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Speaker, Consultant and Coach Scott Ramey

February 27, 2025 by angishields

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High Velocity Radio
Speaker, Consultant and Coach Scott Ramey
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Scott-RameyScott Ramey is a speaker, consultant, and coach who helps business and sales leaders turn unclear messaging into powerful conversations that build trust, inspire action, and drive results.

With Fortune 500 experience in sales, leadership, and business development, Scott has led high-performing teams and understands what it takes to communicate with clarity and influence at the highest levels.

Through his signature frameworks, dynamic keynotes, and hands-on coaching, he equips professionals with the tools to own their voice, engage with confidence, and create meaningful impact in every conversation. Scott-Ramey-Group-logo

Connect with Scott on LinkedIn, Facebook and Instagram.

What You’ll Learn in This Episode

  • Authentic Leadership & Selling
  • The Power of Communication & Connection
  • Lessons from Your Grandfather’s Service & Leadership
  • Navigating Change & Overcoming Underperformance
  • The Power of 3: A Simple Framework for Success

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results than less time. Stone Payton here with you this afternoon. Please join me in welcoming to the broadcast speaker consultant coach with Scott Ramey Group. The man himself, Scott Ramey. How are you, man?

Scott Ramey: I’m great. Stone. Thanks for having me. I’m so excited to be here and chat with you.

Stone Payton: Yeah. It’s a delight to have you on the broadcast. I’ve really been looking forward to this conversation. Let’s start by getting a feel for mission. Purpose. What are you and your team really out there trying to do for folks, man?

Scott Ramey: Well, I think for me, it’s really to transform the way that we we code, that we sell and that we present and that we lead and really bring a more authentic perspective to, to, uh, to all those attributes. And I’ve been spending my life as, uh, leading and selling and, um, you know, now dropping into the consulting and coaching aspects is what I’ve found is there was really a void and and the authenticity that drives better results. And I feel like I’ve got the formula to help people get there.

Stone Payton: Well, I got to tell you, you cannot follow your work in any of your communication without running across that term authentic. Speak more to that. And it’s application for leadership selling life.

Scott Ramey: Yeah. So it’s this is kind of a lesson I learned too. Well frankly. So if I look back at my career of 30 years in financial services industry, and if I’m being really honest and critical and self-critical of myself, I think I wore a mask for the greater part of that career, not in the sense of how I led and how I interacted with people, because I think I was very genuine and 100% authentic in the way that I led and interacted. But I really never revealed the true challenges that I had faced underneath the surface. And it goes back to my first panic attack when I was 19 years of age and a junior in college, and so I had anxiety with me my entire life. I still am working through anxiety on a daily basis, and it wasn’t until, I mean, Stone was about two and a half years ago that I finally unmasked myself and my true identity. Other than Michelle, my wife, nobody else knew that I had been living with anxiety and a bit of a struggle throughout my career, and it wasn’t until I had a conversation with my daughter, Aubrey. And she doesn’t mind me sharing this story because I think it positively impacted her and positively impacted me. But Michelle came up the stairs here in my office about two and a half years ago and said, hey, look, Aubrey’s having a real challenge and I think you need to call her.

Scott Ramey: And I said, well, what’s going on? And she said, well, she just left a sports psychologist and Aubrey was a Division one soccer player, and he wants to put her on antidepressant anti-anxiety meds. She was benched the Saturday before that for making a couple of mistakes on the on the pitch. And as a father, she did make a couple of mistakes, as difficult as that. Is that for me to admit. And she had just flunked a presentation class, her first presentation class, and her college class she was taking. And I thought before I called her, I was like, what would I have wanted to hear? Um, you know, when I was 19, so a long, long time ago. And what I wanted to hear, um, that I didn’t hear immediately, but I finally did start to understand this, was that I wasn’t broken, that I was that it wasn’t a flaw. That, in fact, maybe the sensitivity that I was experiencing that was causing my anxiety may be a superpower. Um, and at that moment, it freed me to be myself. And I started talking more about that experience. And I felt like the way that the word the world came off my shoulders and, and maybe and if not more importantly, that also gave Aubrey the courage to be herself and authentically herself.

Scott Ramey: And long story short, she jumped into the infamous transfer portal, found her way to Valparaiso University. Um, she started every single game for her team. Uh, played every minute of every game, including playing on a stress fracture. The last two months of the season, they won the Missouri Valley Conference tournament. She was all all tournament team, and they played the first round of the NCAA tournament against Notre Dame. And now she’s going on to do really cool things in financial services industry herself. So it freed me up and gave me courage. And I think the conversation gave Aubrey courage, too. So it was a pivotal moment in my understanding that that a lot of people are scared and a lot of your listeners are scared and it’s okay to be scared. But I think eventually we need to confront those fears and discuss them openly. And that’s why I lean in so heavily to authenticity, because I see what’s happening to a lot of individuals. It breaks my heart when I see it and experience it, and I just want to be an area and a platform to go to for safety.

Stone Payton: So let’s dive into the work a little bit. Maybe share a use case. Of course, you wouldn’t want to name names, but just kind of walk us through. I’m particularly interested in the early stages of an engagement or relationship with with in doing work with with you. But yeah, walk us through the the day to day. How does this really unfold?

Scott Ramey: Yeah. So it unfolds itself in a lot of ways. But what I found the common, the common characteristics of individuals that come to me is really based on fear. And it’s fear because they’re taking on something new and different. So I’ll give you a great example. I, I recently worked with the head of investor relationship or relations for a capital development company, and given the commercial lending is so tight, they had to change their business model and they had to go to high net worth individuals and family offices. And she called me on a Thursday and said, hey, I need your help. Um, we’re in the middle of a raise, and I just committed to a $5 million raise. But the story is not where it needs to be. And so this individual came and worked with me. We spent a half day together, uh, really redeveloping the entire story and pitch that she could take to market. The great news is they oversubscribed on that particular offering. But what it did for her stone was it gave her confidence. It gave her confidence and certainty and clarity in what she needed to do. And look, I just facilitate this process, this particular individual. She did all the work. I mean, she really rolled up her sleeves with me, but I was there to support her and kind of a safe net for her to fall into.

Scott Ramey: We could go through the, you know, many, many repetitions and tell the story over and over again and tweak it and fine tune it. And what came out of it was not only a lot of confidence with this individual, but a really great story, frankly. I mean, we developed a really great story together. So that’s just one of many examples. Another is a CEO, founder, CEO who was the number two, who was accustomed to being the chief operating officer, who now has started her own venture, and she needed to go out and raise capital. And we have an ongoing relationship that we speak no less than once a month. And, um, again, I think it’s just a sounding board, but somebody who, you know, that my whole my whole career, I raised money. That’s what I did in different aspects of business development, relationship management, sales, you name it. I’ve kind of done it. And I guess the gift that I will share with people is that what it comes down to is human connection. But you have to have a really tight grasp of what you want to say so that you can be who you need to be. And if you’re thinking about what you want to say, then you can’t be authentically yourself.

Stone Payton: So what do you find is a is a primary catalyst for that kind of shift? That kind of turnaround is part of it. Taking a mask off for a little while and a well facilitated, truly authentic exchange with an objective pair of eyes like yours.

Scott Ramey: Yeah, I think it’s part that, but I think it’s the expectations of what we think we have to do. And I see this I saw this in my entire career where and a lot of sales and business development professionals think we have to behave a certain way, and we have to go in and convince someone to do something. And yeah, so we strip that back and say, no. Like, you just need to be really clear about your message and you need to take the attention off of you and put it on your audience. And when you do that, and the quote I use and I created was, when it’s no longer about you, the pressure is no longer on you. When you shift the focus to your audience and not on yourself, you in turn free yourself up to just to connect. And when we connect, it’s a beautiful thing. And then we find ourselves not selling at all, that we’re just having this lovely conversation. It gets to an outcome that’s mutually beneficial to everybody.

Stone Payton: Well, if people continue to listen to me, they’re going to hear me repeat that phrase, and I will try to remember to credit you. But, you know, after a while it’ll be, you know, like I always say.

Scott Ramey: But it’s but it’s true. I think, you know, again, I led large sales organizations. The largest was we had 740 people. We were 14 to $18 billion a year. Given the year and our success on the institutional side. But that was the common thing. Sales reluctance is real, but it’s based in fear. And when we have fear, when we bring fear because we’re so focused on ourselves and we bring that into an environment or a situation, it’s even for leaders, too, especially for leaders. We spend so much time worrying about how we’re going to be received, what people are going to think of us, um, whatever it might be that we’re not truly ourselves and we’re and again, I know far too well from this, based upon my own personal experience, I would I think the thing that that I remind people of and not often, but I think is sometimes it’s worth repeating, is that I’m not. This isn’t just theory. This is practical. And when you’re coming from the experiences that I had with the first panic attack and always thinking about the next, and that’s the worst thing about panic, the first one, it’s all anticipatory, you know, I like to call it my shadow is always there, lurking, hiding, waiting to appear in the right circumstances. But a lot of us are bringing panic like behaviors to interactions with people, and we’re not connecting with them because we’re so focused on ourselves. And so when I when I talk and use the word authentic, and it seems to be used a lot these days, um, I like to think I think of it in a different way.

Stone Payton: So at this point in your career, what are you finding the most rewarding? What’s the most fun about it for you these days.

Scott Ramey: Oh man, I love seeing people win and have, have and do things that they never thought they were capable of doing. And that includes myself. I mean, the fact that I, you know, to leave corporate America after three decades and go out and become an entrepreneur, that’s it’s hard. And I know you have a lot of listeners who are entrepreneurs as well. We all can appreciate how difficult it is to start a business. Um, so I celebrate on a daily basis the wins I have. But I love, love, love, love seeing somebody do something they never thought was possible. And you know, the example I gave you earlier with the head of investor relations, the CEO, when I when you know, they they fine tune their message and they get it to a point where they, you just see them light up and they realize that they’re taking, they’ve just taken an incremental step in a positive direction. Man, I love that, I love that.

Stone Payton: Do you sometimes find at least early on that from time to time you have to combat or address? I don’t know, myths might be a little bit strong myths, misconceptions about preconceived notions about your work or the direction of your work, or the the kind of results that engaging in this kind of activity can yield.

Scott Ramey: Oh, 100%, I think that’s the thing. You know, look, my my target market are typically more senior people or more, you know, in terms of where they are in their career. I think the biggest obstacle I have is for those individuals to actually admit that they need help. Mhm. Um, and because I again, I know, I know how difficult it is as you progress in your career to demonstrate that level of vulnerability. Um, and I know how difficult that is. But the fact of the matter is the it all of us need some sort of improvement. We just do. It’s just the nature of life. None of us are perfect. So I think the biggest obstacle I tend to find myself up against is that is the willingness and willingness of someone to raise their hand and say, you know what? I need help. And and, you know, Scott, maybe you can help me or not. You know, in terms of once the person raises their hands and then we have a hand and then we have a conversation. Typically the conversation isn’t particularly difficult because of my track record and my experience and what I’ve been able to accomplish in my career. And I think we tend to find out pretty quickly that either I can or can’t help that individual, or it’s a good or a good fit or not. And if it’s not a good fit, then obviously I try to help that individual find somebody who can help them.

Stone Payton: It sounds like it may not even be an issue at this point in the development of your practice, but again, maybe early on, like, how did the whole sales and marketing thing work? Do you just have to get referrals, or do you have to get out there and shake the trees like the rest of us?

Scott Ramey: Sometimes? No, all of the above. So what I what I found early on is that my referrals was and still is the best source of somebody who knows me, has seen the quality of the work I do or, or then referrals from individuals who I’ve worked with. You know, I think there’s a strong misconception out there that you start posting a lot on social media, all of a sudden people are going to line up or if you build it, they will come. That’s not how it works. Um, I’m constantly prospecting. I also speak a lot, and I speak for free because I want to get my message out there. I get paid to speak. Um, because, look, I view every interaction, whether no matter how small or big is my goal is to impact one person. That’s it. And I was a college basketball player. And I remember in high school going to five star and you see Rick Pitino and Skip Prosser’s and Pete Gillen’s, and there were all these incredible Hubie Brown’s, all these incredible coaches. And but they all started out their speeches in front of us the same way. If you just take one thing away, um, then you’re going to be a better player. And so that’s how I view it. So my job is to try to find one person at a time that I can impact, and maybe something I’ve said resonates with them. And and they realize that, hey, maybe this guy can help me because of his experiences and what he’s been through and how he’s overcome his challenges. So I probably have oversimplified that. Um, I’m not looking to get millions of followers because I don’t need to have millions of followers to make an impact. I just want to make sure I get connected to people who really need help. And it’s, um, you know, look, I’m a mission driven messenger now in my career that I really I love helping people and I want that work. I want that to be demonstrated every interaction I possibly can have.

