have a contract now, you’re just automatically getting a check. No, you still have milestones, markers that you have to meet or projects to complete. And then, you know, in between, you know, contracts that may be one, two, three, four, five years, you still have a payment schedule. So, um, federally wise, my experience has been great. You know, they’re very on time, haven’t had any problems, and I want to say had any problems on the state side. It’s the state I’m in the state of Alabama, so state can take a little bit longer than I would like to than federal. But we still get paid and I’m happy. I don’t know if that’s your experience, Delisa, but that’s been my experience.

DeLisa Clift: [00:28:18] Yeah, my experience has been somewhat of the same, basically that there is a payment schedule that’s determined basically when your contract is signed. And so typically I can speak from the local, the state and the federal. I’ve not ran into any problems where those payment expectations have exceeded what I expected for them to. I don’t get paid earlier, but I definitely don’t get paid, you know, 30 to 60 days later, which allows me to keep my business running. It allows the cash flow to continue to turn over. So I think that the payment schedule that is dictated in the contract is is adhered to by the agency. They try to as much as they possibly can. Of course, like any government is just like any other business, you have turnover. So if there’s turnover that’s occurring in those departments that are paying your your invoices, of course you might be delayed in some way, but not to the extent that it’s going to cause you a whole lot of financial harm. And if it does, then you have some recourses to basically have your your concerns voiced and heard and those departments to make sure that you are made whole as far as your payments go.

Lee Kantor: [00:29:30] Now. Is there any success stories you can share, maybe either with your firm or with firms that you’ve worked with?

DeLisa Clift: [00:29:41] Can you elaborate a little bit more about success stories for.

Lee Kantor: [00:29:44] Somebody that got involved in government contracting and then got a big contract, they were able to deliver and then, you know, this became you know, maybe it started as something a small part of their business. And now this is, you know, kind of really how their business is growing.

DeLisa Clift: [00:30:00] Sure. Abby, if you don’t mind, I’ll go first. Okay. So for me again, I started out as a subcontractor. We started off with a multi year, a five year contract with the Department of Veterans Administration. That particular contract allowed us to work as a subcontractor in the Human Resource department, basically hiring their veterans to basically perform on these particular projects in three different states. We covered South well, South Carolina, Alabama and Georgia. And so we did that for five years and we were already at the same time working as a prime contractor for local government agencies and running their minority and supplier diversity programs. And so that has become, I would say, a large percentage of what our business does is government contracting, whether it’s in the local, state or federal space. So we are a success story of our own. And then I can talk about other clients that we’ve helped throughout the number of years that we’ve been doing. So government contracting and how many of those have done multi-million multi-year contracts within the federal government space. So I feel like if you give empowered people with the right knowledge and the right tools and the resources to go into government contracting, you create a successful pathway for them to follow. So, you know, we’ve packaged what we’ve done and been successful in doing and offering that to our clients to help them to get into the government contracting space to where they too can be successful. So those are at least two of the the people that we can I can talk about our company as well as a couple of our other companies that have also been successful in the government contracting space.

Abby Souffrant: [00:31:45] Um, so I like to talk about my story because it’s so different. So once I kind of gone through a lot of trainings and I was kind of ready to kind of just go all out there because like I said, I’m either in or I’m out. I, um, I started, I started on the state level, um, while I waited for my cage coach. So I started on a state level looking up our contract opportunities and I was just applying, I was just applying, applying, applying. Um, and our first time we received a rejection was like, okay, okay, we understand. Okay, great. But seven days later we received our first contract. But it really wasn’t one contract. It was actually six contracts at the same time on the same day. And I was like, Wait a minute, what is this? What I, you know, all of a sudden, you know, when good things happen, you know, some of your sensory start to go away. Like, I couldn’t read. I couldn’t I’ve written all these proposals, you know, I read the scope of work and did everything I was supposed to do. And then I’m looking at these emails that are talking about our award and I’m having a hard time understanding what is going on. And we literally were awarded six contracts on one day, and that was literally the beginning of our government contracting journey.

Abby Souffrant: [00:33:01] I think we won another contract about two weeks later. So I honestly just being honest, I took a step back because I was like, wait a minute, now, wait a minute, wait. This was a little too like it was a little to me. It felt like it was a little too easy. However, I also don’t want to bite more than I can chew, so let me take a step back. You know, we were able to fulfill our contracts on time. Everything was great. We got we got our payments. So everybody, everybody was happy. Um, but we took a step back to say, okay, if this is what we’re doing and, and we also knew that our experience is very uncommon. Um, and so we don’t have the expectation that it’s going to. Be the same way every time we apply. But we were we started to apply more strategic ways of what we were doing and the types of contracts specifically that we were going to go after. Um, I enjoy or our company enjoys product based contracts because I feel like they’re one and done. You know, once we order send, they receive, uh, they, they verify we get paid.

Abby Souffrant: [00:34:14] Now we’re in a space where, well, we have received a service based contract that begins for us in the month of September. Um, um, which is awesome, you know, but, you know, knowing that our journey started off really, really hot, you know, for me, I didn’t want to continue in that same mode, having the expectation that this is a form of normalcy. As long as there’s contract opportunities, there’s always an opportunity for a business, for a business, um, like trajectory to change, you know, overnight. Absolutely. However, um, as I started to get into it and really I learned more about it the more I was more into it, you know, we can get a lot of training, um, uh, mentorship and everything, but not until you’re actively in the process of doing it, whether you’re becoming, whether you want to be a prime or sub. I feel like I got the best experience by being in the experience by doing it. And so you’re going to have good times, you’re going to make great decisions, and you’re going to make some decisions that you may have that you may have to pay for later or but it’s not so bad that you can’t recoup from you just take a mental note or you create another process that says, we’re not going to do this.

Abby Souffrant: [00:35:36] However, when this occurs, this is what’s going to happen. And so it’s it’s it’s going to always be a learning experience. You can never master. Government contracting things change every day. And so when I meet people that, you know, say, you know, I’m the master at this and yeah, but you know, I’m pretty sure something changed yesterday, last week. Something’s going to change tomorrow. Um, standards change all the time. And it’s, it’s our responsibility as contractors to stay up to date with that information as well. I can’t depend on anyone else but myself or, you know, whoever we. Whoever we have designated to stay on task or on top of the changing rules, regulations, compliance that happens in government, um, every day. And, and it varies from state, local and federal, you know, um, but, you know, I’m very grateful for our opportunity and I love that it happened in such a grand way. That’s probably why I stayed. Um, but I mean, it is, it is a, it is a rewarding opportunity and journey. And I’m just we’re overall just grateful to be able to be in the space to offer our, our services to help solve problems, you know, for the government, whether it’s state or federal.

Lee Kantor: [00:36:52] Now, I think earlier we were talking about the importance of relationships and networking. How important is going to industry events and and meeting folks there in in your niche, is that something that you do on a regular basis? You do it occasionally. Is it a must have or nice to have?

DeLisa Clift: [00:37:16] It is a must, have a nice to have and a must do. It is a must be intentional about attending these industry days because yes, you can go to industry days every time one opens up for you. However, it’s what is your intent when you walk through the industry day? You know, who do you plan to connect with? Have you done any market research on that particular organization that you’re going to the industry day for? And do you know what that particular agency is buying? Are they buying your products or your service? So being intentional about showing up for Industry Day is something that you need to be clear on. Yes, industry days are very important. Yes, you need to show up and you need to show up prepared. That whole thing about your elevator speech. You need to know that the whole thing about knowing exactly who your that particular customer is and knowing what the customer is buying, you need to know that I will walk into an industry day and already know so much about that particular organization that I want to do business with. I could tell them the last time that they purchased the services that I’m trying to sell so that they know that this is someone that knows exactly who they want to work with.

DeLisa Clift: [00:38:33] I don’t walk through every industry days doors because I’m not looking to do business with every agency like that. I also walk through being prepared with a capability statement that speaks to the needs of that particular organization. You know, a lot of times we create resumes If we’re, you know, people are still in the career W-2 field, they create resumes that you source one resume to every particular employee that you’re looking to work with. Sometimes people do the same thing with capability statements, but that’s not the case. Your capability statement should speak to the organization that you want to do business with. So attending the industry days, being intentional about why you’re attending, who you want to connect with, building that relationship. Because what people to do business with, people they know they like and they trust. How could they know you? How can they like you and how can they trust you if they never meet you? So the industry day is very important and necessary.

Abby Souffrant: [00:39:33] Absolutely. I agree. Um. And especially if it’s your first time going to an industry day, it can be overwhelming, especially if you haven’t done your research. So the good thing about these industry days or matchmaking events, the fliers or the events tell you who is going to be there and based off of your research, because you should already know you know who buys what you sell. But in the event that you haven’t done so, let’s just assume that we haven’t done our homework. You can research those that information. All that information is public records. You can search what they’ve been buying, how much they buy, the type of budgets that they spend on certain things. Um, going in blindly. You’re better off just not going. It would. It would save you so much time. Not just time and money, but it also respects the time of the buying agents, the contract officers, the different representatives from the different agencies, because they’re also there to sort out and source potential businesses as well as we’re there as well to offer our services and products to them as well. And I think that one of the worst things we can do is just not have our pitch together, as Delisa says, not come with a customized capability statement.

Abby Souffrant: [00:40:54] You know, if if I’m offering my service to the Department of Army and the Department of Navy, they have two different needs. They all have different programs. And so I may have to curate my capability statement in a way that the Army would understand and that they would know that I’ve done a little research about them. And as well as to the Navy, though, the government is huge, the government is huge, but it’s their departments, the agencies, they break down into so many sub categories. And so it’s it is impossible to serve everyone. It though they a lot of them use a lot of similar services. However, when it comes to their specific programs, their specific needs that exist there. And so you need to make sure that what I have to offer is in alignment with the programs that they offer, that they are putting on and that they’re offering. Um, networking is key. Um, having, you know, updated information. And I like to say, you know, along with having capability statement, make sure that you’re on a position online because they’re going to research you where they can find you.

Abby Souffrant: [00:42:03] So having your website, having an active profile on LinkedIn, you know, whatever, that’s about, as far as I know, I’m pretty sure they’ll do some more, you know, in-depth analysis. But it’s good to, um, have your online profile. I like to say if they can Google you, what comes up. Hopefully it’s things about your professional space, your services or products, your business, other organizations that you may be a part of, you know, just so that you can build that know, like and trust factor. It doesn’t just happen just because I hand over my capability statement. However, if they were to research my name or the name of my company, what would Google say? You know, and if you don’t like it, make that change. You know, if there’s someone that is doing business or a company that is doing business, Google them and see what channels or what articles, you know, show up about them. Um, especially if they’re getting millions of dollars in contracts. You know, it’s part of the research, your research, the government side. You also research some of your competitors as well. Um, in this govcon arena, it’s a lot of reading and research. Um, boring, Yes. Rewarding. Yes.

DeLisa Clift: [00:43:20] But knowledge is key here. It’s not for the faint of heart. No, it is definitely not for the faint of heart. And you want to stay abreast on all of the changes that the government contracting arena is actually taking on so that you can be prepared for what those what those changes come that you’re prepared to basically to incorporate those into your business model.

Speaker7: [00:43:47] Abby and Delisa. What’s nice about doing federal.

Dr. Pamela Williamson: [00:43:50] Contracting is that it’s open, which means that you can go look and see what your competitor who might have won that bid last year, what they literally wrote. So you can go and see what made them pick them, what you need to add to your next response and how do you go about doing that. So if I wanted to start looking into government contracting and I knew that a bid was coming up, what is the best way for me to start my research?

DeLisa Clift: [00:44:28] Um, there’s a couple of different platforms. So there’s a lot to list? Yes. And this is part of my workshop that I do. So one of the first ones is subnet, one of the ones that we can take a look at. Um, you can go to What is it?

Speaker8: [00:44:49] A subnet. Something like that.

DeLisa Clift: [00:44:52] A subnet is one of them. A subnet also has your subcontracting plans. Plans that you can actually look at those companies that have been awarded those particular contracts that have the subcontracting performance plans in them. You can also go out there and do market research and find something on the actual I’m drawing a blank for some reason.

Abby Souffrant: [00:45:17] I’ll chime in real quick. You can go on usaspending.gov that shows like everything from recent contracts to old old probably before I was born, contracts. And you also have if you you know, when you’re in business, you should always know your NAiCs code, know the industry code that you’re a part of, which is going to be key in identifying who purchases what you have to offer. Another site that I like to go to for market research is fpds.gov. I do most of my research between the two USA spending.gov and fpds.gov. Because they hold so much so much information. Vital. Vital information. And if you know that a particular agency is, you know another opportunity is coming out, maybe the end of a contract is, you know, five year contract is coming out. And in their forecast, they say that they’re going to they’re going to put this information out. Definitely research. Who’s the current? Who’s the current holder of that contract? See how much they’ve been spending on that for the past few years? Take a look at that particular company, because, again, everything is public record. And, you know, all of our businesses are registered under Sam. And anyone can take a look at your business information and just compare and contrast, make adjustments as necessary to better position yourself. You know, a lot of especially with this particular administration, they want to work with a lot of women owned businesses. And so there are sites even like under the SBA, that that talks about underutilized industries and certain NAiCs codes where they just don’t have enough competition that are that may have certain certifications, whether they’re a woman owned or hubzone or whatever the case is. And all that information is public. It’s public information. So definitely make it a priority to implement research so that you can better strategize who you want to work with and who do you want to offer because you can’t be everywhere at the same place, that that’s just impossible.

DeLisa Clift: [00:47:35] Yeah. And the one website that came to mind and I couldn’t think of it, I was mixing it up with SBA, which is Sam.gov, because Sam.gov has all of those particular market research platforms that you can actually take a look at. So they have all the contract opportunities, they have contract data and that reports the information that Abby talked about from Fpds. So Sam.gov is a very good tool that you can use as well. And again, you know, just basically taking time to do market research is going to help you to be successful in the space. And, you know, at the end of the day, well, you know, 100% of everything that you need to know, no, you will not. However, you can always find someone that has already been successful in this space, in the government space and be able to tap into their knowledge and their experience and learn and grow from them. One of the other things too, and Abby brought this up, is about the small business certifications that exist out there that helps you to look at federal government contracting in a different view. And those are those small business certifications like your Wasp, your woman owned small business, the Wasp, which is the economic disadvantaged woman owned small business and the Whitbeck WBA certification that basically identifies any contract opportunity that falls within your NAiCs code that is set aside for those particular certifications. And so there is a limited number of organizations that even go after those contracts that are out there. So guess what ends up happening a lot of times as the government has set aside that particular dollar for those particular contract opportunities and they’re not awarded. Where does that money go back to? So next year, doing budgeting time, that money might not be budgeted for those same types of product or service contracts because it wasn’t utilized in the previous fiscal year. So, you know, this is why certification is important going into government contracting and this is why you should be able to leverage that and know how to leverage in a most appropriate way to get yourself into government contracting.

Abby Souffrant: [00:49:48] Absolutely. And I want to say every after every fiscal year, there is a scorecard that is that comes out for just the the major agencies. You know, they all have different programs and agencies underneath them. However, for the major agencies, they do a scorecard. And on that scorecard, it will show if they met their threshold for working with certain certifications, whether it’s a woman owned aid, a hubzone, whatever the case may be. And I like to look at them also as part of my market research. You know, when we are planning for our next fiscal year to see if the agencies that we were planning that we had planned to work on for the previous year if one, that they met their threshold and if they didn’t, we try to figure out another way how we can get in front of the right people or in front of the right programs so that not only can they meet their threshold, but we also can still help them solve a problem, because at the end of the day, doing contracting work is all about us, the business owners solving a problem for the government. And that’s kind of what it just it circles back around to just that.

Speaker8: [00:51:09] Yes.

DeLisa Clift: [00:51:11] I agree.

Lee Kantor: [00:51:12] Well, there’s so much opportunity out there for business folks and for them not to at least explore this a little bit. Seems like a miss. Do you all agree that this is something even like we talked about earlier, that not everybody’s going to be the right fit for this, but everybody should at least explore it to see if they are the right fit. This isn’t something they should ignore. There’s just too many dollars that are involved here.

DeLisa Clift: [00:51:37] Yeah, I would agree with that. A lot of times, you know, we don’t know because we don’t try. We don’t know if we’re going to be successful because sometimes that fear takes over our desire to try because we because of the unknown. And so it’s like, you know, at the end of the day, if you’re a business owner, you took a risk and starting a business. And so it’s the same thing going into government contracting. It’s taking a risk to see if you will be successful or you will fail and looking at failure in a different way just because you submit, respond to an RFP or a bid or something of that nature does not always mean that you’re going to be turned down. It’s like what Abby said, you know, she had been submitting responses to her to the RFP for a while, and then she got awarded 6 in 1 day. So, you know, that is that’s something that speaks to the opportunity that exists for everyone. You know, Abby could have been doing something a little bit more creative than others, But again, she took a chance. So we just have to, you know, encourage other business owners like ourselves, other women that listen, just take a chance. You took a chance and start a business, starting a business, take a chance and go into government contracting and see if it works. And if it doesn’t, you can always exit just like you entered without a problem.

Abby Souffrant: [00:53:01] Absolutely. I think the biggest risk was already just being a business owner. That’s just that’s crazy enough, right? That holds its own weight by itself. And adding or or taking a dive into government contracting. The government is just a customer. They’re just another source of potential revenue for your business. Great revenue. You know, um, but again with I always say with great risk comes great reward. And you don’t, you just don’t know if you don’t try and again I’m not I don’t like to solicit that this is for everyone. However um it doesn’t hurt to try. I mean, we have our general business channels, B2B and B2C, and especially for women and minorities, we tend to greatly lack in the B2B arena. And it’s not that the opportunities are not there, but again, with, with lack of education, understanding and even a lot of us really need our hands walk hand in hand into it so that we can understand it. Um, there are great opportunities on this side. And so I particularly feel like it’s worth the risk if it works for you, Fantastic. If it doesn’t, that’s okay. There are millions of customers that every industry serves on a daily basis, so, um, I just, you know, right now the government’s been very rewarding for us. And so they’re definitely going to be a customer of ours now.

Speaker7: [00:54:36] And when you think.

DeLisa Clift: [00:54:37] About it from a business perspective, it’s a diversification of your revenue streams, right? We don’t want all of our eggs in one basket. So if you have private clients, even if you have local or state government clients, why not include a federal government client into your portfolio? So it’s a diversification of your revenue stream. So if one revenue stream drives up, you have another one to choose from.

Lee Kantor: [00:55:02] Now before we wrap. Do you mind sharing a little bit about your company, maybe ideal customer for you? And then also your website, Best way to get Ahold of you. We’ll start with you. Delisa.

DeLisa Clift: [00:55:15] Sure. Um, the name of my we, my husband and I have two different companies, so we have global business development strategies, which I’m the founder and the CEO, and we’re a certified women owned small business. And then we have strategic solutions, unlimited. And both of the companies are on have websites. The website for global is global biz strategist.com. My ideal client in that particular space is either a private or a public company or a business that’s looking for human resources consulting services. That includes all things human resources related Strategic Biz Solutions Unlimited can be found at the Strategic Business solutions.com. Our ideal client for that particular organization is private and public clients that are looking for government contracting pathways to actually stand up minority and supplier diversity programs within the local government agencies, or either the private clients that are looking to go into government contracting, obtain certification and learn how to leverage those certifications and doing government contracting on the local, state and federal level.

Lee Kantor: [00:56:27] Abby?

Abby Souffrant: [00:56:28] Yes. So my business is a and business solutions. Our website is Al biz Biz solutions with an s.com. We also both service private and public clients as well. We tend to focus on as far as the the private clients, more of our minority and women owned small businesses that have been around for at least two years. So they’ve been in operations. They understand their current business dynamics and are looking for different ways to scale their business, but also that don’t really know much about government contracting. And so we have mentoring and programs in place to assist them with that. And then on the private side, more of our corporate clients. Um, for them we are looking for those who, um, there’s two, one who has not had a has not had their hand into government contracting and are interested, but who also don’t want to go through the training and understanding of it. Because again, it does take time to know and understand and all of that, but they are ready. And then those who have but have those who are a part of or have had opportunities within the government realm, but are looking for um, more streamlined solutions to better their processes and systems, um, as they continue to search and source government contract opportunities.

Lee Kantor: [00:58:10] And Dana had to drop off Dana Arnett she can be found at Wicked Bionicle.com Wicked Bionic is a culturally relevant marketing and advertising agency. Pamela What a show. Lots of great information, lots of great resources for folks who are thinking about making the government their next client.

Dr. Pamela Williamson: [00:58:35] Definitely a lot of nuggets were dropped today. I think the one that I want to emphasize is that government contracting may seem overwhelming, but there’s lots of different pathways to get into it. And one of the pathways that were discussed today was being a subcontractor and how to go about doing that. So if anyone out there is interested in learning more about how to do that, both of our guests today have given their contact information out and they would be a wonderful resource for learning more. And so, Lee, I’m going to pass it off to you to to show us that our way out of this.

Lee Kantor: [00:59:12] All right. Well, thank you, Dr. Pamela Williamson, my great co. This is another episode of Women in Motion. We will see you all next time.

 

Tagged With: A&L Business Solutions, Global Business Development Strategist LLC, Live Electric

Alicia Barnes-Newton with Etowah Scholarship Foundation, David Jackson with Heritage Solutions and Dr. Caitlin Quraishi with Cultivate Health

July 10, 2023 by angishields

Charitable Georgia
Charitable Georgia
Alicia Barnes-Newton with Etowah Scholarship Foundation, David Jackson with Heritage Solutions and Dr. Caitlin Quraishi with Cultivate Health
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Alicia-Barnes-bwAlicia Barnes-Newton joined the Etowah Scholarship Foundation at the beginning of 2022 as the foundation launched their Future Shop program.

She has her Bachelors of Psychology in Crisis Response Counseling Degree from Liberty University and has helped countless families through difficult times. She is passionate about working with students to help them find their purpose and creating an actionable plan.

In addition to being a part of our Future Shop program, Alicia works as our Development Coordinator to plan our Purse Auction, Bourbon for Education events and Concert Celebrations.

Alicia has been married to her husband, Joey Newton, for 3 years and has three children; a 23-year old bonus daughter, a 16-year-old daughter and a 13-year-old son. She also has a 1-year old bonus grandbaby.

She loves doing volunteer work with her church, cooking, vacationing in the mountains or the beach, and spending time with her family and friends.

If you are searching for post-secondary opportunities, a career change or just need guidance about ‘what’s next’, you can reach out to alicia@etowah.org.

David-Jackson-bwAs a Licensed Agent with New York Life and a Financial Services Professional with NYLIFE Securities LLC, David Jackson offers a variety of strategies that can help you meet a number of insurance and financial needs.

Whether you want to protect and grow your assets, strive for a comfortable retirement, build and protect your business or attract and retain great employees… we have your goals front of mind. Please contact me to help you fully analyze your needs and recommend appropriate plans of action to help you reach them.

David is an Agent licensed to sell insurance through New York Life Insurance Company and various other independent unaffiliated insurance companies.

Additionally, he’s a Registered Representative of, and offers securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.

Connect with David on LinkedIn and Facebook.

Dr-Caitlin-Quraishi-bwDr. Caitlin Quraishi, also known as Dr.Q, was born and raised in Tampa, Florida. She moved to Georgia to attend Life University where she fell in love with the chiropractic principles and philosophy.

She practiced in Seattle, Washington for 6 years while she explored the beautiful Pacific Northwest. She moved back to Georgia last year and opened Cultivate Health in Cartersville, GA.

She loves taking care of kids and women in the perinatal period and has a neurologically focused family practice.  A few of her favorite things include hiking with her husband and two fur babies, reading, puzzles, Mexican food and margaritas!

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Atlanta. It’s time for Charitable Georgia. Brought to you by B’s Charitable Pursuits and Resources. We put the fun in fund raising. For more information, go to B’s Charitable Pursuits. Dot com. That’s B’s Charitable Pursuits dot com. Now here’s your host, Brian Pruett.

Brian Pruett: [00:00:45] Good, fabulous Friday morning. It’s another fabulous Friday. And I got three more fabulous guests. If this is your first time listening to Charitable Georgia, this is all about positivity happening in your community. And again, like I said, we’ve got three fabulous guests. First of all, I hope everybody had a safe and happy 4th of July. Kind of throws everybody’s week off when this kind of middle of the week. So people are probably, you know, still getting over their partying. But anyway, our first guest this morning is Alicia Barnes-Newton from the Etowa Scholarship Foundation. Alicia, thanks for being here.

Alicia Barnes-Newton: [00:01:14] Thank you for having me.

Brian Pruett: [00:01:15] So we’ll talk about the scholarship foundation here in a second and why you do what you do. But if you don’t mind, share a little bit about your background.

Alicia Barnes-Newton: [00:01:23] Well, I am a jack of all trades. Honestly, I’ve done a lot of different types of work, and I think it has benefited me to allow me to speak to students. But I have my degree in crisis response counseling from Liberty University and I am a mom of three. I have a bonus daughter who’s 24, and then I have a 16 year old daughter and a 13 year old son and been remarried to my husband for three years. So it’s a little bit about me. Not not much, but just a little bit.

Brian Pruett: [00:01:54] Oh, that’s cool. That’s cool. So, All right. So Annual Scholarship Foundation. You guys work with youth and helping them in the education piece. So, Cheryl, what about that?

