James Lewis with 11TEN Innovation Partners

James Lewis is a mission-driven entrepreneur and CEO focus on driving innovation that improves the human experience. He is a global leader in corporate growth, innovation, partnerships, and venture investments—and is known for being able to “connect the dots” and bring “structure to uncertainty” across several complex industries, companies, and government organizations.
James co-founded and leads 11|TEN Innovation Partners, a high-growth, boutique professional services company that powers innovation, strategy, and venture programs for Fortune 500 companies, healthcare systems, and early-stage companies.
James and the 11TEN team have implemented Demand-Driven Innovation™ within several leading organizations including Emory Healthcare, where they architected the Emory Healthcare Innovation Hub, and Verizon, where they operate the world’s-first 5G Innovation Lab.
Prior to founding 11TEN, James ran an innovation and venture program for a multi-billion-dollar, diversified family office and worked in Washington DC for a leading healthcare and public sector strategy consulting firm. In these roles, he executed over $1 billion in investments, acquisitions, and divestitures and developed multiple innovation hubs—bringing together corporate partners, government organizations, and startups to solve some of the world’s most complex problems.
James was able to see first-hand the way corporates work across the industry value-chain and developed 11TEN as a more user-friendly and efficient way to invest in growth. James’ passion for improving the human condition starts with his own interactions with the healthcare system when he was diagnosed with Crohn’s Disease at 15 years old.
Through this experience, James become obsessed with improving healthcare through the use of technology and using ‘nutrition as a therapeutic’ to promote overall wellness. This passion is why 11TEN focuses mostly on healthcare, wellness, and food—and why James has incubated multiple businesses across those industries.
James holds an MBA from Emory University’s Goizueta Business School and a Bachelor of Science degree in business administration from The Citadel. He resides in Atlanta with his wife Mary Leith, their daughter Demi, and their dog Leo. James enjoys traveling, playing tennis and golf, CrossFit, and Mediterranean-style cooking.
Follow 11Ten Innovation Partners on LinkedIn and Twitter.
What You’ll Learn in This Episode
- How James’ Crohn’s Disease led to the launch of 11Ten
- An overview of what 11Ten does, as well as how it’s changing how healthcare organizations develop and deliver new products and services
- The factors driving healthcare transformation and key focus areas for innovation in the coming years
- The different stakeholders involved with healthcare innovation
- Context around the need to help make healthcare innovation more efficient and productive for all those parties
- Why Atlanta is such a good environment for healthcare innovation
- Work 11Ten is doing with the Emory Healthcare Innovation Hub and the Verizon 5G Innovation Hub
About Our Sponsor
OnPay’s
payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.
Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.
Steve Beagelman with SMB Franchise Advisors

Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To seosamba.com.
Steve Beagelman is CEO and Founder of SMB Franchise Advisors, a franchise consulting company that has assisted over 200 companies in growing their business through franchising.
Steve is a senior level franchise executive with over 30 years of experience in the franchise industry from start-ups (founder of own business in 1991) to large franchise systems.
A frequent speaker at the International Franchise Association conferences as well as a speaker for annual franchise conventions for different franchisors. A contributor to franchise industry publications and a recent contributor to a new book, So You Want to Franchise Your Business.
Follow SMB Franchise Advisors on LinkedIn and Facebook.
This transcript is machine transcribed by Sonix
TRANSCRIPT
Intro: [00:00:07] Welcome to Franchise Marketing Radio, brought to you by SEOSamba comprehensive high performing marketing solutions for mature and emerging franchise brands. To supercharge your franchise marketing, go to seosamba.com. That’s seosamba.com
Lee Kantor: [00:00:32] Lee Kantor here. Another episode of Franchise Marketing Radio, and this is going to be a good one today, have with us Steve Beagelman with SMB Franchise Advisors. Welcome, Steve.
Steve Beagelman: [00:00:43] Hi. How are you today?
Lee Kantor: [00:00:44] I am doing great. We’ve had you on the show in the past, but I’m excited to get updated about the folks that hadn’t heard. Tell us a little bit about some big franchise advisers. How are you serving folks?