Stone Payton: My father has been a tremendous inspiration, advocate, champion and true mentor for me in a lot of areas of my life, including my continued development in my career. Incidentally, he was a high school basketball coach. Okay, but I understand that that your grandfather has had a real impact on on your life and work, hasn’t he?

Scott Ramey: Yeah, unfortunately, I didn’t meet him. He actually he passed away when my father was seven. But, um, his legacy has lived on. And my grandfather, Robert Winford Ramey, was a naval naval aviator. He was stationed and the family at the time was stationed in Sanford, uh, Sanford, Florida. So just down the road from us here in Jacksonville. He passed away on June 1st, 1958. He flew a plane called the A-3 Skywarrior. It was one of the first jets built as a super heavy jet for, uh, for an aircraft carrier, especially back in the day when the decks were still wooden. Um, it was an intercontinental first one, the first intercontinental ballistic, um, planes to take missiles and things of that nature. So during the height of the Cold War. But long story short, he passed away, unfortunately in an accident. And, um, the A3D for those in the Navy probably know it as it’s the nickname is either the, uh, the whale because it was so big and heavy. Uh, the Skywarrior or all three dead because it was preceded that plane preceded the modern catapult system. So there are actually two hatches, one in the roof and one in the floor, and the one in the floor was between the captain’s seat and his crew seat. And it basically was like a chute that would drop down, you know, in emergencies.

Scott Ramey: So the plane was having difficulties And the alarms were flashing from what we’ve understood. And one of the crew members got hung up on the slide. The tube slide. And so my grandfather had to leave his station as the pilot and helped this individual get unstuck. So he and the other crew member could exit the plane. And unfortunately, he just didn’t have time to escape himself. So it’s a story of her heroism. It’s a story of pride. But I just I think about it a lot because as I led individuals, I’m like, that’s what selflessness looks like. That’s what leadership looks like. And that was obviously to a, um, a very, very, very extreme. But it was something that I hope that I received some sense of leadership from my grandfather and how he viewed his role as a leader, that it wasn’t ever about him, and that he was willing to do everything he could to help his crew. And, you know, at the end of the story was not only did he save the crew, but he was able to, being a skilled aviator, to avoid hitting a church and a school that the plane just missed as it crashed land in the field. It’s an impactful story for for all of us in my family.

Stone Payton: Well, it’s an impactful story for me. It is at once tragic and impactful and, uh, and inspiring. I, uh, speak a little bit to this. I read this in some notes. The power of three. You apply that a lot in your work, don’t you?

Scott Ramey: I do, and again, it came out of necessity as I was early on in my career, what I realized two things I needed to anticipate the challenges, because if I or potential obstacles and really prepare for every opportunity I had to speak, present or sell. Um, so I really needed to understand what I was kind of walking into, understand the potential objections and concerns the audience might have. Prepare myself, you know, beyond prepare like be overly prepared. Um, so I developed what I call the power of three, which is simple framework. It’s really simple, in fact, and I use it not only with the individuals I work with, but I use it every single day of my corporate career. There are three goals, three steps, and three parts to the power of three. The three goals are. First, you need to identify the main purpose. Why are you there? Why are you in the room? Why are you going to do the presentation? What do you want to accomplish with with the talk of the presentation? Have a specific. And I know this seems almost elementary, but it’s not because I can tell you I’ve been in so many environments where it just seems like the person doesn’t have a purpose. I have no idea why they’re even talking to me. Mm. The second is a key message, and I would encourage the audience to think about the key messages. If if I want the audience to remember one thing, what would it be? So it’s as if you’re pulling a thread through your talk or your presentation or your sales messaging that and, you know, at the end you pull it back and say, look, if you remember one thing from this conversation, I want you to remember this because we’re trying to stand out every single day, no matter what venue we find ourselves in.

Scott Ramey: And if we don’t, we don’t emphasize the key message and the takeaway. And in particular, I think about my career where I was oftentimes presenting to committees filled with skeptics, and I was one of three or 4 or 5 potential partners or vendors. And so the key message is really important. And then lastly, the third goal is a desired audience action. Like what do you want them to do. What exactly do you want them to do. So with those three goals answered, then you can start to develop your presentation. And not until those those three goals are answered. And then the three steps to building the presentation or the messaging or the stories. First brainstorm. So based upon all of your three goals with potential objections, the audience are going to have, this is where you just spend time ten, 15, 20 minutes anticipating every objection, every issue, every concern. And then you start to organize into three parts power of three, three parts. Why? Because people tend to remember if it’s three three or less items. And then lastly you start to refine your points as you develop the presentation itself. Now, when you construct the presentations where the three parts come in, the three parts opening hook, core content, and memorable conclusion. The opening hook is what it suggests is how do I want them? How can I make them want to hear more? What’s what can I share? Story and antidote, statistics, quote, whatever it might be.

Scott Ramey: And then the core content are your three points. Now this is an important point that I want to share as well. Stone, is that where I see people really falter in a sales process or a presentation, is we have a tendency to want to tell people everything we know, and this is why the power of three is so impactful. Or we memorize it and then we’re no longer we’re not able to connect with our audience. So when you’re starting to develop your core content, what I encourage people and again, this is the second part of the three parts. So opening hook core content. So you know the body of the presentation is write it out in bullet points. Don’t memorize it. Don’t write out long sentences because we need to connect with our audience. And if we talk about authentic connection, if you’re memorizing, you’re stuck in your head. You’re not going to be able to connect with somebody. And then the last part is memorable conclusion. So you reinforce the key message. You bring back the key points of the points of the bullet points that you established, and you go to move to your close or next steps. So essentially you tell them what you’re going to tell them. You tell them. You tell them what you told them, emphasizing the key message and move to a conclusion or close or next steps. So that’s it in a nutshell. Um, it’s on my website. You can download it for free. I like I like to provide value. Um, so it’s easy to access on, on my website.

Stone Payton: So we do a lot of on site conferences for trade shows and that kind of thing. And I have sat in my chair of boardrooms over the years. I hope everyone who has a presentation in front of them gets an opportunity to hear what you just said, or take advantage of that resource that you just mentioned. It would be so much more powerful and candidly, a lot more fun to participate.

Scott Ramey: Well, it’s about not only was, again, as I said earlier, out of necessity, but now it’s out of necessity to keep my sanity because I, too have sat in those those same boardrooms. And I can’t tell you, you know, the first question we always ask when we get asked to speak, which I think is the wrong question, is how much time do I have? Mhm. And it’s like, no, that’s the wrong question. The real question is you know, I think we go back to your three goals that I laid out is what’s the purpose. Why do you want me there. What’s the key message you want me to enforce. And then what’s our desired audience outcome. And you have kind of this shared experience agreed upon. And then you can start to build your presentation. But, yeah, having spent 30 years in corporate America is always, hey, we haven’t we have 45 minutes. Let’s figure out how we can fill in the 45 minutes. And I’m like, no, if I have 45 minutes, I’m going to figure out how I can make it shorter and more impactful. And you don’t need more words to make a point. We need we need fewer words to make a point.

Stone Payton: So hobbies, interests, passions, pursuit. Uh, outside of the scope of this work, anything you have a tendency to nerd out about other than the work?

Scott Ramey: I’m a top 1% nut. So whether it’s, um, from an athletic standpoint, anything sports related, I’m watching. And especially the ones that are really, really good at it. So I’m kind of I’m kind of infatuated with those that can really outperform consistently. Um, you know, I found myself digging into Netflix and the series of the cooking shows and things like that, where the top chefs in the world that. And then we just finished our, um, our last official college swim meet. So not only did my daughter, our daughter Aubree, play college soccer, but our daughter Sasha just finished her last seen, uh, her last swim meet at Boston University. So she was a Division one swimmer as well. So Michelle and I are going to have a lot more free time. But we have two labs here at the house, so I’m sure they’ll keep us busy.

Stone Payton: I’m glad that I asked. And of course, after you described your, uh, your experience with Aubree, I thought this has been a fun conversation, but I want to interview Aubrey now. I want to interview Sasha. I end up interviewing the whole family because I’m sure it’s Michelle that keeps the whole opera from falling apart.

Scott Ramey: Oh man, I tell you, we were joking earlier. She’s, um. Michelle’s amazing. And I think the interesting thing that that I find with, and I have found with her entire career is like living with a husband who has anxiety is not easy, I’ll tell you that right now. The ebbs and flows and swings and the kind of the paranoia that comes with that. But she is not only held me together, she’s held the kids together. And she’s an amazing woman.

Stone Payton: I have no doubt. All right, before we wrap, let’s leave our listeners, if we could, with a couple of pro tips, either related to some of what we’ve been talking about or anything else that you’d like to. Let’s drop a little wisdom on them before you go.

Scott Ramey: So what I would say there’s a couple things I wanted to to maybe to share here is the first is the best present you can give anyone is to be fully present. And we are so distracted today. And I think of from a leadership Of standpoint. Sales standpoint. It doesn’t matter. I just I find that most conversations I find myself in today in a small group setting or individual one on one, some one of the parties is distracted. And so I would really just encourage everybody to be present and be fully present. Um, it’s just amplifies human connection. And I think that’s really what all of us are longing for is, is is really deep personal connections. So that would be one thing I would share. Stone and then the other thing I would share is that as it relates to authenticity, and this is another quote that I’ve developed, is that vulnerability transforms strangers and allies and stories into shared experiences, and authentic connection is really multi-pronged. It’s and, you know, when I think of and again, I heard this and I said this earlier that people are like, oh, it’s such a cliche now.

Scott Ramey: Authenticity or being authentic. And I think that may be becoming true unfortunately, Fortunately, but I would define it a little differently in terms. To me it has four components. First is affinity. Connect with people. Be fully present and connect with them. Second is be clear in your communication. The third is shared have shared experiences. I mean outcomes if you’re a leader, especially the wins and losses is what are what bonds you to your team and especially the losses. Unfortunately, when you when you experience loss together, that’s what that’s the opportunity for you really to grow. And then lastly, the fourth piece of authentic connection is around vulnerability. And you know there’s science to support this. Oxytocin is generated which is the bonding hormone. When we create when we demonstrate or share a story of vulnerability with our friends or loved ones or our team. And I know there’s such a reluctance out there because we view, particularly men view vulnerability as a weakness. I would say you’re missing the boat, and vulnerability is probably the the superpower that we all have that is underutilized, particularly around around bonding.

Stone Payton: Sounds like marvelous counsel to me. Man, I am so glad that I asked. So what’s the best way for our listeners to continue to tap into your work and connect with you, maybe have a more substantive conversation with you or somebody on your team, man.

Scott Ramey: Yeah, no, thanks, Stone, for asking. So the first is my website, which I referenced earlier. So it’s the Scott Grammy.com or the Scott Grammy.com. If you want to use Queen’s English, um, you can go there down. If you scroll down to the bottom, you can download The Power of three. No obligations, 100% free. Um, the second on social platforms. I’m primarily on LinkedIn and and Instagram. And then I’ll share my my mobile as well. If anybody wants to just call me or text me, it’s 904 area code (900) 488-5007 four. So those are probably the best ways. And if you want to engage me on LinkedIn or on Instagram, message me and I’ll make sure I respond to to any, any conversations. So I the on my website you can schedule a free consultation to talk about any challenges you’re having. Again, it’s my goal is to help impact individuals and and provide as much value as I possibly can.

Stone Payton: Scott, it has been an absolute delight having you on the program this afternoon. Thank you for your insight, your perspective, your enthusiasm, your wisdom. Keep up the good work, man. The what you’re doing is so important for so many and we sure appreciate you, man.

