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Retirement Tips Radio: Corey Rieck with Long Term Care Planning Group

July 15, 2020 by angishields

Corey-Rieck-Long-Term-Care-Planning-Group
Retirement Tips Radio
Retirement Tips Radio: Corey Rieck with Long Term Care Planning Group
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Corey-Rieck-Long-Term-Care-Planning-GroupCorey Rieck is the President and Founder of The Long Term Care Planning Group, a firm that specializes in delivering Long Term Care education and coverage to companies, high net worth individuals and large organizations. Since 2001, Corey has devoted his career to Long Term Care as a result of multiple personal experiences.

A neutral provider of Long Term Care Solutions since 2001, Corey brings a unique and comprehensive consultative perspective to this issue. Since 2003, part of his commitment to the Long Term Care Industry includes his having trained over 4,000 advisors from San Francisco to Wall Street on how to properly position Long Term Care to clients through the CLTC organization. Additionally, he has authored dozens of published industry articles on Long Term Care and has assisted many of the nation’s leading LTC carriers on operational and educational matters.

Corey Rieck helps high net worth individuals better manage long term care expenses to avoid sacrificing their financial plans and family relationships.
Corey became focused on long term care planning after managing his parents’ finances as they aged and needed long term care. He realized there had to be a better way for people to receive the best possible long term care without forfeiting assets and depleting their bank accounts.

Corey knows how to help protect your financial assets and wealth management with a funding strategy for long term care. He can answer your questions and explain why you should not rely upon government programs or only your family members for long term care.

When a person decides to explore long term care financial solutions, Corey takes them step-by-step through a highly confidential and systematic process to optimize their funding options.

Connect with Corey on LinkedIn.

Tagged With: Long Term Care Planning Group

IMPACT: TFI Special, Jamie Overturf & Ron Petrie

July 15, 2020 by angishields

Tucson Business Radio
Tucson Business Radio
IMPACT: TFI Special, Jamie Overturf & Ron Petrie
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Thank You From Impact!


Jaime Overturf
Farmers Agent, Entrepreneur
2555 N Campbell Ave
Tucson, AZ 85719
(520) 293-2900
joverturf@farmersagent.com

As a local Farmers® agent in Tucson, AZ, Jaime Overturf helps customers identify the insurance coverage that best fits their needs. This process is straightforward and personalized to help make them more informed about their insurance options.

Jaime has the knowledge and experience to help customers better understand their coverage options–whether that Jaime has the knowledge and experience to help customers better understand their coverage options–whether that’s auto, home, life, business insurance, and more. You can connect with Jaime on Facebook.


Ron Petrie of Ron P Enterprises

Ron Enterprises is locally owned and operated, and has in Tucson since August 28th, 1973.  Ron points out that both of his parents were engineers, one a chemical the other an electrical. Needless to say, there was only one way when it came to doing anything right. And you know what that is, ‘The right way’ which he carries over into my everyday life and especially my business life… and now I would like to do it right for you! 

So, when it comes to all facets of his line of business, Ron says nothing is more gratifying than seeing his customers’  expectations exceeded. 

 You see Ron is a little old fashioned, he doesn’t like to overcharge …and that will never change! So what do you need to have done? A bathroom remodel? How about a slab for that new addition to the house? And what about the addition too?

No Jobs’ too big – No Job’s too small”  Call Ron he does it all (520) 999-1113

                – Licensed – Bonded – Insured –

SHOW HOST:
Barbara McClure, Executive Director  
IMPACT of Southern Arizona 
3535 E Hawser Street 
Tucson, AZ  85739                                                    
520-825-0009 / Mobile Phone: 206-915-0919 
barbara@impactsoaz.org 
www.impactsoaz.org 
 SOCIAL MEDIA: Facebook | Instagram | LinkedIn | Twitter |

Barbara McClure wakes up each morning passionate about going to work at a place that improves lives and inspires futures every day! She has been the Executive Director of a Tucson social service nonprofit called IMPACT of Southern Arizona, for ten years. What is it that keeps you passionate about your role Barbara? 

Barbara has been a visionary and planner with decades of experience as a small business owner and in nonprofit leadership; her innovative ideas and strategic thinking, along with a talent for bringing the community together, has helped grow IMPACT five-fold in a very short time. Her talents and interests are diverse but all center around helping people, improving the community, bolstering education, building capacity and sustainability, being vocal about the rights and conditions of others, experiencing art, nurturing all inhabitants of your garden, and enjoying life to the fullest. 

And now Barbara is about to experience another exciting chapter in her life with hosting a brand-new Radio Show Podcast here on the Tucson Business RadioX Network starting in November. 

IMPACT of Southern Arizona is a 20 – year old social service nonprofit stabilizing families and seniors, and moving people out of poverty. IMPACT’s programs are designed to stretch household budgets so earned income can be spent on necessities such as improved housing conditions, fuel to get to work, utilizes, and needed medical attention and prescriptions.  Its clients are your neighbors! People come to IMPACT because it is a welcoming place where they are always treated with dignity and respect, and where they find resources, referrals, coaching, and help to attain the skills that can move them forward into self-sufficiency. 