Steve Beagelman: [00:00:56] So we’re a franchise consulting firm. We help people franchise their business so they have an existing business, one location to concept thinking about expanding how to expand. So we help people franchise their business and then we help existing franchise owners put better systems and processes in place to grow their business. Our company has helped over three hundred brands through franchising over the last 10 years and we’re real excited about what we do and excited about the brands that we represent.
Lee Kantor: [00:01:30] Well, let’s kind of dig in from the standpoint of there’s a kind of a mom and pop out there that maybe have thought about franchising, that maybe they’re doing gangbusters. But what are some dos and don’ts when you’re getting started going on the franchising path for folks who have not done that in the past?
Steve Beagelman: [00:01:49] Yeah, you know, we spent a lot of time talking to people about whether they’re ready to franchise their business and what are the right steps they should take and what are the right systems that they should have in place. And, you know, for us, we talk to them about several things. One is how involved they are in the day to day operations of their current business. So are they willing to work on the business and not just in the business? And some people that’s a tough transition for, you know, for for them to make that transition. Others say, OK, yes, I’ve been doing junk removal for the last five years. I’ve been dealing with the hourly crew. I’ve been dealing with the trucks breaking down. I’ve been dealing with the customer service. I really want something more. I want to see my business really grow and blossom into other markets. I see the potential and I want to work on my business, not in my business. Fitness industry concepts, restaurant concepts, child care, home services. I mean, you name it, we do it all. And when we talk to people, you know, again, working on your business, that in your business the company is increasing in revenues.
Steve Beagelman: [00:03:04] So the sales have been growing. Typically, when a company has had three straight years of decline in sales, that’s not the time to franchise your business. Right. You need to concentrate on fixing your business first. So you want to be moving with the trend. You want to be on the upswing. You want to be able to devote some time to franchising because franchising your business really is a totally separate business than the business that you’re running. Again, whether it’s junk removal, whether it’s child care, whether it’s a pizza restaurant, whatever it is, you’re now in the franchising business and supporting franchisees and helping them find the right locations and and helping them hire the right staff and helping train them and helping them service customers in their market for your great brand. So that’s really what franchising is about. And we want to make sure that people understand that, you know, again, your brand needs to have great customer service. It needs to be well received by the consumers. All of those things are really important. Before you take the leap and then jump into franchising your business
Lee Kantor: [00:04:09] Now is something to take into consideration. And I don’t know if a lot of owners look at it through this lens, but through the lens of that potential franchisee, what is kind of a reasonable expectation if you’re thinking about franchising, what should the kind of the net be for that franchisee and not like the rock star franchisee, but kind of the average franchisee? Don’t you have to kind of really build systems that help kind of the the middle of the road franchise be successful, not just the person that’s not going out of the park?
Steve Beagelman: [00:04:42] Yeah, it’s really important that any franchise or build the right systems and processes and we help a lot of our new emerging franchise owners do that. It’s one of the things that we do as a franchise consulting firm is help them with their operations manuals and their sales processes and their marketing and all of those things that they need to put in place to help the franchisees become successful. Because you’re right, you know, as a franchise owner, you’re only going to be as successful as your franchisees being successful. I’ve been doing this for well over 30 years now. I’ve been in this industry and seen companies grow to three and four hundred and five hundred locations. And I’ve seen franchise get stuck at five or ten. And what’s the difference? Well, the difference is the franchise laws that got stuck at five or. And didn’t have strong franchise validation because the franchisees weren’t making money. It all comes down to strong unit economics, good relationships with your franchisees and helping your franchisees become successful. And the successful franchise owners are the ones that focus on that. And that’s really, really important.
Lee Kantor: [00:05:53] So now how do you help that emerging franchise kind of first recognize, hey, I don’t know if you have it or not, because the only way that I’m validated validating is if the CEO kind of goes on the sales call or like you’re not you don’t have it’s not really is replicable as you think your business. Do you have to have those kind of conversations with some folks?
