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Fintech South 2025: Sabrina Lamb with Wekeza

September 2, 2025 by angishields

Atlanta Business Radio
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Sabrina-Lamb-Fintech-South-2025Sabrina Lamb is the Founder and Chief Executive Officer of WorldofMoney.org, a non-profit dedicated to providing 120 annual immersive hours of classroom and online youth financial education in the United States and Africa. She contributed to Ghana’s original Ministry of Finance Digital Financial Services Policy.

Sabrina is the Founder and Chief Executive Officer of Wekeza Holdings, Inc, a U.S.-based fintech that enables the African diaspora in the United States and abroad to invest in U.S. publicly traded companies. Wekeza is the Silicon Harlem C-Better Pitch Fest Competition Grand Prize winner.

Sabrina has appeared at Fintech Islands, Fintech Meetup Conference, Africa Diaspora Investment Forum, Africa Tech Summit, Silicon Harlem, Haiti Tech Summit, Harlem Tech Summit, and the Money 20/20 conference. She is a graduate of the Y Combinator Start-Up School, a former member of the Master Your Card African American Advisory Council, and a global advocate for financial inclusion.

A WBLS-FM commentator and former stand-up comic, Sabrina is also the best-selling author of the NAACP Image Awards nominated “Do I Look Like An ATM? A Parent’s Guide to Raising Financially Responsible Africa-American Children” (Chicago Review Press), the satirical “A Kettle of Vultures…Left Beak Marks On My Forehead” (Simon and Schuster), and more.

Sabrina was named 16th on the list of 50 Top Black Women in Entertainment in Black Noir magazine. She was a #NATPE television pitch finalist. She has written celebrity cover stories for Essence, Heart and Soul, and Black Elegance. She is a three-time finisher of the New York City Marathon.

Connect with Sabrina on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from Fintech South 2025 at the Woodruff Arts Center in Atlanta, Georgia. It’s time for Atlanta Business Radio. Now. Here’s your host.

Lee Kantor: Lee Kantor here broadcasting live from Fintech South. So excited to be talking to my next guest Sabrina Lamb with Wekeza. Welcome.

Sabrina Lamb: Thank you. Honored to be here.

Lee Kantor: Well, I’m excited to learn what your app to tell us about Wekeza. How you serving folks.

Sabrina Lamb: So Wekeza means save and invest in Swahili. And our mission is to turn on the economic lights, where communities not only in the United States, but around the world, have zero access to multilingual financial education, as well as the ability to invest in U.S. stocks and ETFs.

Lee Kantor: So what was the genesis of the idea? Had the business get started.

Sabrina Lamb: So I’m also the founder of a long standing nonprofit called World of Money, the leading provider of immersive financial education for children from pre-K to college. We serve not only children in the United States, but for African countries. And so over the years, I’ve heard from adults saying, this is great for children, but adults need this opportunity as well for learning. And then I was speaking at a conference in Nairobi, Kenya, and meeting with regulators and educators and families and hearing what were their challenges to not only receive financial education, but not only to invest in their current in their equities in Kenya, but also in the United States, and thus Wakiso was born.

Lee Kantor: So when you’re building out a curriculum in Africa as opposed to America, how does it differ?

Sabrina Lamb: First, understand the culture. Every culture is unique. The language is unique. And that’s why we provide the curriculum. For example, in Kenya, it’s Kiswahili and it’s a different dialect than in Tanzania. In Nigeria, it’s Hausa and Yoruba, as well as Yoruba and Igbo. In Ghana, it’s Twi. And in certain francophone African countries it’s French. And so each but integrating that curriculum, it’s not just about teaching budgeting, but it’s also inter grading all the financial norms that exists or reflected in that unique culture and country.

Lee Kantor: So how kind of from a cultural standpoint, how does it differ when it comes to, like you mentioned, investing in equities. Is that something that people are risk tolerant or risk averse, like how do you kind of explain the opportunity and the risk because, uh, you know, it’s not for everybody.

Sabrina Lamb: It’s not for everyone. And that’s why we have a very low cost, low accessibility opportunity, a dollar a month, a dollar per trade. But we don’t want everyone just to run off and start investing without understanding what are their financial goals, what is their risk tolerance, how to research a company. And so you start there with the education and then encourage them to choose the company that meets their their ethics, their long term goals. It’s not a get rich quick. And that’s what we have to encourage and teach everyone to move beyond, because that’s not what investing is, right?

Lee Kantor: But there is the the benefit of compounding.

Sabrina Lamb: Absolutely. And that’s why we encourage a long term strategy. You’re investing. You’re not trading every day. You’re not in and out. It’s a long term strategy. So if you’re investing in any company, whether you have a fractional or a whole share, then you you’re investing because you’ve done the proper research to to hang on, to hang on to it over the long term.

Lee Kantor: So why was it important for you to be here at Fintech South?

Sabrina Lamb: So I love being inspired by so many innovators. They’re doing very important work in terms of, you know, creating not only inclusion but equity, not only here in the United States but in other countries. And so I learn and become friends and see how we can encourage and work together on particular initiatives.

Lee Kantor: So are you coming here primarily to for education, for the networking aspect or looking for partners like, are you kind of shopping for people who kind of can buy into the mission and who would like to financially support this type of curriculum?

Sabrina Lamb: So. So all of the above, because what Casa are business model is not just B2C, it’s B2B and B2C. So we also partner with schools as well as governments and cities. And so therefore we welcome all of those opportunities in fintech. South is one of those places to meet them.

Lee Kantor: So, um, are you here just kind of walking around meeting people, or are you, um, are you speaking and explaining the opportunity to folks?

Sabrina Lamb: Yes. Had the great opportunity to speak during, uh, the Democratizing Access to Financial Services yesterday with other, uh, founders yesterday on the main stage.

Lee Kantor: And then so for folks who didn’t hear the speech, what were some of the things you covered?

Sabrina Lamb: Well, one of the things is that, I mean, even though all the other panelists was about five of us on the stage is the commonalities, even though we have different services in terms of, you know, how we how we fund our our business, what is our mission, how to keep going. And so but what we told the audience is that we must or we encourage the audience, rather we understand the building and you have your own vision, but make sure the customer, the user that you want to build your company for is front and center as opposed to building. To build with. By listening to their concerns and their pain points.

Lee Kantor: So, um, what kind of trends are you seeing when it comes to this type of education? Or is are you kind of leveraging online learning or digital? Uh, you know, kind of maybe micro learning, like like how how is it changing for you?

Sabrina Lamb: What’s happening? And it’s it’s very encouraging when I receive an email from, you know, a customer from Tanzania that they have the exact same seeking spirit for economically empowering their life as someone here in Atlanta. And so what we do is we provide not only ongoing online financial education, but introductions to licensed lawyers and financial planners that they want to extend their communication and share their financial goals with a licensed professional. We also have digital online town halls for all of our members as well.

Lee Kantor: Now, is there a story you can share maybe that illustrates the impact that it’s making?

Sabrina Lamb: Well, I will say that because as I, I shared before, I also found it a nonprofit called World of Money that’s been around for decades. And many of those young people are now adults, and they have, you know, their parents and how they’re taking the learnings that they learn early in life and applying it to what Kisa because now they have a platform coming from a trusted entity, which was World of Money. Now they can actually use their financial education to actually invest.

Lee Kantor: So what do you need more of? How can we help you with love?

Sabrina Lamb: Introductions to financial institutions. We’ve already partnered with Mastercard. I created the curriculum for Mastercard to serve millions of their customers. Would love to partner with other fintechs who not only need investing services, but know multilingual financial education services. And that’s what I welcome.

Lee Kantor: And if somebody wants to learn more, connect with you or somebody on the team, what’s the best way to do that.

Sabrina Lamb: Sabrina at Waukesha. Com that’s Sabrina at Waukesha. Com and also I am on LinkedIn.

Lee Kantor: And then is there a website for wikis.

Sabrina Lamb: W e k e a.com. That’s w e k e e a. Com.

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

Sabrina Lamb: Thank you. Leigh appreciate you.

 

Fintech South 2025: Natalie Hogg with Method Q

September 2, 2025 by angishields

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Natalie-Hogg-Fintech-South-2025Innovation runs in Natalie Hogg’s family. Her grandfather is credited with inventing direct deposit, and she carries that same drive to transform established systems.