Scott Ramey: Well, thank you for having me. It was a pleasure to be here today, Stone. And I appreciate the conversation.

Stone Payton: Well, the pleasure is all mine. All right, until next time. This is Stone Payton for our guest today, Scott Ramey and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: Scott Ramey Consulting

Rob Wise with Focal Point Coaching

February 27, 2025 by angishields

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Rob-WiseRob Wise, Business and Executive Coach with Focal Point, brings a wealth of dynamic experience across the arts and education, coupled with leadership roles in education and consulting. With expertise in strategic planning, organizational systems, and operational improvement, he has played a pivotal role in independent education at both national and regional levels.

As a past President of the Houston Area Independent Schools Admission Directors and Co-Chair of the Enrollment Management Association Admissions Leadership Council, he has influenced best practices in enrollment management and institutional growth. Known for his ability to strengthen operations during times of transition, he has successfully led facility enhancements, crisis management efforts, and innovative communication strategies to drive institutional success.

Passionate about curriculum development, admissions, and faculty advancement, Rob has revitalized struggling programs, implemented innovative teaching models, and restructured assessment processes to enhance student recruitment and engagement.

His leadership extends to faculty development, forging partnerships with higher education institutions, and establishing teacher training initiatives. A strategic and trusted leader, he empowers teams, fosters collaboration, and navigates challenges with vision and expertise, ensuring sustainable institutional growth and a lasting impact on student success.

Rob empowers leaders and organizations to thrive by fostering authentic connections and designing innovative solutions. Drawing from his experience as a stage manager and technical director in theatre, with a career in educational leadership and executive coaching, he combines humanity and competence to bring people together, align teams, and create systems that empower sustainable success.

Connect with Rob on LinkedIn.

What You’ll Learn in This Episode

  • Why coaching is important to Rob
  • Rob’s journey from the entertainment industry to coaching

 

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.

Stone Payton: Welcome to the High Velocity Radio show, where we celebrate top performers producing better results in less time. Stone Payton here with you this morning. Please join me in welcoming to the broadcast with Focal Point Coaching. Rob Wise. How are you man?

Rob Wise: I’m great. Good to be here. Thank you for having me.

Stone Payton: Let’s start with the mission. Purpose. What are you really out there trying to do for folks, man?

Rob Wise: So I find that, um, in my own life and working with leaders, uh, many of them feel isolated. And they feel unsettled as they try to live their lives based on perceived expectations, either their own things that they put on themselves or perceptions of others that they feel responsibility for, but without the guidance of trusted individuals in my life. A real, honest look at myself. I really wouldn’t have the same deep relationships with my wife and children, have true lasting friendships, or be that leader that others deserve. So I really believe that leaders, those who understand themselves and the teams that they work with, have the ability to inspire connection, build trust, and create a legacy of growth that resonates far beyond their immediate impact.

Stone Payton: What got you into this line of work?

Rob Wise: I have a pretty diverse set of experiences. I initially came from the entertainment industry. I majored in theater design and production and stage management, and worked in live music entertainment from when I was 18 until my early 20s, I was a stage manager, and through stage management, I actually found a job here in Houston at the High School for Performing and Visual Arts, where I was a theater teacher, a theater design teacher, and then the theater department chair. So that’s how I got into education. In education, what I found really fed me, gave me purpose, was working with young adults, teenagers also my colleagues, my peers, and helping to develop them, give them a sense of purpose, help them find their pathway. And there was one kid, she was a senior when I got there. So if you’ve ever been a teacher, you know that when you’re new, the kids test you out. And this this particular senior, she tested me every day and she would come into my office and she would have these conversations with me that at the time, I was feeling like she’s just trying to get out of the responsibilities that she has. She’s supposed to be like cleaning the costume shop or building something, doing something, anything else besides talking to me right now. But I listened to her and the next year she had graduated. The next year she came back at the end of the year. So it was almost a full year later, and we were having an end of year kind of celebration for our outgoing seniors that year. And she came up to me and she said, Mr. Weiss, I just want to let you know, I heard this has been a tough year, and I wanted to let you know that when you talk to me last year, you changed my life and you gave me purpose, and I hope you stay where you are.

Rob Wise: And that that opened my eyes to the one on one development that I really enjoy. And I find a lot of purpose in and found that purpose. And and she was the reason that I really focused on developing people and coaching people. And so when I threw the rest of my career, which is, you know, 23 years in education, I, um, that’s that was my main focus is how do I help and develop people. And so about five years ago, I formally got certified as a Cliftonstrengths coach, a global strengths coach, and did coaching one on one, kind of on the side with my job. I’m an administrator, educational administrator. And then really, this past year, I decided I needed more structure and more support. I needed a bigger network of coaches to help, you know, not just develop my the people I was coaching, but to develop myself as a coach. So I signed on with Focalpoint and have gotten that structure, that foundational piece that I was missing and, um, you know, informally started coaching when I was 25 and, um, formally, uh, through my career. And then in 2020, even more formally and now, um, looking at doing this as my full time Position because it’s just something that feeds my soul. I love seeing other people find themselves and maximize their potential in whatever industry they’re in, or whatever they’re doing at home and find kind of, you know, true happiness in, in their lives.

Stone Payton: So say more about the work, man. Have you kind of gravitated to a certain type of industry or a certain type of individual facing specific challenges? Walk us through the day to day of the the coaching work if you would.

Rob Wise: It’s interesting. My I would say my niche market is, uh, admissions, enrollment development and marketing communication director level positions in independent schools from kindergarten schools through 12th grade schools. And then also I’ve done work in higher education as well as a program coordinator and found myself coaching at that level as well. So that’s that’s my target. That’s who I that’s the those are the industries that I know that I’ve worked in and I know their their pain points. I know what it feels like to be isolated in a directorial role and not have somebody on the outside that I can really rely on, who can give me some objective work and, and objective support. And I know the pressures of those positions. They schools tend to be very steady, except in independent schools. You’re really running a company, this little independent company with the same pressures that any other company would have in fundraising and building enrollment, which is your main revenue stream, and then getting the message, the story of the school out. And those are typically 1 or 2 person offices with lots of expectations and solid deadlines and solid revenue goals. And so so you’ve got this very steady, Study even environment in a school. But then these positions typically have way more stress because they are measured and responsible for funding the school essentially. So so there’s a lot of pressure there. So that’s my niche. But what I’ve found is I actually just did a men’s retreat this past weekend, and I talked about communication styles, and I had several men come up to me and and ask, hey, would you come and do this for my company? Another said would do this for my church. So I end up finding, when I’m presenting a myriad of industries and people that that are seeking guidance and support and coaching, either in an individual or group level. So it goes from my niche to anybody else that that finds it appealing and, and is interested in having me coach. So really I my, my industry is education. But I coach people in all different industries.

Stone Payton: Well, I wanted to ask you about how the whole sales and marketing thing works for a practice like yours. But what I’m hearing, at least partially, is doing good work is a good sales tool, isn’t it?

Rob Wise: In my career, what I found is the best marketing is word of mouth. And and that comes from having really authentic experiences with people listening to what they have to say before, before I say a thing. I love the the old adage, you know, take the cotton wool out of your ears and put it in your mouth, you know. So I, I’ve, I learned that when I was 18 years old and I really valued that. So I really try to listen. And which is, you know, I’m not perfect at it. I’m not any kind of guru because I am a problem solver and I like to give solutions right away. So I really have to check myself and and listen longer and ask the right questions. Um, so when I’ve done that, well, the word of mouth is the most powerful tool. Also, you know, I think, you know, using LinkedIn and making sure that my search engine optimization is is running on my web page so that people can find me when they’re looking for a coach, especially in the Houston area. And, um, and so there’s all those digital tools, and those are great for exposure and getting a broader audience. But really, the the most effective I’ve found and meaningful is that word of mouth. Because there’s already I have a connection with that first person and people that they know and trust them when they mention, hey, I know this guy who’s a coach.

Rob Wise: He might be able to, you know, do a presentation for you or, um, you know, have a conversation with you about your industry and what, what you want to do for yourself and for your team and then also for your personal life and family. Uh, that level of trust that you have in word, in word of mouth is, is really the most powerful form of marketing I found. So that’s I rely on that and I try to build those relationships, and it’s funny how things just kind of materialize as I offer my services sometimes, you know, at a preferred rate, I will end up getting, you know, a whole bunch of clients just from one interaction where it’s it’s a favor, really, for somebody like this past weekend, it was somebody needed to fill an hour for this retreat. And I said, yeah, I would be happy to, to talk. You know, I can talk about communication styles. And they’re like, yeah, that’d be great. And so that’s typically how I market. That’s how I like to market. I use LinkedIn and Google, but I really prefer the human interaction piece of marketing. And then sales is sales should be easy if I’ve if I’ve done the authentic work, if I’ve presented myself in what my strengths are and listened to my potential clients, the sales part should be pretty easy because I can listen to them.

Rob Wise: I can hear what they’re asking for. You know, I’m having trouble with my, uh, my team, my dynamics on my team. Everybody seems to be doing their own thing, you know? Then I can ask more questions there, and I can determine if I have the tools and skills to offer them. And then at some point, I can say, you know, I do a communications assessment and a debrief. Um, maybe we can have a conversation about what that might look like for your team. And so just building that conversation through that process, really it feels very informal. And, um, you know, I don’t like I always thought I didn’t like sales, but I like sales when it’s when it’s done with integrity, when it’s done well, when I have something to offer. And if I don’t have something to offer, the sale is I know somebody who can help you. I know somebody in the industry, a coach who really knows this industry well and help you out. So that’s what I find is the most effective. Um, and the one that feels the best doesn’t feel like I’m making things up or making false promises. It’s really about integrity with myself and for my client.

Stone Payton: Earlier on in the conversation, you touched on the value of structure and a community of practice. But what? Because there are choices. What drew you to Focal Point specifically? Did something stand out about that operation that drew you in?

Rob Wise: Yeah. Um, so I looked at several different, uh, coaching firms and, and on these, honestly, it was at the prompting of my wife. My wife, uh, is my biggest cheerleader and supporter. Um, she also, you know, tells me when I’m, when I’m, I’m missing the mark for myself. And sometimes when, you know, I’m like a bull in a China shop with my, uh, my family. So she’ll she’ll call me out on my stuff, which I, you know, sometimes I don’t like in the moment, but I know I need to listen. So she told me, Rob, you, you need to do your own thing. You’ve got a mindset. That you really like to be independent and make your own choices and to run things, but you also know when you need help. And so that’s I want to see you do your thing. I want to see you own your own, whatever it is. Um, and, uh, what I found with coaching is there were a lot there’s lots of different companies out there that coach, when I looked at them, there were some that were, you know, focused mostly on CEO groups that I didn’t have, that CEO level experience and a company that I felt like I would have been an integrity being running those kinds of sessions. Um, there were others that were, you know, you get this kind of training and then you’re kind of off on your own and they might help you with marketing. But then the the continued education and the ability to contribute to the company just wasn’t there.

Rob Wise: And I kind of stumbled on Focal Point. I don’t even know how I found it. I don’t know if it was on LinkedIn or if it was in, um, a web search. But as I was kind of researching coaching firms, Focalpoint came up and I, I started reading about Focalpoint. Um, and I filled out a little contact form and, and I was called almost immediately and, um, just the the friendliness, the fervor for helping people, uh, really develop themselves to be the best person that they could be and to help with their industry appealed to me. And then as I did some more research and talked to more focalpoint coaches, um, I found that the level of training, the support, the network and, and this absolutely positive attitude that everybody has about whatever you need, like, we want to help you or we want to support you in your journey, whatever that looks like, just as a potential, you know, it’s just kind of feeling things out. Um, and then as I got further, further into it, I found that the support, the training, the ongoing training, the growth mindset that focal point has, and of course, the philosophy behind Focal Point that comes from Brian Tracy was really the most appealing to me. So, um, so I bought a Focal Point franchise and, and jumped in with, with both feet. And that’s why the point. Yeah.

Stone Payton: So what’s the most rewarding about the work these days? What’s the most fun about it for you at this point?