Alicia Barnes-Newton: [00:02:01] So the Scholarship Foundation has been in existence for about 40 years now, 41 years. And it was started just as a scholarship foundation in Bartow County and Cartersville City students. And last year, we launched a new program. I started with the foundation in January of 2022, and we were bringing on a new program called the Future Shop Program. It was really a vision of my my executive director, Lee Welch, and she was seeing that students were not picking up their money for scholarships and money was being left on the table. And she said, what is happening? What’s the problem here? So we started really visiting with the students and realizing they had no idea what they wanted to do. And my mom told me I needed to go to college. So I went and and I flopped out the first semester or I changed my mind. And my parents finally said I didn’t have to go. You know, just different reasons. Some of them we just never even they fell off the face of the earth and never heard from them again. So we wanted to start a program where we really were intentional of working with students to figure out what exactly do you want to do when you graduate from high school? It doesn’t mean you have to go get a four year degree and then never use that degree and still go work at a coffee shop, which is nothing wrong with working at a coffee shop, but don’t go into student loan debt to do it. You know, let’s get back into trade, Let’s get back into school. Let’s figure out what you let’s get into industry. Let’s join the military, go and do mission work. What is it that you’re passionate about? What do you want to pursue? And you know, the new logo lingo, excuse me, is with kids is what? What am I about? This is what I’m about. So that’s what we’re trying to figure out with these kids.

Brian Pruett: [00:03:48] So you guys work with kids just in Bartow County, or is it all over Georgia or all? Do you.

Alicia Barnes-Newton: [00:03:51] Work? Well, we started we’re initiative is Bartow County and Cartersville City. And now I’m really I speak to students wherever I can and talk to them My my children actually are in Cobb County schools. So my my daughter’s kids student friends and mom, please come and talk to them. Can you can you meet with them? Can you, you know, sit down with them? And I’m like, absolutely. So the the scholarships themselves are specific or more specific to Bartow County and Cartersville City just because of the way the foundation is set up. But we’re hoping to extend our reach soon.

Brian Pruett: [00:04:28] Those are the the kids. Do they have to qualify for anything to be a part of the scholarships?

Alicia Barnes-Newton: [00:04:33] Yes. So we have our application opens in January and it closes on March 15th. So it’s really there’s different questions on the application. We have over 200 scholarships. So all of the endowments and different scholarships, really, it just depends on kind of what their qualifications are or kind of what niche they fit, if you will, because there are certain scholarships for companies that are dependent, you know, the dependent of an employee. So they have to be able to check that box or a certain church that they’re affiliated with and how many volunteer hours that they may do. So they have to check that box. So it just depends. But like I said, we have over 200 scholarships available. So when they’re able to fill out that application and it also doesn’t just apply to high school seniors, we have non traditional students, you know, moms going back to school. We have college students that continue to receive our scholarships from the time they graduate high school all through their graduate program, just as long as they’re applying and they’re filling out the application, then they are considered for the scholarship.

Brian Pruett: [00:05:38] I like how you talked about earlier about finding their why basically. And if you talked about the trade schools, which I think a lot. People don’t even think about that because, you know, when I was growing up and people talk about being a mechanic, it was like, so he’s just a mechanic, he’s a grease monkey. But those guys, I mean, they have a purpose. They make serious.

Alicia Barnes-Newton: [00:05:55] Money.

Brian Pruett: [00:05:55] They do. And, you know.

Alicia Barnes-Newton: [00:05:57] People don’t think about it.

Brian Pruett: [00:05:58] You know, welding and all that. It’s a good trade. So I like the fact that you guys talk about different military mission field, all that stuff. So on these scholarships, can they is it something where they can take and use it for any like any school they could go to?

Alicia Barnes-Newton: [00:06:11] Any school they can use it for tech, school, trade school, four year school, two year school. As long as they’re full time, they can take that scholarship anywhere. And that’s, again, some of the things that we work with them. And when I’m talking to students, so I’m in in Cartersville City schools full time. When we launched the program, the superintendent and principal of Cartersville High School, they were both completely on board and wanted me there full time. So my counterpart is in the county schools and rotates out of those schools because there’s three in our vision and hope is to eventually have a full time person with the foundation in each school full time.

Brian Pruett: [00:06:48] So when you talk about being in the schools full time, what does that look like? What are you doing?

Alicia Barnes-Newton: [00:06:52] So Monday through Friday, 9 to 3, they get in at 830 and leave at 330. So those 30 minutes are kind of, you know, they’re getting settled or getting ready to end their day. But they can come see me at any given time. I have a location, an office set up and on campus. And so the students come and talk to me and we do college applications, we do resumes. We fill out the Fafsa form, which parents are like, please do this because it’s confusing and it’s a pain and I don’t want to deal with it. And can you please help? I introduce them to some recruiters and work with their guidance counselors to make sure everybody’s on the same page. And the counselors are also talking to them as well to see what they need and they’ll send them to me. Also, we do campus visits to different colleges because they don’t have a lot of the counselors don’t have time to go and take a full day to take students. So this year I’m looking at doing nine different campus visits for colleges that most of the kids in Bartow County just don’t have time or their parents don’t have the resources to get them to those campus campuses. Excuse me, but it gives them the opportunity to see themselves where they want to be.

Alicia Barnes-Newton: [00:08:00] You know, they they may have an idea of, well, I want to go to UGA. Okay. Well, let’s talk about that. You don’t. And then when we really start to break it down, they actually don’t qualify to go to UGA because UGA is hard as a freshman, you know, you’re going in, you have to have a 4.0 to a 4 or 5 minimum GPA and then you’re looking at your scores, you’re looking they still require test scores, just all of those things that they require that a lot of these students are like, I didn’t do the SAT or act because they said it was test optional. Well, it is, except for Georgia Tech and for UGA, you know, just those things that they just don’t think about. So it’s just having those conversations with them and breaking down cost comparisons for colleges of I got this scholarship, I got this scholarship from this school, but they have a $30,000 gap because it’s a private school and they’re getting $20,000. Well, it’s $52,000 a year to go. How are you going to go? How are you going to pay for that? Well, I don’t know. What do you mean? You know, so it’s all of those important conversations that kids just don’t think about because they’re just excited. I got accepted to a school and then they realize that they can’t afford it.

Alicia Barnes-Newton: [00:09:09] So it is all of those conversations. It’s a lot to unpack in just a few minute conversation, but I’m just having those multiple conversations with them. Let’s bring them back. Let’s talk about it. Let’s figure out what that looks like. I give them action items at the end of our towards the end of our time, I usually spend about 20 to 30 minutes with them because I don’t want to take away too much of their academic time, but then I will have them come back. I’ll say, okay, let’s work on these three things and then the next time we visit, let’s make sure you have those things done and then we’ll, we’ll hit the next steps. So it’s not as overwhelming for them. But I am trying to even get with them. In their freshman year of high school seniors are always more important just because they’re out the door in that year. But I am trying to hit the underclassmen as well so that we can go ahead and start having the conversation of what this is going to look like for you. And let’s be prepared and let’s check the boxes so that you don’t aren’t in full panic mode, you know, your senior year and realizing that you’ve missed the boat on some things.

Brian Pruett: [00:10:06] That’s all. That’s pretty awesome. You shared one of the differences about you being able to take them on campus tours, but for those of listening who may not have experienced guidance counselors and all that, can you share a little bit difference between what you guys offer other than that taking and the guidance counselor? What’s the difference from you guys conversations?

Alicia Barnes-Newton: [00:10:23] Well, I am not a guidance counselor at all, so I just want to make sure because we want to make sure that we stay in our lane of where we are. So I don’t do any guidance, counseling, Guidance counselors help with their schedules. They’re helping with crisis, you know, any crisis that the student is encountering in the middle of the school year, they are dealing with a lot. More. Administration things as well that the school requires of them. I don’t have to. I’m not a part of that. And as an employee of the foundation and not of the school system. Really, I am solely there just to talk to them about what they’re going to do after graduation. And I’m there to help them with our application for scholarships. I help them find additional scholarships from other resources. I am only there to talk to them about that. So anything else that deals with anything the guidance counselor has, then I’m like, Have you talked to your guidance counselor? And sometimes they don’t even know who their guidance counselor is because they’ve never even gone to see them or they’ve seen them and don’t realize that they’ve seen them depending on the school, depending on the student, because most of the guidance counselors try to see them at the beginning of the year and just have a conversation with them. But it’s usually about ten, 15 minutes. And because they have to go down their checklist of the things that they need to do and unfortunately, they just don’t really have the time to do some of the fun things that they like to do, which is, you know, college stuff and being able to take them on those campus visits. So we’re just, you know, kind of we’re coming in to collaborate with them and partner with them to help take the load off a little bit.

Brian Pruett: [00:11:58] And there’s that name, collaborate, the word collaborate that our buddy Bob Brooks talks about, Collaborate over Competition. I think that’s awesome that you guys can do that within the schools as well and help the students that way. So how did the name come about? There’s a reason why it’s called Scholarship Foundation.

Alicia Barnes-Newton: [00:12:17] There is. I honestly don’t know. You ask the wrong person if if the.

Brian Pruett: [00:12:23] Indian Mounds is out there.

Alicia Barnes-Newton: [00:12:24] Yes, correct. And I mean the Etowah River. So I’m sure that had a part in it. I don’t know why it was named that specific.

Brian Pruett: [00:12:31] Some homework for you?

Alicia Barnes-Newton: [00:12:32] Yeah, It was like I wasn’t expecting that question.

Brian Pruett: [00:12:36] You talked a little bit about you’ll go to the Cobb County, some of the schools, but is there a plan in place of you guys branching out to doing this in other areas?

Alicia Barnes-Newton: [00:12:44] There is. And I can’t talk on all the details because a lot of things still need to be worked out. We have been given Century Bank is one of our main sponsors and they have actually provided a they used to have a mobile bus that during Covid that they used and it has been sitting in their parking lot. So they have actually donated the bus to us. And so we’re hoping to do something with that. What that looks like, we don’t know all the details just yet, but I would love to be able my my hope is to be able to take it to other schools outside of the county and the city and even some of the private schools that are in Cartersville, some of the co ops, the homeschool co ops, all of those things. I would like to be able to do that as well. I have worked with some homeschool students and parents are just like, we don’t have guidance counselors, so what do we do? You know? So just to be able to work with those students has been helpful and those families to know that we’re a resource for them and that they’re welcome to come any time and and contact the office and they can come and see me at the schools. They can even just check in at the high school and come see me or I’m able to meet students at coffee shops or our other office. So I have technically two offices, so I’m in the office at the school and then the office in, in the city. And during the summer. I’m not at the high school at all, obviously, because the students are not there, so I can see them at any time.

Brian Pruett: [00:14:07] I’m glad you. Because when I was going, I went to a private school and there was nothing like this when I was in school. I’m old, so that was nothing.

Alicia Barnes-Newton: [00:14:13] But there are some private schools that have great programs and they have some phenomenal. College career counselors there outside of their guidance counselors that that’s all that they do. And so this is where this kind of came from. Walton High School in East Cobb has something like this. I don’t know if they call it a future shop, but that’s where kind of the idea came from with my director. She went to Walton High School and it was something available to her years and years ago. So but there’s just not a lot of schools that have it available. We’re hoping to initially hope maybe in the near in the future it could be something that could be statewide, a program that we could really build it to make it the standard. I guess maybe, you know, for for the state and be able to help all these students and get it in all the school districts. But funding is the biggest thing, you know since we are a non profit. It’s just wherever the money comes. Right. And that will allow us to hire more people and, you know, do what we need to do. Right.

Brian Pruett: [00:15:16] So you mentioned Century Bank. They donated that bus to you, which I think is awesome. Explain how businesses and people in the community can get involved with you guys and helping so.

Alicia Barnes-Newton: [00:15:26] They can go to Edx.org or they can call our office at (770) 382-1757 and talk to Lee Welsh again, our director, and she can help them and get things started. So it just depends on what they want to do. We have general funding and donations that we receive and then we have funding for scholarships. So we have those. We always have people coming in to set up a new scholarship and an endowment in the immemorial. Someone a lot of people can leave. Money to us in their wills and their estates. And you can do that with a lot of nonprofits and a lot of people don’t think realize that. So they’re able to do that. And of course, that would be something in the future. But that’s always something that could be. But for now, it’s just we also have the ability to do monthly giving. So that’s set up on our website so people can do just like a tithe or any kind of monthly donation. They’re able to do that monthly and they get a tax write off on anything that they provide and give to the foundation.

Brian Pruett: [00:16:25] Awesome. So obviously you guys do a lot of fundraising as well. I know a couple of months ago I did the trivia night for you guys, but you guys have other events that you guys do throughout the year. Do you have anything coming up or things you want to share about what you got going?

Alicia Barnes-Newton: [00:16:35] We have our purse auction that’s coming up in November. So right now it is a great ladies night. So we have a lot of ladies that come and businesses. Right now, we’re selling tables for businesses to be able to come. It’s a table of eight. And they can also contact us and on reserving a table they like. And so we have all kinds of high end purses and some are not as high end, but we have fillers. And a lot of the local community businesses are great on donating fillers and gift certificates, and we have live auction items as well, packages that are great and it’s just a fun night. We have food and, you know, little heavier d’oeuvres and wine and the ladies come and they start getting getting excited about their purses and what they want to do. But we have that in November. And then we usually do two bourbon tasting events a year in January. We like to have a smaller one. And then we just did a bourbon event at Moonlight Stables in Dallas. So it was for the Belmont race. We did a Derby edition last year, so we did a Belmont edition this year and it was really fun. I think everybody enjoyed it. And we had like the big band music, you know, Frank Sinatra, singer guy, and he did great and his band was fantastic. So we were hoping to kind of keep it at that right now. So you just court.

Brian Pruett: [00:18:01] Stones.

Alicia Barnes-Newton: [00:18:02] Ears, nice, nice.

Brian Pruett: [00:18:04] Bourbon. So yeah, So there you go. Yeah. So make sure you’re there. He’s taking notes. Exactly.

Alicia Barnes-Newton: [00:18:09] Exactly. Yes. So we’re hoping to do it in the next probably at least 2 or 3 more times. So this year was the first time we did the Belmont and did it to the scale that we had it. We usually kind of keep them a little bit smaller, maybe 50 people. But this one we like to do, we want to get a couple hundred people in there, do raffles and just it’s just a fun night.

Brian Pruett: [00:18:31] Awesome. Do you have a story? Everybody’s different. I know, but do you have a particular story you could share on somebody that you’ve gone who’s gone through your program? That’s a success story? Just a testimonial. I will share this. I think I mentioned it to you when we did the trivia night. This this particular team that came, they had come when I was doing trivia regularly at Saint Angelo’s before Covid and all that happened. And then they called the restaurant, apparently heard that we were doing trivia once a month and started coming back. And that was the first night they were there. And I had another bucket up front for anybody who wanted to donate any extra money. And the gentleman asked me, What’s that for? And I said, Well, it’s for the non profit tonight. And I said, He said, Who is it? I said, Scholarship Foundation. And he told me he was one of the very first people to receive that. So I thought that was pretty cool. Um, but do you have a story you could share that maybe that’s a great success story?

Alicia Barnes-Newton: [00:19:20] Well, let me think about it again. If Lee was here, she she’s been with the foundation a long time. I’ve been with the foundation a year. So she and her wealth of knowledge is ridiculous of how many people and our students and how she keeps up with everyone. So with me being a little bit of a short timer with the foundation, I know of a lot of students that have been in the that are in the community. Zach Pritchard is actually who has Zach. He has Pritchard law firm. He was a recipient of ours years and years ago. So, I mean, he’s pretty successful. So there you go. I don’t know all the details of him, but he’s one that did receive a scholarship with us. But we run into I run into people all the time. You know, I’m just getting coffee or I’m getting lunch or I’m trying to remember when we’re doing events and I’m, you know, renting stuff and calling people. And they will tell me, oh my gosh, I was a scholarship recipient of yours back in the day, and I do this and I do that. So it’s usually just in passing a lot of those. We have a great student, Chloe Satterfield, who is right now. She’s at Georgia Tech and she is a graduate of Cartersville High School.

Alicia Barnes-Newton: [00:20:31] And she’s doing amazing things. And she’s I mean, I could totally see her being like governor or the president one year. I mean, she’s very involved in youth politics and is very well spoken and just has a great head on her shoulders. And but there’s just a lot of great students that come from the county schools as well that I don’t know them personally, but I know that they’re doing great things and they’re very appreciative of their scholarships and the help. That they’re getting. So, you know, kind of the best is yet to come as we grow and and with the future shop program expanding and hopefully really engaging those students to be able to help them. So it’s kind of, you know, we’re building the bridge as we walk across it as far as the program is concerned. So to see the success programs with the future shop and the scholarships together, it’ll take a little bit of time to really see what that’s going to end up turning into. But I do have those students that have just told me you were like a mom to me in school. Thank you so much for your help. Or, you know, when we talk about things and go over cost comparisons or we talk about college, whatever that looks like, or they need to take a step back and let’s find a job.

Alicia Barnes-Newton: [00:21:43] I’ve helped several students, nontraditional students, get out of where they were because they just weren’t making the money that they needed to. And just being, again, a collaboration with the Chamber of Commerce and Cartersville and Bartow County as well, we have that relationship with them. So they’re able to we’re able to kind of put them together and introduce them to industry and just be able to help them get a better job. You know, the fast food industry is great for a high school student, but when you graduate and you’re still working there, you know that’s not going to pay the bills. So getting them involved and in the bigger industry, there’s a ton of industry in Bartow County and it’s huge industry that is there that the students just don’t realize is there and have these wonderful opportunities. And they, you know, they’re starting Toyo Tire and Textron and Anheuser-Busch and Hyundai is coming out there. And I mean, you know, they’re starting from 20, $22 an hour. I mean, who got 425 at Publix in high school? You know, so I think.

Brian Pruett: [00:22:41] That was three something at Taco Bell.

David Jackson : [00:22:43] So dating yourselves. Yes.

Alicia Barnes-Newton: [00:22:45] I know. I know. But I just thought, Holly, you know, to be right out of high school and getting $20 an hour, sign me up. Right.

Brian Pruett: [00:22:53] Right. So that’s awesome. So other than the fact of having a passion and helping the youth and even the nontraditional students, why is it important for you to be part of the community?

Alicia Barnes-Newton: [00:23:02] I just want people to find their purpose. I want them to be able to know that they’re valuable. There’s a lot of students in Bartow County that and in Cartersville City that, you know, it’s considered more of a rural area, even though the city is not. But Bartow County is. And I feel like a lot of times they just feel like there’s just one way for them to go because that’s the way that they think that they should go or that their parents tell them this is the only thing that is available to you. So being able to show them that there’s a lot more to the to life and there’s a lot more opportunities out there that is available to them that they’re able to do. And it doesn’t necessarily mean that they have to have that four year degree or whatever, you know, whoever it is that they’re listening to has told them or that they believe. Let’s change the narrative a little bit and understand that there’s a lot of great opportunity for them. And the best way to do that is just to be able to get face to face with them. You know, there’s only so much that they will take in with advertising or, you know, putting things out there, even through the schools, websites and so forth.

Alicia Barnes-Newton: [00:24:05] They they do a great job putting things on the websites. But we all know teenagers don’t read, write a lot of it. You know, they’re too busy on, you know, their social media and stuff. So it’s like, how can we get in front of them? How do we engage them? How do we get them to understand that we’re here? One, we’re here to help them. But two, we really want them to know that there’s so many available opportunities for them. And I think for years I remember in high school the push was you need that four year degree. You’re not going to be successful if you don’t have a four year degree. And that I mean, over 20 years ago now look where we are. We have a lot. We lack trade, we lack skilled workers. We lack a lot of things that I feel like the shift is coming has started where people are starting to understand and it’s being promoted again to go get that trade, go get that skill and make, you know, whatever kind of money you want to make. You can be successful in those type of avenues. But and a lot of teenagers and kids really enjoy it and realize that they’re good at it and they’re not meant to be behind a desk.

Alicia Barnes-Newton: [00:25:08] They’re not you know, they don’t thrive well in a four year university system. There are. And that there’s something for everybody and that we need those workers just as much. And it’s not to be selfish of you need to go do a trade so you can do this for your community. But it’s just we want you to be successful and help your community at the same time, you know, to be able to show them that they can do both and and just be able to have that knowledge and give to them. So the biggest thing for me is what is your purpose? And know that you have a purpose and the purpose can look different for everybody. So it doesn’t necessarily need to be. I think sometimes when we say purpose, people feel like maybe it’s this really big, grandiose idea and how can I achieve that? But really it could just be, what is your passion? That’s you. Usually your purpose, whatever’s in your heart, whatever you desire to do, whatever you enjoy, you know, work doesn’t have to be labor. Arduous and difficult. And, you know, and you hate the job. I mean, who wants to do that every day? You know.

Brian Pruett: [00:26:11] Plenty of people do.

Alicia Barnes-Newton: [00:26:12] They do. And then they’re miserable. And then it’s like, well, that’s just what you do. You just get up and you hate your job, but it’s a paycheck and, you know, you come home and you’re miserable and you make everybody else around you miserable because you can’t stand where you are. Like enjoy life and enjoy where you are. And being able to do that and what you know is meant for you. So it’s I try not to get that deep with the students because, you know, sometimes we’ll go over their head. But just to say, what do you enjoy? What is it that you like? I was just yesterday with family and one of my niece’s friends. She’s at a she’s at Georgia Southern. And I was like, what are you doing? You know, like what for your degree? She’s like, I think I’m going to change my degree because I really don’t know what I want to do. And I said, okay, well, what do you enjoy? So we just started digging out. She goes, I really like the ocean and animals. And I said, Well, why don’t you do marine biology? She goes, I don’t think I’m smart enough for that. And I said, Honey, if you got into college, I think you’re smart enough to do be a marine biologist. You know, you got into college, you met all the requirements. And I was like, Don’t sell yourself short. I was like, Why don’t you look into that and see instead, you know, because she was she’s doing I forgot what she’s doing right now. I think it’s like criminal justice. And I was like, You want to be a lawyer? She’s like, No. So I was like, Honey, come on now. You know, so just, you know, it’s just those little conversations and sometimes it just sparks that little light bulb in their head and then they realize, Hey, I don’t have to do that. Maybe I can do something else.

Brian Pruett: [00:27:37] And that’s so important that people following their passions because, again, I’m doing now what I was I’m passionate about. It took me all these years to figure that out. But it’s like my stepson, my stepson, he lights up when he talks about cars. But so he went to Chattahoochee Tech, got a certificate on mechanics and all that. And then he spent, what, six, seven years working at Kroger? And I’m like, Why now? He’s at John Thornton Chevrolet and the Body Shop and he loves it. Right, Right. So it’s just one of those things that. But finding your passion is definitely, definitely what people need to do, for sure. And you’re younger than it’s a lot easier. Yes. Going forward. So. All right. Again, share your website and phone number for those who might want to get in touch with you guys.

Alicia Barnes-Newton: [00:28:15] It is etawah.org. So e. T o w h.org and it is (770) 382-1757.

Brian Pruett: [00:28:23] Awesome. Well, Alicia, thank you for sharing. Don’t go because we’re not done with you yet, but we’re moving on to our next guest.

Alicia Barnes-Newton: [00:28:28] Thank you for having me.

Brian Pruett: [00:28:30] Dr. Caitlin..Let me see if I’m going to do it right? Dr. Caitlin Quraishi.

Dr. Caitlin Quraishi : [00:28:34] Yes.

Brian Pruett: [00:28:34] Awesome.

Dr. Caitlin Quraishi : [00:28:36] Good morning.

Brian Pruett: [00:28:37] But Doctor Q is what she likes to go by. All right? It’s just.

Dr. Caitlin Quraishi : [00:28:39] Easier. It’s easy.

Brian Pruett: [00:28:41] You’re with cultivate health. You’re you specialize in prenatal and kids. Yes. Chiropractic. Yep. So share a little bit. You’re fairly well, I guess, new back to Georgia.

Dr. Caitlin Quraishi : [00:28:52] You back to Georgia a year right here a year.

Brian Pruett: [00:28:56] So share a little bit of your story and then we’ll talk about cultivate health.

Dr. Caitlin Quraishi : [00:28:59] Okay. I have I graduated from chiropractic school at Life University here in Marietta in 2015. And chiropractic really found me. I have always known that I wanted to be in the health care field, and I knew that I wanted to work with kids, but I didn’t know exactly what I wanted to do. And so I think that really started when I started babysitting for a family in my neighborhood, and they had two kids. And one of them, Taylor, had neuroblastoma. And so just babysitting her and Landon and watching some of the things that they went through and her treatments and how that affected her body really had a big impact on me. And so I knew right then like, I want to work with kids, and I definitely thought I wanted to be a pediatric oncologist, but I realized I am way too emotional for that and I would cry way too much. So I went through undergrad and knew I was going to be in the health care field and then someone I had gone to school with since middle school said, Hey, I know, you know, we’re graduating. You’re kind of like in this limbo. You I’m going up to this school and I’m starting in the fall and I think you should go check it out. And so and that was that life. And so I went up and they have a leadership weekend. And I knew from the moment that I was there that that’s where I was supposed to be. But I didn’t know why and I didn’t look anywhere else. I put my application in it just it was it and it felt right. So I started there. Six months later and through, and I really didn’t know much about chiropractic either.

Dr. Caitlin Quraishi : [00:31:05] So I started there and learned the chiropractic philosophy and just fell in love with it and learned that there’s like this whole other way to live and to trust in your own body and that we have this intelligence that is within us and we can tap into that. And so I fell in love with it and I focused everything as far as my electives in pediatrics and pregnancy. And so then I graduated and my husband and I moved to Washington State to go on an adventure and try something brand new. And we went out there and I was there for six years and I went into a family practice. So I was in a family practice for a year, and then I ended up opening up my own coverage business. So I would cover chiropractic offices all around the greater Seattle area. So I did that for the rest of the time that I was there and would cover about 25 practices a year. So I really saw a wide variety of of ways that chiropractors can practice. So it was elderly practices, sports practices, family car accident practices. So I had a very big exposure to a lot of different things. But in the back of my mind, I knew still that I wanted to do, you know, specifically focus on and kids and pregnant mamas. And so we ended up last year moving back to Georgia through all of the Covid craziness. And also it is insanely expensive to buy a home there. And we were ready to buy a home. And so we ended up moving back to Georgia last year. And I knew then that I was going to open my own practice so I could focus on exactly what I wanted to.