Barbara grew up in Pasadena CA, moved to Long Beach for college, got married and started our family then moved to Seattle area ten years later. Took our youngest son on an 11-month motorhome trip to get to Tucson – Homeschooled for 10th grade. 

We vacationed at a rustic cabin when I was growing up, where we had no phone or television; and spent all our time outside fishing, hiking, horseback riding, listening to old radio shows, playing pool, reading comic books from the local small grocer, and using our imaginations all day long. I always admired the superheroes who defended people and cities like Gotham and Metropolis, so when our three boys were born, we named them after familiar character: Colin (Bryce for an overlay of Bruce Wayne, Kent, and Parker. Our first grandchild was born last year, and as in the family tradition, named Logan, after the Wolverine. I used to always tell them they were my superheroes – and they still are today! 

Barbara loves working with numbers and has always loved math and the organization of things, so accounting seemed perfect, but I soon realized that I if I became a CPA I would have to spend many months inside doing tax returns, and that did not appeal to me as a long–term career! I have a great imagination and enjoy creating things, so thought I should find a better path that might nurture that side of my personality. I was working in the shipping industry in SoCal at the time and fell in love with import and export, so shifted my majors to Marketing and International Business. Those were wonderful fits, and I imagined graduating and moving to the largest port on the planet, in Germany; then, I met my future husband and things took a different turn. 

A little bit about how Barbara got into Nonprofit work: 

All along with my husband and I were always involved in nonprofits and community volunteer opportunities, and often said it was too bad we could not make a living doing those things we loved so much. Leadership roles in PTO, Boy Scouts, Historical Societies, Junior League, Elks, Rotary and more. Then when we moved to Tucson I looked for a local opportunity to impact my community. A Board position was about to open at IMPACT, and my local bank branch manager, Peggy Smoot, suggested I would be very passionate about getting involved in the mission work there. I worked in the Food Bank. 

There are thousands of nonprofits in Tucson. What makes IMPACT Unique is that they bring the community together to stabilize families and move people out of poverty. Our true success lies in partnering with a large number of businesses, agencies, social clubs and other nonprofits. We invest $2.5 million in the community each year, and we do it all with a lean staff of amazing professionals supported by more than 170 volunteer shifts each week! We have put great systems in place to run efficiently, effectively and with a commitment to sustainability and integrity, protecting the community’s investment in our work, striving for perfect audits, being innovative, building capacity and most importantly – treating everyone with dignity and respect. We are an award-winning nonprofit with numerous nods to incredible customer service. Our clients are your neighbors… We improve lives and inspire futures of people living in Southern AZ.  

So, IMPACT is celebrating its 20th anniversary this year, and you have been at the helm half that time. Share with me the things IMPACT has accomplished over the years, and the things you have planned for this celebratory year. 

 

Tagged With: SANP, Southern Arizona Non-Profits

IMPACT: TFI Special, Dianne Kelley & Dallerie Riesland

July 15, 2020 by angishields

Tucson Business Radio
Tucson Business Radio
IMPACT: TFI Special, Dianne Kelley & Dallerie Riesland
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Thank You From Impact!


Dianne Kelley

Dianne Kelley, CEO Sandbrook Group 
www.sandbrookgroup.com
SOCIAL MEDIA: Facebook | LinkedIn |

Dianne recently lost her husband of 20 years after a short illness, which has greatly impacted your life. Yet she still manages to head a very successful business, The Sandbrook Group. 

Fortunate Dianne has children, grandchildren and even one great-grandson along with siblings and an 89-year-old Mom, most of whom live here in Tucson.  She is also active in my church and community as well as running her business with 2 employees and 2 sales reps.  

 She spent several years on the Eastside of town in elementary school into Junior high and then moved and returned two more times. Our company, Sandbrook Group, LLC, was established on June 1, 2005. She had been working for the benefit of another firm in Tucson and decided to break off on my own. It is never an easy decision but she has never looked back and totally enjoy running my own company.  

Dianne says, I found over the years that business owners are so busy running their businesses and taking care of the day to day issues, they overlook the legal and financial structure of their business.  I tell them, “Someday you will exit your business—voluntarily or involuntarily–either way, you need a plan!” I help them prepare for the “what ifs” of life by providing planning and proper insurance to make sure their businesses and loved ones are taken care of, as well as planning for the “what’s next” when they retire.


Dallerie Riesland

Dallarie Reisland, Authentic Garage Door 

520-740-1050

www.tucsongaragedoorservice.com  

SOCIAL MEDIA: Facebook 

Dallarie and her husband were raised on ranches in the Tri-State area of Montana, South Dakota, and Wyoming. Up until 2008 they raised sheep, cattle, and farmed. They then decided to venture into other businesses.  They moved here in 2017 from South Dakota and bought A-Authentic Garage Doors, the Tucson division, that has been here since 2007.  We love the desert southwest and enjoy our new business.  They have grown children and three grandchildren, who also live here in Tucson around. 