Steve Beagelman: [00:06:17] Yeah, it’s interesting, there is a difference in the 30 plus years I’ve been doing this and building brands, there is a difference between a franchise that becomes the first franchisee or the second or third in an emerging brand versus somebody who’s buying a five guys or a McDonald’s today. Right. So those are much more established brands been around for, you know, for a long time, very successful. Lots of locations. Now you’re going to pay more in a franchise fee. You’re going to pay more in an investment. A lot of times they’re going to tell you your territory sold out and you have to go to Iowa or Texas or somewhere where there may be a territory open. And you say, well, I live in the Northeast, that doesn’t work. So, you know, with an emerging brand, you typically get the choice of territory. You’re the first one in you have a little more say in the brand is the brand evolves and grows with helping put systems and processes in place because an emerging franchise or with one location or two, it’s not going to have it all figured out. They’ll have a lot of systems down, but they’re not going to have everything figured out. So so there is a big difference with being an early in franchisee. And you’re right, the only validation that they typically have is with the corporate territory, the corporate location, the founding location, whatever it may be. So you want to look at, obviously, the social media to see how the brand is well received. You obviously want to know a lot of times it’s a customer, a lot of our brands that go into franchising the first franchisees or customers of that brand and, you know, brand ambassadors, they were loyalists. They love the brand. They want to be part of the brand. They’re super excited about it. They want to see it expand and they want to be a part of that. So that typically happens a lot with emerging brands as they expand into franchising.
Lee Kantor: [00:08:10] So now when you’re working with folks, let’s talk a little bit about the they’ve gotten past emerging, but maybe they’ve plateaued at, say, fifty to one hundred units. What are the conversations you’re having with those folks that it seemed like they got that escape velocity they needed, but they’ve kind of hit a hurdle or maybe the pandemic kind of threw them for a loop. How do you help those folks kind of get their bearings and get to a new level?
Steve Beagelman: [00:08:37] Yeah, again, every brand’s a little bit different, clearly. So some brands. It’s OK. You’ve plateaued. How do you reenergize the brand? Do you do potentially an acquisition of a competing company in your industry? Do you double down and focus and reinvest in the development side of the business, relook at the team you have in place, your website, the marketing that you’re putting out there, and maybe you need to change that up because what work three and five years ago clearly doesn’t work today. I mean, again, I’ve been in this business 30 years. You know, when I started this industry, there was no Internet. So it a very, very different business. And the businesses evolve. And today we have franchises that award franchises through Facebook. So because of their marketing and it’s just that kind of brand that people get super excited about through through one of the channels, through social media. So it’s again, it really depends on the concept. Sometimes we have to really get to know the franchisees and understand, you know, what the system signifies and what they need to be continue to be successful again, because down to the franchisees, if they’re making money and they’re validating, franchise typically can grow their business and continue to grow from that 50 to 100 location to one hundred fifty to two hundred to three hundred, et cetera, et cetera. And then a lot of franchisors. We helped through a private equity exit. Several of our clients that we’ve launched seven, eight, nine years ago have had a private equity exit, either fully or partially as they continue to grow their brand, which is super exciting for us and super exciting for our clients. I mean, that’s a lot of people get into franchising and franchising their business because they want to see it grow beyond their location or multiple locations, from regional to eventually a bigger presence regionally to eventually nationally and then some internationally. And then a lot of times they’re excited about that private equity exit. Our endgame is a lot of them like to refer to it as that’s out there. And private equity is is very, very big in the franchise space today.
Lee Kantor: [00:10:52] Now, you mentioned you’ve been doing this for a minute. What trends do you see moving forward as we come out of this pandemic? Are you seeing kind of more home based franchises as we come out of the pandemic? A lot more folks are working from home. Are you seeing more of these? What I like to call clusters, where one franchisor has a several brands around like. KB Home Services, more things like that. What is your crystal ball tell you as we move into the end of twenty twenty one?
Steve Beagelman: [00:11:28] So two parts to that question. I guess so. Franchisees are definitely buying homes, service brands. There’s no doubt about it. They can acquire a concept, be trained a month later and opened a month after that. So, you know, the whole the whole process is 90 days, 120 days. They’re in business. They’re operating, you know, person in a van or a couple of vans, a couple of cars, that sort of thing. And home services, hot industry. Right. We all spent during during the pandemic, you know, doing stuff to our houses, painting our porches, redoing our kitchens, expanding things, doing stuff outside our homes with outdoor living. So everybody was doing stuff. So those businesses are continuing to grow and I would even say explode over the last year and a half to two years. On top of that, we are seeing, you know, concepts in retail that are smaller footprints that are still doing well. Some of the fast casual concepts are doing very well. Some of the the retail concepts that are fifteen hundred square feet in personal care services still doing very well. So all of those things doing real well in the franchise. Space Fitness continues to obviously everybody wants to to be healthy and fit.