Brian Pruett: [00:33:23] Well, you jumped right in, obviously. But I want to talk a little bit about the the pregnant mamas and the the infant chiropractic, because I think the chiropractic, it’s snap, crackle, pop, and it’s not always that way. Right. So walk us through how that works with a pregnant mama and an infant. Yes.

Dr. Caitlin Quraishi : [00:33:39] So I tell people because that is the the public perception a lot of times and I tell people it’s not like the TikTok videos because that’s what we see. And then that’s what we think. And it’s very that that would be very scary to me. So, yes, with working with pregnant moms and with kids and infants, everything is very specific and very gentle. So I tell people the amount of pressure that you’re going to put on the back of your eyelid or check the ripeness of a tomato is the only amount of pressure that we need. And if we are being very specific in where we are making those contacts in the body, like the body doesn’t need a lot of force to make a change in the brain. So.

Brian Pruett: [00:34:32] Well, I think chiropractic is amazing. I’ve shared with you Dr. John Markham’s, who we go to. I’ve been going to him for my mom’s over 30 years. We’re over 20. And it’s amazing. You can walk through his door and he goes, Well, that’s out, That’s out. And it’s just amazing how you guys can do that. But he has this little, you know, like a little clicker and all that stuff. So it’s, you know, chiropractors were the. Doctors were like, huh? Yes, Yes. Now, I think it’s very vital that that part of the health of the health thing you do. So as I mentioned, you jumped right back in when you moved here because you and I met at a networking event out in Paulding County. You then joined us over at the Cardinal Business Club. And you’ve now opened your practice in Cartersville. Yes. You have a lot of ladies that come to you. I like to say the the Golden Girls of the Cardinal Business Club. Yes. So you’re passionate about that. But you jumped in with helping Christy, our friend Christy, with footprints on the heart. Yes. And her nonprofit. You opened up your brand new office and helping. Know, it was a gift baskets for nurses back in December.

Dr. Caitlin Quraishi : [00:35:34] Yes. So Christie’s footprints on the heart. They were doing a um they were doing light up the NICU on Christmas Eve. So she was putting together baskets and gifts for all of the nurses that were working Christmas Eve and then all of the babies that were in the NICU on Christmas Eve. And she with her nonprofit, she needed the space to like, put all of those things together. And so we just reached out to Cartersville Business Club and asked people to come and volunteer to help put all these gifts together. And then everyone came into my office as my office is one big open space. I don’t have individual rooms. And so we just set up tables and it was a huge assembly line and it was a lot of fun. We all really enjoyed it. And then, you know, that helped her get all of that stuff done because I can’t imagine her doing all of that on her own. And so, yeah, that was a really fun event that I hope that she continues to do and we can help her with that.

Brian Pruett: [00:36:46] And you just mentioned, too, you’re helping her this weekend move.

Dr. Caitlin Quraishi : [00:36:48] Yes. Yes.

Brian Pruett: [00:36:50] So, um, obviously you’re passionate about the kids and everything, but being kind of new to back to the area. You moved to Dallas, right? And you came and so people really didn’t know you. I didn’t.

Dr. Caitlin Quraishi : [00:37:01] Yeah, I didn’t know anyone.

Brian Pruett: [00:37:02] Right. But you jumped in as soon as you did. And so there’s a passion there. So why is that your passion? Why is it being a part of the community and helping others?

Dr. Caitlin Quraishi : [00:37:12] Oh, um. Gosh, I don’t know. I just love. I love helping people. I love getting involved. I think one of the things I learned about myself in Washington going into a lot of different offices was that I was really I found that I was really good at connecting people. And. And you’re good at that as well. You’re great at that. Brian. But I just found that I could see two people that should be connected and would work really well together and help each other. And that’s something that I love to do. And so just getting into the community and seeing where there’s a need and, you know, stepping in and helping like I love to do that. Um, so yeah.

Brian Pruett: [00:38:01] So tell us a little bit about Cultivate Health. What makes you a little bit different because you offer a lot of programs through cultivate health. So share about that.

Dr. Caitlin Quraishi : [00:38:09] Okay. So my office, yes, I would say is a family wellness practice, but I specialize in kids and in pregnancy and prenatal. And I look at things a little different from the Standard Chiropractic office in the sense that I’m looking at that brain body connection all through the nervous system. I don’t do x rays in my office since I am working with pregnant mamas and kids and I do neurological scans which really tell me exactly where stress is built up in the system and how long it’s been there and how to help. So that’s what sets me apart. And then I just love taking care of the whole family and helping them realize like, there is another way to live their life and to tap into their own potential.

Brian Pruett: [00:39:09] Well, we’ve had different ladies at least share their stories of going to You have you’ve helped them with thyroid problems. You’ve helped them with balance issues. You’ve helped them with people who they couldn’t go to the chiropractor because of different issues they’ve had in their back. I’m going to get my wife there because she needs to come see you eventually. I’ll get her there. But I just think it’s amazing that, you know, you it’s not that you’re turning people away, but you have you want to get people early and you want to help them along the way. And the fact that you jumped in when you did is to me, it’s also not everybody does that. Right. And especially in the community, they don’t they’re not familiar with. Yes.

Dr. Caitlin Quraishi : [00:39:43] Yes. Yeah. And I think that I always just want to be treated the way that I, you know, I want to be I want to treat others the way I want to be treated. And I want when people come in my door, no matter who it is, I want to treat them like I would treat my own family. And so I just think when they come in, no matter what they’re coming in with, what brings them in the door, I always go back to I love you and I can help you. And that’s always what guides me.

Brian Pruett: [00:40:17] That’s awesome. So you do do different programs. Is it monthly? You have some things going on, right?

Dr. Caitlin Quraishi : [00:40:21] Oh, monthly? Yes. I offer Education is a big, big core value for me and I do offer offer monthly workshops. So I do a perfect storm workshop which helps parents learn about helping their kids, whether that’s depression, anxiety, autism, ADHD. So that’s a monthly workshop that I do. I love to collaborate with other providers in the community, so I will bring different people in. So I had birth on The Daily, who is a duo doula team, and they came in and we did a birth story gathering so mothers could come in and share their stories around their birth, which is really healing. And then I have a workshop workshop coming up in the fall with Dr. Brandy Freeman, who is a pelvic floor physical therapist. And so she’s going to be talking all about the pelvic floor and the core and how that can help women at any age, but especially during pregnancy and postpartum. So yeah, I love to collaborate, bring other people in because it takes a team. It’s not just one provider that can can help you. So it’s really I love the team approach and getting all these different people that are experts in their area working together and collaborating to give the best care.

Brian Pruett: [00:42:02] All right. So if somebody is listening and wants to learn how they can get a hold of you, how can they do that?

Dr. Caitlin Quraishi : [00:42:08] I would say going to my website. My website is. Is w-w-w dot cultivate health cairo.com or calling my office phone number is (770) 291-6565. And then on social media I always post any of the workshops going on that are upcoming.

Brian Pruett: [00:42:36] Awesome. Well thanks for sharing your a little bit of the story. Don’t go anywhere. We’re not done. Okay. Thank you. Talk to Mr. David Jackson from Heritage Financial Solutions. David, thanks for being here this morning.

David Jackson : [00:42:46] Thanks, Brian. I appreciate the invite.

Brian Pruett: [00:42:48] So you’ve got an interesting background on how you got into involved and what you’re doing. So I’d like to share that. But, you know, you’re an adrenaline junkie, You motocross race for a while you were a mechanic. Yeah.

David Jackson : [00:42:58] 25 years. Yeah. Yeah.

Brian Pruett: [00:43:00] So but if you don’t mind, share your story because it drove to a passion of why you’re doing what you’re doing.

David Jackson : [00:43:05] Uh, which story would that be?

Brian Pruett: [00:43:07] Well, whatever you want to share. But the story of why you got into the financial part.

David Jackson : [00:43:12] Okay, so essentially, I was a mechanic for 25 years. The last ten years of it, I hated it. Just like you were talking about waking up every single morning and the alarm clock going off and it’s like, Oh God, is it that time again, really? Um, and I was miserable. I was miserable at home. I was bringing it home with me. So, you know, something had to change. And then what happened that really shifted my entire life was my dad had a massive heart attack and was clinically dead for over 30 minutes, and the people resuscitated him and brought him back. And the only thing he really lost was about six months of memory. Otherwise, he was perfectly healthy as far as I could tell. And suddenly his financial advisor was coming to the house like every three months when I didn’t see the guy. But what, maybe once every three, five years. Right. So obviously things were changing. And one day my dad, special forces, military, you know, put the heavy hand on the shoulder and says, Follow me. You just don’t tell the man. No. Oh, yes, sir. You know, so. So you followed him into his office. He swung open. The drawer of the file cabinet says if anything happens to me, everything you need is right here.

David Jackson : [00:44:30] And I was like, okay, Dad, what could go wrong? I mean, you’re here. My car’s clinging to me and the boys are going out Friday night. You know, everything’s good. About six months later, he had another heart attack, and it killed him. And I’m an only child. And I opened up the drawer that my dad said. Everything you need is right here. And lo and behold, every single thing that I needed was right there. My mom was a deer in the headlights and essentially fell onto my shoulders. And what I found was he had increased his insurance to half $1 million. He had about $400,000 in annuities that he left for my mom. His pension paperwork from AT&T, his pension from veteran assistants was all set up and all it needed was a signature and a notary. And then, of course, you know, his 401. From AT&T. Lucent Technologies came to my mom, too, and he had paid off the home and everything. He literally left my mom with a lot of funds and no bills. And this is really unique because my mom has been disabled since I was about four years old. Due to what we know now as thyroid eye disease, it was so severe that they literally removed her cheekbones from her skull to reduce pressure in her brain and she was unable to work.

David Jackson : [00:45:55] So my dad passed in February of 97 and left my mom with no bills, about $800,000 and $5,000 a month of income coming in. Wow. Well, my mom, with her illness, really got wrapped up in the opioid addiction. She was doctor shopping. She was going to multiple doctors not divulging the fact. And before I knew it, she had had three overdoses, three stays in rehab. And I was introduced to an elder attorney and he interviewed me, went to visit my mom, called me back into his office, and I was like. What did I do wrong? Because you didn’t do anything wrong. I was like, So why am I back here? And he slid a folder over to me. He goes, You are now your mom’s fiduciary. And I was like, That’s a really big word. What does it mean? You know? And he said, essentially, he said, you have to take care of your mom’s finances to the best of your ability. If there’s any discrepancies, you get to go to jail. I was like, um, I don’t know if I want this role. He’s like, It’s too late. It’s already been appointed by the courts. So lo and behold, I have access to all of my mom’s stuff.

David Jackson : [00:47:14] So I start trying to organize everything and I had to organize it and rearrange it three times to try to make sure I’m coming up with the right number. But what should have been $1 million sitting there easy. In 2008, she was down to 20 grand. And me being a former mechanic, what did I do? I reverse engineered everything and saw where all the money went and everybody in her world was stealing from her. Her financial advisor was churning, which is a term in my industry where you keep selling people products that they don’t necessarily need, but you’re doing it for the commissions involved. He had really high fees. He had asset under management fees. He had retainer fees. And my mom didn’t understand any of this. And she ended up going into assisted living in 2008. And I kept her head above water until she passed last December. And that kind of led me down the understanding of funding and retirement and how to make money grow and and not only make it grow, but how do you get to keep it yourself and not give it to other people. So there’s two things in this world that don’t lie math and yoga pants, right?

Brian Pruett: [00:48:38] So is why I’m not good at either one of those. You won’t steer me where, though.

David Jackson : [00:48:42] Yeah, well, yeah. Well, I’m bringing one of them to the table in a meeting. Okay. And normally it’s math. Okay, I’m not. I’m not saying I’m throwing some some yoga pants up on the table.

Alicia Barnes-Newton: [00:48:52] I’m glad I didn’t wear my yoga pants. There you go.

David Jackson : [00:48:55] Me, too. Like I said, I’m feeling a little tight in the seat. Right. But the the fact is, is math doesn’t lie. 2.2 or sorry, two plus two will always equal four. And you know, a lot of people have great sales pitches and this, that and the other. I’m not that guy. I don’t have that used car salesman thing. Hey, have I got the deal for you? I’m just not that guy. If I can help you, it’ll be obvious. If I can’t, it’ll be obvious. And you know, I’m not fee based. The products I sell have fees. Let’s be clear. The products I sell have fees, but I don’t take a retainer fee. I don’t take assets under management fees. I don’t do trade fees. And I’m trying to teach the world how this industry is really just taking a lot more money than I think they should.

Brian Pruett: [00:49:47] So other than the fact that you don’t have fees, what other ways makes you stand out from other financial advisors?

David Jackson : [00:49:55] Point blank, plain and simple. Tax management. I know you have seen it. You all probably have not. But I’m becoming famous for my Google search, right? And most financial advisors, from what I’ve been told, have a totally different approach than I do. If I’m like Dr. Q over here, nice, young and everything, just start in life. First thing I would do if I was sitting in front of you is to tell you to open up your phone and open up Google, okay? And the first search we would look at is 1960 federal tax rates. Okay? Then we go to 1980 federal tax rates and then we go to to today. Right. And if that doesn’t slap you across the face hard enough, then we go to US debt clock.org. So you can actually see our national debt versus our debt to gross domestic product ratio and how much that translates into each person’s debt to the government that you didn’t create. The government created it for you, but they expect you to pay it back. Yeah. So something’s off in that scenario, right? Right. So I literally say it. I know, I know both of you have heard me. All three of you have heard me say it a lot. It’s not about how much you make. It’s about how much you actually get to keep yourself. Right now, taxes have never been lower on the federal side. Now you pay taxes on everything gas, food, property, this, that and the other. But out of all the taxes, the federal side is the biggest shark in the water taking the biggest bite out of you. So let’s manage that one first and foremost.

Brian Pruett: [00:51:32] Right? So when you meet with somebody, obviously you look at what’s best for them. But obviously there’s when I think of sitting down with a financial advisor and you and I have sat down and talked and things of that nature, but you have stocks and bonds, you have IRAs, you’ve got the life insurance aspect of it. So how do you go about finding what’s the best programs for the people that you work with?

David Jackson : [00:51:53] It depends on the person and their goals. I mean, essentially I’m kind of like part of the Google Maps. I mean, you have to enter a starting point A and where you want to go, and then I’ll show you the different routes to get there and show you. Information on the vehicles to get you there efficiently.

Brian Pruett: [00:52:14] Are there certain things you can’t do, like stocks and bonds? Ira? There are things you’re not able to do that you work with other people with.

David Jackson : [00:52:20] Well, I do not sell individual stocks and I don’t do trades. If I did, I’d be fee based. And it just takes a lot of time and I’m just not going to be that guy to manage a thousand people’s portfolios to a minuscule degree. I’ll help you macro manage your portfolio to management, but the micro management of is, Hey, I want to buy this stock. Well then get on my broker and buy the stock. You know, don’t pay somebody else to do it when you really don’t have to and you can do it yourself. But yeah, I’m kind of I’m trying to change the game a little bit. Like I was being pushed down a fee based avenue and I’ve been under fee based management and it was like, Are you moving these? Are you making these trades for my benefit or for the commission involved? Because I’m not really seeing my account growing. Yeah, right. But you’re still getting commissions, right? You know, so there’s a there’s a lot of companies out there that make a huge, huge income for themselves and their employees through other people’s money. I need to live comfortably, but I don’t need to make $750,000 a year on business that I wrote five years ago, you know, and I’ve built my entire practice on referrals.

Brian Pruett: [00:53:37] So so talk a little bit about your practice, heritage, financial solutions, and you got to share your tagline. Okay.

David Jackson : [00:53:43] Yeah. So are we allowed to share?

Brian Pruett: [00:53:46] The FCC doesn’t listen to this.

David Jackson : [00:53:47] Okay, So. So my tagline is no smoke, no mirrors, no bullshit. And I was given that by my clients. It was a it was a referral. One day they’re like, Look, just talk to Dave. He’s just no smoke, no mirrors, no bullshit. And. And the person said, Hey, somebody sold you to me with this line. Is that accurate? I was like, Yeah, I’m not going to give you a whole bunch of nonsense. It’s just it’s math. Either it four plus four equals eight or it doesn’t. It has to add up, but it has to get you efficiently to your goal. Right. And it’s just building a simple strategy. And honestly, at the end of the day, these strategies are fairly simple. Until you try to micromanage them, then they get in-depth and time consuming. The macro management of it, the just general management of it is actually very simple.

Brian Pruett: [00:54:44] So where all do you work? Is it just a portion of Metro Atlanta or do you go all over?

David Jackson : [00:54:50] No, I have a license in Tennessee. I had one in California. I let that go. Those people are crazy. You know, I refuse to get one in New York, even though I have family there. They’re like, well, you could be my advisor. Well, you need to move, right? Maybe. Right. But I mean, I have South Carolina, North Carolina, Tennessee, Florida, Virginia. If I become a nationwide practice, all 50 states, as long as I have good clients and I can help them adequately and accurately, I will always do so.

Brian Pruett: [00:55:27] Is it to me it would be much better if you could meet in person, but obviously with a zoom and before then Skype. But that probably helps you be able to do all this.

David Jackson : [00:55:34] Oh, Zoom is phenomenal. So. So the pandemic, right? Pandemic happened. I cannot meet anybody in person. And the pandemic proved two things. One, I don’t need to pay for an office in Dunwoody and two, right. And two, I need to learn us. I need to learn Zoom desperately and honestly, it seems to have. Helped my clients too, because first off, they don’t. They want me to come to their house. They don’t have to clean, right? They don’t want to. Who wants to drive to Dunwoody? Nobody wants to be in that traffic anyways. And everybody seems to be very comfortable with Zoom. I mean, I had a client maybe about a year ago. She was literally had her hair in rollers putting on makeup. She goes, You don’t mind, do you? I was like, I don’t care because I got to get ready for work while we do this. I was like, okay, whatever you want to do the.

Alicia Barnes-Newton: [00:56:27] Camera, it’s fine.

David Jackson : [00:56:29] She didn’t she left the camera on.

Brian Pruett: [00:56:31] You know, if your camera’s on, make sure you’re wearing pants.

David Jackson : [00:56:33] Right, Right. Well, I don’t. I try not to stand up.

Alicia Barnes-Newton: [00:56:36] Just close in general, you know?

Speaker6: [00:56:38] You know.

David Jackson : [00:56:38] You know, a blazer in my boxer shorts.

Speaker6: [00:56:40] There you go. There you go.

Brian Pruett: [00:56:43] So you also are very involved in the community. You you and I see each other all multiple different networking groups other than the fact of trying to get people to point A to point B, as you say. Right. What’s why is it important for you to be part of the community?

David Jackson : [00:56:59] One, I’m trying to build a brand. I don’t have the deep pockets. I don’t have the storefronts. Every, you know, every 30 yards. There’s companies in my industry that I can’t throw a stick in the air blind without hitting one of them. Right? I can’t say any names, but there’s different ways of doing it. And I am one of the few that are doing it my way and reducing the fees so people can keep more of their own money. And I’ve built an entire practice on on referrals alone. So, you know, I want to be in the community. I want to help people. You know, there’s too there’s too much of of how do I help myself in today’s world? You know, there’s there’s good people, but the good people are the ones that get used, Right? I mean.

Speaker7: [00:57:51] Can I interject here for a minute? Sure, sure. So this is Stone Payton talking. I’m producing this show today. I’m not hosting, but when I moved here, Holly and I moved here a little over two years ago and I wanted to put up this studio, I reached out to this guy, David Jackson, and invited him on the show, and I didn’t even have a studio yet. I was just trying to line up guests and he immediately started connecting me with people around the community. He invited me to come to Woodstock Business Club. So he really lives into what he’s talking about. He is incredibly invested in other people’s success. He does connect people and he genuinely cares about the success of other people. So for whatever my endorsement is worth, and it might be worth what you just paid for it, but this guy actually walks the talk, I got to tell you.

Brian Pruett: [00:58:40] And that’s another way you and I are the same. We love connecting others with others and seeing how it works.

Speaker6: [00:58:44] Right?

David Jackson : [00:58:45] Right. I mean, look, first off, we were locked away for too long, okay? And second off, we all need people, right? You know, before the show started, we were talking about that Do or die, friend. Look, I need you to come and get me. Bring your truck. Don’t ask any questions.

Speaker6: [00:59:02] Right. Right.

David Jackson : [00:59:04] So I want to be that for people. You know, I got people calling me about their products. They’re not my clients, but I’ll help them manage it, because at the end of the day, if I can put some knowledge into people that they can move forward successfully, whether I make a dime on it or not, that’s a success.

Brian Pruett: [00:59:26] Well, I’ll give you some endorsement, too, because you and I sat down and I showed you my whole portfolio. And, you know, I told you who I was with. I’d been he’s actually been on my show, Dave Young. I’ll just give him some credit because.

David Jackson : [00:59:37] I like Dave.

Brian Pruett: [00:59:37] Dave is great. And Dave. Dave There you go. Um, but you know, you were very honest and said, you know, Dave’s got you and everything you need to be right, Right. You know? And so that’s another thing that you won’t find as honest as that too, because other people want that me, me, me and know I can help you better.

David Jackson : [00:59:53] Yeah, well, my scenario is if I can’t beat it, it’s going to be obvious. Right? And the fact is, is Dave helped you and he was very tech savvy in your plan and. He essentially did what I would have done. Right. Look, you need to get your money out of the tax cycle now, like rapidly. And that’s what he did for you. I mean, I can’t fault the man for that. Yes, he could come work for Heritage and probably.

Speaker6: [01:00:21] Be a little bit.

David Jackson : [01:00:23] You know, happier.

Speaker6: [01:00:24] But there’s a.

David Jackson : [01:00:26] But Dave Young, you’re going to have to walk away from your fees, buddy.

Speaker6: [01:00:29] You’re going to come and work for me. I’m just saying. But no pressure.

Brian Pruett: [01:00:33] He doesn’t have fees, though.

Speaker6: [01:00:35] Okay.

Brian Pruett: [01:00:36] From experience, he doesn’t. Okay.

Speaker6: [01:00:38] Well.

David Jackson : [01:00:39] Well, I know his past. He has worked for firms where he.

Brian Pruett: [01:00:43] Started his own.

David Jackson : [01:00:44] Right. And I like that. Right. So Dave and I are going. We’re trying to change things up, Dave. Dave’s a good guy. Don’t get me wrong, there’s a lot of good financial advisors out there and there’s a lot that just simply aren’t. And, you know, I try to be transparent and I’m not everybody’s cup of tea. I’m the guy that walks in and say, look, here’s the math. You know, I’m not going to be the guy that tells you your chicken coop smells like roses. I’m not that guy. And some people need that. Some people need that reassurance that everything’s going to be okay and this, that and the other. I’m not that guy. If your chicken coop smells like a chicken coop, I’m going to tell you.

Brian Pruett: [01:01:24] Well, another big endorsement for you is a lot of people may know about Cherokee Connect on Facebook and people are constantly asking for people in your industry and everybody’s tagging you.

David Jackson : [01:01:35] Yeah, my evil plan to take over the world is working, right?

Speaker6: [01:01:40] Are you.

David Jackson : [01:01:40] Thinking what I am.

Speaker6: [01:01:41] Pinky? Right.

David Jackson : [01:01:44] But. But I think I’m being tagged because I’m real and I’m honest and everything’s transparent. There’s no hidden fees. There’s no this, that and the other. It’s boom. Here it is. And I have my entire business structured, so I get paid by the companies I contract with. My clients never pay me a dime. Yes. Some of what they pay this company goes back to me in the form of commissions. But there’s no asset under management fees. There’s no trade fees. And I talked to three people yesterday about, hey, we need to move some assets around because here’s what I have. And I’m showing 13, 14% year to date and you’re showing seven, all because you did not make these moves that I told you to. So let’s make these moves and then charge them a dime, you know? But they’re my clients and I have a 99% plus retention rate for a reason.

Brian Pruett: [01:02:41] If somebody’s listening, is there any one slice of piece free piece of advice that you are willing to give to somebody on the financial side?

David Jackson : [01:02:49] Oh, good Lord.

Speaker6: [01:02:50] How much time do we have? One piece of other than how.

David Jackson : [01:02:53] Big is this.

Speaker6: [01:02:54] Piece other.

Brian Pruett: [01:02:55] Than calling you, you just give me a little, little slice of something they can take away.

David Jackson : [01:02:58] Yeah. The Google search, understanding where taxes have been versus where they are now because the writing’s on the wall with the $32 trillion national debt and our debt to gross domestic product ratio being a -120% plus, uh, taxes are probably going up eventually, right? It’s just a matter of when and by how much. The number one product in the retirement world today is the 401. K. I ask anybody, what are you doing for your retirement? 80% of them say they are funding or even over funding their 401. And there was a point in time that was the perfect plan, but that was in the 60s and 80s when taxes were a lot higher. Right. Nobody’s asking why. They’re just going by what has been done in the past. The fact is, is a 401. K is your tax deferred retirement product opened to you and for you by your employer. But it’s a tax write off to them. But all of your money is completely deferred. The government has control of every single dime of it, and I’m not saying they will, but if they said, hey, you know, we allowed you a tax write off and we’re going to tax you at 80% on your retirement accounts, they could potentially do that. Everybody’s like, well, you’ll you’ll you’ll report less money, you’ll report less income in retirement and you’ll be taxed at a lower rate. Well, we don’t know that. We don’t know what inflation’s going to bring. We don’t know where taxes are going to, what rates they’re going to be at. So people are making a general knowledge statement when we don’t know there’s a moving target there. And the fact of where will taxes be, we simply don’t know. And you’re placing all of this. Into a tax cycle, which me, you and I have talked about it. I know Stones heard it from me. Dr. Q over here may have listened once or twice.

Speaker6: [01:04:58] But but.

David Jackson : [01:04:59] But the fact is, is I am a big, big pusher of getting money out of the tax cycle while you can. The government gives you avenues to do it. Why not use it?