Dallarie and her husband, Raymond own and manage the business operation, Raymond works in the office and as a technician as needed. Our son is a technician and former Marine, our daughter is the assistant office manager, our son-in-law is a technician and a former Airman. Our other daughter helps with marketing and the website.  

 

SHOW HOST:
Barbara McClure, Executive Director  
IMPACT of Southern Arizona 
3535 E Hawser Street 
Tucson, AZ  85739                                                    
520-825-0009 / Mobile Phone: 206-915-0919 
barbara@impactsoaz.org 
www.impactsoaz.org 
 SOCIAL MEDIA: Facebook | Instagram | LinkedIn | Twitter |

Barbara McClure wakes up each morning passionate about going to work at a place that improves lives and inspires futures every day! She has been the Executive Director of a Tucson social service nonprofit called IMPACT of Southern Arizona, for ten years. What is it that keeps you passionate about your role Barbara? 

Barbara has been a visionary and planner with decades of experience as a small business owner and in nonprofit leadership; her innovative ideas and strategic thinking, along with a talent for bringing the community together, has helped grow IMPACT five-fold in a very short time. Her talents and interests are diverse but all center around helping people, improving the community, bolstering education, building capacity and sustainability, being vocal about the rights and conditions of others, experiencing art, nurturing all inhabitants of your garden, and enjoying life to the fullest. 

And now Barbara is about to experience another exciting chapter in her life with hosting a brand-new Radio Show Podcast here on the Tucson Business RadioX Network starting in November. 

IMPACT of Southern Arizona is a 20 – year old social service nonprofit stabilizing families and seniors, and moving people out of poverty. IMPACT’s programs are designed to stretch household budgets so earned income can be spent on necessities such as improved housing conditions, fuel to get to work, utilizes, and needed medical attention and prescriptions.  Its clients are your neighbors! People come to IMPACT because it is a welcoming place where they are always treated with dignity and respect, and where they find resources, referrals, coaching, and help to attain the skills that can move them forward into self-sufficiency. 

Barbara grew up in Pasadena CA, moved to Long Beach for college, got married and started our family then moved to Seattle area ten years later. Took our youngest son on an 11-month motorhome trip to get to Tucson – Homeschooled for 10th grade. 

We vacationed at a rustic cabin when I was growing up, where we had no phone or television; and spent all our time outside fishing, hiking, horseback riding, listening to old radio shows, playing pool, reading comic books from the local small grocer, and using our imaginations all day long. I always admired the superheroes who defended people and cities like Gotham and Metropolis, so when our three boys were born, we named them after familiar character: Colin (Bryce for an overlay of Bruce Wayne, Kent, and Parker. Our first grandchild was born last year, and as in the family tradition, named Logan, after the Wolverine. I used to always tell them they were my superheroes – and they still are today! 

Barbara loves working with numbers and has always loved math and the organization of things, so accounting seemed perfect, but I soon realized that I if I became a CPA I would have to spend many months inside doing tax returns, and that did not appeal to me as a long–term career! I have a great imagination and enjoy creating things, so thought I should find a better path that might nurture that side of my personality. I was working in the shipping industry in SoCal at the time and fell in love with import and export, so shifted my majors to Marketing and International Business. Those were wonderful fits, and I imagined graduating and moving to the largest port on the planet, in Germany; then, I met my future husband and things took a different turn. 

A little bit about how Barbara got into Nonprofit work: 

All along with my husband and I were always involved in nonprofits and community volunteer opportunities, and often said it was too bad we could not make a living doing those things we loved so much. Leadership roles in PTO, Boy Scouts, Historical Societies, Junior League, Elks, Rotary and more. Then when we moved to Tucson I looked for a local opportunity to impact my community. A Board position was about to open at IMPACT, and my local bank branch manager, Peggy Smoot, suggested I would be very passionate about getting involved in the mission work there. I worked in the Food Bank. 

There are thousands of nonprofits in Tucson. What makes IMPACT Unique is that they bring the community together to stabilize families and move people out of poverty. Our true success lies in partnering with a large number of businesses, agencies, social clubs and other nonprofits. We invest $2.5 million in the community each year, and we do it all with a lean staff of amazing professionals supported by more than 170 volunteer shifts each week! We have put great systems in place to run efficiently, effectively and with a commitment to sustainability and integrity, protecting the community’s investment in our work, striving for perfect audits, being innovative, building capacity and most importantly – treating everyone with dignity and respect. We are an award-winning nonprofit with numerous nods to incredible customer service. Our clients are your neighbors… We improve lives and inspire futures of people living in Southern AZ.  

So, IMPACT is celebrating its 20th anniversary this year, and you have been at the helm half that time. Share with me the things IMPACT has accomplished over the years, and the things you have planned for this celebratory year. 