Rob Wise: So it’s been kind of a whirlwind. Plus the information and training from Focal Point. Um, but I would also say it’s really energizing and, you know, building, uh, course work out that’s going to help people in the future. Uh, being able to innovate, being able to develop that structure for myself and for my company has been extremely rewarding. Um, and then I think when I see the light bulb go on, I was actually coaching one of my, um, direct reports. And, you know, we I would just kind of ask her questions. She was having some frustration about this publication that we do. And, um, she kept saying, like, you know, I just feel like I don’t have ownership. And I said, tell me what you would like. What what is your ideal? What does this look like for you to feel ownership. And she goes, well, I’d like to I’d like to take all of this. And instead of writing it, I’d like to go interview people and help them to write and then put it together in a common theme and oversee all of that. And I said, great, I think you should do that. And and for her, that light bulb went on and she came back in the next day with this outline. All the people that, you know, listed out what they what she wanted to interview them about. And she was just beaming and, and seeing that, um, that light go on and that, you know, brightness in the eyes and seeing somebody love what they do and have ownership of it. That’s probably the most rewarding thing for me is, um, being able to be that guide to help people figure out one what it is they want and two, how to get it. And, um, and that’s because, you know, she looks fulfilled, uh, in her, in her work. And she’s so excited every time she comes to talk to me and show me what she’s doing. And so my job then is just to coach her and help her figure out kind of the next step and what needs to go on to help her to continue to be successful.

Stone Payton: Hobbies. Passions. Pursuits. Interests outside the scope of the coaching work. What do you do when you’re not coaching, man?

Rob Wise: Everything. Um, I I my wife rolls her eyes at me quite a bit because I’ve got lots of hobbies. Um, my. I’m a bagpiper. I play the great Highland bagpipes, the Scottish bagpipe. So I like to do that when I have time. Um, I’ve got a couple annual gigs, so I play for the city of Friendswood. Memorial day ceremony every year. I’ve been doing that for, gosh, probably 12 years now. Um, wow. So that’s really rewarding that I get to honor our, our military veterans, men and women. So that’s one thing. And then I love hiking and camping with my family. We we go up to Colorado or West Texas. Um, we’re going up, uh, to Ohio to visit my parents this summer. So we’ll stop through Arkansas, Missouri and Kentucky and do a couple of days in each spot. Uh, that’s something that that’s probably one of my biggest joys is, is camping. So those are my those are two of my hobbies, but I’ve got many others.

Stone Payton: Well, I’m so glad that I asked. And I just personally and I know so many of our listeners probably feel the same. I just love hearing the bagpipes and you just never know. That’s fantastic.

Rob Wise: I’m glad to hear that you love them because. Because sometimes, uh, I’m very conscious about how loud they are and know their practice. You don’t have to go out in the middle of nowhere and practice.

Stone Payton: I think it’s great.

Stone Payton: Before we wrap, let’s leave our listeners with a couple of pro tips. And I’m thinking in your case particularly because it is still a little fresh, maybe a pro tip or two around getting your coaching practice off the ground. You know, some things to think about to read. Do don’t do.

Rob Wise: Yeah. Um, I’m kind of in the middle of that now. So I would say the, the do. Um, one of the things that’s really helped me, that focal point is very expert in is do one thing. You know, what’s the what’s the one thing that I’m going to do today? Um, because we can get overwhelmed with thinking we have to do all the things today or this week. So I have to prioritize and go, what’s the one thing that I’m going to do right now? And I and I do that thing, and then that thing is done. And the next day I find another thing and I do that thing. So taking off those kind of bite sized pieces as you’re getting started to make it manageable, um, is important. And to be patient and to know that if I’m doing the right things each day, I will find success. And and I have found that to be absolutely true. Just just mentioning that I’m a focal point coach and that, you know, I can do a communications assessment. I was able to do, you know, an hour seminar and and get clients, you know, just out of that organically. So, um, just doing the right thing one step at a time. Uh, the other is, um, I believe in acting with integrity and being honest with myself.

Rob Wise: So if I’m honest with myself, I know what my limitations are. I know where I need to stop, I need to take a break. I need to spend time with my family, and I make sure that I honor that and take that time. Um, and that for us is, you know, a spiritual experience. You know, we’re, uh, we’re Greek Orthodox Christians. And so making sure that the church is in our home and in our lives and that we sit down together, we eat together, um, and we really listen to each other is a big part of our, our spiritual life and our family. And that gives me what I need to the energy that I need later in, in my work. Um, so if I’m honest with myself, I can see, okay, here. I’m I’m hitting my wall. I need to I need to slow down. I need to focus on my family. Um, because that’s the part that really feeds me. And then, um, the other is, you know, talk to your network. I like talking to people. I’m, I’m fairly extroverted, so making making calls and letting people know, hey, I’m a focal point coach, um, has been huge for just building awareness. Um, even if I’m not coaching them or I don’t.

Rob Wise: I don’t see any leads right away. Um, just letting people know that what I’m doing, one has been extremely helpful in just building my network out. But also it’s been really great because people have given me the feedback like, oh my gosh, Rob, you’re going to be such a great coach. I’m so glad you’re doing that. So it just reinforces that I made the right decision. So I, you know, we do not operate in a vacuum. We do not live our lives alone. We live our lives with other people. And I think it was, uh, Abraham Lincoln who said the better part of one’s life is his friendships. And that’s absolutely true, that I lean on people. I depend on people. Uh, I know that I can’t do it myself. And so I think that’s another thing I would tell somebody starting off in coaching or really any industry is, you know, lean on the people who know, lean on the people who you think might be able to help you, because a lot of times they’re going to help you in ways that you didn’t, you didn’t think about. You might call them for one thing, but they may actually give you something else that you weren’t anticipating.

Stone Payton: So what’s the best way for our listeners to tap into your work and stay connected, man?

Rob Wise: One is, you know, you can just go to my website. Um, it’s Rob wise, dot Focalpoint Coaching.com. Um, and so they can go to my website, they can connect with me there. There’s a contact form. There’s also a little assessment there to, to determine kind of where they are in their work and what they want. Um, so a little free assessment that kicks out right away gives them some results. They can follow me on LinkedIn. Always message me on LinkedIn if anybody has questions, if anybody just wants to chat. Um, I love, you know, talking. It’d be great to meet over coffee in Houston. I know a couple really good, uh, coffee shops here, and I’m a big coffee buff, so I’m always like, an in person conversation, too. So, um, those are the ways to get connected with me. And, um, and then, you know, hopefully I’ll be back on your show again and I can give you an update in the future.

Stone Payton: Well, I sure hope you will, man. Thank you so much for sharing your story, your experience and your your your passion for serving people in this way. You’re doing important work, man, and we sure appreciate you.

Rob Wise: Well, I appreciate you having me. It’s been it’s been a great experience. Thank you.

Stone Payton: Absolutely. My pleasure. All right. Until next time. This is Stone Payton for our guest today, Rob wise with Focalpoint Coaching and everyone here at the Business RadioX family saying we’ll see you in the fast lane.

 

Tagged With: Focal Point Coaching

BRX Pro Tip: Seizing Opportunity

February 27, 2025 by angishields

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BRX Pro Tip: Seizing Opportunity

Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor and Stone Payton here with you this morning. Lee, today’s topic, seizing opportunity.

Lee Kantor: Yeah, especially when you’re just starting out. I am a big believer in that. When an opportunity presents itself, err on the side of taking it. Sometimes these things could be distractions or they can lead you down rabbit holes. But when you’re just starting out especially, I believe that you should be leaning into opportunities because you don’t know where they might go. And, you know, it may not work out, but if you have a way to kind of pull the plug pretty quickly, then the risk is kind of minimal and the trade off is small.

Lee Kantor: But I think that people tend not to explore these opportunities in their life more often than they should. And then, it might be something that – this adventure might be the exact right thing that you need to get to the next level. And, especially when it comes to interacting with people, you don’t know the person well enough yet to know if investing in them is going to lead you to a better future and you don’t know who they might know and who might be able to help you down the road.

Lee Kantor: So, early on, especially, I think that you should be taking more risks, take advantage of opportunities as they present themselves. You don’t have to go all in all the way and you don’t have to risk everything. But you may want to dip your toe, test the water and see what it could be. You just might surprise yourself.

Building a Strong Foundation: Essential HR Practices for New Entrepreneurs

February 26, 2025 by angishields

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In this episode of GWBC Radio’s Open for Business, host Lee Kantor interviews Simone Merritt, founder of Enomis Consulting Group. Simone discusses her firm’s HR solutions for small businesses and new entrepreneurs, focusing on compliance, employee relations, and benefits management. She highlights the importance of HR support as businesses grow and shares her journey from business education to entrepreneurship.

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Simone-MerrittSimone Merritt is a multifaceted professional dedicated to empowering individuals and communities through her expertise and passion. She is the Founder and CEO of Enomis Consulting Group, LLC, a company that provides comprehensive and practical Human Resources solutions to small businesses and young entrepreneurs.

With over 12 years of experience in the HR industry, Simone specializes in human resource information management systems, federal contract regulations and compliance, diversity and inclusion, change management, employee benefits, compensation, performance management, recruitment, training, and employee relations.

Simone also brings over five years of organizational leadership and development experience, having served as Senior Vice President of Operations at Level 3 Associates. In this role, she successfully led strategic initiatives, enhanced operational efficiency, and fostered organizational growth, further solidifying her expertise in guiding businesses to success.
Her government contracting experience includes serving as a recognized expert and leveraging her role in a joint venture, EIJV, LLC, to deliver high-quality solutions for federal clients. Her work in this space underscores her ability to navigate complex regulations and drive impactful results for both private and public sector organizations.

Simone holds a Bachelor’s degree in Business Administration with an emphasis in Marketing from the University of West Georgia and a Master’s degree in Human Resource Management from Columbia Southern University. Her strategic leadership skills enable her to design and implement quality-based, integrated HR programs tailored for small businesses and emerging entrepreneurs.

In addition to her work in HR, Simone is the Author and Creator of the Dollars and Sense Financial Literacy Book for teens, a guide and practice tool designed to foster financial literacy among young people.

She is also the Founder and President of Tomorrow’s Promise Foundation, an organization she has envisioned since her youth. This foundation is dedicated to enhancing the lives of minority youth by providing access to critical resources and skills necessary to thrive in today’s dynamic society. Simone firmly believes that while young people need guidance and support to achieve their dreams, it is a shared responsibility that we all must embrace.

Simone is also a sought-after speaker and a recognized government contracting expert, bringing her extensive knowledge and insight to audiences and clients alike.

Through her entrepreneurial endeavors, thought leadership, and community advocacy, Simone Merritt continues to make a profound impact, inspiring others to achieve their fullest potential.

Connect with Simone 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 GW BK Radio’s Open for business. Now here’s your host.

Lee Kantor: Lee Kantor here, another episode of GWBC Open for Business and this is going to be a good one. Today on the show, we have Simone Merritt and she’s with Enomis Consulting Group. Welcome.

Simone Merritt: Thank you for having me, Lee.

Lee Kantor: I am so excited to learn what you’re up to. Tell us about your firm. How you serving folks?

Simone Merritt: Absolutely. So, you know, consulting group we started back in 2020. We are a full service human resource firm, um, offering small business and new entrepreneurs, um, solutions when it comes to HR, whether that’s staffing, payroll. I’m just taking that load off of owners and entrepreneurs as they’re continuing to scale their businesses.

Lee Kantor: Do you kind of have a profile of that ideal client who was the exact right fit client for you?

Simone Merritt: Absolutely. So like I was saying, we like to target young entrepreneurs not by age, but as in business. So if you are two years into your business, um, that that starting startup to five year range where you’re wearing multiple hats and you’re starting to grow and you’re like, hey, I need to bring someone on board that can take this off my plate. Maybe I don’t have all of the compliance knowledge that I need now, that I need to hire staff and offer them benefits, and making sure I’m, um, managing them correctly when it comes to employee relations. That’s where we come in to offer our services and provide that relief for young entrepreneurs and young businesses.

Lee Kantor: So you mentioned compliance. Are you active like in healthcare or finance? Finance? Like, do you have kind of a sweet spot that you specialize in.

Simone Merritt: Um, so when it comes to, like, benefits and compensation, uh, we we definitely have HR journalists on staff that specialize in that same when it comes to employment law and employee relations. So we really offer all of those services just depending on the need. Um, employee relations is where I see a lot of people starting off needing our services. Maybe you, you know, kind of hired staff on your own, and you’re running into some legalities that you don’t know how to maneuver through. And you’re like, I need to bring a human resource professional on that has this background and experience.