At Method Q, we have developed a proprietary framework that applies scientific principles to marketing strategy and execution. This methodology enables our clients to achieve predictable growth through evidence-based decision making rather than guesswork.

Natalie’s expertise spans demand generation, growth marketing, and fractional CMO services across multiple industries including fintech, SaaS, and technology. She regularly speaks at conferences and moderate panels, focusing on creating valuable conversations and elevating the insights of industry leaders.

Her passion lies in building platforms that showcase executive expertise and drives meaningful business discussions. When not working with clients, Natalie enjoys playing piano, guitar, and banjo.

Beyond Method Q, Natalie serves on the National Board for StandUp for Kids as Marketing Chair, where she contributes to strategic initiatives supporting youth experiencing homelessness.

Connect with Natalie on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from Fintech South 2025 at the Woodruff Arts Center in Atlanta, Georgia. It’s time for Atlanta Business Radio. Now. Here’s your host.

Lee Kantor: Lee Kantor here broadcasting live from Fintech South 2025. So excited to be talking to my next guest, Natalie Hogg with Method Q. Welcome.

Natalie Hogg: Hi. Thanks for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about Method Q.

Natalie Hogg: So Method Q is a marketing agency here in Atlanta that specializes in fintech and cybersecurity. We apply the scientific method to marketing, and which is a fun little background that I have on putting the creativity and analytics together to make a very practical business case for your investments.

Lee Kantor: So what’s your backstory? How did you get involved in this line of work?

Natalie Hogg: Um, so my granddad actually is credited with inventing direct deposit. So I think I was a summit.

Lee Kantor: Born into.

Natalie Hogg: The into fintech. Yeah, whether I knew it or not at the time. Um, and, uh, my, my father owned a business growing up. So I think I just come from a group of entrepreneurs. So I always wanted to start my own business, um, and have the option to solve problems and travel the world. And that’s what I get to do today.

Lee Kantor: So tell us about kind of the scientific method when it comes to marketing, which has some people think is is part art and part science.

Natalie Hogg: It definitely is a combination of the both. So, you know, you’ve got seven steps in the scientific method. We start with a hypothesis. So, you know, in order to reach a hypothesis you need to know the business value. So what’s your revenue goal. What are you trying to achieve. Um, both from the founder or the CEO perspective and also the revenue perspective of the CFO. And it’s backwards math all the way. So then you understand where the specific parts of that roadmap and the buying journey that you can take a bet on, put the hypothesis together and, um, run it as a marketing campaign, knowing that those leading and lagging indicators are whether you you continue or pivot along the way. So very data driven.

Lee Kantor: So how does that kind of drill down to the tactics?

Natalie Hogg: Yeah. So the tactics would be I mean if you think about a leading indicator, it’d be, you know, something as simple as website impressions or clicks on your LinkedIn posts and all of those things drive to buying behavior these days. What’s really driving by driving buying behavior is AI use. So if you think about, you know, the ChatGPT conversation someone’s having before they even land on your website. Um, so all of these things are driven by content and, and really interesting problem focused content. Um, there’s a lot of noise out there with AI. At the same time, people are using AI to do all their research. So you have to find the balance between what’s really, really valuable, what’s driving decisions, and how are you being relevant to someone at the time when they actually need to make a change out of the status quo?

Lee Kantor: And who is the ideal client for method two?

Natalie Hogg: Uh, we work with companies between, uh, pre revenue all the way to $50 million in revenue. The sweet spot is really 10 to 50 million. Usually companies that either have not yet built their marketing engine and need support building it. We can also help place talent as they need and grow and expand beyond outsourcing. But then also we are a great augmented team to help. And I love mentoring, so I love to see marketing teams and marketing team members get promotions after working with us by setting them up for success with the right infrastructure to scale.

Lee Kantor: So when you’re, um, like, what’s a challenge that one of your companies has?

Natalie Hogg: Uh, typically they’ve invested in marketing with the different tactics. They’re being told what they should be doing. They’re frustrated because it’s not working and they don’t even know how to measure it. So we come in with that hypothesis really clearly articulating very logical steps. Usually engineers like us because we have that engineer mindset when it comes to marketing. Um, but we still have that creativity to push through that is, is a little less tangible. Um, and so we usually solve that frustration in the beginning with a clear path and then clear, clearly articulating the leading and lagging indicators on whether we continue to do something, what we’re testing, why it’s working, why it’s not working, what we’re going to do about it.

Lee Kantor: So there is there consumer like, would one of your clients be a bank and their their target is more consumers or I need more business clients. Like like what is it like you know, you know where the rubber hits the road.

Natalie Hogg: Great question. So we have several clients here at fintechs. Al tag is actually one of them. Um, so we’re grateful to to be part of their marketing journey. Um, we also work with mostly B2B, uh, financial technology SaaS companies or services companies in the cybersecurity space. Um, so usually it’s a long sales cycle cycle, enterprise driven. Um, and then tag is, you know, the unique exception where we know the industry really well. Um, but we’re trying to drive community.

Lee Kantor: And then how do you define community?

Natalie Hogg: Um, for me, it’s an interactive community. Um, that there’s value on both sides of the chain. So, um, fintech, in Atlanta has a history that is really awesome. We drive most of the transactions in the world and we have for quite a long time. And so the more that we we drive, innovation in Atlanta and Atlanta in itself is attracting more and more talent from all over the world. Revenue of businesses is increasing. And the mayor, as he said yesterday, Atlanta is a group project. I believe fintech is part of that.

Lee Kantor: Now, when you’re working with a tag, are you just counting the number of new members, like what is the metric that matters? Because a lot of times people kind of we call them cos metrics in our business where the number sounds good, but it may not really be connected to what the outcome they desire is.

Natalie Hogg: Yeah, I’d say and there’s two different ways to measure success with working with Tag. It would be obviously members and ongoing members. We want to retain members and then to get value out of it over years worth of time on our journey to 2030. Um, because you should attend the gala coming up soon. You’ll learn a lot more about 2030. And there’s some videos circulating right now about the the vision there and otherwise. It’s obviously attendees at events. Tag puts on several events a year, both their societies and their, um, their main work of business. And so, um, getting people to attend and participate and great speakers on stage is another measure of success.

Lee Kantor: So then I’m just confused and in terms of, okay, uh, the metric that matters is, is kind of nebulous to me. I’m not understanding it clearly about what is the like. Do you have a kind of, um, KPI that you’re saying, okay, this is how we’re judging whether this is working or not? Or is it kind of is this where the art comes in, where it’s kind of a gray area and it seems like it’s working?

Natalie Hogg: No, I’d say there’s always, unfortunately, a little bit of gray area in marketing because people don’t tell you how they intend to buy or participate. Um, but with Tag, it’s specifically the amount of people that have registered for an event, the amount of people that actually attend. The amount of people that open or return to an email or social post. Those indicators of active engagement. So you go from unaware to aware. The activity of engagement, of attending an event, or interacting with email or social. Tells us that they’re more likely to become a member, a sponsor, or an attendee at an upcoming event.

Lee Kantor: And then do you target those specific constituents like members? Is there an order of priority, or is that something that you’re that kind of is a moving target?

Natalie Hogg: Um, it’s definitely a moving target depending on the goals of the organization right now by 2030. Our goal is to attract more members from outside of Georgia. So more of a southeast play, um, and even global. So we would start tracking, uh, not only just members and event attendees based in Atlanta, but the other demographics associated with it, with where they’re from, the diversity of the the industry and where they come from.

Lee Kantor: So when you decide that that’s the objective. Like say, let’s just talk about the one that we want to expand. Technology Association of Georgia to be more southeast as a region. How does that kind of drill down to what is the tactic we’re going to use to get to that objective? Is that just by testing?

Natalie Hogg: Um, there’s a lot of testing that has to go out at the beginning of something that hasn’t been done before, but there’s a lot of data that tells us what hypothesis might work. So we know we need to, uh, get Larry out in the market and more spaces outside of Georgia. Um, connect with more organizations that we can partner with and expand our message to and make sure that we’re bringing in the community of wonderful, innovative speakers who can pour into the community of fintech Atlanta, um, in Atlanta, and all of our partners within the space.