 

Tagged With: SANP, Southern Arizona Non-Profits

TMBS 97: Claire Whittaker, Artificially Intelligent Consulting

July 15, 2020 by angishields

Tucson Business Radio
Tucson Business Radio
TMBS 97: Claire Whittaker, Artificially Intelligent Consulting
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Claire Whittaker, Artificially Intelligent Consulting
www.artificiallyintelligentconsulting.com
https://calendly.com/driveit/mini-coaching-session
SOCIAL MEDIA: Facebook | LinkedIn |

Claire Whittaker business systems and automation coach and the founder of Artificially Intelligent Consulting. Artificially Intelligent Consulting owned and operated by Claire Whittaker helps business owners to implement systems that inspire them instead of stressing them out so that they can double their revenue without working extra hours. 

After a while, Claire wanted something more fast-paced and that was when she joined Amazon.  Initially, in account management, she moved across a variety of roles eventually working on projects and launching products using artificial intelligence across Europe, India, and Japan. 

Now as a certified SME consultant, Claire is working with small businesses, sharing the framework that helped you drive consistent, sustainable growth without getting overwhelmed. Her signature program DRIVE Together helps business owners identify and implement systems to double revenue without working extra hours. 


 

Tagged With: The Mark Bishop Show

Brandon Faulcon with iKon Mall

July 15, 2020 by angishields

iKon-Mall
Atlanta Business Radio
Brandon Faulcon with iKon Mall
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OnPay-Banner

Brandon-Faulcon-iKon-MallBorn and raised in Raleigh, North Carolina, Brandon Faulcon, the 31-year-old virtual mall owner, is now ready to change the shopping industry by creating an interactive e-commerce gaming system. Born into a family of 2 brothers and 1 sister, he grew up as the middle child.

Brandon joined the United States Marine Corps in 2008 where he deployed to Afghanistan in 2010, the same year his daughter Karmen Faulcon (founder of iKon Mall) was born. Since his return home from deployment, Brandon has been diagnosed with PTSD, Anxiety, and Sleep Apnea. While battling these disabilities, he has helped lead the way for other veterans by showing the fight is never over, but that is no reason to feel defeated.

After his 8 years of service, Brandon moved to DC to work in the federal government until his daughter came up with a business venture called “iKon Mall”. He then moved in with a roommate to save money to build this new shopping platform for small businesses.

In one year, Brandon has created iKon Mall while saving and investing over $30,000 in his 10-year-old daughter’s dream. iKon Mall is now ready to launch at the end of July.

Follow iKon Mall on Facebook and Twitter.

What You’ll Learn in This Episode

  • What iKon Mall is
  • How iKon Mall came about
  • What customers can expect from shopping at iKon Mall
  • What businesses can expect from shopping at iKon Mall
  • The difference between iKon Mall and a normal e-commerce online website
  • How iKon Mall can help businesses during COVID-19

About Our Sponsor

OnPay’sOnPay-Dots 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.

Follow OnPay on LinkedIn, Facebook and Twitter.

Tagged With: appointments, Convenient, Quality, shopping, Startup, Virtual

BRX Pro Tip: Take Notes on Your Next Sales Call

July 15, 2020 by angishields

BRXmic99
BRX Pro Tips
BRX Pro Tip: Take Notes on Your Next Sales Call
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BRX Pro Tip: Take Notes on Your Next Sales Call

Stone Payton: [00:00:00] And we are back with BRX Pro Tips. Stone Payton and Lee Kantor here with you. Lee, we’ve been talking a little bit about some things to improve our selling efficiency/efficacy. I guess one of the things that you’re thinking we should do is take notes on our next sales call.

Lee Kantor: [00:00:19] Yeah, I think it’s important to kind of either have a checklist that’s physical that you’re writing things down on, or digital, or whatever the case is that you have it in front of you, and then write stuff down. We’ve talked in previous tips about listening in and really asking lots of questions. So, transfer some of those answers that the prospects are giving to your notes and to fit them into the checklist that you should have.

Lee Kantor: [00:00:46] I mean, Business RadioX has the survey process that we talk about. And it’s important to kind of go through that methodically, so you don’t forget anything. And having this checklist will keep you on track, it’ll keep you focused on the prospect, and it’ll remind you not to be selling, but just to be listening and to seeing if there’s a good fit in there. So, don’t be afraid to take notes and make sure you’re capturing some of the stuff because you’re going to need it later on when you follow up to make sure there’s clarity and there’s agreement on what the pain is and what it is you’re promising.

GWBC Radio: Kelly Marchal with Esprit de Merci

July 15, 2020 by angishields

Kelly-Marchal-Esprit-de-Merci
GWBC Radio
GWBC Radio: Kelly Marchal with Esprit de Merci
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Kelly-Marchal-Esprit-de-MerciKelly Marchal founded Esprit de Merci in 2017, leveraging 24 years of experience in management and executive-level roles in Finance and Human Resources, along with a lifetime of community involvement.