Brian Pruett: [01:05:09] Yeah, that’s awesome. Well, thank you for that advice. So I think another reason people are comfortable with you is other than the no smoke, no mirrors, no bullshit, is that you’re a down to earth guy. You love mountain biking, you race motocross. I do, yes. So give us a little bit of story of your motocross days.

David Jackson : [01:05:26] Oh, wow. So, okay, so there I was.

Speaker6: [01:05:29] Seven years old.

David Jackson : [01:05:31] All good stories start with. So there I.

Speaker6: [01:05:33] Was.

David Jackson : [01:05:34] Right. So seven.

Speaker6: [01:05:34] Years old. Once upon a time. Yeah, it was.

David Jackson : [01:05:36] Seven years old. It was almost Christmas time. And I had ordered I wanted from Santa this, this Matchbox city. Right. Because I probably had 200 Matchbox cars. Right. And there was a note left on the chair in the kitchen says, look, you’ve been a really good kid this year. This, that and the other early Christmas present is out for you in the garage. And I was like, yes, my Matchbox thing is here. Well, my dad had bought me a little Honda Z50 motorcycle and I must have walked past it seven times looking for my Matchbox City right? And then I finally discovered it. But my mom would not even let me get on it until my dad got home. That’s like, eight hours, Mom.

Speaker6: [01:06:20] Right? What. What are you doing?

David Jackson : [01:06:22] You know, so my dad got home. I was riding this thing around the garden in the. In the backyard or a path probably in the first day. And it was like time for dinner. I just pretended like I didn’t hear him. Just kept on riding around the garden in a circle and I fell in love with it. And then somebody my dad worked with, his name was George. His brother Marvin was really, really fast on a motorcycle. So we went to watch Marvin Race one time and Dad’s like, What do you think? I was like, I want to try this, right? So the very next weekend was Dave’s first race. I get out there and I came in dead last. I mean, I think I think the next to last guy lapped me, you know, And I come in, I take my helmet off, my dad’s like, yeah, So and I was like, That was awesome.

Speaker6: [01:07:10] He goes, You.

David Jackson : [01:07:10] Do realize that you came in last? I was like, Who cares? That was so much fun. And that’s where it all started, you know? God, I miss it. I miss that sport. I sold my last motorcycle at the age of 45 with four broken ribs and a torn up shoulder. And I sold it to my buddy Pete, and I actually shed a tear when that thing was leaving the driveway.

Brian Pruett: [01:07:31] Well, you still do mountain biking, though.

David Jackson : [01:07:32] Yeah, but.

Speaker6: [01:07:34] It’s not the same. It’s really not. It’s really not.

David Jackson : [01:07:37] Not. No. I do like my mountain bikes. Don’t get me wrong. I was riding mountain bikes to stay in shape for motocross because all these younger kids would would beat me. And and it wasn’t a speed thing. It was an endurance thing. So I started mountain biking and then sold the motorcycle and mountain bikes it right now. Now I just need to find more mountains that. Take a chair to the top so you can ride down without having to pedal uphill.

Brian Pruett: [01:08:02] Well, I don’t do any of that because I break bones. My only story about dirt biking is that my dad got me one a Honda 175 when I was 15 years old, which my mother was very unhappy about. And and good job riding around on. In our neighborhood. And I learned very quickly that you do not rev up and let go of the clutch at the same time because I wrote a wheelie towards a tree and realized there was a car coming too. And I jumped off and broke my wrist. And then I sold the bike on this day.

Speaker6: [01:08:26] So. Well, you.

David Jackson : [01:08:28] Got to control the clutch. Yeah. I don’t have a problem with being wide open. You got to control the clutch and the power delivery to the ground.

Brian Pruett: [01:08:33] Yeah, well, just don’t rev it up and do it at the same time. It’s what I learned.

Speaker6: [01:08:35] You just pop, right?

Brian Pruett: [01:08:36] Exactly. So as we’re wrapping up, this is what I’d like to do as we wrap up is I’d like for each of you to give one either a quote or just a positive nugget so people can listen to their listening today and beyond. And the rest of 20, 23, 23, I’ll get it out. I can’t talk today. So, Alicia, give us something good.

Alicia Barnes-Newton: [01:08:54] Oh, wow. Can you. Can I go last?

Brian Pruett: [01:08:57] Sure, you go. Go ahead. I know you got something, so.

David Jackson : [01:09:01] Yeah, I got all kinds of quotes. Right. So my favorite quote of all time was from a Chinese philosopher, Mencius. He said, Only when there are things a person will not do. Is that person capable of great things?

Brian Pruett: [01:09:14] Awesome. Well, before we go on to you. I do. I did forget to ask this. So if somebody wants to get a hold of you for your services, how can.

Speaker6: [01:09:19] They do that?

David Jackson : [01:09:20] Yeah. Heritage Solutions with an S dot net is my website. My phone number is (770) 596-3840. Heritage Solutions. You can find me on Facebook, LinkedIn, and then, of course, my website.

Brian Pruett: [01:09:37] Awesome. All right. Dr.. Q What kind of wisdom you got for us?

Dr. Caitlin Quraishi : [01:09:40] Okay. I would say that we have a saying in chiropractic Addio above, down Inside out. And so we live our lives through our nervous system. And health is comes from within. And so we just, we all have that potential to tap into our health, to live our best lives and to discover who we are and how we can change the world. Can I.

Speaker6: [01:10:11] Chime in on that.

David Jackson : [01:10:12] As well? So as somebody that raced motocross for a long time, I am a firm believer in chiropractic, okay? And I am in the firm belief that out of 99% of what ails you, your mind and your brain is very capable of curing it all. It just has to communicate with your body properly. And that first path, the I 75 of it all is your spinal cord. Yep.

Speaker6: [01:10:39] There you go. There you go.

Dr. Caitlin Quraishi : [01:10:40] You’re hired.

Alicia Barnes-Newton: [01:10:43] Just, like, sold. All right, Alicia. Okay. I’m not going to lie. I just Googled something, but it is perfect.

David Jackson : [01:10:50] Federal tax rates.

Alicia Barnes-Newton: [01:10:51] No, I will. Later, though. We may have to go have coffee, but this is perfect because this is something I do talk about with my students is a quote from Winston Churchill Success is not final, Failure is not fatal. It is the courage to continue that counts. So, I mean, I was like, well, that’s just perfect, you know, because that’s what I talk with my students. It’s okay to fail. You learn from failure and then you can move forward and and still be successful in your failure.

David Jackson : [01:11:19] Well, I got to say, I don’t like the word failure because it’s used too much. Yeah, I think everybody’s going to fall down. Everybody’s going to fail at an instant. But I don’t see that it’s only a failure when you don’t get back up. That’s right. It’s only a failure when you stop trying.

Brian Pruett: [01:11:34] John Maxwell in his book Fail Forward, right?

Speaker6: [01:11:36] Yeah, right.

Alicia Barnes-Newton: [01:11:37] Yeah. And a lot of students think I mean, they just they’re afraid to fail so they don’t move forward. I cannot tell you how many students right now are terrified to get their driver’s license because they’re afraid to fail the driving test. I have so.

Brian Pruett: [01:11:52] Many my my step kids are.

Alicia Barnes-Newton: [01:11:53] The same way. They’re terrified. Some of it is They’re afraid to to drive accidents, that sort of thing. But they are when I ask them, why haven’t you had why haven’t you gotten your driver’s license? And that some of one of the things we talk about I mean, when I’m talking to them, I mean, I’m talking to them about everything just about right. That’s within my lane, not getting into, you know, the deep stuff of their family, but those type of things. And they’re just, I’m afraid. What are you afraid of? Are you afraid to drive? No, I’m afraid I’m going to fail the test. Well, honey, it’s okay if you fail. Just. Just try it again.

Speaker6: [01:12:25] You can take it again, right? Like the very next day, right?

Alicia Barnes-Newton: [01:12:28] You can do it again. Like it’s okay. And. And I have had some students that I said let’s. That’s one of the action items. Let’s let’s go ahead and make it. Just go ahead and just make the appointment to take the test. And then they come in and how did it go? I passed, you know, and with a.

Speaker6: [01:12:43] 70.

Alicia Barnes-Newton: [01:12:44] You know, and I’m like, didn’t you passed? You got your license, you know, So it’s just those things. But in their mind, that mindset of if I don’t do well or if I fail, I won’t be able to do the next thing. And it’s like, It’s okay, you can. Get another shot.

David Jackson : [01:12:59] Well, and it’s like when I coached football, there was a lot of kids that felt like they were failures because they’re not running backs and they’re not quarterbacks. God didn’t make everybody correct for for one position. He made us all different for a reason.

Speaker6: [01:13:14] Right.

David Jackson : [01:13:15] You’re going to be good at some things. You’re not going to be good at others, right? Everybody needs to stay in their own lane. Yes.

Brian Pruett: [01:13:21] Well, when people fail, too, I also think this is another sports and coaching analogy is what’s the first thing a coach does when the kids the kids start really performing badly, they take them back to the basics.

David Jackson : [01:13:33] Well, it depends on the coach.

Speaker6: [01:13:34] Well.

Brian Pruett: [01:13:35] Good coaches.

Speaker6: [01:13:36] I’ve had good and bad.

David Jackson : [01:13:37] I mean, I’ve had spit flying hats being slung.

Speaker6: [01:13:40] And we’re.

David Jackson : [01:13:40] Talking about seven year old kids. I’m like, Look, pipe it down, coach. Right.

Brian Pruett: [01:13:44] But good coaches, it’s always you go back to the basics and the same thing, the basics of life. That’s a country music song, by the way. The basics of life is, you know, just think of that. So anyway, I the other thing that I like to do is the simple thank you is a lost art. So. So, Alicia, thank you for what you guys do for the students and the the youth in the Bartow County area and beyond. Dr.. Q Thank you for what you’re doing for the mamas and the kids. Yes. And Dave, thanks for what you’re doing for everybody else, trying to make sure that their future is is impactful. Well, and you’re welcome.

David Jackson : [01:14:15] And I want to turn it back around on you and say thanks for what you’re doing.

Speaker6: [01:14:18] Yeah, thanks for having us.

David Jackson : [01:14:19] I mean, the charity thing.

Dr. Caitlin Quraishi : [01:14:20] The trivia.

David Jackson : [01:14:21] Night. Yeah, it’s you’re bringing awareness and money to where it needs to be.

Brian Pruett: [01:14:26] Well, again, it’s my passion, so I love doing it. So everybody out there, remember, let’s be positive. Let’s be charitable.

 

Tagged With: Cultivate Health, Etowah Scholarship Foundation, NYLIFE Securities LLC

Jason Sandmann with Out of the Weeds

July 10, 2023 by angishields

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Cherokee Business Radio
Jason Sandmann with Out of the Weeds
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Jason-Sandmann-bwheadshotJason Sandmann is a life coach who focuses on expanding his clients’ possibilities through emotional healing and raising consciousness.

After nearly two decades in the restaurant/service industry, he developed a deep passion for service and a deep love for people. But through his work and his own battles with depression and substance dependency, he noticed how many people seemed to live from a state of perpetual unhappiness.

As he worked his way through his own catalysts and found healing, he was called to help lead others to their own.  He recently wrote an e-book titled ‘The Overthinker’s Guide to Gratitude‘ which is available on a by-donation basis.

When not working, Jason enjoys getting out in nature, connecting with his community and deepening his spiritual practices.

Connect with Jason on Facebook.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Coming to you live from the Business RadioX studio in Woodstock, Georgia. This is Fearless Formula with Sharon Cline.

Sharon Cline: [00:00:17] Welcome to Fearless Formula on Business RadioX, where we talk about the ups and downs of the business world and offer words of wisdom for business success. I’m your host, Sharon Cline, and today in the studio we have a life coach who focuses on expanding his clients possibilities through emotional healing and raising consciousness. Two decades in the restaurant industry, and he has cracked the code on on how to encourage people to understand the ways they can use their finances, not only for financial freedom, but personal freedom. So please welcome to the studio, Jason Sandmann.

Jason Sandmann: [00:00:53] Hello. Hello. Thank you for having me.

Sharon Cline: [00:00:55] Yeah, I’m happy to have you in the studio and your company is out of the weeds coaching, is that right? Yes, correct. Okay. How did you come up with the name?

Jason Sandmann: [00:01:03] So that was an ode to my restaurant days, for sure. You know, whenever you if you’re familiar with the restaurant lingo or if you’re not familiar with restaurant lingo, I should say, whenever somebody is like completely swamped and they have too many tables for themselves and they can’t even think straight, they’re like considered to be in the weeds. And that’s either for the back of the house or the front of the house. And they usually need to have some help being pulled out. And as I started moving towards like doing something else, I really wanted to honor that space. And really this has been pulling me out of the life weeds.

Sharon Cline: [00:01:37] So if I go to a restaurant, that’s what people are saying in the back, like, Oh, I’m in the weeds.

Jason Sandmann: [00:01:41] Oh my gosh.

Sharon Cline: [00:01:42] Oh, I didn’t know that. Yeah, I haven’t heard that term.

Jason Sandmann: [00:01:44] Yeah. No, they are, they might not say it from a with a PG Oh. Thing but they are definitely saying it. Yeah. It’s definitely one of just the little things of the language of that.

Sharon Cline: [00:01:58] So it’s nice. Like you said, it’s an ode to where you used to be 100%. And what I like too is that you focus a lot on people who are in the service industry, helping them to get themselves out of the weeds, not in the restaurant, but like, financially.

Jason Sandmann: [00:02:12] Yes. So that is something that’s somewhat shifted as I have shifted. When I first started going into coaching, it was very much I was in the middle of my own debt free journey and I had started finding all these resources that were helping me. And I was just wondering like, there’s all of these people in the service industry. Over 50% of people in the United States work at the service industry at some point of their lives over 50%. Yeah, it was crazy. And I was just like, Why is nobody talking to people here about how to actually like manage your money and how to build towards a life that you want? Like, it’s a beautiful, beautiful industry, but so many people are just stuck in thinking that it’s just a, you know, job that is only temporary or doesn’t mean anything, or they’re going to be judged by it. And I was like, No, you can actually go and build whatever life you want and stay in this business if you want to. Now, I said that as I was exiting it and my focus has gone. I still love working with people in the service industry. It’s where my heart and soul is. I’m the best people I’ve ever met were in that. But as I’ve kind of grown my business and it’s become much more of my own spiritual journey into it, I’ve expanded that just to really anyone who struggles with happiness and how that plays into our finances, how that plays into our relationships and how it plays into our health.

Sharon Cline: [00:03:27] Well, what I didn’t realize and you have this on your website that tipped workers are more than twice as likely and servers almost three times as likely to fall below the federal poverty line. And I think that’s fascinating to me because there is a notion, or at least in my mind, I’ve assumed that in order to build wealth, you have to already have a bunch of wealth like the wealthy people build more wealth. But what you’re saying is it’s the opposite.

Jason Sandmann: [00:03:53] Yeah, no, it’s totally the opposite, right? Like one of the things that I know we kind of maybe had on the list to talk about a little bit. Like a lot of times we work backwards, right? We think that like we’ll be wealthy once we amass the wealth or whatever, but it all starts the other way around. Like we have to kind of start making those decisions from a place of like what a wealth mindset would look like. What does like a self worth with wealth mindset look like? And you can certainly go and not be limited by any of the circumstances. It just requires making some different decisions there. In the restaurant industry especially, there’s this kind of just prevailing mindset of like, you know, when I’m flush, I’m flush. Like when the money comes in, when it’s good, I’m going to go ahead and spend it. And then on those tougher times, you know, the money’s just not there. And then how am I going to pay rent? And it just takes a little bit of shifting of that. It takes a little bit of kind of reorganizing values and then all of a sudden you can really start like building momentum and create, you know, enough money to go and buy that house to go and like create a lot of solid foundation. The restaurant industry is one of the only places I knew where I could go in without having like my college degree finished and go and make like significant money. Does it have its drawbacks and its challenges? 100%. But it’s not. That’s not what the problem is. Is really the mindset that comes around it. And this idea that it’s temporary because it’s also driven by day to day.

Sharon Cline: [00:05:21] Because you can’t count on the amount that you’re going to get. There’s no set amount, right?

Jason Sandmann: [00:05:25] Yeah, there’s no reliability. You can go in one day and make $25 and you can go in the next day and make 250. And so it becomes this really weird game of, you know, trying to stick it out on those slow times and not let that discourage you. And then like, you know, Oh, is there another place I should go work? Is that more consistent? And then like when you go in, you’re chasing it. Like if you’re chasing money, it’s always running away.

Sharon Cline: [00:05:48] I think anything you chase runs away from you.

Jason Sandmann: [00:05:50] That’s absolutely correct. Yeah, for sure. So it’s one of those things where you really just have to find some way to build consistency in an inconsistent environment.

Sharon Cline: [00:06:01] So what are the challenges that you generally find? Is it does it come down to just that mindset? Is it once you switch the mindset, then it’s not so difficult.

Jason Sandmann: [00:06:09] It’s not just mindset, right? Like a lot of times we kind of want to pretend in the space that it’s just mindset, but like you really need a kind of a whole body experience or like a whole embodiment of it. But the mindset is a huge part of it and it’s certainly where you can start the environment for people who are in the restaurant world can be very, very challenging, right? It’s fast paced. You’re really tired, you’re surrounded by food and drink and alcohol, a lot of alcohol. There becomes a lot of dependency. I certainly had my own battles with.

Sharon Cline: [00:06:39] That can only.

Jason Sandmann: [00:06:40] Imagine. And you know, it becomes very easy for that. Like the hours are long and different. So like, you know, going and cooking dinner for yourself when you get off a shift at 1 a.m. doesn’t really sound like, you know, the environment for a healthy lifestyle. But you can make different choices to build around that and you can kind of find some different avenues to build health, but you have to decide that you want to do it.

Sharon Cline: [00:07:03] Gosh, it’s funny, you know, I just I’m a patron, right? So I’ll just go to a restaurant and I just order my food or whatever. But I don’t I have not really sat and thought about what it’s like on a server side, seeing someone like me over and over and over again, you know, and then staying there, like you said, late and then hoping that the tips come because not everybody tips the same. But I also think how difficult it is to serve the public. Oh, my goodness.

Jason Sandmann: [00:07:29] It can be. I like to try to bust down that myth as much as I can. Right. Like I when I say that the best people I ever met were in the restaurant industry. A lot of them were people I worked with, but a lot of them were also on the customers and the guests I made. Like, it really just matters where your attention goes. Like if you want to put all your focus on the people who don’t tip well or you know, the table that like ran you a little bit ragged and that’s where all your energy goes, then you’re going to miss all of these really wonderful interactions you had, or at the very least just something where you went and you just made somebody’s day a little bit better. You nourish them and there was no kind of energetic exchange at all. But I found so many beautiful relationships through those customer engagements. And I think a lot of people do have that experience, but it can get very easy to like fall into the, Oh my gosh, I need to make certain amount of money. This person didn’t tip me. And then your energy goes down and all of a sudden your entire night is wasted.

Sharon Cline: [00:08:27] Well, you do have a connection between coaching what you’re doing with finances and someone’s mental well-being. So it’s not just how someone manages money, it’s actually there’s a therapy behind it.

Jason Sandmann: [00:08:40] 100%. Yeah.

Sharon Cline: [00:08:42] Can you talk to me about what that is?

Jason Sandmann: [00:08:44] Yeah, it’s, you know, everything, in my opinion, ends up coming down to like, how we feel about it. And I still have my own stories and limitations around money that I’m working through myself because, you know, we have these preconceived notions and this programing that we’re not even sure of where it came from. Truth. And there’s a lot to do around, like, you know, before we can kind of rewrite the money stories or just self-worth stories, we have to let go of a lot of the old ones. We have to uncover them. We have to allow ourselves to feel them and then start seeing them for the illusions that they are. You know, you mentioned one of them earlier is like, well, you have to have wealth to get wealth. That’s only as true as you make it. Right. But we just we hear it enough that subconsciously we decide, well, you know, yeah, that’s got to be true. So I’m never going to get there. And, you know, if you want to go and resent people who have a lot of money, like is that going to be a formula for you to invite a lot of money into your life? No, it’s not like there’s so much energetically and there’s just so much emotionally that we have to work through and really also just take this equation with like money equaling happiness kind of out of the out of the equation. Like you can create money from a happy state, but, you know, money’s not going to bring you happiness if you’re not happy before you get it, you’re not going to be happy afterwards.

Sharon Cline: [00:10:06] I have heard this phrasing, that money, and you’re more of an expert than I am. So I would love to know if you think this is true, that money amplifies. Who you already are. So if you’re sort of a darker energy kind of person or a controlling person, well, now that you have a bunch of money, you get to use that as a way to continue to further your control. But if you have like sort of a generally happy disposition, you use that money in the same way to further your happiness and the happiness of other people.

Jason Sandmann: [00:10:36] There’s definitely truth in that, right? And I find it interesting that that that equates so much with alcohol, right? Like when you drink too much, it’s one of those things where.

Sharon Cline: [00:10:44] That that’s so brilliant. I hadn’t thought about that.

Jason Sandmann: [00:10:47] It amplifies.

Sharon Cline: [00:10:48] Who you already.

Jason Sandmann: [00:10:49] Are, who you already are. It never makes you do anything that you wouldn’t do. It’s just something that kind of allows you to like be less blocked in front of doing it. And money is the same way. Like if you feel like scarcity runs your life, no amount of money is ever going to be enough. You can have $1 million in the bank and just be like, I’ve got to get more. I’ve got to get more on the other side of things. Like, you know, if you’ve got this identity of like just you’re a poor person and that’s what you live by subconsciously, well then no matter how much money you make, you’re always going to spend more than you make. And you’re always going to do that until you start to really reprogram what that mind is like, especially the subconscious beliefs for it.

Sharon Cline: [00:11:26] It’s so fascinating to me to think that even my saying wealthy people make money or wealthy people make more wealth through investing that that maybe I have and haven’t thought about it, have a conscious, subconscious belief that I you know, I’m resentful of those people. Like I’ll never be that person. Do you know what I mean? Like, I didn’t even think about just even having that phrasing in my head would encourage subconsciously a negative belief that will actually keep me in the position of never being able to have enough money to invest.

Jason Sandmann: [00:12:02] That is something I think most people don’t really consider how powerful the language that we use is and like really whatever we speak our world into, like it creates it. And especially what we give our power and energy to. So if it’s one of those things where, yeah, like we just kind of say it and it’s off the cuff and we just like, we have to go dig in and accept that it’s true. Like that idea that money doesn’t grow on trees, right? That came from the Great Depression and things have changed completely since then. But that prevailing belief is what drives so many people to kind of stay stuck in their position that they are or say that, you know, it’s so limited when all we see is the government print more money, right? Like I can I imagine a world where it’s not like money itself is is a different conversation, but like it’s just energy that we exchange and there’s really an unlimited supply when we kind of look at it from that lens. But we have to realize it’s like, Oh man, subconsciously I have all of these beliefs, not just about like these external things, like money or whatever else, but about myself and my ability to to earn it or what I’m worthy of. Et cetera. Et cetera.

Sharon Cline: [00:13:14] So you’re talking deep emotional work. Yes. And so how open are people generally? Because when you’re talking about money. Okay, well, what stocks should I invest in? Like, it’s facts and, um, not subjective to your opinion or my opinion of myself? It’s just facts. And so how how resistant are people to really doing? I’m sorry. You’re kind of laughing. Well.

Jason Sandmann: [00:13:44] People are pretty resistant to doing the emotional work until something prods them to do it. And for me, at least in my life, I’ve noticed that like or at least it’s my opinion that emotional avoidance is really at the root of pretty much all of our problems as a society. I think it’s at the root of depression. I think it’s at the root of addiction. I think it’s at the root of all of this supposed separation that we’re supposed to feel from each other. All of it is running either away from a feeling or chasing a feeling. And to me, you know, especially like, you know, growing up as a man in the South, there’s like this concept that we’re supposed to be like to be like masculine or to be a man you’re not supposed to, like, express how you feel and or you’ll talk to like, you know, some of the older generation, they’re like, Well, we didn’t talk about all this stuff back, back then. And I’m just like, Well, that’s why we’re here now. Do you.

Sharon Cline: [00:14:37] Hear that? People say, Yeah, Oh, you know, no, suck it up or whatever it is. I don’t know what they say, but.

Jason Sandmann: [00:14:42] Not as much anymore. Right? Like, I’m I’m very grateful to live in a time where we do talk a lot more about our mental health. And I think there are a lot of areas where we’re still missing the mark on addressing it, but we’re at least more open to the discussion and more people are coming to the work, which is really great. My family will still definitely go down. We don’t need to feel this or talk about any of these things and I’m just like, Well, I don’t know what we’re going to talk about then, because it’s literally all I talk about.

Sharon Cline: [00:15:08] What have you noticed in I don’t know if the quality of your life is the right word or phrase, but. What have you noticed that has been so motivating for you about your life that makes you want to share so much with other people?

Jason Sandmann: [00:15:23] I know how low I’ve been. I was for a long time, very identified with like the label depression. And I don’t really do a lot of labeling myself with a lot of things. But like, I would have told you I was depressed all day long. And while I never would have called myself an alcoholic, I certainly had the dependency issues with drugs and alcohol. And, you know, I thought I was hiding a lot of that. And it turns out that I wasn’t right. I ended up I had I had a marriage for 13 years or 11 years. We were together for 13. That ended. I ended up leaving my job and everything felt like it was falling apart. And all of a sudden, though, I started finding like these little beautiful windows into forgiveness and acceptance for some of the things that had been holding me back so long. Some of my family stories and, you know, over time, I’ve become the happiest person I know. Like, I just love my life and it’s completely independent of my circumstances. Like I’m still figuring out the business side of things. A lot of times, like, how do I go and approach this and how do I attract people to do this work that they’re resistant to doing? And I still fall into times when I am in a lower vibrational state or lower energy state. But I always know I get to come back to love. I always know I get to come back to just getting accessing my higher perspective and saying like, no, like I am so grateful for everything that’s come on. And that journey has been so meaningful to me that I just want to bring as many people along for that as I can. It’s never about, you know, trying to have them believe the same things I believe, but it’s just opening up people to their own belief and their own expansive possibilities once we remove our emotions from what our circumstances are.