Lee Kantor: So now, uh, the Fintech South event has been going on for quite some time now. How do you recommend kind of squeezing the most juice out of an event like this from a marketing standpoint?

Natalie Hogg: Well, if you’re attending and you’re interested in sponsoring, I think you you want to get on stage and speak, but you want to make sure you’re speaking about something that’s relevant to the industry and understand what your goals are coming in. Are you looking to recruit talent? Are you looking to find new business and make sure that your messaging and who you send to the event is aligned with that? And you set certain KPIs because there’s a dollar amount that goes with sponsoring an event. So, you know, I like to say at the high level of all the metrics we track, for every dollar you want to get 10 to $20 out of it in revenue for every dollar you spend in marketing. So if you think about that and apply what you’re looking to achieve here, I think there’s several paths to being part of this community. It’s either being heard, sharing your point of view, and raising awareness, or connecting with the community to find the upcoming talent. There is a shortage in talent in fintech right now, and I think that there’s a lot of value in making sure you’re part of the community, whether you’re looking to recruit now or in the future.

Lee Kantor: Because at some point, if you’re want to grow, you’re going to need to recruit.

Natalie Hogg: Yes people. Usually if if you’re growing a business, people help you grow the business. You know, people mixed with AI potentially in the future.

Lee Kantor: So you have any thoughts on how to leverage AI in marketing?

Natalie Hogg: Absolutely. Like I said, people are using AI to to go down their own buying journey, and they’re being prompted with questions that they should be asking throughout their buying journey. Um, so what used to be a lot of the old playbook and marketing isn’t working anymore. So I think a lot of marketers are going to be struggling. Um, I’m seeing that. Um, so you have to be on top of the way people change, the way that they learn information every day. And things like ChatGPT perplexity. Um, just like in the past with Instagram and TikTok influence how people consume information. So you have to change the way that you’re putting information out there. Um, so where you’re trying to used to rank for SEO, now you need to be ranking for EO AI content. So usually that’s in the form of a Q&A. Um, so something simple you could do is just change your headlines on your blog to be more addressing direct questions and answers related to specific pain points, because people are getting more specific in their research with AI.

Lee Kantor: Do you still believe in the power of brand?

Natalie Hogg: Oh, absolutely. Especially these days. People buy from people and people buy from brands they trust. So I think a lot of people moved away from brand, um, from a PE driven mindset of the spreadsheet tells the numbers of how many leads you get and the demand gen machine. Now you can’t have dimension without good brand.

Lee Kantor: So how do you recommend somebody kind of leveraging their brand? Because brand brand to me is going to happen whether you’re being proactive about it or not.

Natalie Hogg: Yes. And if you’re not proactive at it, you’re not in charge of your brand and who you are and how you’re showing up. Um, So it’s all about consistency. And it really is important to define that brand personality and the people that are representing that brand and make sure it’s aligning to who you’re selling to. So typically, you know, there’s you need to have that in-house brand of what what makes people excited to work there. You need to make sure that it resonates with the people that are looking to buy from you. So you need to be asking a lot of questions and understand people that don’t want to buy from you, and why that is as part of your brand.

Lee Kantor: So if somebody wants to learn more, uh, what is the best way to connect with you or somebody on the team? That method.

Natalie Hogg: Um, I am I’m very active on LinkedIn, so follow me. Natalie Hogg on LinkedIn, the CEO of method Q or go to method Q. Com.

Lee Kantor: Well, Natalie, thank you so much for sharing your story today. Don’t touch important work and we appreciate you.

Natalie Hogg: Thanks for your time. And I love the tough questions.

 

Tagged With: Fintech South 2025, Method Q

Fintech South 2025: Erica Woods with Stripe

September 2, 2025 by angishields

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Atlanta Business Radio
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Erica-Woods-Fintech-SouthErica Woods, head of U.S. State & Local Public Policy, Stripe, is an experienced attorney and policy professional with a demonstrated history of working in Government Affairs at both the Federal and State levels.

Skilled in Government/ Stakeholder Engagement, Communications, and Public Policy. Public and private sector experience. Graduate of Vanderbilt University and Washington University in St. Louis School of Law.

Connect with Erica on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from Fintech South 2025 at the Woodruff Arts Center in Atlanta, Georgia. It’s time for Atlanta Business Radio. Now. Here’s your host.

Lee Kantor: Lee Kantor here, broadcasting live from Fintech South 2025. So excited to be talking to my next guest, Erica Woods with stripe. Welcome. Good morning. Well, for the two people out there who aren’t familiar with Stripe, why don’t you give you that kind of elevator pitch?

Erica Woods: Sure. Um. Stripe was founded in 2011 by two Irish brothers, and we are a global technology company that essentially builds economic infrastructure for the internet. Um, so we work with companies of all sizes to help accept payments online, to grow their platform and to expand globally.

Lee Kantor: So how’s your presence here in Atlanta?

Erica Woods: It’s amazing. I think this year is probably our most exciting year yet. We have over 50 employees throughout the state of Georgia, and just next month were opening up a brand new office in the old fourth Ward ward, which is only about ten minutes from where we’re sitting right now. So super excited about that. We’re members of Tag. We have been for two years now. This is our second year sponsoring this awesome event. So super, super happy to be in this financial services ecosystem here in Atlanta.

Lee Kantor: So talk about kind of the decision making to kind of go into Atlanta market and to embrace it in the manner that you have and really, you know, kind of put your money where your mouth is investing in Tag and fintech.

Erica Woods: So, yeah, I think the talent here is pretty unmatched. Um, economically, Atlanta is growing both in economic activity and in population, which is just so attractive for talent that wants to come here, live here and work here. Financial services is certainly a hotbed here in Atlanta, too. They call it Transaction Alley for a reason. I think Mayor Dickens, in his opening statement yesterday, said two thirds of all credit card transactions flow through Atlanta daily. So for stripe to just be a seat at that table amongst so many powerful financial services players were happy to be here.

Lee Kantor: So are you looking to hire?

Erica Woods: That’s where we are. And we actually have open roles right now on our website that we’re only going to fill with Atlanta based employees and colleagues. So definitely check out those opportunities.

Lee Kantor: So is that something that’s part of the stripe culture that when you enter a market, you want to kind of immerse yourself and invest in the market by not only, you know, joining organizations like Index Out, but also hiring locals in order to grow stripe in that market.

Erica Woods: Absolutely. What better way to foster a relationship and a great office with a local, homegrown talent and also incredible organizations that want to move businesses forward? We’re so, so grateful for Tag for being one of those organizations.

Lee Kantor: So when you partner with Fintech South and tagging you, you’re sponsoring, obviously, one of the main sponsors of this event. What does it look like from an employee standpoint on how you expect them to interact with the community? Like what are your expectations?

Erica Woods: So we actually have about ten employees that are attending today. We have one in particular that’s speaking on a panel in about an hour on the modernization of payments. We were at events yesterday, also with the Metro Atlanta Chamber. We’ve been at dinners, so we really want to be an active member of the community. So often, I think companies come into a city and just set up shop and work. That’s not really our culture. We want to actually show that we’re a part of Atlanta. We want to, you know, do our part to move the industry forward. And I think being active is the best way to do that.

Lee Kantor: So what kind of trends are you seeing? As you know, we’re in the what the third quarter of this year? What are you seeing right, uh, ahead for stripe and where the opportunity lies.

Erica Woods: Yeah. So I think you’re going to hear a ton about artificial intelligence during this conversation. I’m actually going to highlight another one that we’re really bullish on stablecoins. We are really, really seeing our merchants come to stripe with even more innovative ways to make payments. Simple, cost effective, stable, consistent stablecoins is such an interesting way to move money across markets globally. And I think regulators, legislators are warming up to what stablecoins can bring to the table, especially from the markets that just don’t have access to payment systems like some areas do.

Lee Kantor: And then who is kind of the target consumer of stablecoins in your mind?

Erica Woods: Yeah, I definitely think it’s the underbanked, the underrepresented people that do a lot of international business that want to know that the value of their dollar I’ll use, for example, is the same across markets. So really everyone can benefit from a good solid stablecoin option as a payment option.

Lee Kantor: And then how do you kind of, uh, kind of articulate the opportunity for those that constituency?