Kelly’s career began with Overnite Transportation in Richmond, Virginia with progressive roles of increasing responsibility across finance — including annual and strategic planning and analysis; organizational restructuring initiatives, including acquisition and initial public offering; and implementation of a new healthcare program.

In 2005, Kelly made a shift to human resources when UPS acquired Overnite. Over the next several years, she was responsible for building and leading the function for the new business unit, with a focus on integration of the former Overnite / Motor Cargo operations into what is now UPS Freight. Kelly later served in HR executive leadership assignments with business units in Europe and Atlanta.

While at the UPS Corporate Office, Kelly led key strategic global employee engagement and talent mobility initiatives: She served as executive sponsor for UPS Women’s Leadership Development groups in Richmond and Atlanta.

Community has always been important to Kelly. Her involvement with United Way began in Richmond. There, she served on the board and the Women’s Leadership Council. With the United Way of Greater Atlanta, Kelly participated on the Women of Tocqueville Cabinet, chairing and moderating the organization’s 2017 Leading a Life of Purpose event.

Currently, she volunteers with Wellspring Living, recently co-chairing the Gallery Condominium Association Community Art Program. She is proud to have been part of establishing the association’s Youth Art platform.

Kelly earned her bachelor’s degree at Virginia Tech and completed her Master of Business Administration degree at the University of Richmond. Her education also includes completion of the Management Skills for International Business Programme with INSEAD, coaching certification (CPC) through iPEC, and certification in the Fundamentals of Working Visually.

Connect with Kelly on LinkedIn, Facebook and Twitter.

TRANSCRIPT

Intro: [00:00:05] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for GWBC Radio, conversations to grow your business. Now, here’s your host, Roz Lewis.

Lee Kantor: [00:00:24] Lee Kantor here. Another episode of GWBC’s Open for Business. And this is going to be a fun one. Today, I got with me Kelly Marchal and she is with Esprit de Merci. Welcome.

Kelly Marchal: [00:00:35] Thanks. It’s great to be here.

Lee Kantor: [00:00:37] Well, before we get too far into things, tell us about your work. How are you serving people and what do you do?

Kelly Marchal: [00:00:44] Sure. Really, the essence of what we do at Esprit de Merci is it’s about empowering and enabling leaders and teams to do their best work. We do this through a combination of services. Each engagement is a little bit different. But we might incorporate things like individual coaching for leaders and executives, design and facilitation of workshops based on specific needs for teams that might be going through a particular change or strategic initiative. We also provide or incorporate some independent work that sometimes can supplement for those workshops. And we host a small group coaching program for folks early to mid-career that we call Leadership Foundation.

Lee Kantor: [00:01:30] Now, are you finding that more and more organizations are leading into coaching as a tool to help their people get the most out of themselves and to really benefit the organization?

Kelly Marchal: [00:01:42] Absolutely. I think, you know, coaching as a profession is still relatively young and there’s a lot of different interpretations of what that might entail. It’s really ultimately a partnership in helping clients and team members see what sometimes they can’t see themselves and being able to sort of think out loud with a partner.

Kelly Marchal: [00:02:08] And so, with that, it provides a lot of development. And a lot of our development and learning happens in those uncomfortable spaces. And once we realize what we can get through, it prepares us for what comes next. So, we are seeing a growth in that applied either through, you know, external coaches or even as a component of just what leaders are doing differently today.

Lee Kantor: [00:02:34] Now, if someone who’s never had a coach before, then they get the opportunity to be coached, what are some things they can do to get the most out of the experience?

Kelly Marchal: [00:02:45] Sure. Great question. So much of it is being open and leaning into the experience. As I mentioned, sometimes this stuff can get uncomfortable and it just means that you’re gonna find some answers. You’re going to dig into some places that might give you insight that you might not have had before. Again, it’s the partnership of being able to think out loud in that safe space. And being willing to learn and, also, being willing to have a little fun.

Kelly Marchal: [00:03:19] If you take it so seriously, then, you know, sometimes you could miss something from the experience. And so much of it is just about getting clear on what the goal and the objective is and why that’s so important. And once you get to that space, the how becomes pretty evident. And it’s pretty easy to work through some of the steps that it might take to get there.

Lee Kantor: [00:03:47] Now, could you explain the difference between maybe other things that sound like this or could be construed as coaching, like consulting or therapy. Like, where are the edges of coaching as opposed to those other two?

Kelly Marchal: [00:04:02] Sure. Yeah. So, coaching is very future focused. It’s about taking something that, you know, you’re already in a good space in the present and you’re looking to make that even better. In many cases, therapy is going to be focused on things that may have happened in the past that can help you be more functional in the present and then prepare you towards the future. As far as consulting goes, a lot of times consultants will have a specific type of expertise. They might come in to diagnose a problem or create a solution and provide specific guidance. Wherein, the coaching space, it’s about the client taking more of the leadership role in understanding where they want to go and then exploring what those opportunities might look like rather than a prescribed approach.