Lee Kantor: So it might be somebody who is a startup or started their business and they had a lean staff. Maybe just a few people were involved, and now they’ve gotten to the point where they’re starting to hire. And now dealing with people is getting a little too much for them to handle. That’s not what they do best. That’s not their superpower. So at that point, that’s a good time to contact you or somebody on your team absolutely there.

Simone Merritt: Or, you know, now as you’re bringing on more people, you want to offer them benefits. How do you go about that? How do you maneuver through the health care and life insurance and the other things that you may want to offer your staff, as you know, perks by being on board with you? So that’s where we come in. As you’re starting to scale and grow.

Lee Kantor: Is there kind of a number of employees where that’s kind of a logical time to bring you on? Like when they get to five or they get to 25, like, is there a number where like once you hit that mark, you really should be getting an expert involved?

Simone Merritt: Um, I would say once you get to, you know, anywhere from five and up, basically we’re now we’re probably using a real payroll platform. We need to start talking and making sure we’re doing our our state tax correctly for when we’re paying our staff, um, and not just sending Venmo or Cash apps. Hopefully no one’s doing that. Um, or, you know, even paying people, just wiring from your bank, you want to now start making sure you’re going about it correctly. Um, are you paying into the unemployment pool? As you should? Um, and are you structured the way you’re supposed to be when it comes to having staff?

Lee Kantor: So what’s your backstory? Have you always been involved in this line of work?

Simone Merritt: Absolutely. Um, my bachelor’s degree is in business education. So for the first few years, um, back in 2011, I kind of was a teacher. Um, once that school lost its charter, I decided to go back and get my master’s degree in HR. Um, I’ve been in HR since then, so I’m ten plus years in. Um, I’m very passionate when it comes to being the liaison between employees and higher management. So as a human resource business partner, I like to partner with owners to give them that perspective. They may be removed from being an employee from for some time and don’t have that same insight that they once had when they used to sit in those roles.

Lee Kantor: Was it a difficult transition for you to go from kind of working for somebody to, you know, having your own firm?

Simone Merritt: Um, no, it wasn’t. I was put in a very, uh, unorthodox and blessed scenario where my previous owner actually encouraged me to kind of go out on my own, create my firm, and offer my services. Um, being there for over ten years, he kind of was able to see my growth in air as I moved up to being senior VP of HR at that company, and he really encouraged me to. He was like, you have something you need to share this with others. And he kind of put me in rooms with other owners that he had as colleagues. That kind of got me my start and me understanding what my niche would be, um, as I grew my own firm.

Lee Kantor: So what are some of the challenges been since you’ve been, uh, growing so rapidly?

Simone Merritt: Um, I would say some of my challenges or challenges that I faced is, you know, uh, new entrepreneurs and owners are, you know, tight when it comes to cash flow and really understanding the importance of having someone to be the liaison, as well as making sure that you’re structured properly when it comes to having staff on board. Um, HR can be overlooked and not necessarily prioritized. So making sure to, you know, cultivate those relationships and show the importance of being in compliance and from whether it’s recruiting, payroll or employee relations. So that would be what I would say has been a challenge, an ever an ongoing one.

Lee Kantor: Now, is that something, um, like, what’s the pain that your clients are having where they go? You know what this is really this is I got to do something now. Like, I can’t keep kicking this can down the road, and I should call Simone and her team because this is getting silly at this point. Like, is there kind of the first project you have with somebody, or is there a common point of entry when you start working with somebody for the first time.

Simone Merritt: Most of the time it’s because they are, like I said, wearing too many hats. You’ve been trying to onboard do orientation process, payroll, process terminations, and as the owner and you’re trying to scale and grow marketing your business, doing the sales for your business, you’re starting to see maybe you’re slipping on some things or falling behind and you need it off your plate. So it’s like, hey, who can I call that can assist me with this, that understands has the education in the background because now I need someone.

Lee Kantor: And so that first kind of project you work for somebody is what typically.

Simone Merritt: It could be. You bring me on because you need help processing the payroll. Um, most of the time it’s maybe, hey, you got a big contract or something, and now you need to staff up very quickly. So I need some recruiting assistance. Um, and I need to bring somebody or bring an onus on to kind of, um, fill the gap for us there. And then most of the time it just grows and, um, we expand our services from there. Once we kind of get our foot in the door, provide that assistance that you initially looked for, and it’s like, oh, you can you can do these other things. That would be great to get those off my plate as well.

Lee Kantor: So, so sometimes you come in because they need help, because they have to staff up quickly and they don’t have the contacts or the kind of the resources you have to help them kind of add, you know, one, two, five, ten people, you know, tomorrow.

Simone Merritt: Absolutely. And again, if you’re doing it all as a, you know, a solopreneur, you may just not have the time. And you’re like, hey, I need someone that can do this for me while I utilize my efforts as the owner, um, to better scale and grow the business.

Lee Kantor: And you don’t want to make this kind of mistake, like if you’re trying to multitask and do something you’re not great at and you got to hire ten people. A mistake there, right? Could be crippling to your business.

Simone Merritt: It could. You want to make sure you’re sourcing the proper candidates. You want to make sure you’re onboarding them and orientating them the correct way. Um, how are they? How are they getting exposed to your brand and the training for the individual roles? And if you’re, you know, negotiating with your client and seal out, you know, selling and marketing your business, you may skip a few steps. So that’s where you want to make sure you have a professional that is, you know, skilled in that area to come in and assist you.

Lee Kantor: Now, do you have any advice for the folks who are trying to maybe they’re at the beginning and they want to onboard a new person for the first time. Is there some do’s and don’ts when it comes to onboarding a new person?

Simone Merritt: Absolutely. I mean, depending on the industry and the role, you want to make sure you, as the person onboarding, have done your background on what type of candidate that you need to have. Make sure you have an onboarding checklist. Um, and you’re identifying all of the things that you need to properly compensate this person. You don’t want to be paying them in an inappropriate manner, whether that’s cash or, like I said, Venmo or something like that. And you’re not tracking what you need when it comes in the year and it’s time to do a W-2 or a 1099. I mean, even down to identifying the employment classification, can you bring this person on as a W-2, or is it okay to bring this person on as a 1099 as a contractor? Um, and making sure you understand the legalities around, you know, the classifications, I think all of those are very important at the beginning. If you’re still trying to manage it on your own.

Lee Kantor: Now, why was it important for you to become part of GW BBQ? What attracted you to that organization and why did you get certified?

Simone Merritt: Um, I wanted to dive into government contracting. Um, so as I was doing my research, I saw that this organization was in my area in metro Atlanta. Um, not only, you know, going through them for the certification for my woman Dom minority owned, sir. I also saw all of the opportunities and things that they put out for minority women, um, to help grow and scale your business, whether it’s cohorts that are coming out, um, different grants, different pitch competitions and even, you know, this opportunity. And I just thought that that was amazing to have a resource that you could utilize, you know, as being a member to gain additional information to help me continue to grow, um, in my industry as well.

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

Simone Merritt: Um, I mean, I love everything that’s out right now. I mean, for me, I always love to see more when it comes to funding for small businesses, whether that be from a commercial banking, um, institution or from a grant perspective. But those are always things you never know. That next contract can make you scale up really, really quickly. But do you have the necessary funding to grow your business as quickly as the work may be coming in?

Lee Kantor: Right. That’s, um, sometimes when you’re fishing for the whale, you catch the whale. And now what do you do now?

Simone Merritt: What do you do? So having that resource, um, I definitely I love to see the emails come through, um, in the newsletters that have something, you know, related to good, healthy business funding. Um, I do I would love to see more of that.

Lee Kantor: Now, is there a story you can share about one of your clients that you helped through a challenging time? Maybe you don’t have to name the name of the client, but maybe share what problem they had when they came to you and how you helped them get to a new level.

Simone Merritt: Um, sure. Um, I, I’ve had a client in the past that they were growing their business, um, pretty rapidly. They were starting to, um, they were in an attorney, and they were starting to get enough work to where I need more staff in office and how quickly we needed to onboard people. And it’s just being able to, you know, connect with them, understand their brand and be able to source the candidates that were great, you know, great for them and what they were looking for. And being able to do that in a very short period of time. We had about 45 days, um, before they had a big case and contract coming up. Um, and it was a little challenging, but after we got our initial, um, communication together as far as what they were looking for, the area that we were in luckily had great candidates, and I was able to supply them with what they needed. And they still have a lot of those people on board today. So, um, I feel like that was a good success. It was challenging because of the time frame, but having the retention and the people still being there means that, you know, I feel good about providing them with the service that they were looking for.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on your team, what is the website? What is the best way to connect?

Simone Merritt: Absolutely enormous consulting Group.com. We are also on Instagram, LinkedIn and Facebook. Uh, same way you can find us. We do free 30 minute consultations to discuss what your needs are and see if we can be of assistance or a scale a package for you that best meets your needs.

Lee Kantor: And you know, Mrs. spelled e n o m I s.

Simone Merritt: That’s correct. It’s my first name spelled backwards.

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

Simone Merritt: Thank you so much for having me today, Leigh.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Swbc. Open for business.

 

Tagged With: Enomis Consulting Group

BRX Pro Tip: 5 Reasons Someone Doesn’t Do Business With You

February 26, 2025 by angishields

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BRX Pro Tip: 5 Reasons Someone Doesn’t Do Business With You

Stone Payton: Welcome back to Business RadioX Pro Tips. Lee Kantor, Stone Payton here with you. Lee, when someone chooses not to do business with you, over the years have you seen some patterns? Like some of the same reasons pop up for why they choose not to do business with you?

Lee Kantor: I think that there are some patterns in general, but I think that every business has their own kind of reason that people do or don’t do business with them. And I think the way for a person to figure that out is just to start keeping track of what are the reasons.

When you ask people why they didn’t buy, just start writing down why they didn’t buy and then over time have a rebuttal for each one of those reasons. If you’ve been in business for any length of time, you’re going to get the same reasons for people not hiring you, you know?

So, you start a list of those reasons and come up with an elegant rebuttal for each one of them. And then if you want to take it to the next level, then add that list to your website in the Frequently Asked Questions area. And as you get more and more reasons for people not buying, keep adding them to your website. Don’t duck these objections.

You have to get ahead of it, and people are checking out your website and checking you out online before they’re going to hire you. So, get rebuttals to all of that low hanging fruit in terms of why people aren’t buying. So, if you can rebut those objections proactively, you’re going to be a lot closer to getting a sale. Just start paying attention.

When people aren’t buying, write down what they’re saying, the reason, and then come up with an elegant rebuttal. And then not only use that when you’re talking to people face to face, but proactively put the question and the rebuttal onto your website. Because when people are objecting to whatever it is you’re selling, whether they’re talking to you or not, they’re going to have these questions. And if you can answer them proactively, you’re going to have a better chance of selling them something.

Adam Asher with Rugged Compass

February 25, 2025 by angishields

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Adam-Asher-hsAdam Asher is a broadcast media professional, film producer, podcaster and adventurer based in Atlanta, Georgia. Adam is CEO and Founder at Rugged Compass. He has a passion for travel, culture, language, and for people.

As host and creator of “The Edge of Adventure,” Adam offers this unique brand and platform that showcases the inspiring work of humanitarian organizations worldwide.

In his award-winning documentary film and video series, “The Edge of Adventure,” Adam takes his viewers to some of the most remote corners of the globe to witness some of the most inspiring acts of service on the planet.

He also hosts the award-winning podcast by the same name. In each episode of “The Edge of Adventure Podcast,” Adam chats with those who lead international humanitarian organizations, making a lasting difference in the lives of those they serve.

Connect with Adam on LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. This is Fearless Formula with Sharon Cline.

Sharon Cline: Welcome to Fearless Formula on Business RadioX, where we talk about the ups and downs of the business world and offer words of wisdom for business success. I’m your host, Sharon Cline, and I have a very special guest in the studio today. I’m very excited to speak to this gentleman. He is a film producer, a podcaster, an adventurer, a broadcast media professional. He is the CEO and founder of Rugged Compass. He is also the host and creator of The Edge of Adventure, which is an award winning documentary and video series. He also has an award winning podcast. I already mentioned that. Let’s just get started. Welcome to the studio, Adam Asher.