Erica Woods: Yeah. We let them know that stablecoins cryptocurrency is not something to kind of be afraid of. Companies like stripe are continuing to work with regulators to do things in the right way. Your money will be safe. It won’t kind of disappear in the ether. And I’m so grateful that they’re trusting this. Even looking in DC, you know, it’s really hard to pass legislation in DC. And they just passed the Genius Act, which regulates stablecoins. That’s pretty impressive. It shows the future of where financial services is going, and we’re right behind it as well.

Lee Kantor: So now where do you see kind of crypto in terms of being a commodity versus being a currency?

Erica Woods: Oh what a good question. I think the way that you can move crypto now, it’s looking more currency. Like to me, people want to be able to make purchases with their various digital wallets. So, you know, if you can move money and make a purchase, it’s a currency.

Lee Kantor: And then you’re just making it easier for them to execute that without the kind of the clunky way it had been previously.

Erica Woods: Exactly.

Lee Kantor: And then when you’re here at this event, what are some of the things that you’re looking forward to most throughout the day?

Erica Woods: Yeah, well, of course I’m biased. I’m excited about my colleagues channel on modernizing payments. I’ll actually go back a little bit to yesterday. Yesterday the opening note was with Mayor Dickens, the mayor of Atlanta, and talk about a charismatic person. He was so excited to be here to show up for fintech. He quoted so many great statistics about the companies that are here, the growth that he expects to see. He just really doubled down on supporting this industry. And it’s hard to get a mayor to go to events. He does have a day job, so for him to make the time in the middle of a Tuesday to welcome visitors to his city and folks that are homegrown here really set a mark for the week. It was incredible.

Lee Kantor: So what does stripe need more of and how can we house?

Erica Woods: Oh my gosh, what do we need more of? I think the the support from Atlanta from the community has been great. Send us some talent. We want to keep growing. We want to fill our offices with homegrown folks. So definitely look on our website. Continue to follow us as we open up that office next month. And we’re excited to hire and have local talent in that office.

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

Erica Woods: Thanks for having me. Have a great time.

 

Tagged With: Fintech 2025, Stripe

Fintech South 2025: Larry Williams with TAG

September 2, 2025 by angishields

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Larry Williams is President and CEO of the Technology Association of Georgia. He brings more than 25 years of experience in global branding, international trade and finance, public and industrial policy, and administration and management to TAG.

As the former president and CEO of The Beacon Council, Miami-Dade County’s official economic development partnership, he helped facilitate local, national and international business growth and expansion programs.

Under his leadership The Beacon Council created and executed a new economic development framework to help the area grow and secure investments in today’s innovation economy. This is resulted in $687 million in new investment, 119 company relocations or expansions, and more than 4,500 new jobs. From 2011 to 2014, he helped shape the vision for Atlanta’s tech sector as vice president of technology development at the Metro Atlanta Chamber.

He provided leadership and direction to the Chamber’s Mobility Task Force, positioning Atlanta as a global hub of mobile technology, and to the Technology Leadership Council.

Connect with Larry on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from Fintech South 2025 at the Woodruff Arts Center in Atlanta, Georgia. It’s time for Atlanta Business Radio. Now. Here’s your host.

Lee Kantor: Lee Kantor here, broadcasting live from Fintech South 2025. Talking to Larry Williams with Tag and Fintech South. Larry, how’s it going?

Larry Williams: It’s going great.

Lee Kantor: Uh, we’re kicking off the event here, uh, today. Uh, can you let us know a little bit about a sneak peek of what’s ahead?

Larry Williams: Sure. Well, this is day two, actually. So we kicked off yesterday. We had a wonderful, wonderful agenda. Um, everything from, um, Sean Nale talking about the future of payments, the future of the rails, how things are going to really, um, be fueled transforms the effect of AI. Um, we had a great guy. We had, um, um, Alicia Abate, A futurist come in and talk to us about not only the future of payments, but how the world is changing and how technology is transforming. And we got to kick the morning off with our own mayor, Andre Dickens, that came in and really set the tone for the day. Um, so now we’re rolling into day two. As you can see, there’s already a lot of energy in the room. There’s a lot of noise. People are getting excited about the day. We’ve got some great breakouts, and we’re going to be talking about everything from payments, uh, how our transaction processors are continuing to do a great job and dominate that industry here in Atlanta. You know, 70% of all debit credit reward card transactions or processed right here in Georgia. And that’s exciting for us. But we’re also going to be talking about the future. So everything from cryptocurrencies, we’re going to be talking about stablecoins. We’re going to be talking about what the future is, um, and how Georgia is going to continue to lead.

Lee Kantor: Now, how is kind of the Atlanta fintech Community is. How have you seen it growing over the years? Like you mentioned, there’s all the payments and stuff. But now with the advent of all these crypto and all these other alternative investment opportunities, how are you seeing Atlanta embrace that change?

Larry Williams: You know, one great thing about Atlanta is we didn’t become number one or dominate in the fintech industry by accident. It’s because that we’ve helped. We helped digitize the whole check processing system. So remember checks. Remember every one of those? Yeah.

Lee Kantor: So it’s with my rotary phone.

Larry Williams: Yeah. Exactly, exactly. So, um, we help actually create the technology that, that, that allowed that to go digital. So that’s very important. And why that’s important is because we’ve always stayed ahead of the curve of innovation we’ve helped develop. We’ve helped build every layer of the onion when it comes to what fintech looks like today and how Georgia has really led the way. So as we go into new technologies and new processes, whether it be in cryptocurrency with great companies like BitPay, who’s been a leader in that for a decade, um, uh, or other areas. And what we do in our, you know, at DC, our advanced technology development centers. Um, in other areas, we have people that are continuously thinking about what’s next. Um, not only in the usages but also the technologies that’s going to support it. You know, yesterday we also did our innovation challenge. We had nine, uh, startups that really, uh, went through a process and we ended up with one on stage yesterday and we awarded them a $25,000 non dilutive prize to help them get on their way, get a leg up and put them on the road to success. That’s why it’s important for us because we’re always thinking about what is that next generation of ingenuity when it comes to fintech.

Lee Kantor: Now are you seeing that the leaders of the enterprise level organizations, are they investing back into the community, or is this a situation where they are just kind of dominating like you mentioned, but they’re not like kind of looking to help kind of the startup or the the young firm emerge and launch.

Larry Williams: Oh I think that you’ll see that they’re very, very engaged. Uh, it’s very important for them to be able to think about, you know, what are the you know, they need solutions. They have problems that they they want help. They need fresh ideas. Um, they need people that are creative and that can be nimble and stand things up. And they’re always looking to, you know, you know, one hand, perhaps, you know, be a customer of these of these companies. And, you know, a customer is all important and a great way for these companies to get revenue to go ahead and build their business. But they’re also looking to invest or even pull them in for the knowledge exchange. Hey, what are these? Here’s your your product, here’s your service, here’s what we need, and here’s how it can help us.

Lee Kantor: So how is tagging Fintech South helping, uh, create that ecosystem of collaboration rather than looking at this as kind of a zero sum game where there’s winners and losers?

Larry Williams: Well, by all means. So one is it’s staying ahead. So the content we’ve got over 20 hours of world class content that’s on our stages throughout these two days. Um, we have over 100 speakers that are all world class. You know, the one thing that is a great advantage for us here in Atlanta is our friends and neighbor that are in fintech, are global leaders in fintech. They’re not just thinking about this from just their companies point of view. They know they’re running global businesses and they know what the global trends are, and they bring that to us. So the content that’s here, the knowledge that’s here, the exchange of ideas, you know, so whether it be in a smaller breakout session where people can actually engage more in the conversation or what’s on the main stage, it’s all very, very important. I mentioned the, um, innovation challenge yesterday, the fintech innovation challenge. That process was throughout the year. Those nine went through mentoring. They were helped, uh, had helped building their pitches, uh, how they should present themselves and then also interacted with with the industry leaders to be able to understand what they’re doing and how they can be effective. So it’s really about building that collaboration, building that community, and it’s just super exciting for everybody.

Lee Kantor: Now when tags started, what was it 2530? How long has tag been around? 26, 26 years have been around. Uh, the region wasn’t as robust as it is today. How are you finding the southeast when it comes to kind of growing the whole market for everybody? I know there’s a lot of growth in other cities around the southeast that maybe weren’t around 26 years ago when tags started.