Sharon Cline: [00:17:08] But that’s really important because so much of my story I identify with and the reason why I can justify what I’m doing and why I’m doing it because of my story. And so what you’re saying is that story has run its own script and is really not serving me in going forward to change what my future will be. If I continue to identify with my story, then it keeps me in that same vein or mode. Yes.

Jason Sandmann: [00:17:34] Yeah, that’s exactly right. Pretty much everything that we create in life are based on stories, and those stories are only as true as we make them. Most of them are just, you know, ego programing and attachment to these identities that this is who I am. And you really have this capability of deciding that you’re going to be somebody different. You can do it in a day. And, you know, I work with a lot of people around like self confidence and everything else and like, you know, just being able to go into a room and believe that you belong in a room, like it really is just a decision. And it’s where the storyteller, which means we get to author a new one. But that’s so scary to consider. And it’s so there’s so much resistance. And it’s like, no, no, this is all real. And it’s like, it’s only as real as we make it. Like life corresponds to the beliefs that we carry. And it’s really I always joke around because when I work with somebody, it’ll start off pretty heavy, right? Like it is. It’s just heavy. One of my clients the other day joked around. She’s like, I’m going to talk about the five stages of working with you. And it was anger, anger, anger, anger and acceptance.

Sharon Cline: [00:18:40] What a.

Jason Sandmann: [00:18:41] Fight. Yeah. And so, I mean, that’s challenging and it’s scary to confront all of these stories and kind of see where we’ve held ourselves back and, you know, not and feel the shame that comes with that. But that shame is just a story as well. And once we get through that, it gets to be this really fun and inventive time where it’s just like, Well, what do I want to do? Like what? What at the heart of myself have I always actually wanted? And like, how do I start creating stories that empower me to get to that?

Sharon Cline: [00:19:13] Well, what you’re saying to me is that I can’t play the victim anymore, which there’s some satisfaction I got. Sorry. I get a little satisfied being able to say that it’s not my fault. You know, somebody did this to me. And the reasons why I can’t is because this was done to me or this circumstance happened, and A plus B equals C like anyone. But what you’re saying is I can change that narrative completely and be the author of a whole different kind of narrative that brings out a different experience.

Jason Sandmann: [00:19:46] Absolutely. Yeah. 100%. Like everything is, it comes down to a choice, right? Like, nobody can make me angry. They might do an action that, like, triggers my emotional reaction of anger. But the anger is my own, and the decision to stay in it is my own. And, you know, it doesn’t mean that you don’t feel it like because there’s an entire other thing about like, numbing that you don’t want to do. But what it does mean is that you don’t allow it to take over your. Life and become who you are. You get to change it. And I’ll give just a real example from my life. So, you know, again, my family life was really, really challenging. For a long time, I didn’t really have a relationship with my mother or my father. And for over 20 years, I didn’t see my mother at all. And so for a long time, I was a victim to that story. Right? Like my parents didn’t love me enough. And, you know, that was how I lived my life. And I was always looking for other people to validate what how lovable I was like what people thought of me. And it was never enough. It was never enough and never, never enough. It was trying to fill a hole that was endless. And then when I did find this book called The Four Agreements and I started coming through that.

Sharon Cline: [00:20:57] I’m well aware of that one. Such a good one.

Jason Sandmann: [00:20:59] It’s so good, right? Like that thing. Don’t take it personally. And it shattered the glass for me and I was like, my parents were just they were 20 years old at the time. They had me. I was 30 something at the time. When I was having this realization, I was like, I’m still not ready to really like raise a kid given the environment I came from. They also had their own challenges like, why am I taking this so personally? They didn’t mean it like towards me. They were just struggling with their own life. And once we start seeing people through that lens, everybody’s just acting out of their own pain or their own level of consciousness. And so nobody’s really trying to kind of come and get us. We’re not a victim unless we choose to be, and that there is a little bit of resistance in that because then it means we have to take responsibility.

Sharon Cline: [00:21:46] So what I’m saying, what do you mean it’s all because of me? Well, but I think that like harkens back to that phrasing. Like no one can make you feel inferior without your consent. I think it’s Eleanor Roosevelt who said that, which I understand the concept of that. Like you have to actually believe that you deserve that label. And once you do, well, then yes, they made you feel that way because you already inherently had that thought process in your head. Yeah.

Jason Sandmann: [00:22:11] There’s another kind of idea about that, right? Where it’s, you know, nothing that can’t or nothing that I’m trying to phrase this, right? Actually, just read it. Nothing that can’t be attacked needs to be needs to be defended. Right? Like if I’m so secure in who I am and like what I’m bringing to the table, that, like, if somebody doesn’t like, see it, that’s fine, then there’s no reason to have any defense over it. But as those areas where we already are seeing ourselves in that light, where it becomes really vulnerable and really scary because we feel like, you know, we’re on unstable ground and it just takes work to kind of get through that.

Sharon Cline: [00:22:52] Do you think that shame drives most most of our issues in life?

Jason Sandmann: [00:23:00] Yes. I’m actually coming to some new language around this as well. Like shame. Shame is one of the, like lowest vibrational emotions we can stay in and, you know, very heavily attached to guilt. And I equate shame with the word should, right? Like, you know, I should have done this. I should have done that. And that becomes really, really a self-defeating very quickly, whereas I could have done that brings up possibility. Ultimately, I think fear drives most of our decisions. It all comes down to fear of abandonment or fear of rejection, which both are really just aspects of fear of separation. But, you know, with that anger and sadness kind of play with it. But but shame kind of triggers all of those things, right? Like it’s it’s kind of the doorway into those, you know, is it the doorway into fear? Is the doorway into that sadness area for sure.

Sharon Cline: [00:23:51] So I believe that most people make decisions out of fear or love, right? Yeah. So. If you were to percentage it out. Generally speaking, how much does fear drive just the average person? Because I have fear of a lot of I’m sorry, this isn’t about me, but I was thinking I, I have fear about a lot of different things, but I’m wondering how much my fear separates me from like, what you’re saying is changing my narrative to be more loving and accepting not of just my own story, but of someone else in my life who I’m projecting my feelings onto instead of being compassionate to them and loving to them. How much do I change who I am in order to not have that separation?

Jason Sandmann: [00:24:36] Yeah, I think if I’m answering it from a percentage, I think 100% of people are like really driven by it, right? Like, it’s part of all of our lives.

Sharon Cline: [00:24:44] I know. I was thinking that, that I think I do this all day long.

Jason Sandmann: [00:24:47] We do. And like, you know, there are different levels of, for lack of a better term, like when you kind of get to enlightenment and start living from love, from a lot more, from another area like you can start changing that and it becomes this really beautiful experience. But, you know, most of us, even when we’re really first operating around like we don’t even know how to love, right? Like, because we don’t know how to love ourselves. We don’t know what that feels like. And so even that’s kind of driven by fear because it’s just I want somebody else to tell me that I’m worthy and then I’m.

Sharon Cline: [00:25:20] The bottomless pit of need of validation, like you were saying, like there’s never enough words. Because if it doesn’t come from me, then there’ll never be enough because I need it externally. It’s not coming internally.

Jason Sandmann: [00:25:33] Exactly. And the nice thing about that, though, is once you do start accessing the internal, there’s an endless supply. Like you never run out, you know? And for me, that’s my connection with Source or God or spirit.

Sharon Cline: [00:25:46] Whatever you want to call it.

Jason Sandmann: [00:25:47] Everybody’s got a different. Everybody’s got a different name. And I kind of go between the three because that’s been a more recent journey for me to really embrace. But yeah, like it’s never if you’re looking for love and you’re really and you know where you find it, like there’s never a chance for it to run out. You can love everybody. You can love everything. But we do look at it as a finite resource until we kind of learn to tap into it.

Sharon Cline: [00:26:12] Have you noticed the quality of your relationships are so different because of this shift in your own perspective on what the purpose is of even having relationships?

Jason Sandmann: [00:26:22] Yes, 100%. Like there’s so much more kind of openness and vulnerability. There’s so much more understanding. And not with every relationship, right?

Sharon Cline: [00:26:32] Like, I don’t think everyone is designed to think like that.

Jason Sandmann: [00:26:35] It’s for for me personally, I get really in my own head, like sometimes about like, you know, not wanting to always just speak into somebody’s life like that and like, meet them where they’re at while also, you know, not enabling or keeping that up. And so there are certainly relationships that will be a little bit more challenging for me to navigate that with. And I’m still, you know, I’m awaiting my partnership to like, really get to do that romantic relationship again where it’s something where we both get to be fully invested in doing this, work ourselves and build co-creating a life together. But yeah, just the conversations I have with people on the street, the conversations I have with people I’ve known forever, it’s like night and day from what I used to be. It’s so much more rich and it’s so much easier to actually see them for what they’re saying rather than just put my filter on it the entire time and wondering what I’m going to have to say next. It’s just it allows me to be really present in every relationship that I’m in.

Sharon Cline: [00:27:37] I love what you’re saying because there are times where I am very, very mindful of where I am and what I’m doing in my life. Like, I try to imagine imagine that tomorrow I no longer am allowed to be in my house. It burns down or whatever. So sometimes I’ll walk around and look at where I am. With a wistfulness like that, it’s almost gone and that I get to visit it, you know, kind of like if you could imagine visiting your childhood home, you’d look at every little thing and be like, Oh my God, I totally forgot that that was, you know, Oh, I remember. So I try to do that. And then there’s like this feeling of appreciation that I have that I don’t think I access because I’m always running, I’m always doing a million things and I’m like, it’s I need to clean. Like, that’s what I’ll be thinking about what I haven’t done. But I like the quality of my day. I’m still living the same day, but the quality of my day feels sweet. I don’t know if that’s the right word.

Jason Sandmann: [00:28:33] Sweeter. I love sweet. I think that’s a beautiful way to describe it. It’s. Yeah. Presence is everything, right? Like being willing just to be in the moment that we’re in and not be driven by, you know, future anxiety or past fears because that’s all like, that’s all made up space. None of those things actually exist. We’re here now. And the more that we can like be in that moment and just appreciate it for the perfection that it has, even if it’s something that’s challenging us, there’s always we can always find what it’s teaching us. We can always find the beauty in it, and it takes training. That’s why gratitude is just such a powerful.

Sharon Cline: [00:29:13] That was my question. We were talking about why you had a list of things to talk about, and I was thinking how important is because gratitude to me changes the energy of everything. And so I was actually like, so excited to talk about that because when I have that gratitude feeling, like I was saying, you’ve been walking around my house and appreciating or just anywhere, I am thinking I’ll never be able to visit it again. So look at it with this wistfulness. It’s like my I can feel a change, like a like a visceral change in my body.

Jason Sandmann: [00:29:43] Yeah. We spoke, you know, talking about, like, emotional vibration and everything else. And that’s a whole other conversation that I’m not quite able to speak on in the depth that I usually like to communicate. But like, if you’re looking at gratitude, it’s one of the highest. Oh, okay.

Sharon Cline: [00:29:57] I got you. So that’s why it feels so different.

Jason Sandmann: [00:30:00] Yes. It’s literally like operating or opening you up to operate on a different frequency. And it’s rewriting your script, right? Like the brain and like, let’s let’s take a moment to, you know, be appreciative of the brain itself, like the ego that’s trying to protect us and everything else. All this stuff that runs in fear. It’s only doing it because, like, it’s on survival mind. Like it just thinks everything’s a threat. So it’s doing its best to give us safety, even though it’s in reality creating our misery.

Sharon Cline: [00:30:31] The oxymoron that is or whatever. It’s like the irony. Yes. You know.

Jason Sandmann: [00:30:36] Yeah, it’s just misguided as all it is. But like, you know, really finding reasons to be grateful. Like if you don’t, if you don’t have that in your heart now, like no circumstance is going to bring it about.

Sharon Cline: [00:30:47] No amount of.

Jason Sandmann: [00:30:48] Money. No amount of money. Yeah. Like no relationship, no meal, anything. It’s all fleeting, right? Like, but being able to be here and just be an appreciation for the moment. Like one of my mentors. We’ll talk about dating the phase you’re in. It’s like no matter where you’re at, just fall in love with it.

Speaker3: [00:31:07] Oh.

Sharon Cline: [00:31:08] I love that.

Jason Sandmann: [00:31:09] Yeah.

Sharon Cline: [00:31:10] So. So sometimes I imagine because I’m not in a relationship right now, but I try to imagine if I am, what would I miss about being without someone? So like the I don’t know, the control that I have, the not answering to anybody is kind of nice. But at the same time, like, think about it like that. I’d miss what are the things that I’d be missing. And so that way I can appreciate those things that I have right now. And there’s just something about knowing that I am very intentional, that if it did all end tomorrow, that will. I appreciated it while I was in it. So I don’t have as much mental torture about the fact that time has gone by and I haven’t done what I thought or my accomplishments aren’t as big as I think they should be. Like I have a lot of shoulds on me. Yeah, but I like that feeling of not the mental because I’m really good at mental torture but like relaxing. The Did you really appreciate what you had? Because now it’s gone. But if I take a minute to really do that, well then I don’t have to beat myself up for the pain. Yeah.

Jason Sandmann: [00:32:13] Yeah. That’s such a beautiful kind of avenue to explore and to play with, right? Like I always will talk about like suffering is the space between how things are and how we think they should be. And, you know, once we take that out of it and once we just allow ourselves to appreciate it for the moment that we’re in, it just becomes so much more freeing. It’s such a beautiful state to live in. And, you know, I would encourage you just from from your share here to, you know, play with the idea of like maybe not in that fear of losing it, but also understanding. Yeah, like we’re only here for a little while on this part of the experience. You know, we can talk about what happens after that all day long. And there there’s a lot that comes with, you know. Untangling our beliefs around that. But at the same time, like this is just like, what’s better than this moment right now, right? Like, this is such a cool, like just time to have a conversation. And it’s so nice just to be able to kind of like feel the air conditioning. It’s like, would I rather be paying attention to that or would I rather be like, Oh my gosh, what’s going to happen? Is anybody going to listen to this? Yes. Right, Right. Like, what did I just say? Oh, my God. Like none. That’s all just designed to keep us in the suffering state. And again, it’s a protective mechanism, but the more we can really find that space and create the space between our thoughts because the thoughts aren’t real, they’re not always ours until we, like, really intentionally choose them. Then like it just makes it such a easier experience to go live through.

Sharon Cline: [00:33:56] Right. Because the time is going to pass regardless. And so the quality of your experience can be so directly influenced by your intentions and your choices and how you want to experience them. So how? It’s interesting, too, that you take all of this really it’s higher thinking and apply it to money, which is so low when you think about it. I mean, it’s a tool, right? It’s a tool. But so many I mean, this is what drives so much in this world, right? Yeah. The acquisition of money and power that comes with it.

Jason Sandmann: [00:34:28] Yeah, there’s there’s this could be an entire other conversation around it. There is so much around money that we have either villainized or worshiped and both are wrong. Right? Like, again money is just an energetic means of exchange. It’s really very similar to time. It’s just a resource that we have. And, you know, the fact is, is like we get so caught up in these stories around it and we get so caught up in all of these beliefs that again, are only as true as we make them. But that’s how we run our entire lives, like everything is a story. And so it’s just being able to uncouple from that and be like, okay, do I actually believe this? Or is this just something I’ve heard all the time? Is this something that, you know, maybe I can tap into another energy? Do we have time for a quick story?

Sharon Cline: [00:35:21] I love.

Jason Sandmann: [00:35:22] Stories. Okay. So the money is energy thing is one of those things that I conceptually understood it for a while, but I couldn’t couldn’t see it. So last year I went to a marketing conference and we were in the second day of the conference was George Bryant was the guy’s name. He is phenomenal. I love all of his stuff, but we’re in the conference and he’s doing all this work. But like the second day you can tell that not everybody really knows each other. And he does this exercise to kind of call that out and we all get to know each other. And so, like now, this conference had already been amazing and we were really getting a lot of information and connecting. We just started connecting like supercharging it. And so a big group of us went out for dinner that night and we go to this restaurant and like, there are 20 of us and we go kind of to the back and there’s not really tables for us. And so people start moving the tables around and like my former self is like, Oh my gosh, they’re all going to hate us because they are. We don’t do this in a place. Let them come set it up.

Jason Sandmann: [00:36:20] But, you know, all of that happened and then we just started like sitting down and connecting. There were like 20 of us, and it just got like, better and better. The vibe just kept rising higher and higher. The service wasn’t great, like the service was fine. They didn’t really know what to do with us. They definitely calmed down from us moving everything around. But you know, it wasn’t anything that stood out. Well. One of the guys who was there at the conference was probably the youngest dude in the room. He was this was in Montana. And he snuck off and like paid for our entire meal. And everybody, like, starts finding this out and they start looking to him and they’re like, trying to force their money on him. And he’s like, No. And I’m like, I’m really working on being able to receive. And I was just like, you know, thank you for this gift. I’m going to go ahead and let you receive. Well, once he once it was clear he wasn’t going to take any more of the money, everybody just started throwing money on the table. And I had looked over and I’d seen that, like whatever. I don’t know what he had tipped her on his credit card, but I could see it had already been big because she had already been like, so grateful for it.

Jason Sandmann: [00:37:22] And then we handed her the cash and right there was finally where money is energy. Like we just exchanged money for a feeling, right? Like we just exchange it because we either want to feel better or we want to like. And so the more that we can kind of raise our own vibrational reaction to money, the more that we’re going to attract a lot of that in like the more we attach gratitude to money, even when we don’t have much. Like that’s when it’s most important. Just be so grateful for it coming in and, you know, just be thankful for all the opportunity to provide. It allows us to be fed and as we do that like money then just is attracted to us in a different way. And it’s this really beautiful thing. It’s just as we raise our energy, more people want to be around us and that gives us more opportunity to make money. And I’m just like, Oh, now living that is his own practice. But it’s certainly kind of the the set point that I want to operate from.

Sharon Cline: [00:38:17] I love that. Because what you’re to me I mean, I’ve spoken to different financial planners and people who are helping on the financial side. Like I was saying, with numbers like financially, it’s smart to invest here because traditionally it does this and this is how much you can expect to make. And generally, but you’re talking about a completely different mindset regarding the worthiness that we feel about whether or not we should have money and the like. You said, the villainy people associate with money, which but actually, if you think about it, and I’ve done this where I will be watching movies and almost all of the movies have to do like the bad guys are the ones that want money and the power that comes with the money. So in my mind, I’ve always had like a well, it ruins people’s. I don’t know. It’s corrupt. Corrupt. I don’t It makes people corrupt. Is that right? Is that right? Now I said that. Yes, it is on my radio.

Jason Sandmann: [00:39:13] Yeah. You know, it’s one of those things I just lost what I was going to say. Now. Now we’re really making some good.

Sharon Cline: [00:39:19] I distracted you big time.

Jason Sandmann: [00:39:21] Let me see if it comes back.

Sharon Cline: [00:39:23] We’re talking about how your way of approaching money.

Jason Sandmann: [00:39:28] Okay. Thank you. Yes, I do. I do recall. So one of the things when I first started going into coaching, it was strictly financial coaching. And I found that I don’t really have a lot of interest in like trying to do the min maxing and like trying to kind of figure out you can’t really talk about insurance or stocks, but like you do have to like be able to give some guidance there. And I have some interest in that. But like that’s never where I really got value from talking to people. What did really resonate with me was like, where your money goes is where your values are and how me going to that. That discussion is what helped me completely reframe my relationship with alcohol, like getting my money in check and making myself make a choice all the time and say, I’m either going to take it from here or not. Like forced me to like, look and be like, okay, this is where I say I my values are and my budget. This is where my money is actually going. And is that a choice I want to continue to make? And that’s what led me down to this, like figuring out what my values really are and then the subconscious work, because the money is just, as you said, it’s just a tool. It’s no different than any other tool. It’s going to, you know, it’s at the hand of the user. So what we really need to start managing is the user.

Speaker3: [00:40:41] Mm hmm.

Sharon Cline: [00:40:42] So interesting. Do you feel like you do you feel like the way that you. Um, choose to not allow your ego to rule your world. That you that choice that you’re making, is it a constant battle every day or is it or every choice? Or is it like a muscle that you get better at as the more you do it?

Jason Sandmann: [00:41:06] It’s certainly a battle, right? Like the ego is very crafty. It knows a lot of ways it does not want to be transcended. And that’s certainly when I talk about like the spiritual journey I’m on, that’s what I’m working towards. But as I said, like I, I certainly have times where I fall into future casting or past stuff. It does get much easier and you can, you know, create new identities for yourself that like really do help kind of keep or put it in a different program. So at least whatever your ego is coming with is something that you designed and got.

Sharon Cline: [00:41:42] You So and you’re talking about other tools, other sort of mental tools or grounding techniques that can get you out of the loop, that you can find yourself in. Because I think I battle all day long with what I really want and what my. Well, I mean, I’m either choosing to honor like my spiritual side or my body side. Do you know what I mean? So it’s like always a battle between those two.

Jason Sandmann: [00:42:05] Yes, it is always a battle. And ultimately, what we want to do is bring them into alignment, right? Because they are just the same. The spiritual body and the and the physical body are parts of the same, you know, consciousness that we all have. But yeah, like we are programed to say this is what we need to want. Like I’ve got to find security this way. And so many of us forget like the actual stuff that we want. We don’t chase what our dreams are. We don’t even know what our dreams are anymore. And that carries fear in and of itself for people, right? Like that’s another reason why people kind of avoid the work because they they shame themselves for not even knowing who they are.

Speaker3: [00:42:45] Sheesh.

Sharon Cline: [00:42:47] How much do I do this all day long? A lot. Yeah. All right. Well, I have another question for you. So you had mentioned that there are two important practices that anyone listening could incorporate into their routines. We were this is part of the questions that you had suggested. So what what do you think people could do? Like the average person, the.

Jason Sandmann: [00:43:09] Most important things for me, something I work anybody who works with me, it will be one of the first things that we go over is some sort of gratitude practice. And it is, you know, meditation or some sort of presence practice. It doesn’t have to be the same meditation that like we always picture, right? Like it doesn’t have to be the Buddhist on the mountain. If you feel called to that, great. Because there’s a lot of a lot of benefit to it. But really just creating that space between our thoughts and then starting the rewiring rewiring process to where we always train the brain to look for what it’s going to be grateful for rather than just look for the disaster, just look for the protection thing. Just be like, No, no, wait, what? What? Right now, in any situation can I find and be grateful for? And that’s not toxic positivity. That’s not pretending toxic positivity.

Sharon Cline: [00:43:57] Interesting. I hadn’t heard that term, and I totally get what you mean by it. I’ve never actually put that together. But you’re right. Someone can just it’s all going to be fine to a point of where there’s detriment. Yes.

Jason Sandmann: [00:44:07] Interesting. Yeah, it’s one of those things. It’s pretending that it doesn’t exist, which is really just, you know, it’s numbing where instead it’s just like, no, no, I feel this, but I’m still grateful because it’s a lesson. It shows me something else. It allows me to get closer to the things that matter. Et cetera. Et cetera. And like it’s a in this community, especially when you’re looking at, like, the spiritual, and then you get into the woo woo and the new age. Like, there are a lot of people who kind of just be like, Well, just be positive. And I’m just like, No, no, you’re here to feel all of it. Like part of this experience is where we wouldn’t know joy without the sadness. So they.

Sharon Cline: [00:44:40] Negate each other.

Speaker3: [00:44:41] Right?

Jason Sandmann: [00:44:42] Yeah. So, you know, be grateful for that, but don’t stay in it, right? Like then be able to come out and like, find those those tools and use those tools to get back into that, like more loving state. But be grateful for the hard times because they always have something to teach us about ourselves.

Speaker3: [00:44:59] Wow.

Sharon Cline: [00:45:00] So gratitude.

Jason Sandmann: [00:45:02] Gratitude for sure. And yeah, and meditation. And everyone, everyone ever says, Well, I can’t meditate.

Speaker3: [00:45:08] And everyone.

Sharon Cline: [00:45:09] Ever says this.

Jason Sandmann: [00:45:10] Like, literally, I think everybody I’ve ever spoken to is like, I’m no good at that. And I wasn’t either for a very long time. And, you know, that’s the point of it. Like every time your mind runs away and you bring it back, it’s just a gym rep. Like if we can just go to that. Like that’s the point is like, we don’t until we do the work to rein in that never ending loop, it’s just going to keep on running the show. And so it’s not that you can’t it’s just you haven’t practiced it and you only get better at it by sitting in some silence and just noticing how much your thoughts run and then just bring them back and then just notice how they run again and then bring them back and then over. Time you get to be really present with your environment, You get to look around your room and be like, Oh man, things are really great because you’re actually allowing your higher self to kind of come and observe it rather than just letting that chatter.

Speaker3: [00:46:02] Run the show.

Sharon Cline: [00:46:03] I like that you’re talking about it this way, because what I’m thinking is when I’m motivated to do that is like, imagine it gone. But that’s also a negative thought process behind it, right? That’s a fear. It’s a scarcity.

Speaker3: [00:46:13] A scarcity eventually, yeah.

Jason Sandmann: [00:46:15] There’s a scarcity mindset around that.

Speaker3: [00:46:16] So instead.

Sharon Cline: [00:46:17] Right, So it’s coming from lack, but instead look at it from a place of abundance and gratitude. So I need to reframe that.

Speaker3: [00:46:26] Yeah, thanks. Of course.

Jason Sandmann: [00:46:27] Absolutely. I can do this all day.

Sharon Cline: [00:46:31] Well, Jason, how can people get in touch with you?