Steve Beagelman: [00:12:50] As far as franchisors go, what am I seeing? I’m definitely seeing some consolidation, like you said. So whereas a lot of brands are under one umbrella by the franchisor. So the neighborly model where they may have, you know, five brands, 10 brands they’re doing, whether it’s painting or it’s, you know, you know, restoration or it’s, you know, air dryer, vent cleaning all under one umbrella. So you’re seeing a lot of that in the franchisor space. And again, you know, franchisors get into the business, private equity gets into the business, but you’re seeing more and more big private equity that acquires a franchise or if they have the right management team in place and they feel real confident about that team and it continues to grow the first investment, then they’re looking to diversify and acquire other brands under that umbrella and run them with a lot of the same team, whether it’s the marketing team, whether it’s the franchise development team, the accounting team, you know, they can leverage some of that support. And I’m seeing that more and more in the in the franchise space these days.
Lee Kantor: [00:14:02] So now you think it’s a good time to be a franchise owner franchisee? Is this are we getting into kind of a golden age?
Steve Beagelman: [00:14:10] Yeah, I think I think that obviously with the pandemic, more and more people became franchisees. They didn’t either want to go back to corporate America. They decided that this was a a life changing time for so many people that went through really, really tough times and a horrible, horrible time in our in our country. But a lot of people made decisions personally that I’m not going to go back into corporate America. I want to own my own business and I’m going to do something or I’m going to do something, a business with my family, my kids, my spouse. So you saw a lot of that. And franchising really, although probably took a little bit of a hit in in March and April of last year, really rebounded by the summer and started to really pick up steam. And franchisors just had a great second half, especially last quarter of the year. And the first half of this year has been the same. It’s been it’s been terrific. Our businesses is exploding. You know, very, very happy to see how many people want to franchise their business and existing franchise owners that want to continue to grow. So our business grows in leaps and bounds, double digits every year, including last year. So we’re very, very happy with our clients. We’re happy to see our clients continue to grow. And the franchise industry is is alive and well, which is which is great.
Lee Kantor: [00:15:39] So what do you need more of? How can we help you?
Steve Beagelman: [00:15:42] Well, we always want great clients and we always want our clients to be successful with with the right franchise partners to grow their brands. So for us, it’s always getting our name out there and letting people know that we’re here as an option for them to help them. And, you know, listen, one of the things that I do is I spend as much time telling people that they shouldn’t franchise their business, yet they’re not ready versus that they are. You know, one of the brands that we launched into franchising is in personal fitness in people’s. Holmes and I remember the first time that I talked to the founder of the business, I told him he wasn’t ready to franchise his business and he said, What are you talking about? I’m ready to pay you. I have your fee. And I said, it’s not just about paying us our fee. It’s about being ready to support franchisees. You’re just not ready to do that yet. He said, well, what do I have to do? I gave him a list of things to work on.
Steve Beagelman: [00:16:36] Called me up. A year and a half later. He said, Steve, I did everything you told me. I said, OK, let’s go through the list we did. An hour and a half later. I said, You know what? You are ready to franchise. And today he’s in two hundred markets across the country, so and he started his parents dining room table. So stories like that are what makes me excited to get up and go to work every single day and and do what I love, which is help people franchise their business and help existing franchise owners continue to grow with the right partners. But know franchising has been a love of mine for 30 plus years, started a family business 30 plus years ago and packaging and shipping then got into the food delivery industry before GrubHub and Door Dash and all those businesses even existed in the early 90s while I was in college and then franchised that business. So I’ve been a franchise guy for for my whole life. I love franchising. It’s really a great industry for so many people.
Lee Kantor: [00:17:30] So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the website?
Steve Beagelman: [00:17:36] The website is is SMB my initials or you could say small medium business, SMB franchising dotcom or SMB franchise advisors dot com. Either one will get you to talk to us and then either myself or somebody else from the team will be happy to have a conversation with you about your business and how we may be able to help you either franchise it or grow your franchise system to the next level.
Lee Kantor: [00:18:04] Good for you, Steve. Thank you so much for sharing your story today.