Larry Williams: You know. Lee, I think, you know, I’ve worked all over the country and all over the world. I don’t see anything going on anywhere, like right here in Atlanta. Um, the amount of expansion that we’ve been seeing in our economy is all driven by technology. A lot of that is fintech. So you can drive down I-85 right now and you know that our skyline has changed. You know, we now have Cisco, Microsoft, Google, uh, NCR are all big names on that skyline, and it’s continuing to evolve. Um, people are finding us. Uh, people are moving here. They, uh, they really see us as really a global hub of innovation, because that’s what our companies do. We we have local solutions, but with touches the world. We also have world class talent. So, you know, li yesteryear in economic development, people used to move to where the jobs are today. And age companies are moving to where the talent is. And that’s what’s bringing them here. Fueled by Georgia Tech, fueled by Georgia State University. Emory. All of the the the Atlanta names. But our universities across the state are world class. And the talent that we’re creating through the universities or our technical schools or other apprenticeships and training is world class, and that’s what people need to be successful.

Lee Kantor: And then how does tag and fintechs out specifically help in that manner? I know you’re working with a lot of the universities and you’re creating curriculum and and courses along that way, but how do you all work arm in arm to make sure and ensure that pipeline of talent stays there?

Larry Williams: You know, um, that’s a great question and something that we’re highlighting this year. We have a room that’s sponsored by Prime Revenue this year. That’s for mentors. And so we’re getting people in the room students to talk about what the careers are in fintech. You know, whenever I was growing up we all wanted to be, you know, you know, star athletes or rock stars, you know, but we find out there, uh, other avenues to, to actually build careers and have a great, um, a great job and a great career. So we’re mentoring people about what these options are. And we’re also partnered with the Fintech Academy that we help start probably about a, you know, eight years, maybe going on a decade where Fintech Academy really focuses with our university system of Georgia and many of the campuses around the state to actually train and develop people and give them the skills they need to be successful in a fintech career.

Lee Kantor: Now, what trends are you seeing? What are people talking about here at this event that you’re most looking forward to? Moving ahead.

Larry Williams: You know, again it’s what is the future. It’s one how do we continue to maintain, um, this dominant area that we need to be in as far as transactions as they are today, but what are the future options that people are going to be able to utilize? So it’s still a lot around frictionless payments. How do we reduce the amount of steps for for our for our consumers and our users? Um, but also what is the effect that AI is going to have a lot of these, uh, on a lot of these current processes as well as cryptocurrencies and stablecoins? All of this is extremely important. We also have to pay attention to the cybersecurity side of things, privacy, um, so that we make sure that we continue to protect the rights and the privacy of our consumers, um, going forward. The other big opportunity for us. Lee is really around B2B transactions. So that is still, you know, a lot of businesses still pay with checks. And so this evolution of how people are going to be able to utilize, uh, financial technologies to actually be able to complete, uh, financial transactions at a B2B level is really going to be a big transformation, a big opportunity for our for our companies.

Lee Kantor: Now, if somebody wants to learn more about what’s happening in the fintech world or what tag, what is the best way to connect Lee?

Larry Williams: The best way is through tag online. I’d love to see you. Um, you can also follow us on LinkedIn and then, you know, Fintech South Comm. We’ve got some content there. And you know, we still have a day. Come on by. Come see. Come check us out today.

Lee Kantor: All right. Larry, thank you so much for sharing your story. You’re doing important work and we appreciate you.

Larry Williams: Thank you. Lee.

 

Tagged With: Fintech South 2025, TAG

Fintech South 2025

September 2, 2025 by angishields

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Fintech South is an annual conference hosted by the Technology Association of Georgia, bringing together over 1,000 global fintech leaders in Atlanta to foster innovation, collaboration, and growth with the financial technology sector.

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Larry-Williams-Fintech-South-2025v2Larry Williams,  Technology Association of Georgia

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Erica-Woods-Fintech-SouthErica Woods, Stripe

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Sabrina-Lamb-Fintech-South-2025Sabrina Lamb, Wekeza

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Mike-Morris-Fintech-South-2025Mike Morris, Wipfli

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Michelle-Beyo-Fintech-South-2025Michelle Beyo, Finavator

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Natalie-Hogg-Fintech-South-2025Natalie Hogg, Method Q

https://stats.businessradiox.com/42347.mp3

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Stephen-Walsh-Fintech-South-2025Stephen Walsh, Keeper Solutions

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Thomas-Priore-Fintech-South-2025Thomas Priore, Priority Commerce

https://stats.businessradiox.com/42352.mp3

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Monika-Mueller-Fintech-South-2025Monika Mueller, Softensity

https://stats.businessradiox.com/42353.mp3

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Jonathan-OConnor-Fintech-South-2025Jonathan O’Connor, Synovus

https://stats.businessradiox.com/42354.mp3

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Mark-Frey-Fintech-South-2025Mark Frey, Corpay

https://stats.businessradiox.com/42355.mp3

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Mike-Kresse-Fintech-South-2025Mike Kresse, Mastercard

https://stats.businessradiox.com/42356.mp3

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Ania-Lackey-Fintech-South-2025Ania Lackey, FinTech Atlanta

https://stats.businessradiox.com/42357.mp3

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Gaurav-Singal-Fintech-South-2025Gaurav Singal, Cantaloupe

https://stats.businessradiox.com/42358.mp3

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Prakash-Kevulapali-Fintech-South-2025Prakash Devulapalli, Opus Technologies

https://stats.businessradiox.com/42359.mp3

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Charles-Potts-Fintech-South-2025Charles Potts, ICBA

https://stats.businessradiox.com/42360.mp3

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Shanthi-Shanmugam-Fintech-South-2025Shanthi Shanmugam, Casap

https://stats.businessradiox.com/42361.mp3

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BRX Pro Tip: Improv for Business Agility

September 2, 2025 by angishields

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BRX Pro Tip: Improv for Business Agility

Stone Payton: And we are back with Business RadioX Pro Tips, Stone Payton and Lee Kantor here with you. Lee, share with us a little bit about your insight, your perspective on the value of improv as it relates to business agility.

Lee Kantor: Yeah, I’ve been around improv a long time. My son is an improviser in Chicago, a professional improviser, and he has been involved in improv for decades now. And so, early on I was kind of reading what he was reading and learning what he was learning when it came to improv, and I immediately saw an application for it when it came to doing the interviews and an application for our business directly.

Lee Kantor: So, some ways to use improv techniques to develop the quick thinking, a more risk tolerant team can happen if you kind of know some of the basics of improv. You know, a lot of people are familiar with the “yes, and” concept of not negating anything, but just building upon it. But there’s other kind of foundational elements about improv that makes them apply to business in general.

Lee Kantor: Number one is encouraging acceptance and collaboration. Instead of being kind of that contrarian or the person who’s trying to negate anything, if you lean first when a new idea surfaces and try to build on them instead of shutting them down, and then use that kind of basic tenet of “yes, and” to explore the solutions together, this is going to foster an open and creative environment. If you always lead with no, you’re shutting people down. You’re eliminating the opportunity for them to contribute, and they’re not going to keep contributing if they feel like your first move is to negate whatever it is they’re saying. So, lean into saying yes first.

Lee Kantor: And then, it’s so important to embrace failure as fuel. There are so many improv games that reward the risk-taking and reward the failure. They say fail happily, so any type of exercise where mistakes are cheered is a good thing, because teams have to become less afraid of making mistakes. Otherwise, they’re not going to experiment. They’re not going to innovate. They’re not going to really take those big swings that you want your people to be taking.

Lee Kantor: And then, thirdly, this is where active listening and building these listening and observation skills really are critical in the Business RadioX business, and I recommend this to every host I talk to and that I mentor. Active listening is at the heart of being a host in the Business RadioX system.

Lee Kantor: And there’s certain activities you can do to kind of help that. But during meetings, have team members paraphrase what others just said before they add their thoughts. This is going to ensure that everybody feels heard and then the ideas can build rather than they’re competing with each other. And this type of active listening develops stronger understandings. There’s less miscommunications. And you’re able to adapt to information a lot faster.

Lee Kantor: One of the books that I read about improv in business is called Getting to Yes And by Bob Kulhan, and I highly recommend checking it out. And there’s a bunch of other books about business and improv out there nowadays, but it has really made a mark in our business.