Lee Kantor: [00:04:52] Now, when an organization says, “You know what? I’m going to dip my toe into coaching for my team,” do they start maybe with – is it an outgrowth of mentoring or is it kind of more – like, how does that idea kind of bubble up and evolve into coaching as the solution? What’s usually the typical path an organization goes through where then they eventually land on coaching?

Kelly Marchal: [00:05:18] Yeah. That’s a good question. Mentoring programs can also be really effective in terms of a lot of times – so that’s another great term is, how mentors come in. It might be somebody who’s walked in the shoes of that professional and could share some wisdom and experience from that. And that can often move into coaching and as somebody is developing in leadership. And certainly, as you go up the ladder, if you will, there’s more priorities, more stakeholders, more things to consider. And working with a coach can help explore some of those scenarios so that you can be that better team member with the stats that you may be on and team leader with the team that you’re leading.

Kelly Marchal: [00:06:06] So, a lot of times coaching might be introduced with employees that are being considered for higher levels of leadership and as well as people who have already achieved those roles. You never stop growing. You never stop learning. So, having this opportunity to work with this partner is something that makes sense at all levels in the organization.

Lee Kantor: [00:06:31] Now, do you find people that are open to coaching? They’re almost there in terms of, you know, achieving their goals because they’re being proactive. They’re self-aware that they need coaching. Like, they already kind of have some of those qualities that somebody in leadership would possess.

Kelly Marchal: [00:06:49] Often that is the case. And I think that, you know, as time goes on people are becoming more aware of the benefits of coaching. You know, in my case, the first time I worked with a coach, I honestly didn’t know a lot about it. And as I got into the process, I kind of was like, “Man, I wish I had known about this sooner.” So, it kind of varies depending on what that person’s exposure might have been.

Lee Kantor: [00:07:15] So let’s talk about how the process works. When you’re working with somebody, somebody might be assigned a coach? Or is it always voluntarily, like they’re asking for a coach?

Kelly Marchal: [00:07:27] It could be a couple of different ways. Some organizations like to kind of have a pool of coaches available. Because one of the things that’s really important about this is this relationship has to, you know, for lack of a better word, click. There has to be a good gut feel between the coach and the client that this is going to be a working relationship that’s going to be beneficial.

Kelly Marchal: [00:07:47] So, what makes a lot of sense is if an individual has been identified as a candidate for coaching, maybe they’ll get, you know, three or four coaches that they’ll get to sort of interview or engage with and then determine what they feel can be the best fit. And then, conversely, you know, they may see someone who’s got some kind of a path or experience that they can relate to and say, “Wow. This could be a person that I’d really like to work with.” And seek them out that way as well.

Lee Kantor: [00:08:21] At that point, is it, like, kind of a chemistry fit that you’re looking for? Like, what is the qualities you’re looking for, for a good match?

Kelly Marchal: [00:08:30] I mean, for me personally, I just love to learn from the people that I work with. And so, when there’s a sense of openness and willingness to share, which is really, you know, pretty much most people. And again, you know, willing to do the hard work and have a little bit of fun. Those are the simplest of qualities. And if they’re working in an area or an industry that perhaps I haven’t or don’t have as much familiarity with, it’s an opportunity for me to learn as well.

Lee Kantor: [00:09:03] Now, I’ve never had a coach, like, in a business sense. But I’ve had coaches, like, I’ve had personal trainers and fitness coaches. And just stylistically, some people like to yell, some people like to encourage, some people like to be quiet. How much of that stuff is important when you’re trying to find the match? Like, does it have to – like, do you have to look forward to it every week? Or is it something that some people dread but they know it’s good for them?

Kelly Marchal: [00:09:31] Yes. That’s such a great analogy. And yes, there are those times. And then, right after you’re done, you’re like, “Oh, I’m so glad I did that.” One of my favorite aspects of the job is to celebrate success. And a lot of times folks don’t see. They’re so focused on where they still need to go that they’re not always recognizing the progress that has been made. So, that’s one of the real benefits of these connection points with their coaches to kind of level set and see what’s happened and where to go next. And keep that balance there.

Kelly Marchal: [00:10:03] So, I don’t know that I do a lot of yelling so much, but I definitely enjoy the aspect of celebrating. And then, yeah, there are some times when you have to kind of just take a pause and reset if something seems to be going in another direction. That’s where I, as an observer, can sort of call that out and say, “Hey, here’s what I’m seeing is happening. What’s going on here?”

Lee Kantor: [00:10:28] So, accountability plays a role as well. Like, that’s part of your job is to hold me accountable.

Kelly Marchal: [00:10:36] To some extent and to also help you find tools that will help you hold yourself accountable.