Steve Beagelman: [00:18:08] Lee, my pleasure. Hope you have a great day. And I wish everybody the best of luck out there.
Lee Kantor: [00:18:13] All right. This is Lee Kantor Rousselle. Next time on Franchise Marketing Radio.
BRX Pro Tip: Community Building

BRX Pro Tip: Community Building
Stone Payton: [00:00:00] And we are back with Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you. Lee, let’s talk a little bit about this business of building community.
Lee Kantor: [00:00:10] Well, community building is at the heart of what a Business RadioX studio partner does every single day. It is kind of our true north. That is the most important thing we’re doing for our studio partners, help them be that mega connector, that community builder and that indispensable resource for the communities they serve. In our case, it’s important to remember that every community is just a group of folks who come together over something that they all care about.
Lee Kantor: [00:00:37] In our case, it’s supporting and celebrating the small and midsize business leaders in every town. Every studio in every town we serve wants to be that go-to media platform where these positive business stories are told. We want to be a force for good in our cities by being that cheerleader about all that good work and important work that’s happening by the business leaders that we spotlight every episode.
Lee Kantor: [00:01:05] So, if community building is important to you, please consider being a studio partner, or if you know somebody who wants to differentiate themselves and be that go-to resource in their community, in the business community, then let them know about the Business RadioX studio partner program. It works. What’s the what’s your line, Stone, about?
Stone Payton: [00:01:27] Well, I mean, it just works. It always works. It never doesn’t work.
Lee Kantor: [00:01:35] Amen to that. So, if community building is important to you, definitely consider becoming a Business RadioX studio partner.
Jeremy Heilpern with Ammunition


Ammunition, a member of the global agency network Worldwide Partners, is an independent, full-service creative agency building brands that build the world.
Headquartered in Atlanta, Georgia, Ammunition partners with brands to drive business with leading-edge digital strategy, personalized CRM, break-through creative, and everything in between.
Jeremy Heilpern is a nerd for advertising. In fact he started his very first agency at just 12 years old. After receiving a BFA from the Art Institute of Atlanta at 18, he then spent the next 12 years honing his craft at agencies in Atlanta.
In November 2017 Jeremy decided to build an agency of his own. Since its founding Ammunition has quickly grown to become a nimble powerhouse of talent, ranking among Atlanta’s top and fastest growing privately held businesses in 2021 by the Atlanta Business Chronicle, while serving 17 clients across the US and Canada.
Jeremy’s objective is to build the next truly great agency. One with a relentless focus on the growth of the brands it serves, and the careers of those it employs. His work has shaped brands including Mitsubishi Electric, Royal Building Products, Samsung, Dacor, North American Pipe Corporation, Panasonic, among countless others. His team works to build brands that build the world through a full suite of offerings, including brand and digital strategy, storytelling, campaign creative, media connections, personalized CRM, and more.
Jeremy is a husband to his wife Kelly, and a father to his two little girls Kendall and Harper. When he’s not attempting to conquer the ad game, he seeks every opportunity he can to be in a boat on a body of water (he’s not picky about how big that body of water happens to be).
Connect with Jeremy on LinkedIn.
What You’ll Learn in This Episode
- About Amunition
- What’s new with the company
- What the did leadership-wise during the pandemic
- How Ammunition maintained success during Covid-19
- What it means to be named a 2021 Pacesetter
About Our Sponsor
OnPay’s
payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.
Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.
Doing Good in Arizona E22


Doing Good in Arizona E22
Culture, business as a force for good, giving back, higher purpose, and small business were all topics of discussion on this episode of Collaborative Connections Radio Show and Podcast.
Host, Kelly Lorenzen, was joined on-air by Arizona business leaders, Bob Blum, founder of Alcyon Consulting, Kindra Maples with Conscious Capitalism Arizona, and Sara Kelley with Bell Insurance.
Are you a business owner or leader in Arizona? Need more resources to grow your business? Want to know more about how to use business as a force for good? Then check out this great conversation between Kelly and her featured guests.
Thank you, KLM Consulting, Marketing and Management for sponsoring this show.