Adam Asher: Well, thank you very much, Sharon. It’s an honor to be here, and I just appreciate the opportunity to come and talk and to get to know you a little bit. And also, congratulations on all the things that you have done. I know you’re quite the accomplished Vo artist, among other things. So it’s an honor, my honor, to be here today.

Sharon Cline: Well, my goodness, we can end right there. Thank you. Thanks, everybody. The only reason I wanted you in the studio today. Thank you so much for saying that. That’s so sweet. I didn’t even know you knew all that about me, but I had to research about you. Obviously. But thank you for saying that. Well.

Adam Asher: Thank you.

Sharon Cline: And so I was just saying before the show got started that there’s not that much about you before you really became more of a public figure. So because I was trying to find out, like where you grew up and the backstory that leads to where you are now, um, the only thing I found, there were two things that I found is one, that you your first job was in radio, and then two, when you were 15, you got exposed to sort of the humanitarian side. And that’s what’s really inspired you to be where you are today. So will you give me a little bit of a backstory of you?

Adam Asher: Thank you. Well, first of all, yeah, my my first job was in radio. And I think you could also say that my last job was in radio two before I went into business for myself and radio. I love radio. I have for obviously my entire career, but I’ve loved radio even since I was a kid because I just enjoyed the fact that you would be listening to a conversation. You would be even as the listener. You’re a part of the conversation. It like it brings you there. And in the old days, radio was all there was. And then this podcasting thing came along. And podcasting has that same magic. It’s a conversation that you become a part of. You get to know the people that you’re listening to, and you feel like you have a seat at the table, like all the listeners are right here seated with us. And to me, that’s what makes podcasting so cool. And it’s what got me interested in radio as a as a kid. I mean, I was interested in radio from, from pretty early age, probably 13, 14, was interested and then began working the day I could do so legally on my birthday when I turned 16.

Sharon Cline: Where did you go? Did you show up at a radio station and say, please give me a job here?

Adam Asher: So I think, um, you know how God kind of opens doors along the way. Prior to turning 16, I had the opportunity to go visit a studio like a local radio studio. And, well, it was a radio station. And so I made a few contacts, knew some of the people there. And then the day I turned 16, I literally went up there, filled out the application, and I think I may have filled out the application in advance, because I do recall I was on the air running the board behind the microphone the day I turned 16.

Sharon Cline: You’re so young to do that.

Adam Asher: So, you know old folks like me. We grew up in a very different time. We we we grew up quickly. And I don’t think that people grow up as quickly now and and that maybe there’s some advantages to that too.

Sharon Cline: There’s a different level of growing up that we’re even talking about, because I was in a very independent when I turned 18. I left and never moved back home. And I’ve heard statistically that does not happen now. So there’s, there’s a but they also get exposed now to more adult concept things through social media and the internet and all that. But there was something kind of earnest about making your own way. You leave when you’re 18 and you do what you can to make your life. There is something kind of it is definitely a different generation now, but when you’re 16 and you’re running like a whole board in a show and everything, it feels daunting.

Adam Asher: Well, I was I was born at a very early age.

Sharon Cline: Stop.

Adam Asher: But I grew up quickly and as as I think, you know, here we are in Business RadioX. I mean, I know your your program is affiliated with Business RadioX and Gen X. You know, we we grew up. We were in a hurry to grow up. I mean, we, um, whether I think many of us started working younger, got married younger, sort of was on this trajectory to grow up as quickly as we could. And that might be part of why our kids, the next generation, didn’t do that, because in a way, we we saw there are advantages to it, for sure, but we saw the disadvantage to being in a hurry to grow up. And then we influenced our own kids to say, hey, there’s you don’t have to drive right when you’re 16, you could wait. You don’t have to, you know, uh, have a career the minute that you leave college or even know.

Sharon Cline: What you want to do.

Adam Asher: Or know. So we gave them a lot more, um, slack. And maybe they took advantage of that in some cases, but it’s just kind of, I think how the generations swing back and forth. It’s like a pendulum a little bit and for sure. And, um, advantages to both. You know, I think.

Sharon Cline: That everything is a bit of a pendulum, like it’ll just swing back the other way at some point and it’ll be more like, get out of the house and go get your job.

Adam Asher: It is culture. Culture is an interesting it’s an interesting thing. And it’s not the same everywhere. And it’s not the same now here in in Woodstock in the Atlanta area, it’s not the same as it was 20 years ago or as it will be in 20 years. It does change. But um, but yeah, I think I think Gen X, we were in a hurry to grow up and so we did.

Sharon Cline: So where was this town and radio station that you started in?

Adam Asher: So I grew up most of my childhood was in a small town by the name of Manchester, Georgia. So that’s north of Columbus, Georgia. Um, slight, probably southwest of Lagrange.

Speaker4: Gotcha.

Adam Asher: And still a good. It was a it was a drive to get to Atlanta. And I remember again back to being 16 and driving. I remember, you know, driving and coming into Atlanta when you would see the buildings in downtown Atlanta. I remember just sort of that shot of adrenaline thinking, oh my gosh, I’m in the big city. This is the big city now. And, uh, now I think we all see those same buildings and we. It’s adrenaline, but it’s for a completely different reason. We’re just ready to get out of traffic.

Sharon Cline: Well, it’s funny because it was almost like foreshadowing what you were destined to do. You know, looking at those buildings and getting a shot of a shot of adrenaline and being inspired.

Adam Asher: Well, yeah, I, I think honestly, I think all of us, we are who we are from the beginning. And of course we grow and change and hopefully as we we grow and mature in life, we become a better version of ourselves. But even as a kid, I was interested in radio and I was interested in travel. I was interested in culture and languages and this sort of thing, and I still am. I think back, I don’t know that I’ve changed a whole lot. Of course, we’ve all changed and hopefully have grown, but that desire to see the world in my case and to travel and to, to learn from and be a part of different cultures. That was I was a that was something I did, wanted to do, dreamt of doing long ago.

Sharon Cline: Do you think that that’s what we all kind of do, or a certain type of person will as they grow? It’s almost like the Phoenix. They kind of chip away at the different parts of themselves that aren’t as aligned with their spirit as they want. So as they grow and go through experiences, they become more congruent for who for who they are.

Adam Asher: Hopefully, I think if if we’re living a successful life, if we are improving, 100% agree that’s what’s happening. I know some people do get stuck. And usually when you when you get stuck, it’s because you I forget the word you just used. But it’s you need to let life. And if you’re a person of faith, let let God sort of chip away at the parts that need to go. And if you resist that, or you’re afraid to do that or doing that makes you feel bad somehow, then you tend to get stuck because you’re the one holding on to it. You’re kind of refusing to to grow.

Sharon Cline: I know a lot of people like that, but it’s not something you can make someone do. It has to be sort of. You either want to embrace it or not. The challenge is real. And I was actually going to ask you some of those universal questions like, you know, as you’ve traveled, but we’ll get there. We’ll get there next step. After you have been in radio, you got exposed to humanitarianism as a teenager, and that led you to what was the next step.

Adam Asher: So I think in my in my case, it did all start with radio. And here I am talking into this microphone. So it’s it’s very personal here. This is, this is what this is where for me it all started and I’m thankful for it. Just because I know this is this is the person that I was created to be. And why did it start with radio? Because my interest in radio, uh, sort of, uh, became an interest in what, what is known as amateur radio and listening to shortwave radio. Now, this is before the internet. And so back then, I mean, if you’re listening to this and you don’t remember life from way back then, you don’t really understand that the world used to be a big place. Now the world is very small, and there’s lots of great advantages to that. But we’ve lost some of that magic because there is no far away anymore. And so for me at the time, radio and listening to radio stations from around the world, different languages for me, my imagination just went wild thinking, what? What is life like there? What would it be like? What are there in the mountains of Ecuador? What’s what’s that like? I hope I get, I hope I can see it one day. And so that is what then gave sort of drove me to taking trips and traveling a little bit. And my opportunity to do so initially was through mission work and different with some different organizations that had ties to humanitarian elements and humanitarian purposes. And it changed me.

Sharon Cline: How did it change you?

Adam Asher: I couldn’t. I couldn’t go back after seeing that level of need that some of our brothers and sisters around the world are living in. I couldn’t go back to my little life and and forget them. But also, I couldn’t forget in so many cases, I couldn’t forget the joy that they had even though they were in need. By my standards, at least, in many cases, they were. There was a joy and a happiness that they had that benefited me and benefited those that were working with them. And they were helping them to to improve their lives and um, lots of and lots of different ways. But there’s something about that human experience when you realize maybe happiness isn’t in a thing.

Sharon Cline: I’ve heard that when you leave the country, the United States, and you come back to the United States, it’s a different United States. You come back to.

Adam Asher: It is, I think, I think anyone who grows up in, in maybe what we think of as like the Western world, the US and so many other countries that fall into that same category and life is really good. Now, of course, we complain and we, we feel sorry for ourselves and all those things that are kind of part of human nature, but we have it so good. And then if you go and travel and if you travel to an area where you maybe see some of the greater needs and you again, it’s, it’s a, it’s, it’s both it is wanting to see them flourish in ways perhaps that that they’re not right now, wanting to see some good things happen for them, but also bonding with them, loving them, being loved by them, and also feeling and learning from them in that very same moment. So does it change if you get to go? Of course it changes you, and not the least of which is you. Come back and if you’ve traveled to a where they don’t speak English, right, you come back and you realize English isn’t the only.

Speaker4: Language.

Adam Asher: It happens to be ours. And it is the most influential language in in the modern world. But and I find I find languages interesting. And so to be exposed to that and to to see that it’s just to me is all a part of the cultural richness that you experience when you travel.

Sharon Cline: When did media start to become involved in your traveling internationally? And when? When did you know that you wanted to create media around what you’re experiencing?

Adam Asher: I think it was just the the natural progression of of who I am and also who or what the world is. The world has changed a lot in the last ten years, right? And being someone who was drawn to radio and the content and the creation of audio content, and someone who was working in radio at the time, media, social media, videos like let’s go back and remember what life was like before the BlackBerry. And then when the BlackBerry showed up, that didn’t revolutionize video. It revolutionized email, mostly texting and whatnot. But then you you have the iPhone. And as media, it became easier to record videos and then easier to share them, right? There was a time, even when we remember back to the early days of Facebook where videos were, yeah, I mean, you didn’t really post videos, but as the world changed and grew and the opportunity to share video became easier, um, my own imagination or my own thought process was how how can I take this media? You know, all that stuff grew with radio. And I learned all of that through the radio process. How can I take what I know, what I’m good at, what I understand, and then apply it to what I love? And that was really where the edge of adventure began, which was this idea that what if, what if I create an experience that that is all those things that I like so much that the traveling, the culture, the humanitarian work. If I were to create a video experience and then share it with people, what would that be like? And that’s really where where it started.

Sharon Cline: Do you remember seeing the first video that you put out there in the world? Like all completely done.

Adam Asher: Well, so the first obviously we all nowadays are social media and the different things that you can social video. It’s so easy to share if setting those things aside, those things don’t count. I’m still very proud of the The Edge of Adventure Nicaragua. So the edge of you have to think of Edge of Adventure as a as a series of films and the ability to create a film and by a film. It’s a documentary type film, travel film that I host. And in that I, I take the audience along with me. It’s a very personal way. I take them along with me to go to this location. It’s always off the beaten path. It’s hard to get to. And so you experience the country, the travel, what it’s really like to get to maybe some of the corners of, of of a third world country. And then there when there discover something beautiful, a work that’s being done where people are making the world a better place by investing in others, giving of themselves, and making a big difference for others there on the ground, in this little location, far away from anything I would have even thought about as just a guy back here in Woodstock. But the world is full of wonderful stories and I think they need to be told. And so that’s why I do what I do in the creation of these films and the podcast and this sort of thing. But it’s it is because I, I’m driven by a purpose and that purpose is to share these stories. Yes, it’s true. The humanitarian groups need. They need new people to discover what they do. They need the backing, the the financial support now more than ever. But also the audience needs to hear. We need to hear these stories because they are inspiring and they add something to our lives.