Jason Sandmann: [00:46:34] The best way right now is is through Facebook. And that’s just where I do most of my writing. I’m I’m trying to build out some different things. My website that you’ve referenced a couple of times is certainly available. It it reflects my older financial coach kind of stuff. It doesn’t go as much yet into the consciousness work and everything else. I’ll be changing that soon. And then, you know, I’m a pretty open book like anybody who wants to find me, like I’ll I don’t know if I can give out a phone number on the radio. Go ahead. Okay. (770) 366-4058. Shoot me a text If there’s anything that you would like to talk about. I am here to serve for sure.

Sharon Cline: [00:47:13] Jason, thank you so much for coming on the show and being so generous with your spirit and giving me even my own things to think about. It’s not just business, do you know what I mean? It’s like the way that you talk about it. It’s associating business with your spirit, which is we are all people, right? That’s businesses are just like the cover, but we all are interacting with people.

Jason Sandmann: [00:47:34] Yeah, our business is just a reflection of ourselves, right? And business is all about building relationship and so not. And the relationship with ourselves is so important. So this work is foundational, I think, for creating a business that you’re happy and that you can thrive in. And I’m so grateful for the opportunity to come talk with you today. It’s been so fun. This is one of my favorite things to.

Speaker3: [00:47:54] Do, so me too.

Sharon Cline: [00:47:57] Happy Friday.

Speaker3: [00:47:58] Happy Friday for sure.

Sharon Cline: [00:48:00] Well, thank you again, Jason. I really appreciate your time. And also thank you all for listening to Fearless Formula on Business RadioX. And again, this is Sharon Cline reminding you that with knowledge and understanding, we can all have our own fearless formula. Have a great day.

 

Tagged With: Life Coach, Out of the Weeds

BRX Pro Tip: Reframe Networking to Serving

July 10, 2023 by angishields

Create Engagement Through Challenges

July 9, 2023 by angishields

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BRX Pro Tip: Take a Stand

July 7, 2023 by angishields

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Stone Payton: [00:00:00] And we are back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, there’s a lyric to a country song that says if you don’t stand for something, you’ll fall for anything. But there really is something to this business of taking a stand, isn’t there?

Lee Kantor: [00:00:18] Yeah. It’s so important to take a stand if you want to attract an audience of like-minded people to your community. At Business RadioX, we believe business is good. I mean, that is just a core value that is just kind of our true north. And we’re doing everything in our power to help business people succeed and get the word out about the work they’re doing. You know, we want to help these small to mid-sized business owners in our communities, and we do that by sharing their stories on our platform.

Lee Kantor: [00:00:46] So, every day, we’re looking at ways that we can help other people get the word out. And we want people to know that, at the heart of it, we believe business is good and that’s why we do this, that’s why we get up every single day to do this. And because of that, our studio partners become that indispensable leader in those communities. And we attract people who believe in what we believe. These people know the importance of service. They appreciate becoming the go-to connector in their market because that person knows everybody in the community and everybody knows them.

Lee Kantor: [00:01:23] We’re not for transactionally minded people who just want to get rich quick. We’re for people who have integrity that value relationships, and believe that serving first is the way to run a business, and make an impact, and do meaningful work. So, we’ve taken a stand and we are attracting people who believe what we believe, that business is good.

Reframe Networking to Serving

July 7, 2023 by angishields

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BRX Pro Tip: Understand the Metrics That Matter

July 6, 2023 by angishields

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Stone Payton: [00:00:00] Welcome back to Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, you told me some years ago, just because you can count something doesn’t mean that it counts. Talk about that a little bit.

Lee Kantor: [00:00:14] Yeah. Understanding the metrics that matter in your business is critical for your success. And even more critical is, once you understand the metrics that matter, ignore everything else. Don’t get distracted by other metrics that other people think are important, because if they’re not important to your business, you shouldn’t be focusing in on them.

Lee Kantor: [00:00:34] And sadly, the way that human behavior is, just because something’s easy to count doesn’t mean, like you said, that we should be counting it or even caring about it. And that’s one of the mistakes a lot of business people make, just because they can count something they think it’s important and it just could be easy to count. It may not be important at all.

Lee Kantor: [00:00:54] So, like in our business, the metric that matters is building relationships, and we do that primarily by inviting guests on shows. So, how many people we’re inviting on a show, that’s important to count. How many people that are coming on a show, that’s important to count. How many people that are meeting with us after the show to work together, that’s important to us. So, all of our metrics that are important involve guests and how the relationship is growing from the time we met them.

Lee Kantor: [00:01:23] So, we want to be counting what’s our database of potential guests, what’s our database of existing guests, and guests that we’ve had follow up meetings with. Those are the lists that our business tells us that if those lists are growing, then our business is pretty likely growing as well. If our business is struggling, we can usually point to the fact that we’ve been either inviting the wrong people on the show or we haven’t been following up effectively enough with the people that have been on the show.

Melanie Lambert with Just Write Grants, CPA Glenda Hicks and Major League Baseball Pitcher Reggie McClain

July 5, 2023 by angishields

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Charitable Georgia
Melanie Lambert with Just Write Grants, CPA Glenda Hicks and Major League Baseball Pitcher Reggie McClain
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Just Write Grants helps nonprofits save time, spend less, and raise more with affordable grant writing subscriptions that help you add or keep grant writing as part of your fundraising strategy without chaining you to your desk. We add decades of experience to your team in only a few days. And we know the right funders for your nonprofit and your unique needs.

Melanie-Lambert-bwBefore launching Just Write Grants in September 2017, Melanie Lambert spent over a decade wearing lots of hats at nonprofits of all different sizes, missions, and programs. Some days she was the Executive Director of Development. Other days she was the grant writer. Sometimes she was the social media manager. Nonprofit work is crazy! Worth it, but crazy. ​

When Melanie had the opportunity to start Just Write Grants, she knew she wanted to help nonprofits bridge the gap.

There are millions of dollars in grant funds out there, but if a nonprofit executive needs to be out of the office or planning an event or hosting a golf tournament, it’s hard to find the time to sit at your desk and fill out those applications or draft that content. But, as Melanie says all the time, grant writing is like the lottery.  You can’t win if you don’t play.

Glenda-Hicks-bw

With a mission to provide organizations with “Best Practices for Becoming the Best Nonprofit”SM, Glenda Hicks serves clients through her firm Glenda Y. Hicks, CPA located in metro-Atlanta, Georgia.

Glenda combines her passion for teaching, her designation as a BoardSource-Affiliate, Certified Governance Consultant, her license as a Certified Public Accountant and other credentials and experience to provide coaching, assessment, consulting, and training services to support nonprofit boards of directors and staff.

As a thought partner and facilitator, Glenda engages clients in activities and discussions that help them develop and implement solutions to their challenges by employing best practices to create the future the envision.

Through her extensive consulting and training work with organizations, Glenda recognized consistent pain points encountered by executive directors and board chairs concerning board members’ performance and engagement.

In response, she created an experiential learning board game that simulates serving on the board of directors and managing a nonprofit organization. The game is called 501c Impact! and is used in capacity building services she offers through her company of the same name.

Reggie-McClain-bwReggie McClain is a Major League Baseball Pitcher who played with the Yankees, Phillies, and Mariners.

He played professionally for 7 years and is a true student of the game. He loves to work with kids to help refine their game and create a love for the sport that made him who he is today!

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:07] Broadcasting live from the Business RadioX Studios in Atlanta. It’s time for Charitable Georgia. Brought to you by B’s Charitable Pursuits and Resources. We put the fun in fund raising. For more information, go to B’s Charitable Pursuits dot com. That’s B’s Charitable Pursuits dot com. Now here’s your host, Brian Pruett.

Brian Pruett: [00:00:45] Good, fabulous Friday. It’s another fabulous Friday. And I’ve got three more fabulous guests. First piece of business, though, I have to wish my mother a very happy birthday. Today is her birthday, so I won’t tell you how young she is because she might get upset, but she’s still working full time. So anyway, as I mentioned, this is Charitable Georgia and we got three more great guests. If you first time listening, Charitable Georgia is about all positive things happening in your community. And our first guest this morning is Miss Melanie Lambert from Just Write Grants. Melanie, thanks for being here this morning.

Melanie Lambert : [00:01:13] Thank you Brian. Thank you for having me so much.

Brian Pruett: [00:01:15] So you and I spent some time talking on the phone. We well, I think all of us in the room have kind of the same passion. But you have a passion for nonprofits like I do, and you’ve made a business on working with them on writing grants. But if you don’t mind, first sharing your story a little bit, and then we’ll talk about what you do.

Melanie Lambert : [00:01:30] Sure. I live in Cartersville, Georgia, and I have spent my entire career in nonprofit fundraising, had the opportunity to work for lots of social service organizations and higher education institutions throughout Metro Atlanta. And then in 2017, I had what at the time felt like the worst professional experience ever, and I got laid off. There were some statewide layoffs and just things, you know, felt like it was just the bottom for me. My husband really encouraged me to take advantage of that opportunity and to take the skills and talents that I had learned throughout my career, helping nonprofits with all the different fundraising revenue streams and to turn that into a business. We had a one year old at home at the time, and so that was very appealing to me to be able to be home with him and to continue to serve nonprofits. So I took the opportunity and started the company in 2017 and really wanted to help nonprofits that were either new to grant writing or didn’t have the capacity to manage grant writing. Because during my career I’d really noticed that grant writing can be a sort of backburner project, right? It can be something that. The the individuals and the fundraising team know that they need to be pursuing grants. They they know that it’s something that can really be a game changing amount of money for a nonprofit, but they might be wearing lots of hats.

Melanie Lambert : [00:02:58] And so it’s easy to let grant writing sort of fall to the wayside because you’re out meeting donors, you’re out going to Chamber of Commerce breakfast, you’re out, you know, interacting with people and grants can sort of chain you to your desk. You’ve got to be there drafting that content, putting together those budgets. And so it can be easy to either just not do it at all or kind of do a rush job for it. So having experienced that in several organizations that I worked for, I wanted to bridge that gap for nonprofits because there’s so much money out there. But it’s kind of like the lottery, right? If you’re not submitting a grant application or you’re not buying a lottery ticket, you’re not going to win. So I wanted to help nonprofits that either didn’t have the time to do it themselves, the resources to hire somebody full time or the expertise on staff to be able to get a portion of all that money that’s out there. And to do that in a way that was really affordable and streamlined. So it didn’t create more work for them. And that’s that’s how just Write grants was born. We’re a little different and to intentionally to serve that need for nonprofits.

Brian Pruett: [00:04:05] So explain a little bit how you do work because it’s an interesting concept the way you’ve made the the business and how the grant writing is. Can you explain how you do it? Sure.

Melanie Lambert : [00:04:14] So a lot of grant writing consultants will charge by the hour or by the project. There’s nothing wrong with that. But in my experience, in some cases, having worked with consultants when I was in working for nonprofits directly, you’d get a quote from the consultant that would be one rate. And then when you got your invoice a month or two later, it could look very different. Just because it’s hard sometimes to anticipate what the time investment is going to be. For some projects, particularly with things like federal grants or state grants that can get really out of control time wise really fast. So I wanted to create a format that helped nonprofits feel confident in investing in a grant writing consultant. So we are set up with annual subscriptions for our nonprofit clients, where we charge a set rate every month. Nonprofits come on board and make a 12 month commitment with us, and they are charged the same amount every month based on how many applications we submit over the course of that 12 month engagement. So what we’ve done is taken all of the deliverables all of the time, investment that goes into submitting that certain amount of grant applications and just prorated it over 12 months so that nonprofits can plan effectively for the cost. For that, they know what their invoice is going to be every month. They know what they can expect from us.

Melanie Lambert : [00:05:35] They have a grant calendar that shows the applications that we’re going to be submitting, the activity that’s going to happen for each one of those and sort of some some estimates of what they may be able to expect as far as a return on investment goes. So that’s been a process that we’ve fine tuned over the last six years of doing this to where we can make some estimates so that nonprofits feel like, yes, you know, I understand the grant writing process. I understand that it’s a time investment as well as resources, investment to build those relationships with those funders. But. That it’s done affordably, it’s done intentionally streamlined, so that I’m not taking them away from what they need to be doing. Otherwise, those things that prevented them from submitting grants in the first place. But they know that the grant writing is happening sort of behind the scenes as much or as little as they want to be involved. But it’s always happening for them and they know that their nonprofit is part of that revenue generating, streamline, you know, revenue stream because we’re there for them and they can go out and truly be a director of development or an executive officer or whatever their role happens to be at the nonprofit without having to say, Well, now I’ve got to spend the next eight hours in the office writing this grant application.

Brian Pruett: [00:06:53] So you said you’re based in Cartersville, but you actually work all over the country, correct?

Melanie Lambert : [00:06:57] Yes. So we serve nonprofits of every budget size, every mission across the country. So us based nonprofits that are 500 and 1C3 registered, we have access to multiple databases to search for grant opportunities for them and can really fine tune that research to really any any nonprofit in the United States.

Brian Pruett: [00:07:18] All right. So if somebody is listening and they have a maybe a startup that’s a nonprofit or they’re a very small where it’s like one, maybe two people and they’re hearing you talk and they’re thinking, man, I can’t afford something monthly. Give them just a little bit of hope that they can talk to you and work with you.

Melanie Lambert : [00:07:34] Yeah, So absolutely. We usually recommend that a nonprofit that’s just in the start up phase gets a year or so under their belt just to be competitive with grant writing that gives you the data that you need to be able to fill out an application. Essentially, that’s the cutting down to the chase, because if you’re really, really new, you just don’t have that content yet. So investing in grant writing when you maybe a year or less than two years old, there may be some opportunities out there for you for what we call capacity building, where the grants are intentionally designed to help you grow. But a lot of times for those really, you know, those those typical grants that can really take your organization from one point to the next, they’re going to want to see that you’ve got some history there with data and stories and engagement with your clients. But there’s certainly some things that you can be doing in those early years while you’re still sort of bootstrapping it yourself. You can certainly explore other revenue streams, events, individual donations, social media donations, things like that that will help boost your sort of what I call credit worthiness with grantmakers where they can see, okay, you’ve had some other money coming in, you’ve managed that well. Oh, you’ve got this donor associated with what you’re doing. So that kind of gives you that credibility. You need to make the funders feel confident in investing in you. So just some groundwork. We’ve got a lot of that stuff on our website to help organizations prepare to be grant ready. But certainly, you know, I’m always happy to talk to new nonprofits to see if there’s things that we could explore as far as capacity building goes or provide those resources to say, hey, if you you here’s a list of things that you can do right now in the beginning of your organization’s history to really make sure that at year two or year three, you are really competitive and you start to see some return on that investment with whether it’s your time invested in submitting grant applications or working with a consultant.

Brian Pruett: [00:09:33] So when you’re working with these nonprofits, I’m assuming there are tons of different kinds of grants out there. How do you go about finding the best grant and can you explain a little bit, maybe a little bit about what the differences are with the grants? Yeah.

Melanie Lambert : [00:09:46] So there’s a few different types of grants. So you have federal grants, which obviously are from the federal government. Those are a beast in most cases. They’re rather large and are going to require that the nonprofit have a lot of history and data that that they’re really competitive. If you think about it, you’re competing with organizations across the country can be a game changing amount of money for your organization if it’s a right fit. Typically, federal grants are looking for organizations that are meeting a very specific need to a very specific population of people and sometimes even in a very specific area of the country. State grants are similar just on a smaller scale in your state. But then we have private and corporate grants which tend to blur the lines a little bit, but they’re usually set up by individuals in memory or in honor of somebody or of a cause that’s near and dear to a family’s heart. And they set up the organizations in order to truly be philanthropic, to meet a need in the community that they’re passionate about. And they may not necessarily be doing the work themselves, but they want to help fund that. They want to bridge the gap for the nonprofits that are doing that work. So we find those organizations through online research.

Melanie Lambert : [00:11:06] There’s several online platforms available for nonprofits to do that research. And it kind of comes over time where you develop. It can at first feel like a different language when you get out there trying to figure it out. And of course every platform is a little different. So you’ve got to learn the nuances. But utilizing keywords that are associated with your mission, oftentimes grants are geographically restricted, so you’d want to make sure that the funder is looking to support organizations where you are or where you serve. We work with some nonprofits that are based in the United States, but they serve internationally. So that gets a little bit of gray area there as well. But there are certainly grants available for that. And then, you know, you may be looking at the population that you serve as well as as a keyword essentially to narrow down those research results. And then it just takes time, you know, to kind of comb through those. And if you’re using a good platform, it’ll help you do that where you’re just reviewing them. You can also look, some of most of the online databases are paid, and that’s something that’s included in all of our subscriptions. But if you are a nonprofit that wants to do some research on your own, you can get some free trials with some of those, but then you can also do some digging.

Melanie Lambert : [00:12:23] It’s a little bit more of a time investment, but you can review funders, IRS form 990. So every foundation in the United States is required to submit a 990 to the IRS, which is basically their financial statement. But they list things like how to submit a grant application, who to send it to. Hopefully, in most cases, they’re also listing those requirements. And then in some cases they may actually list at the end of that form 990 the organizations that they supported that year, a breakdown of how much they gave to each one and what they were intending to support. So that’s really helpful information and that’s all accessible, free from the IRS. And it’s helpful because you can look at that and you can say, Oh, okay, well, you know, this organization is similar to mine. This is the grant amount that they gave them. So I might be able to assume that they would support our organization as well with a grant amount in that same range. So there’s a few ways to go about getting that information. And it’s really about how much time and resources you want to invest in the different options.

Brian Pruett: [00:13:29] So I know a lot of people lately have been asking around for grant writers, but they’re not nonprofits. You don’t work with any others who are not nonprofits, correct?

Melanie Lambert : [00:13:38] It is just not my expertise. There are some grants. There’s there’s kind of this misconception in the world that there are these or at least in the United States, I don’t say the whole world, but there’s this misconception that there’s so much government money out there for individuals and it’s just waiting for the taking. And I don’t really know where that came from. There are some grants available for for profit businesses. I always recommend that people look to a local bank, connect with an SBA representative, a small Business Administration representative in your community, or to a banker at your local bank that might be able to direct you better for loans and grants for small business. As far as individuals, we get contacted, sometimes individuals that are looking for personal needs, and I always try to redirect them to United Way in their community that might be able to connect them with a nonprofit that actually meets that need. But we we exclusively work with 500 and 1C3 registered nonprofit organizations just because that’s where we have access to those those research results and the expertise. And it’s truly philanthropic money at that point. As soon as you get into individuals and small businesses, it changes that contribution from an IRS perspective. And so that gets a little challenging. But that’s my recommendation for individuals that are looking or if you’re looking to get funds for a small business, it’s fewer and further between than people think for those funds, unless again, you’re meeting a very specific needs. For example, you know, there’s funding available for certain agriculture businesses that are starting in certain parts of the country because the government wants to invest in that. But just as far as if you’re you’re starting a shop in your little downtown area, that’s that’s more so. Probably going to be loans and grants.

Brian Pruett: [00:15:26] So are you are your business is not a 501. C three.

Melanie Lambert : [00:15:30] Correct. Correct. No, we are a for profit business.

Brian Pruett: [00:15:32] So people get confused. I’m the same way. I’m a for profit helping non profit. That’s the way we kind of all are. But all right, if somebody is listening to you and thinking, man, I’d like to be a grant writer, can you walk them through that process?

Melanie Lambert : [00:15:44] It is an art and a science, and it is something that has been, you know, that that comes with experience. But absolutely, it’s if you’ve got writing talent and you like that sort of competitive drive to see if something that you can craft with your words is compelling enough to inspire somebody to pull out a checkbook. That’s what drives me. Can I do something with that skill that I have that makes someone like someone’s passion enough about an organization that they’re going to invest? Because I know what that takes for me as Melanie, the individual, to make a donation because there’s so many nonprofits in the world and so I know what that takes for me. So I’m like, Can I inspire that in somebody else? So if that’s something that you are interested in, you know, I always love talking to people that are interested in getting into grant writing and and it allows you that opportunity to work remotely. Everything about grant writing can be done virtually. There’s nothing that requires a grant writer to be in a nonprofit’s office to do. Grant writing fundraising effectively. And that’s where we can streamline things really well and be affordable because you’re not having to invest in that overhead That requires a full time employee. But that’s not what you asked me. So we are actually going to launch here in the next few weeks a grant writing boot camp. So this will be an on demand series of informational sessions that will help a grant writer or an aspiring grant writer learn the nuances of grant writing to understand the language that it can be, to learn how to sort of read between the lines.

Melanie Lambert : [00:17:18] When you’re doing that research, how to craft a really effective and compelling grant application or a narrative, how to craft budgets. Budgets are one of those things that Glenda can can chime in on this. But budgets are one of those things that nonprofits hate and typically do last. And sometimes we’ll do a rush job and it can really be the make or break of a grant application. So we’ll go over how to do that, as well as how to have grant writing be part of your overall fundraising strategy. So it’s designed the grant writing boot camp is designed for aspiring grant writers who would like to do it excuse me remotely or work like I do as a consultant for many nonprofit organizations or who may have been recently charged with grant writing in their full time role at a nonprofit, or maybe doing it volunteer and maybe just want a little bit of expertise and backup. So as part of those on On Demand sessions, we’ll also include a private Facebook group where everyone that’s involved in the boot camp can ask questions, answer questions, get feedback on on content, and just kind of create a camaraderie of folks that are all doing the same thing for the greater good, trying to make the world a better place through nonprofit grant writing, as well as some consulting from me and some grant writers on our team. You’ll have access to that as well to help you kind of get over that hump of feeling like a fish out of water with grant writing, to really feeling confident in knowing where to find grants, how to cultivate those relationships, because that’s a huge step in the process that nonprofits that are individuals at nonprofits that are really busy can overlook that step of reaching out to the organization and building a relationship with them that can, you know, be something when you’re in a hurry, throwing together an application that you just skip that part.

Melanie Lambert : [00:19:06] But it can really be effective in building that relationship so that if you do get that grant, it’s not a one and done, you’re building that relationship so that next year it’s easier. You know, you just call that individual back up and say, Hey, we’re going to apply again. It’s a lot less work cultivating those relationships, drafting that content where you feel really confident in what you’ve done, submitting it, and then knowing what needs to happen on the back end as well. It’s not just to submit and you know, and you’re done. There’s there’s elements to grant writing that happen after that application has been submitted as well. So that’s all going to be part of that grant writing boot camp. I’m excited to, to share it with, with folks that just write grants may not be the solution for you right now as far as working with a consultant, but the grant writing boot camp may be an option to help you do it yourself and feel more confident and be more effective and win grants ultimately.

Brian Pruett: [00:19:56] That’s awesome. Are you ready for that? Let me know so I can help you promote that and get you some some folks for that. So do you have to be any kind of certification to be a grant writer?

Melanie Lambert : [00:20:04] You don’t. There are certifications available, but I don’t have a certification. I’ve just been doing it for a really long time. There’s one there’s not even really a whole lot of qualifying determinants for grant writing. There are some things that I like to caution nonprofits to be aware of in the grant writing world. As far as when you are working with a consultant, I’ll share a little tidbit with you that usually catches people off guard. Actually, I’ll ask you now get your you may know Brian, because you’re so involved in nonprofits, but if you were to guess the success rate for grant writers, a percentage of grants that they submit that are awarded, what would you guess.

Brian Pruett: [00:20:48] 15%.

Melanie Lambert : [00:20:50] You’re you’re pretty close Most people guess in the 80 to 90% range that grant writers get 80 to 90% of the grants that they submit the real average. And there’s no again, there’s no qualifier that’s out there like surveying grant writers. But if you ask grant writers and there’s been some people that have done a little bit of surveying and researching, but nothing official. But if you ask grant writers, it’s typically in the 20% range. So for every ten you submit, you get two. That goes back again to the competitiveness of it. Just write grants. In 2022, we had a 32% success rate, so I’m very proud of that. But there’s there’s a lot of non grant writers, consultant grant writers who will come back and tell you, I’ve got 100% success rate or I’ve got a 90% success rate. I always caution nonprofits that are engaging with them be cautious. 100% success rate might mean that they’ve submitted one grant and they got it. That may not be the experience level that you want. And an 80 to 90% success rate always gives me a little hiccup because I know I’ve been doing this for so long and I know how hard it is and there are so many things outside of the control of the grant writer that influence whether or not you get the award. So that’s one thing that I caution people that will promise you the moon and the stars because they know that you may be in a desperate situation to get funding for your nonprofit.

Melanie Lambert : [00:22:12] Be cautious approaching that as well. Do your homework, get get references. Call other nonprofits that have worked with that individual. Just make sure that what they’re telling you, you know, what they’re telling you is accurate as well as be very cautious moving forward. If you are a new nonprofit, particularly notice that new nonprofits tend to fall into this grant. Writers should never be paid a commission. They should never be paid a percentage of your grant award. It is unethical, according to the Association of Fundraising Professionals, which is kind of our overarching, not kind of it is our overarching kind of body of jurisdiction for fundraising professionals, and it can jeopardize both your award and your 501. C three status. So it’s not ever worth it. You should be paying a grant writer just like any other employee should be paid. And but there are grant writers out there who will say, you know, I’ll get you $1 million and I’ll take 10%. That’s not something that is going to work out well in the long run and can end up costing you a lot more money if you go that route with a grant writer than it would with a grant writer who’s following those ethics and those standards set up by AFP.

Brian Pruett: [00:23:24] So you mentioned just a little bit ago that there are a lot of nonprofits just within the United States. Do you know how many there are in Bartow County? I don’t know if you know this.

Melanie Lambert : [00:23:32] I don’t. Do you?

Brian Pruett: [00:23:33] Yes, I heard this the other day and it blew my mind because you know how big Bartow County is.

Melanie Lambert : [00:23:38] Well, we have 150,000 residents. Right. So how many nonprofits?