Alcyon Consulting can help you in two ways…Financial & Business Operations Management and Business Consulting & Advisory Services. With Alcyon’s financial and business operations support, you can shift the burden of managing and overseeing those necessary, but non revenue generating activities, to a professional who has the passion, experience, and training to assess, manage and improve your company’s business infrastructure thus freeing you to focus on generating revenue and building the business. 
If you are looking for a fresh set of eyes to review and analyze any or all aspects of your business…from financial statements to fraud prevention, then Alcyon’s Business Consulting & Advisory Services could be the answer.
As an Accredited Small Business Consultant (ASBC), Bob and Alcyon utilize a proprietary approach to review and analyze your business, and along with its broad business partner network, Alcyon will not be able to not only make solid recommendations for improvements, but will be able to identify, vet and implement the right solution.
Bob Blum leverages over 35 years of extensive and varied experience, in both staff and leadership roles, helping companies build and maintain stable business operations by focusing on maximizing both financial and human assets.
These roles include Principal and Chief Financial Officer for Peerless Candy & Tobacco Company, Senior Human Resource Consultant for Peoples Energy Corporation, Controller for Ben Brooks & Associates, Controller for Incentive Logic, and most recently CFO for MAC6.
Bob is a Certified Public Accountant (CPA), an Accredited Small Business Consultant (ASBC), a Lean Six Sigma Green Belt and has a Bachelor’s in Business Administration from Ohio University. In addition, Bob earned a Master’s in Human Resources, with a specialization in Organization Development, from Loyola University in Chicago.
Connect with Bob on LinkedIn.
Free enterprise capitalism has served to lift more people out of poverty than any other socio-economic system ever conceived – empowering social cooperation, human progress, and elevating humanity. 
Good business is the answer to many of the global issues that humankind is facing.
For too long, capitalism in the media has been associated with lying, cheating, manipulating, gaming the system, and taking advantage of society.
But for every horror story being told about the selfishness of corporate America and Wall Street, there are thousands of stories of businesses supporting their communities, investing in their employees, and making the world a better place.
We are working to change the capitalism narrative by shining a bright light on good business – telling the stories of conscious Arizona companies (and encouraging others to follow in their footsteps).
There is a lot in her background that has led Kindra Maples to where she is today.
Her past experiences, interactions, careers, and partnerships have led her to growing the roles she holds in the community; the VP of Volunteers with Conscious Capitalism Arizona, Sales Development with YellowBird, and the host of the Culture Crush Business Podcast.
She is spartan racer, past animal trainer, previous magician’s assistant, and has a weakness for Oreo cookie shakes. Her journey working with people actually started working with animals as a teenager (don’t worry we won’t go that far back for her bio).
She worked for over 15 years in the zoo industry working with animals and the public. Her passion of working with animals shifted into working with people in education, operations and leadership roles. From there her passion of leadership and helping people develop has continued to grow.
Her experience in non-profit operations, communications, and program engagement has brought her to the place she is today. Her experiences have built her passion and her “why” in areas of culture building, engagement, and growing strong teams.
Connect with Kindra on LinkedIn and follow Conscious Capitalism Arizona on Facebook, Twitter and Instagram.
Bell Insurance is one of the largest independently owned, full-service agencies. They’ve worked in insurance for more than 100 years, giving them unparalleled experience and expertise on policies designed to serve you, your family and your business in the best way possible. 
in 1911 as Warner and Company Insurance in Fargo, N.D., they became Bell Insurance in 2019 when they joined forces with Bell Bank, one of the largest independently owned banks in the nation.
Bell is known for exceptional service and high integrity, where people matter, which shows in how their team members treat each other, their customers and those around them.
They understand one of your biggest challenges is managing around the things you can’t control. They can help you by building an insurance plan based on what you need to address the unique risks your operation faces.
By getting to know you and your business and working with you to figure out an insurance policy that gives you the right coverage at the best rate, they’ll help you protect what you’ve worked so hard to build.
Whether you need small business insurance or coverage for a large, niche operation, they’ll help you protect what matters with commercial insurance coverage options in your best interest, competitive pricing, stress-free claims, and the high-quality service you can expect from Bell.
Sara Kelley has over 20 years of experience serving clients in a risk management capacity. She started her insurance career in Chicago, IL with the world’s largest insurance brokerage firm and moved with them to the Phoenix market. Since being in Arizona, Mrs. Kelley has developed her expertise to serve the businesses that thrive in the Valley of the Sun.