Sharon Cline: In the news industry, I know so much of what we see out there is by definition, news is something that is out of the ordinary, right? That’s like 2% of what really happens in the whole world. And yet that’s mostly what we ingest when we’re looking at things. But it’s frustrating to know that there are so many good things that are happening out there in the world that we’ll never know about in a third world country off the beaten path. If you weren’t the kind of person to go and expose that and highlight it.

Adam Asher: Well, I think it’s an honor to whatever degree I do, that. It’s an honor to be able to do it. And I’m just the guy trying to tell the the story, to share the story because the story is right there in front of you. The story is being told already. My job as the producer, the host of The Edge of Adventure, is to take you there, to take a person there so they can witness what’s happening. And yes, you mentioned news and I, I think you’ve worked in the news, uh, TV news industry and the news thrives on. I hate to say it because but it’s I think it’s true. The news industry really thrives on bad news. And they want to try to bring you back because it’s they’re they’re trying to get you upset. So you’ll stay tuned. So you’ll turn you’ll turn back tomorrow. And you know in the, in the, the whether you’re, uh, wherever you might be on the political spectrum, there’s a source of news you can tune to to keep you upset and to keep you worried and to keep you mad at often times, and at your brothers and sisters. You know the people right around the corner. Um, and so there’s a lot of that, I hope, through what I have created and what I dream of creating, I hope to prove that there’s also room for some good news, some news that says, hey, whether you’re on the left or on the right, whether you’re a Christian or not, there’s room for us to work together to help somebody else. And in the process, we’re going to see that it is great. You know, you receive more than you give.

Sharon Cline: What do you think people don’t know about the other cultures that you’ve been exposed to? I mean, I guess what I was thinking is, I know that I was talking to you a little bit about how I think we’re more alike than we are different. There’s nothing more that highlights that to go to a different country and see that they do things a little bit differently, but Inherently, we all want to be heard and seen and valued and loved. What do you think? There’s a disconnect here between other cultures and what we’re used to here. What do you think people would need to know?

Adam Asher: Oh, I think probably the first thing that comes to mind is that when you travel, whether you go across the border or around the world, you have to remember they aren’t Americans and they may not see the world exactly like you do, or value the same things or in the same way. Now to your point. I do think there’s something about the human experience that does transcend all of those. You know, we we want to love and be loved. And obviously we we need to eat and we want to take care of, of our children and, and so forth. So there are many, many things that we would have in common, and that is wonderful. But I do think we’re an American or a Westerner can make the mistake. A mistake is to assume that they’re going to have the American perspective. And for those of us who are Americans, it is our experience. We we haven’t lived anything else, but it’s good to go into other cultures and countries with a level of patience so that you don’t try to superimpose something on them, that that’s not what they need.

Sharon Cline: Have you found yourself in situations where you have felt like, um, maybe not ostracized, but sort of highlighted the fact that you are American? And have you ever felt not welcomed somewhere?

Adam Asher: So I’ll, I’ll answer the the part about being recognized as an American. I, I can’t go anywhere and blend in like if I travel and I don’t blend in here.

Sharon Cline: For those of you who can’t see this gentleman. Why would you say you don’t blend in?

Adam Asher: I mean, I think I think because I go. I think because I go out of I go out of my way. I’m sort of making a statement. I’ve got I’ve got long hair. I’ve got a long beard. Um, not that that’s that unusual, but, um, I worked in corporate America, and I did that, and I wore the suits and the ties and had the clean shaven face, and I did that, and that’s okay. But for the the, the new chapter in my life, when I kind of needed to reinvent myself and decide, okay, what am I going to do? I decided to to challenge that a little bit. So I that’s I mostly I say that as a joke.

Speaker4: But um, but.

Adam Asher: I um, if I’m traveling in a, in a country, they’re going to notice you. I mean, it’s, um, certainly if you’re Uh, traveling in, in rural places that you stand. I’m going to stand up. So I, I’m used to that part. The the good news, I think to your to your second question, you know, did I ever feel.

Speaker4: Unwelcomed.

Adam Asher: Unwelcome. I don’t virtually never did I do I feel unwelcome. Okay. Now, it would be foolish to say that, you know, you’ve traveled and there’s never been a time where someone had a little ax to grind, of course, but that is not normal. That is very unusual in my case, but I but I think and so if I were, if I were advising, you know, a you have to look like you like you’ve been there before, meaning if if you’re walking around and you look confused and you, you, you just look like you’re sort of giving off this energy that you don’t know what you’re doing there. Then that’s what’s going to be noticed about you, is that maybe, you know, and for that, that would be potentially could make you vulnerable to someone who might want, want to do you harm. But I always just act like I’ve been there before. And I act like I know what I’m doing. Like like every other thing I’ve done in my life. I just act like I know what I’m doing.

Sharon Cline: You never have imposter syndrome.

Adam Asher: Um.

Speaker4: I do.

Sharon Cline: Every day. I’m having it right now. Just interviewing you. I’m kind of like, this is amazing that I get to, like, the code still works at the door that I can walk in this place.

Adam Asher: Well, imposter syndrome, you know, I, I would say humility is a good thing, and gratitude is a good thing. So don’t if you’re feeling, you know, thankful and humble, don’t confuse that with imposter syndrome? Don’t. Don’t go thinking that you’re an imposter. If you’re a fake and you’re trying to pretend to be something that you’re not. Then maybe you’ve got something to worry about. But your, um, you’re a genuine person that enjoys doing this, and you’re doing a great job. What’s there to be an imposter about? Um. But there’s. I have so much to learn. I’m thankful, you know, at this, at this point in my life. I mean, you know, you live a little bit, and you learn. You learn a few things. And so I’m at that point in life where I know I’ve learned some lessons. One of those lessons is that you have a lot to learn. And so it anybody who acts like they’ve got it all put together or they know all the answers, um, they are pretending.

Sharon Cline: Interesting take on that. So you know who you are. So when you show up somewhere and you’re acting like you know where you’re going. You’re not being an impostor. You’re actually just, you know, trying to find your way in a way that doesn’t make you vulnerable.

Adam Asher: Sure, sure, sure. I mean, I think, um, I love to travel. I love to be in a new place. I love to not know where I’m going to spend the night tonight. Where you know, what hotel room I’m going to be in or what city I, I like that, and so if I show up, I, it’s not as if I’m, um, pretending that I’ve been there a hundred times, but I am comfortable in not having been there, and I’m comfortable with figuring it out as you go. One of the anyone that has followed the edge of adventure that’s followed me throughout the years knows there are two words that I two principles that I like to focus on. One is adventure and the other is purpose. And why did I choose those two? I don’t know, but I couldn’t get them out of my spirit. Many, many years ago when I first started this an adventure. The adventure concept is the learning to be okay with the twists and turns in the road. Whether that’s, you know, me in Latin America, in the mountains somewhere, or just life where something new happens, something is taken from you, or there’s a new opportunity. Those are the twists and turns in life. Life’s a journey, and we need to take it as an adventure and not expect that we’re going to know exactly how it’s all. It’s an adventure. I don’t know. I don’t know how it’s going to turn out. And that’s part of the adventure. So one of one of the concepts that I try to bring out in the show and in the podcast, and the different things that I do with the platform. And, um, even as I share with business leaders and people who are there day to day adventure is running a business.

Adam Asher: My objective, and what I feel partly called to encourage them with, is that the fact that they are on an adventure and they just need to remember that that’s what it is, and not be frustrated by the twists and turns. And then the second thing that I mentioned is purpose, adventure and purpose. Purpose is, is why am I doing it? Why am I doing any of it? And if you’re running a business, one of those whys is you’re you’re trying to make some money. That’s what a business exists for. But what will you use your money for? What can the business do? What purpose can the business, seek or follow after that brings value to the world around it. Is it just about the money? Is it just about the money? Or is whether a business or a person you know the purpose applies to us as individuals? Um, what am I living for? What is all this about? Because it’s a lot of work. This thing we call life. The getting up in the morning and the driving and the traffic and the dealing with the, you know, the cubicle farm and the bills to pay and the other issues that we run into. I mean, that’s a lot of work. What am I doing it for? Because there is real value in all those things that we have to do in life. I think where we start to feel empty is when we’ve lost track of what we’re doing them for, and a part of what I hope to to bring through the episodes of The Edge of Adventure or any of the other. Things that I work on. I want to give people an opportunity to see what they’ve been missing and then to take part in it.

Sharon Cline: I love several things. One of them is that you’re talking about the the, the grind that we all can get caught up in because we need to make money to support our life that we sometimes get just sort of fall into. And it does make there is some message that is out there that, and I’ve believed this as well, that I don’t have a choice. I got to go to work, I got to pay my bills. I got to do this, you know, the have to as opposed to get to which I’m I think you talk a lot about the the reframing of life as not being sort of like just a Monday through Sunday kind of living. Let me just survive it, but actually look at it as reframing it as, um, not just adventure, but there’s joy, you know, because because there’s, there’s so much that can that’s not joyful about being a human. But if you are finding something that fills your heart with joy. Then there is purpose there too.

Adam Asher: Very much so. And sometimes, or a part of it, I guess, is losing track of what you’re doing, or perhaps failing to even fully value it. Meaning?

Sharon Cline: Goodness, that’s a good point.

Adam Asher: Meaning if you’re working 60 hours a week and you’re taking care of your kids and your mom, and you make time to. To volunteer here and there, you take a look around. I mean, your adventure is already full of all kinds of purpose, and you need to remember that and give yourself some credit for that. But there are times in life where that routine would just kind of pulls us in and we are going to work and we’re doing our thing, and maybe it’s not even that hard. And then you go home and you’re watching TV or you’re just looking, you’re scrolling or you’re you’re you’re not. You have the ability To to grow your influence and to do something for somebody else. And if that’s the if that’s the scenario you find yourself in, then you’re going to feel a lot better when you do.

Sharon Cline: The time is going to pass whether or not you have this quality with it or not. Where does where does fear play in your life?

Adam Asher: I’m afraid I don’t know.

Speaker4: No.

Sharon Cline: All right. Cheers to you.

Adam Asher: So fear. Fear? Of course. Fear is a I’m not. I mean, I would be foolish to say that I don’t struggle with fear. Fear is a it’s a human condition thing. There’s something that we’re all afraid of. But I have learned that when you fear something, the only answer is to face it. Right. And if you. If you are held back, you fear. I’m afraid I don’t know. You make excuses, whatever it might be you’re holding. You’re being held back by that fear. But the minute you just say, I’m going to face it, and it could be something that, you know, requires some thought. There are some things that are legitimately dangerous out there. And I’m not talking about those. Um, but we tend to avoid being made uncomfortable. And a lot of the fear that probably you’re even thinking of is a fear of being uncomfortable. I’m not going to know everything. I’m not going to be the one that knows everything. If I start doing that, I’m going to be kind of a beginner. Um, or what if I fail? Like, that’s a huge one for people. What if I get started and I don’t do that? Great. And these are the things that hold us back. If we let fear of failure, um, become too powerful. But but I, I do know and have learned in some, some personal ways that facing your fear is the answer. And you’ve you’ve got to face it. And it doesn’t mean that you’ll go perfectly, but it does mean that you get on the other side of it. And usually the thing that we’re fearing usually notice the words I say all the time, but usually the things that we’re fearing aren’t that bad.

Adam Asher: They’re not really that bad. And there’s a bravery that we need to tap into. And I that’s a theme that I like to pull from as I think about metaphorically, as I sort of teach, I guess, through the Edge of Adventure. And it’s a, it’s a show and you can go watch it, you can find it on Prime, you can find it on Apple TV. And if you would rather put up with the commercials, you can watch it on Toby the Toby Prime and Apple and would love for you to to do that. And then let me know what you think. But as you think about adventure as a metaphorically or a little less literally, um, a part of a part of what we have to do is push ourselves outside of our comfort zones. And I have always believed in a part of what I try to share is that your real adventure begins. Your adventure begins when you push yourself outside of your comfort zone. And I when I explain this, then I bring it all back around and I say, right then, at that moment when you’re crossing that line and you’re going from my comfort zone to I don’t know how it’s going to work out out there, but I’ve got to go do it. I’ve got to do it. I was afraid, but I know I need to and it’s going to make a difference. And I but I’ve got to right there where you’re crossing that line from comfort to I don’t know how it’s going to be out there. That is the edge of adventure. That’s when it’s just beginning.