Brian Pruett: [00:23:41] Over 800 nonprofits in Bartow County alone. Wow, that’s. That blew me away. Yeah. All right. So I have to ask how to just write Grant’s name come about.

Melanie Lambert : [00:23:50] So we were previously turnkey writing solutions. So when I started the organization in 2017, I wanted to I love to write. I’ve always wanted to be a writer. If you’d asked me when I was six years old, What do you want to be when you grow up? My answer was a writer, and so fundraising kind of gave me the ability to make money doing that. So I, I started out wanting to just write all different types of content for nonprofits, direct mail solicitations, e newsletters, you know, everything you can think of that a nonprofit may need written for them. It was a lot to wrap your arms around. And the turnkey name came from, you know, I want to provide you with this package of content that you can just use, and it’s turnkey and it’s, you know, it’s it’s ready for you. And then I as I said, it was hard to get my arms around that and to promote it. It was hard to explain. I just had a hard time explaining it to you now. So I. Shifted gears and focused exclusively on grants. Because I knew that need. I knew that that would be a significant portion of fundraising that nonprofits would need help for. And, you know, a direct mail solicitation, you can kind of reuse, tweak it from year to year and you can do it on the fly. And, you know, it’s not something that you maybe want to pay a consultant an hourly rate for.

Melanie Lambert : [00:25:05] So. Grant So we shifted exclusively to grant writing, and then I spent the next, oh, maybe four years trying to figure out a new name. And it’s not easy. And I worked with marketing companies to do it. And I, you know, had a focus group trying to come up with a name and nothing stuck. And I promise you one day I just woke up and thought, just write grants with write w-r-i-t-e. And I was like, That’s it. Took me four years for my brain to come up with it. But I’ve gotten a lot of positive feedback out of it. I really wanted to make sure that the name portrayed what we what we do, and that’s what we do. We just write grants. Let’s, let’s, let’s do this. Let’s get them out there. Let’s build relationships with organizations so that you can, you know, effectively manage your nonprofit, serve your clients. And I know it sounds cheesy, but it’s all over my website, Change the World. I really, truly believe that the change that we want to see in the world can be instigated by non profit organizations and what they do. And if my company and my skills and talents and the skills and talents of the grant writers that I work with can help be a part of that. That’s, you know, the dream come true for me.

Brian Pruett: [00:26:17] We’ll talk to you in a second. But Glenda, as I’m sure the exact same way and that’s why I started my business. Right. And the reason I started this show. Um, so I wanted to ask you and I’ll ask you the same thing too, when I get to you, Glenda But I was asked just the other day by a business attorney if I registered for the Georgia charitable solicitation law. Do you know anything about that?

Melanie Lambert : [00:26:38] Yes. From having worked for organizations. Well, I think I’m thinking of the right thing where you have to register as an organization that. So the business is. Yes. Yes.

Brian Pruett: [00:26:47] So, I mean, I was thinking my idea because I do you guys know I do a monthly. Well, you may not know, but I do a monthly trivia show rotating the charities in Bartow County. And I’m helping some other nonprofits throw events, but they’re paying me. So after looking at the wording, it seemed like I’d be that guy that’s calling you. This is the Atlanta Police Fund. That sounds what that law is. So I was just kind of curious if you knew anything about that. So, all right. So if somebody is listening to you and wants to talk to you about your services, learn more about your boot camp, whatever, how can they get Ahold of you?

Melanie Lambert : [00:27:17] So the first place to go is just right. Grants.com. And again, the right is w-r-i-t-e. Excuse me. So just write grants.com or you can email me at any time. My name is Melanie. Melanie at just write grants.com or if it’s easier to remember info at just write grants.com or if you prefer phone it’s 18667 grants.

Brian Pruett: [00:27:39] Awesome. One last question. Well actually not because you’re going to be but if somebody listening also wants to think about starting a nonprofit, give them some advice.

Melanie Lambert : [00:27:48] So if you’d like to start a nonprofit, I would connect with me because I have another resource who’s an expert in that. Starting nonprofits is not my expertise, but I do have a resource that it is his expertise, so I’m always happy to pass that along. One more thing as far as connecting as well, we are we are on all the social media platforms. Just started a new series called Coffee with a consultant. We’re once a month. I do a live stream on Facebook and it also goes to YouTube as well, where I’m just discussing just a little short, maybe 10 to 12 minutes about a certain aspect of grant writing live. So I’ll take questions and eventually I’d like to just be there live and people ask me questions. We’re still getting some some traction on those, but we’ve got another one coming up July 11th. And it’s, you know, no pressure. You just tune in and watch. And if you’ve got a question, you ask it. If not, you might learn a little tidbit about how to how to write grants effectively.

Brian Pruett: [00:28:42] Awesome. Well, Melanie, thank you for coming and sharing. Like I said, don’t go anywhere. We’re not done technically. So we are now moving over to Glenda Hicks. Now, Stone, I said last week that we we were getting people from around the state, right? I have people from Gwinnett County, Gordon County, Bartow County, Cobb Cherokee. We’ve made it to Rockdale County now. So thanks for driving from Conyers this morning, Glenda.

Glenda Hicks: [00:29:02] Absolutely. It’s my pleasure to be here. Thank you for having me.

Brian Pruett: [00:29:05] Glenda and I is actually known each other for, I guess, over a decade. Yes, you were in Kennesaw, but then you decided to go out that way. Yes. But you two have a heart for nonprofits and numbers because you’re a CPA and help nonprofits with the numbers. And you train nonprofits, you help them do with boards. So please share a little bit about your background and why you’re so passionate of what you’re doing.

Glenda Hicks: [00:29:28] Absolutely. Thank you so much, Brian. So, yes, I was in Cobb County for about 17 years and during the pandemic in 2020, we moved a little further east. But it’s always nice to come back over here and have an opportunity to meet folks in person and talk about my passion, which is building capacity for nonprofits. So you mentioned that I am a CPA and I started with Public Accounting Coopers and Lybrand many years ago on the audit side of things. And in that capacity it gave me an opportunity to work with both for profit and nonprofit organizations. But being on the audit side, I also got to see infrastructure and policy and procedure as opposed to the tax side. And so I really believe that was the foundation for my my company today. And when I left Coopers, I felt like I had to do more. I needed to give more. And there was something tugging me. And I went to a client, which was a nonprofit University of Miami, and worked there for a while, but still something after several years was tugging. You need to give more, you need to do more. And I went to a local not for profit HIV Aids organization and was in more still in the accounting function, but making an even greater impact through that organization. And then we were expecting our first child. So I said, I’ll stay home the first year and that lasted one year.

Glenda Hicks: [00:30:51] And I said, I’ve got to get back to work. My brain. I can’t. I have to think more deeply about some things. But I realized I think I can do this on my own. And that’s when I started my practice, which was in 1999, and I didn’t intentionally go into the nonprofit space. I just was hanging out my shingle. Glenda with CPA. But every referral I received was from a nonprofit organization, and eventually I thought, okay, God, I hear you. This is this is my my divine calling. And then I began to intentionally serve and seek out nonprofit organizations. And of course, being an accountant, I helped them in their fiscal operations. But doing that again, I got to see everything. We have a little bit of a selfish mantra in that. We feel the finance department is the hub of the organization and it’s really about the service you’re giving to the community. But at some point, everything’s coming through finance in some way. You’re hiring folks, you’re paying vendors, you’re writing grants and having to do the accountability back to them. And so it gave us a perspective and an opportunity to see the whole organization. And in providing those services, I began getting requests to do other things from from organizations. And eventually I wanted to have a greater impact with their capacity. And from my observations, it was emanating from the board. The board of directors was setting the tone and if they didn’t understand what they were supposed to do, then it trickled down to the entire organization.

Glenda Hicks: [00:32:25] So I then began offering training and workshops to help boards understand what their roles and responsibilities are and how to best execute those. And things just evolved for me. I was talking to someone recently and he was saying, you know, he never says no to an opportunity. And I’ve always had that same mindset that I’ll listen and I’ll explore, and from that I continue to grow myself so that I can continue to serve the organization so that it can make an impact in the community. And in doing that, I said, Well, let me get more governance acumen because people know me as a CPA, but they don’t know that I do these other things. And that’s when I sought out certification in nonprofit board governance, which I received through Boardsource. And it gave me more tools and resources to bring to nonprofit organizations and help them in that capacity. And I continue to do that in various ways with consulting, assessment, coaching and training are my four main areas of providing services to nonprofits so we can assess how they’re performing and come up with ideas and plans to make improvements there, train them on how to do that. Still having my toe in the accounting side in terms of policy procedure and infrastructure, but none of the number crunching stuff anymore. Well.

Brian Pruett: [00:33:46] I can see a powerful tag team right here.

Glenda Hicks: [00:33:48] Indeed, Indeed. Indeed.

Brian Pruett: [00:33:50] I connected you.

Glenda Hicks: [00:33:50] Yes, I was excited when you connected me to Melanie because I do receive calls often around grant writing. And the thing is, you know, when you have various skills, you do have to focus. Like you were saying, you can you may be able to do a lot of things, but you want to do where you’re you want to perform in your area of sweet spot. And so, you know, folks will ask me to write grants. Yes, I can, but that’s not where my focus is. Let me connect you with someone who does that. Similar to Melanie. No, I don’t start nonprofits. But, you know, let me connect you to someone who does that, and then I can kind of stay in my lane, so to speak.

Brian Pruett: [00:34:26] So you talked about help training the boards. Walk me through that and how does that look?

Glenda Hicks: [00:34:31] Absolutely. So a lot of times organizations come to me, usually the executive director slash CEO, because of pain points, their board members are not following through. They don’t maybe show up to meetings regularly. They’re not engaged in the meeting when it’s taking place. They don’t follow through on what they signed up to do or they’re not volunteering to serve on a committee or to chair a committee. And all of that means it falls back on the executive to fill in the gap, and they become overwhelmed. And they’re already wearing a lot of hats and they’re already managing a lot of things. And so to have to fill in the gap for the board is one more responsibility. That can be frustrating, quite honestly. And it’s really the board’s responsibility to do that for themselves. And the chair of the board is that senior person who’s to steward that whole process and really ensure that everyone’s doing what they need to do and getting the training they need. So it’s either the board chair or the executive director who may reach out to me and ask, Can you come in and train us on what we signed up for? Because it’s very prestigious to serve on a board and it’s a way for people to give back. It’s a way for them to share their time, talent and treasure. But if you don’t properly inform them of what their legal responsibilities are and then equip them with how to execute that effectively, then you’re really setting your agency up for failure.

Glenda Hicks: [00:35:59] And they go through this continuous cycle of board members turning over or staying in the seat and not performing. One of the things we like to say is you have to get the right people on the bus and the right seats before you know where to go. And so there’s really this ongoing process where you need to assess continuously whether each board member individually understands what they’re doing, is equipped to do it accurately and effectively and still enjoys doing it, or that it’s an appropriate time still for them to do it and help them to communicate, to say things have changed for me. And this is no longer a fit because of dynamics at my job or in my household or physically. We’re moving and you want to encourage them to be able to step forward and speak and say that rather than just stop showing up or sitting quietly at the meeting. So I’ll come in and conduct training in various ways, either, you know, half day, a couple of hours, one hour or whatever it looks like in person, virtually, whatever that looks like. Deep dive into the ten universally accepted responsibilities of board members and what that looks like and really take it from where they are, meet them where they are and work with them to get to where they want to be.

Brian Pruett: [00:37:17] So two questions on the board, because this I have a reason for asking this two different nonprofits I’m thinking of. But would you recommend I think I know the answer to this, but would you recommend the person when they’re putting together a board asking people that are their close friends? And then the second part of the question is, if you have a board that people are just sitting there doing nothing, how do you handle that?

Glenda Hicks: [00:37:40] Great questions. Thank you. So the first one is that’s what we see most often, is when you start a nonprofit, you need, you know, for the IRS tax exemption, three folks on the board. And so they tend people tend to ask their friends and family to be those people so that they can get their exemption. And it makes sense. They’re the ones who see your vision and they love and support you and they want to help you through that endeavor, and that’s fantastic. The problem is when they are not necessarily informed or equipped to do what you need them to truly do. And when you’re a founding board member, it’s an even greater responsibility because you’re the first ones through the gate. So you need to lay the foundation for the future and you need to put in a lot of processes and policies and procedures, and you’re probably more hands on in the day to day than you are later in the life cycle of the nonprofit where you’re in a true governance mode. So I won’t say no, don’t put those people on because that’s who you’re able to find. However, accept the responsibility to know that now that I’ve put them on, I need to make sure they understand what they’re getting involved in, what I need them to do and how to do it, and let them know, excuse me, how long they’ll be serving.

Glenda Hicks: [00:39:00] So we encourage boards to have term limits for a variety of reasons, which includes giving folks a break so they’re not on there for a lifetime, but also so that you can bring in new ideas, new energy, new connections by rotating those folks every 3 to 5 years, 3 to 6 years if you allow them to serve two consecutive terms. So that’s the first one, be more intentional and thoughtful in that process, because what I find is I do come in and help with a lot of organizations, and right now I am doing that in terms of them helping them transition from that founding board to the next board and what that looks like. So that leads into the next question about moving people off the bus. Right? And it’s about your bylaws. You know, one of the responsibilities of a board member is duty of obedience. And that means following your laws, whether they’re federal, state, local, but also your internal laws, which would be your bylaws. When you’re when you organize your nonprofit, you should define various things in those bylaws.

Glenda Hicks: [00:40:03] And one of them is how do we handle absenteeism or what is the frequency that will meet? How many meetings do you need to attend? And if you’re not, how do we remove you? So most of the time they’ll read generically. We can remove you for any reason, with or without cause. But the thing is, organizations don’t exercise that because they want to maintain a relationship with that person. They don’t want to ruffle any feathers, they don’t like conflict. And all of those are valid. But there’s ways to handle that. It’s about, you know, sometimes I say, and I did not originate this, but in fact, I think it was from Joyce Meyer, You know, when you grow up, you become an adult, but you don’t necessarily mature. So we’re hopeful that these adults who are serving on these boards are mature enough to have these adult conversations directly, respectfully and timely around their behavior. And if their behavior is indicating that they’re not serving effectively. Let’s talk about that. Let’s not ignore the elephant in the room. So sometimes I’m brought in to help facilitate those conversations, to help them communicate and regain that respect for one another so that they can do the business of the nonprofit.

Brian Pruett: [00:41:26] If it comes to that point. And they need to ask somebody to leave the bus. So that’s the best way to do that.

Glenda Hicks: [00:41:32] The chair of the board ultimately has the responsibility. We. Encourage organizations to have a governance committee, which is a committee that stewards the board’s performance. They would be tasked with ensuring board members are performing individually and holistically as a full board. That training is happening, that they’re recruiting new board members and throughout the year and also having those kinds of conversations. So if you have a governance committee, then the chair could be the one that approaches that individual and has the conversation. If you don’t, then it’s definitely the board chair or it may be the two of them in tandem speaking to this individual and saying, you know, let’s have an open conversation. And part of that is predicated on having accountability measures. So we encourage folks to have an attendance roster where you’re tracking how many meetings you’ve had for the year when those meetings occurred, who was in attendance, which is going to be in your minutes? And then looking at the trend in the pattern and likely you’ll have a number of excused absences that are allowed in your bylaws and so you want to be mindful of how that’s occurring for each person. And so you’ll see it coming. It’s the point. And once you see it developing, then you start having that conversation. So that’s about leadership. That’s about maturity, that’s about what you do in your day job at the office.

Glenda Hicks: [00:42:54] And that’s why we brought you to this board to contribute that talent and that treasure that you have in your day job. A lot of individuals, they look at nonprofits as an extracurricular activity, sometimes in terms of their commitment. And so they will think that I can easily miss that meeting and go to something else because I didn’t prioritize it as a real thing, because I don’t think of the fact that I’m a legal fiduciary of this organization and I’m in a position to set the direction for the organization. And then the executive director, along with his or her staff, executes that and fulfills it. So understanding that and being more intentional on the front end and really explaining to folks what they’re about to embark on and understanding that every organization is different. So oftentimes we’ll say, if you’ve served on one nonprofit board, then you’ve served on one nonprofit board because they’re of different sizes. They have paid staff or non paid staff. They’re new, they’ve been around 20 years. And all of these things are present no matter how long they’ve been around. So I’ve worked with organizations that are newer in their infancy and those that have been around for years, and they all have the same issues that bubble up.

Brian Pruett: [00:44:11] So explain the difference between a board and a committee.

Glenda Hicks: [00:44:14] Well, the board is the legal governing entity, but the board gets its work done through committees, so you should have the necessary committees in order to affect change, which doesn’t mean that you have ten and it doesn’t mean that you keep those ten. It means that your bylaws speak to the minimum. You should have an executive committee. You should have a governance committee, you should have a finance committee. Those are probably your three core committees. Everything else can be ad hoc, if you will, and created by a charter that defines why you’re going to create this committee. What’s its purpose and when will it finish? When will it disband? And so it could be something that is ongoing or it could be something that is short term. But and there’s some organizations that I have not encountered them personally, but I know they exist where every year they reassess what committees do we need. And that way you don’t find yourself trying to stretch people too thin by having all these committees that don’t really do anything. And it’s in these committees where they’re having the substantive conversations and they’re doing the research and they’re getting the information that’s necessary to bring back to the board for them to then have a motion that they then discuss. So the board takes actions, the board moves them, makes a motion, you know, seconds, it has discussion and then votes it up or down or asks for more information. But the committees are doing all the work. But ideally.

Brian Pruett: [00:45:52] Right. But not everybody on the committee is sitting on the board is usually just the chair of that committee. Correct.

Glenda Hicks: [00:45:56] That varies as well. Some organizations will allow the will require a board member to be the chair and at least maybe one other board member on that committee. But some will allow community members to serve on that committee as well. And that’s so one. One reason is it allows you to have more folks involved if you have a small board, because if you’re a board of, say, 5 or 7 folks, you may not feel like you have enough people to staff a committee. But if your bylaws are written in a way that non board members can serve on your committee, it’s a way to get that additional expertise. It’s also a way to vet potential future board members. So you start to date and see if there’s. Is a good relationship. And then they can also find out if they like this culture and determine if they may want to serve on the board and have a legal liability in the future. So it depends on how your bylaws are written.

Brian Pruett: [00:46:50] So when you talk about the training you talked about, you do with the board and you help talk about through their finances a little bit, is there any more training that you offer nonprofits?

Glenda Hicks: [00:46:59] Absolutely. So it varies depending on the calendar. The the one I provide the most is board governance roles and responsibilities training. And then I will do finance workshops as well. I’ve done financial boot camps to help them understand nonprofit finances, which is another big area that tends to be a second pain point is not understanding how to read the numbers, not how not understanding how to identify trends and interpret the numbers and use it to make decisions. Because that’s what you’re trying to do is make decisions for the organization’s future. And with the Finance Committee, they’re getting into the nitty gritty and they’re working closely with the executive or the chief financial officer, whomever that might be in your organization, making sure the numbers are accurate. But then they’re bringing ideally summarized information to the board that’s critical for them to make decisions. And that’s, you know, either you love numbers or you hate them. I, of course love them. And so I break that down into a way for them to understand how to use that information in layman’s terms, if you will, which is another area. I actually thought I was going to be a teacher when I was growing up because my mom is a retired school teacher and I knew I wasn’t going into the Air Force at the time. I didn’t think I was fit enough, which had been following in my father’s footsteps.

Glenda Hicks: [00:48:23] But that teaching passion has been there since I was in the third grade, and I used to simulate teaching to empty desks in my mother’s classroom. And I think that’s really why training has become so natural for me and that I love it so much. Because if whatever I know and learn it does no good If I haven’t shared it with someone else and sharing it with others helps them to then make the community ultimately better for itself. So the training is a big component and I create training based on needs that I see. So there’s training on actually recruiting board members as well. I have a training where nonprofits come in and they learn the proper way for recruiting, identifying training, orienting, onboarding folks to serve on their board and treating it as a year round process. And then there’s training for individuals who want to serve on boards or who are currently serving, but maybe never received that type of orientation and need to shore up their skills. So it varies. And then depending on the organization, I may do specific workshops on succession planning. As far as the succession of the board in terms of officership or succession of the Ed, which is a board responsibility to hire, supervise and evaluate the executive director. So lots of different topic areas.

Brian Pruett: [00:49:53] So I’m assuming you kind of like you’re like Melanie, you can do virtual, you can do work cross country.

Glenda Hicks: [00:49:58] Absolutely. As far north as North Dakota, so far south is Florida and Texas, far west is California and East Carolina. All over the country. Yes, through Zoom. Zoom was a platform I had just discovered a year before the pandemic, and it has served me well. And then, of course, you know, being in person, there’s always a different experience and a greater experience, a richer experience, if you will, when you have the opportunity to to be in person. Yeah. So it’s really just being mindful of what the organization needs and listening to what their pain points are and then being responsive to that. And I will add, as a consequence of that, I created a board game which I think I shared with you, and I put that under a separate company. We were talking about names earlier, and I can definitely relate to Melanie because it took me forever to come up with the name of the other company, which is 501 C impact. And it was kind of, you know, no brainer with Glenda with CPA. But 501. C impact was to let folks know that this experiential learning platform allows you to use it with any 501. C I typically work with C threes, but there’s a litany of other C’s which represent like chambers of commerce and other entities out there in the environmental organizations and the like. But it’s, you know, there’s lots of nonprofit consultants out there doing the same work and we’re carrying the same message. But for some reason, these problems persist. And for. Me it was a question of maybe it’s because we’re telling them all the time, we’re lecturing at them and we’re not allowing them to experience the consequence of their inaction or action. And so this board game was my solution that I developed and then put under another company and then expanded the services that I can offer to nonprofits through that company as well.

Brian Pruett: [00:52:00] So want to share about how board game works.

Glenda Hicks: [00:52:04] Absolutely. So first of all, it was because I loved playing board games as a kid and but I always lost. And when I trialed this game with my family, I lost again. And I thought, how is that possible? I created the game. But anyway, where there are four teams, each representing a nonprofit organization, and they go around the board and they’re making decisions on behalf of that organization. So they simulate serving as a board, but also as the Ed because it’s a combination. And it actually morphed into this a combination of managing a nonprofit but also stewarding it as a board member. And through that combination, they have to hire the executive director. They have different life cycle events that happen to a nonprofit that they have to respond to and react to. They engage in strategic planning, which is another big service that I offer to organizations, is facilitating strategic planning. And so they have to do that throughout the game making decisions, and it allows them to network with each other because one of the things that I encountered is just board members not really knowing each other. And when you don’t know someone and you don’t care about them personally, then you’re not necessarily going to follow through because you don’t care that you didn’t.

Glenda Hicks: [00:53:23] You don’t really connect with them. And so a lot of what I do is in a way that board members begin to connect with each other in a social setting, and this game affords that opportunity as well. We simulate and assessment so they understand the benefit of evaluating their own performance. A lot of times what I find is board members become frustrated with the ID and they may demonstrate that in their evaluation. But the question is when did you last evaluate yourself as a board? So we recommend as a best practice that you evaluate the board every 2 to 3 years to see how they are performing and fulfilling their responsibilities. So all these different aspects are incorporated into this game. It takes about a half a day. You know, it’s kind of like Monopoly. Yes, yes. It’s a long endeavor and there’s a lot of teaching involved, but it’s all interactive, experiential, engaging conversation that allows them to even address issues that they maybe haven’t addressed in a board meeting because it’s coming out within the game and we’ll pause and we’ll address that.

Brian Pruett: [00:54:28] So is that a game that somebody can purchase or is that you come in with the game and do that? Or how does that work?

Glenda Hicks: [00:54:33] A couple of different ways. Initially, the idea was to sell it to consultants and have them add it as an additional tool to their toolbox. And then Covid hit and I had to retool and I came up with an online version and I began facilitating the game myself through the online version. And then I also offer it to other capacity building entities where they have consultants of their own and they go through a two day certification program. They receive the game to use in their institution, such as another nonprofit, and their consultants then can run the game within the context of their curriculum as they train nonprofit organizations. So right now I haven’t brought the game back to the market individually. It’s either as a part of that certification program that a university or another capacity builder would use, or I use it within my work that I do with organizations and individuals, but I may have to roll it back out as an individual board game, but it’s not going to be in a big box store. It’s a little more expensive than that.

Brian Pruett: [00:55:42] Well, it’s not the same price.

Glenda Hicks: [00:55:43] Line as Monopoly, right?

Brian Pruett: [00:55:45] Right. No, it’d be worth it, though, for the for the folks, I’m sure. So if somebody is listening and I’m going to ask you the same thing as Melanie, thinking about doing a nonprofit, give them some advice before they start one or as they’re starting to start one.

Glenda Hicks: [00:55:58] Yes. Thank you for that question. Nonprofits are vital to the community. They fill in the gap for so many people, for so many things. And when someone sees that something is lacking, they have this spark of I want to start a nonprofit. And the first thing that we like to say as consultants is look around and see who is doing that already. Because there are. You talk about how many are in Bartow. Nationally, there’s over 1.5 million nonprofits, and they’re growing daily because you have an idea. You start a nonprofit and you can’t take that away because we have an idea and we start a for profit, right? And we’re all in competition, you know, And you go to a corner and there’s a Burger King, a McDonald’s, a Wendy’s, and, you know, they’re all there. But the difference is it’s much harder to garner the funds. And so as Melanie was saying, that’s a lot of work to fundraise and to write grant applications and to go after corporate sponsors and to develop relationships with donors so they’ll give and create an infrastructure internally where you’re running it. And we hate to say this in the nonprofit space, but it is so true where you’re running it like a business because you first are a corporation within your state. You have to apply to be a corporation. Then you go to the IRS and apply to be tax exempt. So you have to have that infrastructure in place. And it’s it’s a lot to to create and build and you’re funding it. What I find is the founders fund them themselves with their own bank account. And you start thinking, oh my gosh, I can’t keep putting all my money into this nonprofit.