Sara specializes in property and casualty insurance and risk management for a variety of industries including Healthcare, Social Services, and Non Profits, as well as Indian Nations, contractors, manufacturers, and many other businesses. Sara provides clients with insurance solutions for various insurable risks.
For Insureds, Sara Kelley delivers risk and policy coverage reviews that focus on your firm’s expense reduction, cash-flow improvement, balance sheet protection, and decision-making insight.
Connect with Sara on LinkedIn.
About Collaborative Connections
Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time. 
About Our Sponsor
KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.
About Your Host
Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.
Kelly’s expertise is in business development, customer service, marketing, and sales.
Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.
BRX Pro Tip: Customer Retention

BRX Pro Tip: Customer Retention
Stone Payton: [00:00:00] Welcome back to Business RadioX Pro Tips. Stone Payton and Lee Kantor here with you. One of the most important things we can do to have a sustainable business is to keep our customers. Let’s talk just a minute, Lee, if we could, about this business of customer retention.
Lee Kantor: [00:00:20] Yeah, an important consideration when it comes to customer retention is you got to minimize that expectations gap between what you are promising in your marketing and in your selling to what you’re actually delivering to your client. So, you have to be clear, you have to be congruent, and there has to be consistency and congruence in the results you’re promising and the benefits that you’re delivering.
Lee Kantor: [00:00:45] So, if you overpromise results, then you better overdeliver benefits. If you overpromise, then underdeliver, you’re going to chip away at that credibility that you had started with. And now, you’re looking like someone who doesn’t keep their promises. And that’s something we want to avoid at all costs. You want to keep your promises. And if you kind of don’t keep your promises over time, the customer’s going to lose faith that you can really deliver what you say you are. So, it’s important to — I don’t mind overpromising, but just make sure you’re overdelivering. I’d rather you overpromise and overdeliver than underpromise and overdeliver. I think it’s better to overpromise and overdeliver. I think that’s more effective way of getting clients and keeping them.
Framing Loss and Gain
Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah


Three Gaps a Business Owner Must Define in Planning an Exit, with Estate Planning Attorney Neeli Shah
Neeli Shah: [00:00:00] What I find when I work with business owners is lack of clarity. So, what I encourage whenever I work with business owners at the onset is for them to know their gaps. And there’s three gaps that I specifically focus on. So, there is the wealth gap. There’s the value gap. And then, there’s the profit gap.
Neeli Shah: [00:00:21] The wealth gap is, you know, kind of it’s your number. What’s your number? What do you want? What’s your net worth going to be when you retire? And where are you right now? That difference is the wealth gap. The value gap specifically deals with the business. So, the business itself, do you know what the value of your business is currently? And what I find is, oftentimes, business owners don’t exactly know the true value of their business. They maybe have an idea of what it’s worth, but may not know the exact value. And where you want that value to be to get to your wealth gap. So, it kind of all relates back to it and that’s your value gap.
Neeli Shah: [00:01:02] And then, the same thing with profitability and profit gap. You know, where does your profitability need to be for you to get to that value, to ultimately then get to your wealth gap? So, they kind of all relate and they’re connected to each other. But those three numbers gives you clarity and sense of direction in where you are and where you need to be from a business perspective as well as a personal financial perspective.
Neeli Shah: [00:01:28] And then, the third leg of that stool is the the final act. I always focus on this as well, you know, like what do you envision doing after this transfer? You know, if you’re thinking about exiting, what does that next step look like? So, I think I start with clarity. And then, you know, the other very important piece is a team. Do you have a team? You know, typically you need a financial adviser, a CPA, a business attorney as a planning attorney, and a business consultant kind of all on the same bus, driving in the same direction. And that’s not usually the case. That’s kind of the second goal.
Neeli Shah, The Law Offices of Neeli Shah
The Law Offices of Neeli Shah is a boutique will, trusts, and estates law practice that provides comprehensive legal advice to individuals, small businesses, and nonprofits.
At the Law Offices of Neeli Shah, they believe that planning for the future should be purposeful and practical. They work with and/or help to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life.
They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.
Listen to the complete ProfitSense interview here.
The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.
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