BRX Pro Tip: Leveraging Lost Customers

September 1, 2025 by angishields

Relationship Autopsy

September 1, 2025 by angishields

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Breaking Through Growth Ceilings: How EOS Empowers Small Businesses

August 29, 2025 by angishields

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Breaking Through Growth Ceilings: How EOS Empowers Small Businesses
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In this episode of High Velocity Radio, host Joshua Kornitsky interviews Rich Maynard, a sales coach and EOS implementer. Rich shares his journey from the Navy to manufacturing, sales, and ultimately helping businesses implement the Entrepreneurial Operating System (EOS). The discussion explores how EOS clarifies vision, instills discipline, and fosters healthy leadership, especially in family and cross-generational businesses. Rich explains the EOS process, tools for aligning teams, and real-world examples of organizational transformation.

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Rich-MaynardRich Maynard’s story starts in the Navy on board an Aircraft Carrier and the realization that when the ships deploy, 2,500 of the 5,000 sailors on board have never done anything like that before.  Structure, process, and accountability!

That love of structure and process stayed with him as he moved through his career in manufacturing leadership and sales roles. Ultimately, he found a passion for helping others realize their best lives while building a practice as a sales coach. This is where Rich began to work with entrepreneurial companies and their leadership and sales teams.

Facilitating more than 1,000 sessions with owners, leadership, and sales teams revealed a particular group of clients who were more open, honest, and vulnerable than others and, frankly, were happier and having more fun.  These teams were also implementing EOS in their businesses.

This discovery made Rich realize that EOS combined his love of structure, process, and accountability with his passion for helping entrepreneurs and their leadership teams get what they want most out of their businesses and live their best lives.

Connect with Rich on LinkedIn.

About Your Host

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

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

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

Connect with Joshua on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

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

Joshua Kornitsky: Welcome back to High Velocity Radio. I’m your host, professional EOS implementer Joshua Kornitsky. And my guest here today is Rich Maynard. He’s a sales coach and a professional implementer of the EOS system based out of Greenville, South Carolina. Good afternoon. Rich. How are you?

Rich Maynard: I’m good. Joshua, how you doing?

Joshua Kornitsky: Doing well. Thank you. So happy to have you here today. So tell us a little bit about yourself. What’s your background? Where are you from?

Rich Maynard: Well, I grew up in, uh, in, in the Detroit area, and, uh, left there in the, uh, a while ago. Joined the Navy and, you know, thank.

Joshua Kornitsky: You for your service.

Rich Maynard: And see the world. They are not lying. Um, but what they what the recruiters don’t often talk about is the world is 73% water. So.

Joshua Kornitsky: So you picked the right way to go.

Rich Maynard: Yeah, yeah, you can pick the. They say the old slow boat to China. I was actually on that boat.

Joshua Kornitsky: There you.

Rich Maynard: Go. It is quite a voyage.

Joshua Kornitsky: Thank you again for your service.

Rich Maynard: No, but I got settled in Greenville in the Greenville area about 30 years ago. And, um, have, you know, found a found a local girl, and now I have southern children, so.

Joshua Kornitsky: Wow. So.

Rich Maynard: Been married 28 years.

Joshua Kornitsky: That’s fantastic. So tell us about your professional background. What? What brought you to where you are today? What drives you?

Rich Maynard: Yeah. So, uh, as I mentioned, I was in the Navy when I was, when I was younger, and, uh, I don’t know how many, uh, how many of your viewers have ever been in the military? You know, in the military or or been around aircraft carriers, but a lot of people seen Top Gun in the movies, and and what, what most people don’t realize is of the five or so thousand people that are on one of those ships every time it deploys, fully half of that crew has never done that before. Wow. And they’re all about 19 years old.

Joshua Kornitsky: So, wow.

Rich Maynard: So that that structure, process, discipline, accountability really stuck with me as I left that, uh, left the military and went into my civilian career where I moved through, uh, some roles in manufacturing. Actually, I was in the photographic world working for Fujifilm.

Joshua Kornitsky: Okay.

Rich Maynard: If you happen to have any pictures hanging on your wall around your desk that have Fuji on the back of the paper, that’s what we manufacture here in South Carolina. And, uh, and at our peak in 2003, before the digital revolution, we were manufacturing, uh, 1,000,000m² of photographic paper a day.

Joshua Kornitsky: Wow.

Rich Maynard: In complete darkness. Because it’s photographic.

Joshua Kornitsky: So it has to.

Rich Maynard: Be lights.

Joshua Kornitsky: Off. Right?

Rich Maynard: And again, so, you know that theme of structure, process, discipline, accountability. You know, when you’re running around a factory with a bunch of moving parts and heavy equipment and there’s no lights on, you got to be pretty good about that stuff. Um, so ultimately, I moved through several roles there, and some, like a lot of salespeople, found one day, woke up and found myself in a sales role.

Joshua Kornitsky: Okay.

Rich Maynard: And moving through and and really enjoyed sales and, and uh, you know, getting to know customers and building those relationships. And that led me to a coaching, uh, position with, with a sales coaching organization, which I love. Uh, just that’s that’s where I developed a real passion for the entrepreneurial world and small and medium size businesses. And you look at the economy around the world, and, uh, big business is great. But, you know, the small the small businesses really are the, the beating heart of our economy. And I just love helping them, no question. Yeah. But so as I was working with those guys, I realized that about 40% of those clients of mine, I did more than a thousand coaching sessions with them. And and about 40% of my clients were just different. They they struggle with the same things everybody else was. But they got better quicker. They were more successful, and they enjoyed the process and each other more than the others did. And I thought, what is what is going on with these people? And then they were all using similar terms. They were using things like l10n and rocks and scorecards and vto. And so I started to uncover what this language was and discovered it was iOS or the entrepreneurial operating system. So my favorite clients for implementing iOS in their business, as they were getting this training that we were going through. And that just led me down the path of really understanding what iOS is. And it just brought together that passion for small business and small and medium sized business and the structure, process, accountability and discipline that that I saw in my military and and my manufacturing career. And I just I kind of felt like I found my home.

Joshua Kornitsky: That’s fantastic. Um, and it sounds like you may not have gotten where you were going, but you ended up where you needed to be. Uh, it’s my favorite quote from Douglas Adams. But let me ask you, because obviously, you and I speak a common language. One of the things that I think is important, though, is to help people understand who is iOS four. How does it help. And again, us is the entrepreneurial operating system. But but explain it so that people will understand what it is you do.

Rich Maynard: So EOS the entrepreneur operating system, it really it’s a simple set of practical tools that helps instill three things in a business. It’s it’s vision, traction and healthy. And vision is just about getting everybody on the same page with where you’re going and how you’re going to get there. Traction is about instilling that discipline and accountability. So everywhere you look in the business, everybody’s actually executing on your vision. And healthy is working with leadership teams to help them be more open and honest with each other, solve real problems to to make their lives better. Because a lot of times they’re just not that way. Um, and then what we find is, as goes the leadership teams, so goes the rest of the organization. And ultimately through the EOS journey, everybody in the organization gets on the same page. They’re all rowing on, you know, on the same direction, pulling on the same end of the rope, and life gets better, the business is more successful, and everybody begins to enjoy their lives and live the life they want and studying instead of their, you know, their business, running their life.

Joshua Kornitsky: Thank you. That gives it some context for folks that are hearing it and helps them better understand. So in your experience, you know, what are some of the biggest impacts you’ve seen on on the leaders that you work with as you’ve helped them instill the EOS model into their business?

Rich Maynard: Yeah, there’s a couple of really striking examples that I have that that highlight where where EOS has had an immediate impact. One of the things we we do, we call it vision building. So we answer, we answer some questions to help people define where they’re going and how they’re going to get there. And one of the big things that we get out of that is, is what are the most important things that you need to be working on in the immediate future? We call this we call these rocks. So what are the big things that you need to be working on in the next 60 to 90 days and one owner. We went through this initial vision building step and he had a pet project he was working on that had taken a lot of resources and money from the company. As he was building this, this, it was a great innovation for their business. But as we lay it out, all their priorities and all the issues they had to overcome in the immediate future. We went through this prioritization and he realized, hey, this thing that I’ve been pouring a bunch of resources into is not the most important thing for our business.