Glenda Hicks: [00:57:39] I need some funding. So we say, if you want to start a nonprofit first, look around and see who’s doing it and see if there is an alignment that you can bring your idea to that agency. And this might be something they were looking to do as an expansion of their service or as a new program. And you may be able to become the employee if that’s what you want to do or the director or the consultant or whatever that looks like. The other thing is, on the flip side, it may be that what you’re trying to start exists, but it’s not convenient to your community. So in order for your community to access those services, they may have to drive an hour, hour and a half, two hours. And so it makes sense for you to start your nonprofit because there’s no one else in close proximity to serve the folks you’re reaching. So there’s different reasons. And the the issue is explore and do your research. The Georgia Center for Nonprofits, the pro bono partnership of Atlanta candidate org. All three have pieces on their website that are great reads for folks who think they want to start a nonprofit. And it asks a lot of questions about your of you that allow you to be introspective and see is this really what I’m ready to embark upon? Is this really what the community needs? And is it something that’s not out there right now that I’ve just got to bring it to fruition? And those things can help you determine if you really should should launch.

Brian Pruett: [00:59:08] That’s a good point because again, like a lot of people, you said, I want to do this and then they just go out and do it. And a lot of times they fail. One thing for both of you to think about is that one thing that I’m considering and I’ve kind of offered this, but not in a full way, is fundraising consulting, because I’m finding out people that I’m talking to don’t even know how to get sponsors. So I’m I may talk to you guys about doing some kind of workshop, you know, bring you guys in to do that and we can talk about that. So if somebody wants to get a hold of you for your services or learn about the game or whatever, how can they do that?

Glenda Hicks: [00:59:41] A couple of different ways. The the consulting practice is G Hicks, cpa.com. The game company is 501. C impact 501. C Impact.com. Phone numbers. What are my number? 67887210036788721003. Or (770) 865-0979. So two websites two phone numbers should be able to find me there or LinkedIn. Yeah.

Brian Pruett: [01:00:16] So awesome. So thanks again for coming and sharing. And again don’t go anywhere because we’re not really done. But I’m like a kid in the candy store for my next guest. Every time I meet one of these gentlemen that played professional sports, I am a kid in a candy store. And then when I get their number and they call me about stuff, I’m like, Oh, man, check it. And hey, man, what’s up? Reggie McClain, thanks for being here this morning.

Reggie McClain: [01:00:37] No problem. Thanks for having me.

Brian Pruett: [01:00:38] Reggie, if you don’t know, played Major League Baseball for a couple of years and he’s now passionate about helping youth. So you’re from the Johns Creek area, correct?

Reggie McClain: [01:00:47] Correct.

Brian Pruett: [01:00:48] So share a little bit about your story. Share a little about your your baseball story, and then we’ll talk about what you’re doing.

Reggie McClain: [01:00:53] Gotcha. Yeah, We born here, born in Kansas City, moved down here when I was one years old, Johns Creek area. Been there ever since. So. Long time native here. About my baseball career, I got to play seven years professional with the Yankees, Phillies and Mariners organization. Just getting to be around, you know, in that atmosphere. You see, you know, how the clubhouse looks where a lot of these guys come from, you know, especially from the ones from Latin America. They you know, it’s a different it’s a different ball game for them. It’s it’s coming into a different country and playing a different in a sport with the circumstances that they had to kind of endure. The that’s not the reason I got passionate about getting these sports but just opening my eyes and seeing, you know, people that, you know, come from different experiences because I didn’t have that in Johns Creek. You know, I had bats waiting for me when I was going to, you know, parents never had to worry about equipment or anything. So that’s the, you know, the passionate side got to finish up, you know, playing an and now dipping my hand into the nonprofit space. And I wish I would have listened to you guys before I started my nonprofit because I was sitting here just learning from you guys, just talking about the nonprofits.

Reggie McClain: [01:02:14] But no, we I was I recently worked for a nonprofit. We we definitely hit some struggling points where we I wish we would have known some of the things that you guys have been saying. So it’s awesome to be able to listen and learn from you guys in that retrospect. But no, I’m passionate about getting these kids, you know, shape or shaping their lives in the sporting field. Definitely been something that’s never I’ve never took for granted where I was at, especially on the baseball field. And having a kid who, you know, necessarily doesn’t have the resources or have the accessibility to play expensive sport like baseball, travel ball equipment, getting here to there, that’s what really fueled me because, you know, I don’t want the sport that provided me so much in my life to be, you know, limited for somebody else around the, you know, around the globe. So we will be back in a very specific capacity, but I definitely probably will get in contact with you, too, after right after this show. And we will definitely, definitely be starting something back up again.

Brian Pruett: [01:03:19] So we’ll talk about the organization that you’re going to be with here in just a minute. But I got a few questions for you because I guess, first of all, when people talk about, you know, playing professional sports of any kind, right, it’s just not handed to you. You got to work for it. And kind of like you were just talking about at Johns Creek, though, you had things waiting for you, but you quickly learned after getting through college and then getting the major leagues, you were on the road a lot. You had to work your way up. Tell us just walk us through that process.

Reggie McClain: [01:03:46] A lot of you know, at that point, it’s the lifestyle. A lot of people, when you’re outside of it looking in, it looks a lot different. But when you’re in it, I mean, you’re you’re pretty much with that’s your family on the road, your team. You’re doing everything together. You know, just the long bus rides here to there. I mean, every night, 140 games a season, every night you’re in the stadium. So that really becomes your little your little safe haven. You got to love to be around the guys you’re around because that becomes your family at that point. But now just in the same breath, just meet some incredible people. You know, the stuff I remember about my baseball career is mostly off the field. The people I met, the conversations I had with people, you know, nobody was nobody’s going to be bad on you because you had a good game, especially in your teammates. Like those are your guys that you know you always can rely on. So no, just the whole minor league experience. It’s competitive. People don’t realize the there’s a lot of talent in baseball around the world and you know just even. Being blessed. I even got the opportunity to play Major League Baseball. It’s something I aspired when I was a kid and to be able to say that I lived out that dream is incredible because not a lot of, you know, I understand a lot. Not a lot of people get there.

Brian Pruett: [01:05:05] Talk about, though, there are many levels of minor leagues. Can you talk about what what that looks like?

Reggie McClain: [01:05:10] Yeah, Well, there’s about seven different every every major league team has about seven different farm teams. I think they might have cut them down to five after Covid, I’m not sure. But I know that there’s about five, six, seven teams under each professional team.

Brian Pruett: [01:05:27] So that’s each a different level, right?

Reggie McClain: [01:05:29] It’s a different level. Triple A double, a high low, a short season rookie ball. It goes down the whole list, different levels. That’s every different tier. You graduate from one that’s like graduating from elementary school to middle school. It’s like the same process. You get to go to the next level. You made it, right.

Brian Pruett: [01:05:46] So. And you’re a pitcher, correct?

Reggie McClain: [01:05:48] Yes, I am.

Brian Pruett: [01:05:49] Is there any kind of different conditioning that a pitcher would go through versus a position player?

Reggie McClain: [01:05:54] Yeah, I’d say that I ran a lot more than position players tend to do, but they got to play the field. So that’s, you know, they get to reap the benefit of that. But now the conditioning was I definitely always ran. I always made sure I was in good cardio shape. That definitely works better on the mound when you’re in that shape.

Brian Pruett: [01:06:16] So you’ve heard of the Savannah Bananas? Oh, yeah, right. I call them now. They’re Harlem Globetrotters of baseball. I’m curious, have you been to a game yet?

Reggie McClain: [01:06:25] I have not. I have a buddy who played against them, though. Really? Yes. Dwight Smith Jr. I think he’s in Columbus right now. He played against their team and he said it is impossible to focus when you play the Savannah bananas. He’s like, I don’t know how I’m going to get a hit. This is too much. Well, just.

Brian Pruett: [01:06:42] Seeing some of their videos, I mean, just out of nowhere, the umpire will start dancing, right? It’s crazy. And then a guy walks out on stilts to bat. I mean, it’s insane. I’d like to go to a game, but I understand it’s almost like Augusta. You have to be on a waiting list to get tickets.

Reggie McClain: [01:06:54] Yeah, they’re getting they’re popular and they’re making baseball like, a really exciting product to watch, especially going to those games. Right.

Brian Pruett: [01:07:01] So I have to ask, in your time in the major leagues, first of all, who was the batter you hated to face the most and who was the one you wanted to face the most?

Reggie McClain: [01:07:12] Oh, man. The batter that I hated facing the most, I would have to say, was. I’ll have to say it was Altuve. Only because the strike zone is so small. But he can hit anything around the plate. So it’s like he works it to his advantage. He’s he’s he’s he’s hard to get out. I’ll say that. Very hard out. The guy who I would have liked to pitched against probably probably Shohei he’s I mean he’s the best player on the planet right now. Yeah I wish I had one one matchup with him. See what happens. See if I can tell my grandkids something cool. I struck out the best best player ever in baseball. There you go.

Brian Pruett: [01:07:55] So your starter reliever, reliever, reliever is there. So somebody who may not be a baseball aficionado. I said a word. Big word, Stone. Uh, just tell a difference between a starter and reliever. Obviously, it’s in the name, but.

Reggie McClain: [01:08:11] Okay, so I mean, a starters starter just starts your game out. I mean, he pitches once every five days. He knows when he’s going to pitch. That’s his day when he pitches a starter. It’s like, okay, we got him the day that stays constant. Relievers, we are kind of, you know, we’re in that bullpen. We’re kind of just like the picking of the litter, just like, all right, which one’s going today? And it could be the same guy two times in a row. Three times in a row. It just depends on the game. But we just got to be ready at all times. Being a reliever, just being the back end of the game, it definitely could get a little dicey, but you just don’t never know. You’re on your toes every game. When that phone rings, it could be you.

Brian Pruett: [01:08:51] I noticed, though, they have started determining some of the relievers are not available because I guess they pitched so much up to a certain point. Um, how many pitches did you have?

Reggie McClain: [01:09:03] I had three pitches, a very basic fastball, changeup, breaking ball. That’s all I really needed. But I was. I got really good at those three.

Brian Pruett: [01:09:15] All right. All right. So now let’s talk about the organization. Where you going to be working with youth. Tell us about that.

Reggie McClain: [01:09:20] Yeah, we’re working out a turning point. I have a baseball academy that I’m starting up over there and we you know, we’re I’m putting my focus back into, you know, the youth. I want to be able to put my imprint on a kid to see him flourish in his, you know, his desire to play baseball. I know what it takes to get there. And I can help a kid out that wants to be in that light and work hard to get there. So that’s why I’m starting up youth, a youth facility, just getting guys where they can come in, meet a great team of people, have a beautiful 25,000 square foot facility in Johns Creek that we really could get, get after and get a lot, get a lot of work in and help some kids.

Brian Pruett: [01:10:02] So I know there’s a lot of different baseball academies out there. Walk somebody through the process on how to choose one because I’m sure everybody’s different and some of them may not be a good fit for everybody and some may not be good at all. So how can somebody, when they’re looking for a baseball academy other than because you’re Reggie, you know, what’s the best way to pick?

Reggie McClain: [01:10:24] I would say, you know, the personnel matters. The people that you’re going to be spending a lot of time with them if you’re going to be trusting them with your athletic career, you got you got to really like them. You got to you got to have a they have to have that vision for you. So see what they have in store for your kid or, you know, what plans they have for your kid, where they want them to be at. Just letting you know like that you care about their athletic career. That’s first and foremost. And then also where you train you, you want to be in a facility that you can call like a home base. You want to know that, you know, this is a place that I come back to regularly and they do a great job over there. Just building that community relation. You want people to be talking about it. You don’t want it to be like, We didn’t really have a good time over there. Like they didn’t, you know, they don’t instruct us. Well, you don’t. So just having that good personnel where you can build that good repertoire and build good, you know, build a good brand that people can be excited about, that’s what you know, that’s how I’m planning to attack it. Just having a great reputation, a good place to do it at.

Brian Pruett: [01:11:30] Are you going to be offering all kinds of aspects for baseball?

Reggie McClain: [01:11:33] Yes, we will be offering hitting, fielding, pitching. We can actually have a big enough space to have an indoor practice, especially in the youth league. Yeah. And youth sports. So we are we are getting going, starting up. We’ve only been open for about four months now. I’m really looking to get, you know, revved up on the baseball side. That’s what they brought me on for, to get that started and where we can really start affecting lives and getting some kids.

Brian Pruett: [01:12:01] Well, it helps. You’re from the area so yeah.

Reggie McClain: [01:12:03] Yeah. I’ve been in the area a long time.

Brian Pruett: [01:12:06] So I have to share this because like I said earlier, I’m a big sports nut and I’m like a kid in a candy store and I’m around these guys. And I helped with a celebrity golf tournament a few years ago. And sometimes they say, never meet your idols, never meet your, you know, things like that. And I won’t mention his name because. Uh, if he listens, he might come beat me up or something. I don’t know. But we had a I’ll just say it. Bo Jackson has. Anyway, he was. We had Pete Smith, former Atlanta Brave, brought in a jersey for a young man who had cancer. And he was one of all the guys to sign it. And that was my responsibility to help get these guys to sign it. And every time I asked Bo, he stuck his nose up and said, I’m not here to sign any memorabilia. And I’m like, This is for a young man with cancer. Here’s the letter from his mother. And he was just very, very rude. You know, you guys, obviously everybody is different in their personalities. But it’s cool to see because I know a lot of former professional athletes that you guys get back involved in the community, you know, and that you give back because you guys got to do something that most people are not going to be able to do. So why is it important for you to be part of the community doing that?

Reggie McClain: [01:13:15] You know, you always have to pay it back. There was always when I was, you know, in my adolescence, playing baseball, there was plenty of people that did the same thing that kind of gave me their insight. And they never were rude about it. They never they these are baseball junkies. They just love to talk the game and be a be a be a part of that and be a part of a growth process for you. And that’s how I view it. If I could steer one kid to, you know, and put my mold on him, to have him, you know, he made it to college or something like that, even making it to college is a great feat like that is you are still the 1% of baseball players that played in high school to make it to the next level. So don’t I think people get caught up in the end goal. So making it to the major leagues, stay in the present, stay in the process. You know, being able to see a kid, just get to that pedigree and learn more about himself. And as a as you know, as he athletically grows is a great you know, I have taken a lot of pleasure in seeing that and, you know, being around, you know, a kid that I can help.

Brian Pruett: [01:14:27] And that’s a good point you bring up, too, about the next level because there’s several different next levels. You could go to college. It’s an eye versus an NCAA Division three, you know, and on up. And I think it’s like you said, it doesn’t to me it doesn’t matter the level you go to, you’re there. Exactly. Um, so just give a little bit of knowledge of somebody, maybe a parent or somebody who has a child and maybe the child is listening about some conditioning. What should they start doing to get prepared to come and then what you guys are going to be working on.

Reggie McClain: [01:14:54] So I offer a bunch of programs at the facility. You know, I have I have 25 years of playing baseball experience under my belt, which a lot of is young to a lot of people. But know what we will what we’ll be doing is we have a bunch of programs as far as pitching side. We have hitting specialists. But on the pitching side, just for a young kid, as you see, the game is growing. A lot of guys are throwing harder. Just because you’re not throwing hard right now doesn’t mean that it won’t come. We kind of help facilitate that with, you know, Driveline Plyo Ball Plyometrics. I don’t know if you guys know what that is yet, but go ahead and share. It’s it’s like the different weighted balls that you see pitchers using nowadays. It’s kind of gotten into it’s a proven science. You’re throwing, you know, all these heavy weighted balls so that when you pick up a baseball, it’s like really light and you can just your arms are just like ready to go. It’s a different style of, you know, just locating like back in the 80s and 90s where, you know, Tom Glavine, Greg Maddux types located at the knees. That part of baseball is still there in a small sense, but usually when the guy’s in there, I mean he’s throwing 95 plus, they’re throwing hard. We get guys throwing hard. And I have I’ve ran these camps previously out of other facilities, but I’m excited to bring it to this facility. I have a bigger space to work out in my camp. I can reach a lot of kids that want to reach their goal and help them through that with, yeah, you know, the camps and stuff that I provide, I.

Brian Pruett: [01:16:33] Think that’s kind of a lost art, the way you were talking about Maddux and Glavine, because my favorite team is the Reds and Hunter Green. We all know he throws 105 miles an hour. He’s on the IL right now. But, you know, I think back to when I was growing up, Kerry Wood and Mark Prior, they blew their shoulders out because they were throwing so hard. But Maddux, I don’t know if you know this stat, but there’s not one baseball player who ever saw him, saw the same pitch twice. Did you know that?

Reggie McClain: [01:16:58] Oh, wow.

Brian Pruett: [01:16:59] I mean, that’s insane to me. He’s that good that nobody ever saw the same pitch twice. Jeez. So, I mean, just I think if somebody could learn, you know, the even the knuckle or just the thing, not just worry about throwing it so hard, it would be very valuable.

Reggie McClain: [01:17:13] Yeah, you think?

Brian Pruett: [01:17:14] But yeah, just ask Connor there, right? Or ask Reggie. He’ll tell you. All right. So. It. Tell us again where the location is and how people can get Ahold of you to maybe get your services.

Reggie McClain: [01:17:27] You guys can reach me on Instagram at Reggie McClain, 39. I’m going to be promoting a lot of what I do on social media platforms reaching adolescence. We also do I have a website that we’re about to put up that’ll have more of my baseball expertise on there still in the work right now. But I’ll make sure that we, you know, if you guys are, it’ll be posted on my Instagram where you guys can check that out. Once again, it’s Reggie McClain, 39, and you’ll see the baseball aspect of how I’m going to shape and the facility. At least you guys get to get to see the beautiful facility that I And what’s the.

Brian Pruett: [01:18:04] Name of the facility again? It’s called.

Reggie McClain: [01:18:05] Turning Point and it’s in point.

Brian Pruett: [01:18:07] Johns Creek, right.

Reggie McClain: [01:18:07] Johns Creek, Georgia. I wish I had an address for you. I can’t remember, but they.

Brian Pruett: [01:18:12] Have a website.

Reggie McClain: [01:18:12] Yeah, we do have a website. So, yeah, you guys could see us over there. And once we get up and running, we’re going to be we look forward to changing, change some lives.

Brian Pruett: [01:18:23] Well, I hope I’m going to get some Reggie out to some of these fundraising events. I do. And so I’m glad I got to meet you and and get to know you a little bit. So a couple of things before we wrap up. I wanted to ask Glenda and Melanie this question as well, because, Glenda, you and I used to network a lot together when you were over in this area. That’s how we first met. So why is it important for you to be part of the community?

Glenda Hicks: [01:18:47] Well, the community is everything. It’s your lifeline. It’s your safe space or we want it to be. And that’s why these nonprofits are so important, so that they’re equipped to create the communities that we imagine and that we can feel safe there and thrive and pursue our dreams. And for me to be a part of that, it’s just who I am. It’s what I’ve done since I was in college, volunteering, giving back. And, you know, with starting this other company, 501 C impact, it’s taken a lot of my time and I haven’t been able to engage on the frontline the way I used to. And it’s been quite unsettling actually. And so I’ve been behind the scenes trying to stand up nonprofits and equip them from an infrastructure standpoint. And I haven’t been out touching the people the way I used to. And so it’s interesting that you ask this question at this juncture because this is literally something that I’m changing for myself right now so that I’m back on the front side of things with people seeing them and doing things to change their lives directly, which which is interesting because let me just segway for a second, if I can, Nonprofits in terms of funding and Melanie can attest to this and most likely, you know, organizations really wanted to give to direct service.

Glenda Hicks: [01:20:04] They wanted to give to the front lines of the work. I want to give my money to literally change an individual’s life. And it wasn’t until the real estate bust a few years ago and then the pandemic that they said yes, but if the infrastructure is not there for the nonprofit to survive and be sustainable, then how are you how are you going to deliver those services? So I took pride in being able to be part of that infrastructure. But I realized that what made my heart sing was the community and being with the people and doing the work. So it’s critical to having the kind of communities and lifestyles that we desire to have. So I applaud the work that each of you do in your respective spaces and that we’re connected now so we can support each other and make a bigger impact, definitely.

Brian Pruett: [01:20:58] Melanie Why is it important for you to be part of the community?

Melanie Lambert : [01:21:00] So for me, I think it’s a little bit selfish and and personal in that Bartow County, even before knowing that stat you shared with me earlier about how many nonprofits we have, Bartow County is so philanthropic and I’ve lived in a lot of communities that are also philanthropic, but I feel that so much more in in Bartow. And that may be because I live, work and play there, but I just feel like there’s this sentiment and even beyond all of those nonprofits, individuals are very philanthropic in our community. And I think that just reinvigorates me in that sense of this is my role in that huge philanthropic community that we have. This is how I can contribute. I may not be able to write $1 million check myself to a non profit organization that can be transformative. But if what I can contribute with my talents can help do that for an organization, and when I can see that in the real world, you know, just write grants is completely virtual. And there’s, there’s pluses and minuses to that, as Glenda shared. But I have the absolute pleasure and honor of working with several Bartow County nonprofit organizations excuse me, Red Door Food Pantry being one, and I have helped them. Do you know Grant writing for several years? And one of the things that I like to. Share about the difference in working with a local nonprofit versus one that’s on a national level is I can actually see the results of my work. You know, I had the pleasure of helping them secure the funding for the mobile food pantry. Well, when I see that truck driving down the road that just lights a fire in me of, you know, I a lot of people were involved in that grant. I don’t I absolutely am not taking credit for it exclusively.

Melanie Lambert : [01:22:43] But having been a cog in that wheel that that made that happen and allowed them to serve the community at a completely different capacity than they were ever able to do before. That just gets me up in the morning. I mean, I love that and I can see a tangible result of that. So if, you know, I do love to be, I think I think community is how you define it, right? And so I also feel part of the community of the organizations that I work with that might be in California or New York or Florida that I’m not necessarily going to ever see in person. But if if the way that I manage those relationships with those organizations, I can feel part of that community and ingrain myself in what they’re doing, understand what they’re doing and the impact that they have, That’s important to me because I can see a bigger picture and I can sort of sell that better in the appeal that I’m making in the grant writing if I am involved in what they’re doing. And I make sure that the organizations that that I work with personally, I are aligned with, with what I believe in and things that I feel like are important to the community. Again, however you define that, because if it’s not as a writer, I think a reader can can tell that. I think a grant funder would be able to very, very quickly sense whether or not I believe in what I’m writing. And so being part of those communities helps me do that more effectively, but also helps me feel like I’m part of that mission work and I’m part of making a difference in whatever that definition of community is.

Brian Pruett: [01:24:22] Yeah, that’s pretty cool what you’re talking about seeing things happen, because one of the reasons I did start B’s Charitable Pursuits and Resources is the same reason I can’t write $1 million check right now. I can’t even write $100 check, but I can use my resources to put on events, bring the community together, have fun, get some of these athletes to come out and draw some folks and learn. And it’s cool to see when because to me it may not be a lot of money, but to these nonprofits a lot. I just think about January was the first month that I did the charity trivia for the charity and Footprints on the Heart was the charity, and I presented a check to $1,000 to them after we did the trivia and when she told me. You just paid for five caskets for me for the year. Not only did I get to see where the money goes, but I mean, that broke my heart. But it’s and then each of the rest of the time, they told me, you know, it may not be a lot of money that I’m giving them, but to them it is. So it’s just really cool to see that. So. All right. So the last question I have for all three of you before we wrap this up is I always like to end this show with some positive nuggets, quotes, uh, words to Live today, the rest of 2023 and beyond with. So we’ll start back with you. What you got, Melanie?

Melanie Lambert : [01:25:29] Oh, goodness. No pressure. Um, you know, again, it sounds cheesy, but, you know, be the change you want to see in the world, and I should know who to attribute that to. But I really I really believe that, that, you know, you can sit at home and complain about the way the world is all day or you can get up and do something about it, whether that’s starting your own nonprofit or, as Glenda mentioned, finding a nonprofit that is doing that work you’re passionate about and invest your time and resources into it because you know, if you don’t, it’s always going to be the way it’s always been. And there’s so many opportunities for people to get involved in things that can help whatever demographic it is that you’re looking to to help impact their lives. And so I really, really feel like that that’s the avenue for making the change that we want to see.

Glenda Hicks: [01:26:17] Glenda Wow. So many things swirling in my head. What to choose. I think I’ll just go with Never give up, Never give up. Whatever it is you’re pursuing, just keep chugging at it. Days can get long. They can get hard, they can get frustrating. You can become disillusioned, especially when you read and watch mainstream. I so appreciate this show and the way you describe your purpose with the positive stories and the good things people are doing in the community, because that’s what I try to find so that you can stay hopeful and maybe that’s it to stay hopeful and never give up and everything will fall into place. And it’s right timing. As long as you are really committed to the cause, whatever that might be.

Brian Pruett: [01:27:09] Yeah. Reggie.

Reggie McClain: [01:27:11] I would have to say, remember your why? Because there’s, you know, it’s always going to get rough. It’s going to it’s going to happen. But if you remember your why why you’re doing it, what got you into that? You know, that space, that spark that you felt. If you remember that, you know, you can get past all the hard times and the hardships and see see really the fruits of your labor on the other side.

Brian Pruett: [01:27:33] Well, I’m going to start we need to start writing a book of all this stuff.

Speaker6: [01:27:35] Well, you know what? We’ve got these responses recorded. Create a book. I love that.

Brian Pruett: [01:27:39] Yeah, that’s great. Like good thoughts, Don. I appreciate it. You’re welcome. The other thing that that I do, the thank you is a lost art these days. So, Melanie, thank you for what you’re doing for the nonprofits. Glenda, thank you for what you’re doing for the nonprofits. And Reggie, thank you for what you’re doing for the community and especially the youth. So all right, everybody out there listening. Remember, let’s be positive. Let’s be charitable.

 

Tagged With: CPA Glenda Hicks, Just Write Grants, Reggie McClain

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