Lee Kantor: [00:10:43] Now, is coaching a thing that you do for a period of time? Or is this like once you’re in it, you’re kind of doing this now? This is just a lifestyle part of your growth as a human.

Kelly Marchal: [00:10:55] Yeah. Sure. It varies. And there may be a season for some different things. And you may work with different coaches over time, depending on what those objectives are. You know, examples might be somebody that’s new at a higher level of leadership and they’re really transitioning to a new role or they may be transitioning to a new organization. It could be somebody who’s working on a particular area of growth that, you know, a coach that might have a certain level of expertise while they’re the thought partner and not the consultant. It’s kind of nice when somebody speaks the language and can kind of cut through some of that aspect of things.

Kelly Marchal: [00:11:36] So, it could be seasonal. And then you could even move to something where it’s kind of a once a month type of a deal of a check in process just to make sure that, you know, again, as you go higher in those levels of leadership, sometimes you just need that objective third party to be able to work through some things with.

Lee Kantor: [00:12:00] Now, you mentioned earlier that coaching is relatively new as a profession. Can you talk about the importance of working with a certified coach as opposed to, I would imagine, that somebody could just say their coach and not go through some of the learning and kind of foundational elements of being a coach?

Kelly Marchal: [00:12:21] Yeah. I mean, there’s certainly some amazing coaches out there that may not have gone through the certification process. What I like about it is that that’s a degree of standardization. The International Coach Federation was formed in the mid-90s, and that is the organization that governs the standards for certification and ongoing training and development for coaches. And also, we have a code of ethics that we work by so that, you know, it quickly creates a degree of consistency across the industry.

Kelly Marchal: [00:12:56] And the other benefit of it is going through the process of the certification itself, it means that as a coach, I become a client and I can better experience what my clients are experiencing. So, it’s pretty rigorous and hard work. But for me, it has been a really great way for me just to enhance what I want to do.

Lee Kantor: [00:13:24] Now, let’s talk for a moment about the GWBC. Why was it important for you to get involved with that organization?

Kelly Marchal: [00:13:32] Yeah. I heard about this not long. So, I started Esprit de Merci in late 2017, so I’m pretty new to this world of entrepreneurship. And in 2019, last year, I went through the process of certification and attended – actually just snuck it in right before we began to stay home. We had the last tables and ate lunch in February. And just was immediately warmly welcomed by this amazing community of folks. And no matter what area of business we were in, you know, everybody had something that they could relate to each other in.

Kelly Marchal: [00:14:12] And on top of that, just the facilitation that GWBC provides in connecting with some of the larger organizations who are looking to do business with diverse suppliers. So, this opportunity that we can all learn from each other is something that has been really great about the relationship with GWBC.

Lee Kantor: [00:14:33] Now, in your practice, do you have like a sweet spot on different types of people or maybe organizations that you work with? Like, maybe it’s in a certain industry or it’s a, you know, professional services or manufacturing? Do you have kind of a sweet spot that you like?

Kelly Marchal: [00:14:52] Well, one thing I’ve definitely noticed is that, really, regardless of the sector or type of industry that as an organization hits a certain size, there’s a culture whether you have intention around that or not. And depending on where that organization is, you know, having that purpose and value system that you work towards, yet also leveraging the power of diversity within teams. So, there’s a commonality that I see across all of that.

Kelly Marchal: [00:15:23] As far as the things that I enjoy the most in this is being able to leverage some of the background that I have. Prior to this work, I spent about half of my corporate career on the finance side and the other half on the HR side. So, being able to connect the business aspects with the importance of engaging and developing the teams. So, when the work involves, you know, those aspects, it really gets me excited.

Lee Kantor: [00:15:56] So, I know you worked with both individuals and organizations, what is the process when it is an organization? Do you go in through HR? Like, is it typically you’re working with one person and they’re like, “Hey, I should bring this to the rest of the team.” Like, what’s your kind of usual entry into an organization?

Kelly Marchal: [00:16:18] So, it depends. You know, in the case of the example of an organization that might be building a coaching pool, that’s generally going to be managed through the HR function. And again, depending on the size and nature of the organization, there isn’t always an HR function. So, in other cases, a team lead, they’ll just speaking about, “Hey, I want to bring my group together and we’re gonna be, you know, putting our strategy together. And I need to think about ways that we’re engaged. We’ve got new team members and we’ve got to put our plan together, these kinds of things.”

Kelly Marchal: [00:16:53] And so, as I began to talk to that person, I can see ways to incorporate aspects of coaching with that. So, it’s about facilitating and helping them bring that stuff together. So sometimes it has been working directly with a functional lead. And then, they’ll connect me in with an HR function if it exists at that organization. And then, sometimes it’s going in directly through HR and then they can see ways that I can work with their folks.

Lee Kantor: [00:17:25] And if somebody wanted to learn more about you, your work, or your team, is there a website?