Rich Maynard: In the next 90 days, there’s 4 or 5 other things that we really need to shore up. So when we do get this thing off the ground, it launches well. So he put that on the shelf for the immediate future solidified, set these rocks, set these priorities, and solidified the most important things to get done. And then at the end of that quarter, when those things got done, he brought it back out and it became the you know, now it’s the most important thing that he needs to do. The the the funny or the I guess the, the eye opening part was his team at the end of that first day, looked at him and said, I can’t believe you were the one who put that on the shelf. We’ve we’ve been wanting to do that, but we know it’s your project. And we were kind of like, okay, this is yours. But they all agreed that it was the right thing to do, and it really freed them to take advantage of that innovation at the right time.

Joshua Kornitsky: So you’re helping the leaders learn how to prioritize?

Rich Maynard: Well, the first thing is we help them get everything out on the table, okay. So you can’t solve you can’t prioritize if the issues are not out there in front of you. And then we help them prioritize. And it’s really we we are more facilitators. One of the things that a core belief within the US community is 95% of the answers are already in the room. Our job is to facilitate those conversations, teach the tools that we use and coach them in their use. We don’t. We’re not the we’re not going to come in and tell you how to run your business, because we don’t know how to run your business. But what we do know is how to implement these tools and how to facilitate the conversations to make sure that the right things are being brought out in the right time.

Joshua Kornitsky: Okay. That makes sense, right? So what happens when you encounter an organization that that’s cross generational? I know something like 70% of the small businesses in America are family businesses. So I’m sure from time to time you come in and it’s an organization where, you know, the older generation might be on their way out or is already out, and the new generation comes in. How do you work to transform an established organization, and what are some of the challenges that you encounter?

Rich Maynard: Well, that’s a great question. And one of the I have a client that I’ve been working with that exactly like you said, it’s it’s the, the the first the the founders of the company and his partner. They have stepped back. They’re more in a board kind of advisory role, and the son has taken over as president of the company. And it’s a great company. It’s been successful. It’s it’s it’s a it their stock, which is why they’re using us. They’re trying to break through a revenue and organizational ceiling that they’ve hit. And one of the one of the areas they’ve been very successful is historically they are a very solid. Their core values are very solid. And what core values are is just a it’s just a simple set of terms that define who they are at their core, their, you know, like they’re they’re resourceful, they’re respectful, they’re responsible. So that defines the kinds of people that they want to be around.

Joshua Kornitsky: So did they already have those or is that something you worked with them okay.

Rich Maynard: Yeah. So they had their core values and they all believed in them. And so we went we we even in that case, we still go through an exercise that at the very least is going to validate that what they have is actually true within their organization, because a lot of times the owners or the founders, they sit in a room and they’re like, here’s who we are, or here’s who we want to.

Joshua Kornitsky: Be sure.

Rich Maynard: And sure. They hang them on a wall and they never talk about it.

Joshua Kornitsky: Mouse pad core values.

Rich Maynard: Yeah. So so these guys actually lived their core values. And this exercise we went through validated exactly that. They do truly live the core values that they had set out to build over 17 years. But it also illuminated that they they identified another core value that makes them that is part of their DNA that makes them successful, that wasn’t listed. So not only do we validate the three they had, we added one. But what was interesting was so I asked the question, well, we went through this exercise. What’s different? And one of the leaders on the team, she said, you know, these have always been the owners core values. And we’ve we’ve always lived them and appreciated those core values, but they were always theirs. But now that we’ve gone through this exercise, I feel like they’re mine.

Joshua Kornitsky: That’s awesome. And updated for the current generation.

Rich Maynard: Exactly. It’s like, yes, these now we own them and and it really, you could just see them settle back in their chairs and just take in the fact that this is theirs. Now it’s no longer the previous owners. They own it now. It was incredibly powerful.

Joshua Kornitsky: That’s amazing. And it does kind of cross that bridge, right. Or it bridges the gap between the the outgoing and the incoming. And for a company of any size to stay successful, you’ve got to both have continuity and preservation of what was. But stay tuned in to what’s happening now, because, you know, I, uh, occasionally encounter people that are in industries like say, film, paper or, you know, photo paper production. And it’s not that it doesn’t exist anymore, but it certainly doesn’t exist at the scale that it was at, uh, I ironically, you know, what was mass produced now becomes a niche item. But that’s just reality. You’ve got to help people understand that they got to stay up to date, because if they just stay fixed in the past, uh, things will go by them. So what does it look like when you engage with someone from an EOS perspective? What’s that process that you work through? Do you just sign them to a contract and get in there and tear the place up? How does it work? No.

Rich Maynard: So that’s what’s a little unique about the way EOS implementers engage with clients. We don’t have any contracts. We don’t we? You know, one of the things we say is our services are guaranteed. It’s like, well, what does that mean? It’s like, well, so we we work on a, on a kind of a daily session. We scheduled sessions. And if you get value at the end of that session, then we get paid. And if you don’t get value then don’t pay us. We don’t deserve it. You know, our goal is to help you and, uh, recognize the the what is going on in your organization and where the strengths are, where the weaknesses are, and then help set you up with the tools that we have to be successful in the future. And if you don’t get that from us, then we didn’t do our job. So that’s that. And then as far as the the process we go through, there’s kind of a there’s a you’ve got earlier. The 92nd version of the OS is there’s also a 90 minute version where we there’s no charge, we get in front of the leadership team, and we invest our time with the leadership team to just lay out the whole process and all of the tools. We just want everybody in that meeting. It’s really is iOS are the right fit for your organization? Am I, as the implementer, the right fit for you? You know, sometimes we implementers, uh, or, you know, a leadership team might not, you know, feel the implementer. So we always want them to to use iOS and we’ll make introductions to others if it’s not a good fit.

Joshua Kornitsky: So is is that 90 minute meeting like deep intensive or more like a 10,000 foot overview?

Rich Maynard: It. Well, it’s pretty intensive. We go through all of the tools that we have at a high level, and then we take a deeper dive into each one to to illustrate how it can affect the the issues that are going on in that business. And we do spend time on the front end understanding what’s going on. So when we do run across, well, here’s a particular tool that may address the challenge that you’re facing in your business. So it’s tailored to the individual organization. But we want to make sure they get a full picture of what the EOS model is.

Joshua Kornitsky: So you’re laying out a roadmap for him.

Rich Maynard: Yes.

Joshua Kornitsky: Okay.

Rich Maynard: So the last part of that is is what is the process look like? And there’s, there’s, uh, as we as we open that up and unpack that, it really starts off with three days, about 30 days apart where we go in and we first help them gain traction. And so we want to get them moving. We want to get them making decisions. We want to get them solving problems, setting priorities, priorities, priorities. So they’re actually moving in a direction. Because a lot of times what happens is people have this vision, but they don’t have any traction. And vision without traction is is just hallucination. So we want to get them moving in the in a direction. And then in the second day we start to crystallize that vision. That’s where we start looking and answering some what are our core values? What’s our core focus? What’s our ten year target? And then we build on that in the third day with what’s, you know, how are who are we going to reach. Are we going to talk to what are we going to say to them? And then, you know, what’s a three year picture and a one year plan? And what is the most important thing we need to get done in the next 90 days to tie all these things together? So that’s the the three day journey that we go on over about a 6060 day period.

Joshua Kornitsky: Right.

Rich Maynard: And then from there they’re they’re into execution mode. And we meet with them once a quarter to to look back at the past quarter, learn from it, look at the look at the current situation and set the next priorities for the next quarter. And then really spend about half a day really just we call it, uh, I identify salt or discuss and solve issues, okay. Through the things that are tripping them.

Joshua Kornitsky: Up and you help them understand that process.

Rich Maynard: Yep. Well, we facilitate that process.

Joshua Kornitsky: Okay.

Rich Maynard: Which in in this in the same sense as we facilitate we’re equipping them to do that when we’re not there.

Joshua Kornitsky: That makes sense. Um, so one question, going back when we were talking about sort of that generational shift and, and that’s not always family, right. That could just be, uh, leaders leaving and new leaders coming in. And, and companies sort of find themselves in states of flux, I think these days probably more often than maybe in the past, because a with no critique of any particular, uh, group of, of age or what have you, uh, it’s become a more transient workforce where people will move in and move out. So how do you make sure you’ve got the right people in the right seats in the organization with that type of upheaval.

Rich Maynard: So that’s a great the the right people. Right seats is a is a cornerstone of. And you may recognize that from the book Good to Great by Jim Collins, which is a fabulous book. Um, but it really tells the story of you have to get the right people in the right seats, because if you if you don’t, you’ll never achieve a vision that you have. Um, so how do we we use a tool we call. Well, there’s a couple of tools. The first one, we call it a people analyzer. And when we when we look at we take we take those core values. And that’s the right people side of things. Do they actually meet and live up to our core values? And what’s and what’s really interesting is everybody defines their core values differently. So a core value fit for organization A is not necessarily a core value fit for organization B. So we look at the unique organization and say, well what makes this person right for you. That’s the that’s the first step. The second step we look at is we have a tool called the accountability chart. And a lot of organizations have organizational charts. Right. The difference is, in our accountability chart, we highlight not only the seat. We take a structure first approach. We highlight well, what what seats do we need in this organization. But we also identify the the five core responsibilities or things that seat is accountable for. And then when we finally put somebody put a name in that seat, one do they do they match our core values? Do they exhibit our core values? Do they live up to who we are? Are they the people we want to be around and that we want our customers to encounter? And secondly, do they get their job? Do they get those five roles? Do they want it? Do they, you know, so they, they, they, they have the, the genetic encoding that they this is what they wanted to do. This is like I get to I wake up in the morning and I get to go do my job, not have to go do my job.

Joshua Kornitsky: Makes sense though. But it makes a difference. So okay, so no, no, it makes sense because if they’re aligned to the core values and they understand what’s being asked of them, they’ve got a lot more clarity than probably a lot of places offer as employment. Right?

Rich Maynard: Well, and it’s more than just being aligned. It’s do they get it? Do they want it? And do they have the do they have the capacity for it. And that that capacity is measured, measured in a bunch of different ways. It’s time. It’s do they have the training? Do they have the, you know, innate abilities. You know. So that’s and that’s how we start evaluating people. And and if, if it’s a core value fit and they’re missing 1 or 2 things, well then we put a plan in place to help them overcome it. And if they don’t, well, we try to find another seat for them because finding the right people is hard.

Joshua Kornitsky: So what happens if you’ve got a seat that you don’t have the right person for?

Rich Maynard: If it’s a wrong person?

Joshua Kornitsky: No, no you don’t. I mean wrong person to. But I mean you just don’t. You you go through this exercise to understand the roles. You understand the accountabilities of the roles. But what if you don’t have someone currently employed that fits that. Who takes that seat?

Rich Maynard: Well, somebody has to take that seat. Somebody has to be accountable for those roles. And that’s the difference between an organizational chart and an accountability chart. So that stuff still has to get done. So somebody has to do it. And in one case I was working as another second generation client. The the son had come in and taken over and he was the president. He was also the sales manager and he was the finance guy. So he was handling.

Joshua Kornitsky: All the.

Rich Maynard: Money. He was handling the sales team. He’s trying to be the we call it the visionary, the the big thinker. And he had his head down in the business trying to do the small thinking too. And they were stuck. And as soon as we laid out the accountability chart and started saying, well, who’s who’s actually in these seats today? And it was like, oh, well, there’s the and the rest of the team looked at him and said, well, do you see the problem?

Joshua Kornitsky: So so he was his own roadblock.

Rich Maynard: He was the roadblock. And he freely and he’s like, ah, 100% see this? So he actually he had two members of his team step up in the roles that they were not currently in, and they all agreed. You’re going to take this responsibility and you’re going to take this responsibility. And it took two seats off of his shoulders, which freed him up to one be, uh, effective in the seats he was in. And also, it took two days a week out of his schedule of things that he had to do because somebody else was now doing that. So now he he was able to become that big thinker, and he kept the finance role. So he was able to dive into the finance of the finances of the business and really understand them. Huge change for him personally and for the business. They’re they they’re just on a path that is they’ve never seen before.

Joshua Kornitsky: So us basically gave him some freedom.

Rich Maynard: That was the biggest thing for him. His biggest impact was I actually have time to breathe and I’m not. Not everybody in the business isn’t waiting for me to do something so they can act. And so that we call it letting go of the vine. The sales role, he had somebody come in, you know, and it’s one of his team members right now when we when we start looking at what are the issues of the business. Well, one of the issues is do we fill that sales and marketing seat with somebody from outside the business? So that’s an issue. But it’s not one of the most important issues to solve in the next 90 days. So it goes on a list. It stays there until it’s either not an issue anymore or they stop, or they decide it’s the most important thing and they and they put it on the list to be solved. But right now they’re doing okay. 90 days from now, that may become a thing, and that may be one of the most 3 to 7 important things that they need to accomplish. And then it’ll go on that list.

Joshua Kornitsky: It sounds like it’s a pretty transformative process.

Rich Maynard: The biggest thing that I’ve seen happen one. Everybody knows what their job is and what everybody else’s job is, so they get to understand that they know who is responsible for what, they know who’s accountable for what, and they also know where they’re going. So in this process, we answer those questions. Core values core focus, our ten year target where where are we going. And then where do we need to be just three years from now in order to answer that or to begin on that path? And then what do we need to be in a year? And now everybody’s pulling on the same end of the rope, rowing the same direction. The entire leadership team is is on board with it. It just becomes very transparent. Everybody solving problems for real.

Joshua Kornitsky: That’s fantastic. So so who’s EOS for? If someone’s listening to this and they’re thinking, you know, this sounds great, but I don’t I don’t know if it’s for me. Who’s it intended for.

Rich Maynard: It’s intended for privately held businesses that are anywhere from 10 to 250 people. Um, you know, one of the things that, you know, when you gather kind of a litmus test, if you gather your leadership team together and you can you can set the direction and make changes to the website, that’s probably who, uh, who should look at iOS.

Joshua Kornitsky: Okay.

Rich Maynard: And the people that are stuck, it’s, you know, we’ve reached that, you know, we’ve made it to ten employees or $5 million in revenue or $2 million. But we don’t. We’re just we keep bumping against the ceiling. We don’t know how to get past it. That’s a that’s a $5 million ceiling. That’s a $20 million thing. That’s a $50 million ceiling business, as we call it, hitting the ceiling. Every once in a while, they just reach the capacity of how the business is designed. So how do you change that? You’ve got to change the methodology that you’re using. Otherwise you’ll never break through that capacity. And that’s what iOS helps people do.

Joshua Kornitsky: Well, I mean, it sounds fantastic. So when when we publish we’ll obviously have all your information. But Rich, how do people get in touch with you?

Rich Maynard: Uh, the EOS worldwide website has an implementer directory which you look up Rich Maynard or South Carolina. I’m in there, but Rich Maynard at EOS, Richard Maynard at EOS worldwide.com.

Joshua Kornitsky: And again we’ll, we’ll we’ll put that on our site as well when, when we push out to all the platforms. So people will be able to access this. I can’t thank you enough. I really appreciate it. Last question Rich how big of an area do you service?

Rich Maynard: So right now, uh, nationwide, uh, one client in Texas, one client in California. I’ve got a client in the in the upstate. And, uh, you know, a handful of others that are in the area.

Joshua Kornitsky: So you go where you need to go.

Rich Maynard: Go where? Go where the where, where the need is. And, uh, it’s it’s really satisfying work. When when you see people like I mentioned that, you know, sitting back and realizing, wow, this, this value, these values, this vision, this company is ours now, it’s not the previous owners, even though they love them and they’re still part of it. But I just love that that those aha moments that when people become free of the past and they can actually see and recognize that the future is possible.

Joshua Kornitsky: That’s that’s a great place to end it. Thank you Rich. Again, my guest today has been Rich Maynard, uh, sales coach and professional EOS implementer. I appreciate your time. Rich, thank you for coming on. Uh, my name is Joshua Kornitsky. I am the host of High Velocity Radio. I, too am a professional EOS implementer, but I always enjoy talking to my associates like Rich. Thank you, Rich, and appreciate having you on, and we’ll have you on again in the future.

Rich Maynard: All right, Joshua, thanks a lot. I really appreciate it.

 

Tagged With: EOS Worldwide

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