Kelly Marchal: [00:17:32] Yes. It is www.espritdemerci.com. That translates from French as spirit of thank you. So, gratitude has always been a foundation in the approach. And it’s spelled E-S-P-R-I-T-D-E-M-E-R-C-I.com. And absolutely reach out to me, you know, through LinkedIn or send us an email at info@espritdemerci.com. I love meeting new people and I always look forward to conversations to see what we might be able to do together.

Lee Kantor: [00:18:06] Good stuff. Well, Kelly, thank you so much for sharing your story today.

Lee Kantor: [00:18:08] Thank you. It’s been a pleasure.

Lee Kantor: [00:18:11] All right. This is Lee Kantor. We will see you all next time on GWBC Open for Business.

 

About Your Host

Roz-Lewis-GWBCRoz Lewis is President & CEO – Greater Women’s Business Council (GWBC®), a regional partner organization of the Women’s Business Enterprise National Council (WBENC) and a member of the WBENC Board of Directors.

Previous career roles at Delta Air Lines included Flight Attendant, In-Flight Supervisor and Program Manager, Corporate Supplier Diversity.

During her career she has received numerous awards and accolades. Most notable: Atlanta Business Chronicle’s 2018 Diversity & Inclusion award; 2017 inducted into the WBE Hall of Fame by the American Institute of Diversity and Commerce and 2010 – Women Out Front Award from Georgia Tech University.

She has written and been featured in articles on GWBC® and supplier diversity for Forbes Magazine SE, Minority Business Enterprise, The Atlanta Tribune, WE- USA, Minorities and Women in Business magazines. Her quotes are published in The Girls Guide to Building a Million Dollar Business book by Susan Wilson Solovic and Guide Coaching by Ellen M. Dotts, Monique A. Honaman and Stacy L. Sollenberger. Recently, she appeared on Atlanta Business Chronicle’s BIZ on 11Alive, WXIA to talk about the importance of mentoring for women.

In 2010, Lewis was invited to the White House for Council on Women and Girls Entrepreneur Conference for the announcement of the Small Business Administration (SBA) new Women Owned Small Business Rule approved by Congress. In 2014, she was invited to the White House to participate in sessions on small business priorities and the Affordable Care Act.

Roz Lewis received her BS degree from Florida International University, Miami, FL and has the following training/certifications: Certified Purchasing Managers (CPM); Certified Professional in Supplier Diversity (CPSD), Institute for Supply Management (ISM)of Supplier Diversity and Procurement: Diversity Leadership Academy of Atlanta (DLAA), Negotiations, Supply Management Strategies and Analytical Purchasing.

Connect with Roz on LinkedIn.

About GWBC

The Greater Women’s Business Council (GWBC®) is at the forefront of redefining women business enterprises (WBEs). An increasing focus on supplier diversity means major corporations are viewing our WBEs as innovative, flexible and competitive solutions. The number of women-owned businesses is rising to reflect an increasingly diverse consumer base of women making a majority of buying decision for herself, her family and her business. GWBC-Logo

GWBC® has partnered with dozens of major companies who are committed to providing a sustainable foundation through our guiding principles to bring education, training and the standardization of national certification to women businesses in Georgia, North Carolina and South Carolina

 

Robby Kukler with Fifth Group Restaurants

July 14, 2020 by angishields

FifthGroupRestaurants
Atlanta Business Radio
Robby Kukler with Fifth Group Restaurants
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Robby-Kukler-Fifth-Group-RestaurantsRobby Kukler works with and mentors Fifth Group Restaurants’ Operations, Marketing and Recruiting teams while focusing on vision-based company growth and concept development opportunities.

Robby knew from an early age that restaurant ownership was in his future: By age 16 he was creating menus for his future restaurants and working weekends as a busboy and bar back. After earning his degree in Food Systems & Economics Management from Michigan State University, he spent a summer at Ecole Hoteliere de Lausanne and was recruited by Morrison’s before founding Fifth Group.

He is a long-time advocate of the Atlanta Community Food Bank, where he is currently Chairman of the Board, and a board member of the Food Well Alliance, a local organization supporting urban agriculture and local farmers.

Robby was recently honored as one of the Atlanta Business Chronicle’s “Most Admired CEOs” of 2018. An adventurous food, wine and beer lover, he is equally excited about trying Buford Highway noodle shops as the country’s best restaurants.

Connect with Robby on LinkedIn and follow Fifth Group Restaurants on Facebook.

What You’ll Learn in This Episode

  • Reopening restaurants during COVID & the strategy around phased re-openings
  • How Fifth Group is navigating this “new normal” for restaurants
  • How business is going since re-opening
  • What services are the restaurants offering right now (dine in, take out, patio, brunch/lunch, amended hours?, regular menus?)
  • What safety measures & precautions are the restaurants are taking

About Our Sponsor

OnPay’sOnPay-Dots 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.

Follow OnPay on LinkedIn, Facebook and Twitter.

Tagged With: dining, food, restaurants

BRX Pro Tip: Retention – Surprise and Delight

July 14, 2020 by angishields

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