Speaker4: Do you think there’s.

Sharon Cline: Something about your personality sort of inherent to who you are, that makes you understand that concept and live by it, or is it something you learned?

Adam Asher: Well, it’s probably both. I mean, I think we learn we learn things. We of course we learn things, but we are we’re we are all made who we are. And I believe for a reason. So am I that way. Was that how I was created? And then I’ve learned some things, I’m sure, but that doesn’t make me unique. We’re all that way, and that’s what I want my listeners to think about, is that you have special gifts that I don’t have. You have learned lessons that I haven’t learned. You’ve got opportunities that I don’t have. Put them to use. Put them to use. Be brave enough to put them to use for a purpose and do something for somebody else. Do something for somebody else in some way, whether that takes you, um, you know, halfway around the world or just down the street. And it’s more of a, an outlook, I think. But to answer your question, I think it is who I have been created to be, and it is the result of of lessons I’ve learned. But that’s my story. And everybody listening, they have you’ve got your own story, and my story is not better than anybody else’s. You just you need to be about going on that adventure that’s out there. It’s waiting for you.

Speaker4: Is there anything.

Sharon Cline: That you wish you knew before you got started on all of this? Is there something that you wish you you could go back and tell yourself?

Adam Asher: Well, let me flip that around. Um. Let me. I’m just. I’ll tell you what. I’m glad I didn’t know is how how much work is involved. There’s just. And so now, spoiler alert. I guess I’ve ruined it for everybody else. There’s there’s a lot of work. There’s a lot of work involved in pursuing your passion and building a company and building a brand. There’s just a lot of work. And so I, I say it teasingly, I’m glad I didn’t know that, because I think now and I’m looking ahead at all that I need, I need this and then I got that and and I’m driving forward. But sometimes I have to take a break and go look back and like, oh my gosh, look at the roads over which I’ve traveled. I mean, look at what I have accomplished. And I think for all of us, that’s a, that’s a that’s a good reminder. Yes, focus forward and remember and work hard at the things ahead. But you’ve done so much in your life to get you where you are. And some of it you’ve earned and some of it you just you’re just blessed to be in the right place at the right time. But it’s a lot of work. And so I think sometimes I think, my goodness, if I, if you if I had to go back to the beginning, could I do it again. And that that’s that’s a that’s a tough question. But what I do think I mean meaning it it’s just it’s in moments like that that you realize how much you’ve done.

Speaker4: It’s daunting. Right.

Adam Asher: It is it’s you know, and that goes for all of us as we look back over our lives. But, um, yeah, I mean, I think, um, I think your, your point about fear is a big one. You know, I think if we, if we could go back to our younger selves, be brave. Just be brave because that stuff you’re fearing is not that big of a deal. You’ve got this and don’t let it hold you back. And those are the. Those are the things where you where we lose time is where we start fearing something.

Speaker4: So it’s paralyzing. Yeah, it can be.

Adam Asher: It can be. It sure can.

Sharon Cline: When you were creating Edge of Adventure and you knew that you were doing something that you were so passionate about, did you have any idea that it would take off like it did? And how did that happen?

Speaker4: Mm.

Adam Asher: Well, I, I dream big. I dream big and I’m happy to to and proud of what has, what we’ve done with it. But I’m, I, I’m more focused on what’s still left to be done. What do I want to do next. Where does this need to go next. Again I just made the point I need. Sometimes I need to stop and remember and look back and just be grateful for all the the roads that have been traveled. But I tend to be more focused on the next big dream. And full disclosure about me, I, I don’t I don’t tend to pat myself on the back and be and be like, oh, you know, you did great. Yeah. Wow. Look at that. Uh, I feel like I have a mission, and I feel like I have a calling, and I just want to move it forward. And anything else, anything that happens along the way that looks good or sounds good, it’s a part of the process. I’m thankful for it, but I’m still dreaming forward.

Sharon Cline: What do you see for yourself next then?

Adam Asher: So for The Edge of Adventure, I want to I want to make more of these films. And each film is a big project and anyone listening in the Atlanta area. I know the podcast goes far beyond Atlanta, but the entertainment industry right now is facing some challenges and we won’t get into all of that. But it’s it’s business. It’s a part of Atlanta and it’s something that we’re proud of. But there are some challenges that that industry is facing. And those are some of those affect me. Okay. Um, also, uh, when you are in the entertainment industry and you want to make something good, meaning something that’s wholesome, it doesn’t. Some people, some of the decision makers aren’t interested in it because they’re after a certain type of entertainment that they know, quote unquote, works. It’s going to make them the money they need it to make. And it tends to be a lot of the same old, same old And understand. You know, they’re they’re looking at it as a business. And for me it’s a business. But it’s it’s also purpose driven. And so what do I want. I, I want to take the I want to take the edge of adventure to the next level, whatever that looks like. And in order to do that, I need the right kind of people to partner with me in that project.

Adam Asher: But yes, I want to see it. I want more films made, and I want to reach more people with this message. So. So that’s what I see for The Edge of Adventure is sort of a another project which is similar. And you mentioned it when we opened the show, which is Rugged Compass. Um, Rugged compass is a multimedia platform that serves humanitarian organizations, and it serves them primarily. The primary purpose for Rugged Compass is to connect the humanitarian organizations with an audience of people who are drawn to the type work that they do. And it’s it’s beneficial. Obviously, the the humanitarian organizations are nonprofit and survive on donations. And so they benefit from that, from the audience, from the people who are supportive of that, both with their financial gifts and their time, and their own efforts to share the vision that the different organizations have. Um, but it’s also important for the people and the audience and those of us out here just living our lives. It’s important for us to be able to share in what is happening in the corners of the globe. It it enriches our lives. To know that we’re not just the world is not just the arguments that we’ll see on the news tonight.

Adam Asher: There are people who are very talented, who have given up careers that they could have had to make a lot of money, or they gave those up so that they could live in a small village somewhere and love the people there genuinely. And then over the over years, ten, 20, 30 years, watch that location come to life in its own way, with its own special touch of culture. We need that. So the Edge of Adventure. I want to see it as a both as a podcast and as the film platform. I want to I want to do more with that, reach more people. And then on on the rugged compass side, that’s a platform that, in a variety of different ways, serves the the organizations. And as far as the listening audience or anybody for any reason who might be interested in getting involved, please do look that up and you can find a rugged compass, including the mobile app. There’s a mobile app and there’s a streaming TV app, so please check those out. You can find information about that at Rugged compass.com. Rugged compass.com. And I’m not trying to wrap the show here. Good.

Speaker4: I’m just I’m just not I’ve just been.

Adam Asher: Working in radio and it seemed like a good time to plug everything. And then you can also find out about the edge of Adventure. Where else other than at the edge of adventure.com.

Sharon Cline: Can I ask you some superlative questions? All right. So have you had any meals that are just your absolute favorite as, as you’ve traveled internationally.

Speaker4: Or the.

Sharon Cline: Worst meals?

Adam Asher: So I mean, I’m going to I mean, so I’m always very I’m always very careful to, to answer those questions because.

Speaker4: Um, it’s a controversial question. Well, it’s.

Adam Asher: Just that, um, just because I don’t like it doesn’t mean it wasn’t good. I mean, I have had some meals that I would. I mean, you’re just they’re amazing. They’re delicious. And they might it might be at a nice restaurant or it might be at a more, um, common person type location and many meals that I, that I was very impressed with. And then also quite a few that I ate and didn’t want to eat. And out of a sense of being polite and gracious towards a wonderful host, I ate it anyway. And um, I remember. Okay, so I’m going to answer it this way. And again, why am I? I’m being a little evasive with that because I don’t I don’t want anybody to hear and be like, oh, he didn’t like my food.

Speaker4: He didn’t like.

Adam Asher: He didn’t like my food. He told the story about my food. And so here’s the thing. If you’re worried about it, I loved your food. I’m talking about somebody else.

Speaker4: Of course.

Adam Asher: Um, but I did learn that you’ve reminded me of an important lesson. If if you are sitting down to a meal and you already know, like, I’m going to eat this meal here, but I can, I can already tell this is I’m going to have to kind of mind over matter this a little bit. Um, the best advice I can give you is eat slowly. Don’t lie to yourself and say you’re going to eat this meal. Be done, and then they’re going to be satisfied. If you eat quickly and you get it done, you get it out of the way. And now you’ve. I’m good guys. I ate the meal. They can then say, oh, he loved the food. He needs more. And then you’re then you’re going, you know. Round two. Round three. So I think just a, you know, pro tip would be, um, smile and eat the meal slowly. And that way you’re you’re less likely to have to delve into seconds or thirds. How about that?

Sharon Cline: That’s very good advice as a universal advice just to take.

Speaker4: Right.

Adam Asher: And that could you could use it. You could use it stateside too, but just. Yes.

Sharon Cline: Uh, was there a city, a town, a moment that it just sort of sustains you when you have difficult times, things that you can some something you can reflect on where you say, this is why I do this.

Adam Asher: Well, I think there’s two, two types of moments. There’s the why do I do what I do? That is a moment when I’m in a village and I’m in a little, you know, hut of some kind. And I’ve got the family and they’re cooking for me, and they’ve opened their home, as humble as it may be. They’ve opened it to me, and. And I’m there and I’m with them and I’m in the moment. And really, nothing else matters. I’m just sharing in that moment with them. And I, you know, the love expressed and the smile on their face and the way that they love and welcome me. That’s that’s a moment when I think, okay. Yeah, this is this is really all that matters, right? I mean, this kind of you just boil it all down. You’re not worried about the cameras or the microphones or the platforms. You’re just you’re just there with some people and they’re just genuine that, you know, that’s, um. That’s pretty awesome. So that’s that’s the meaningful one. Um, but also as a, as a guy who, um, did not grow up on the beach, um, I’ve seen, and I’ve gotten to walk on some wonderful beaches that are still kind of untouched, and you’re basically between the ocean and the jungle and those moments.

Adam Asher: It’s not that it’s not. Those aren’t the moments I’m I’m doing all this for, but they’re the moments that you’re allowed to reflect a little bit and, and be reminded how beautiful things are and also how large the world is, how big the world is. I mean, when you look out over the ocean, how can you think I’m just a speck compared to the ocean, let alone the universe, for crying out loud. But just when you think I look out over the ocean and it looks beautiful. But there’s an entire world under that ocean and in that water. And it just goes forever. And it’s deep and. And I’m just this guy walking, walking on the beach here. And so you’re kind of hit in those moments with a beauty, but also an awareness of just how small we are in the grand scheme of things. And perhaps that’s important to remember, because we are small in the grand scheme of things, and yet we can do some amazingly big things if we set our mind to it.

Sharon Cline: I like when I look at the stars sometimes, and I see that, you know, they’ve been there. They’re constant, right, for generations and generations, and that there are people that had these major, major problems looking up at the stars. And then, you know, they’re no longer here. So it makes me think that my problems aren’t that big because I’m so small.

Speaker4: Right.

Adam Asher: We I mean, we we’re just people. And there have been a lot of people that have gone before us, a lot of people that will go after us. We’re here for. We’re here. It’s a blink of an eye, you know, and and everybody listening. You know, you’re listening right now. You’re still here, and there are people you have known and loved who are not here anymore. And maybe one of those big questions you have to ask. We have to ask ourselves, if I’m still here, how can I make the most of it? Because the day is going to come where I won’t be. I mean, my number is going to be up. Maybe sooner, maybe later. But my number is going to be up. And between now and then, I want to do something that matters. And for me, it’s just it’s it’s got to it. What matters is when I’m not being selfish. If I’m being selfish, then I’m I’m doing the wrong thing. But if I’m if my heart and mind is open to giving and doing something for somebody else, like all these wonderful humanitarian Unitarian organizations and leaders and people who who do that day in and day out. Their lives really matter. They’re doing wonderful things. And I guess in my own way, I want to help be a part of it in in the way, small way, whatever, just the way that it has been chosen for me.

Sharon Cline: I think of it as what you do in the dash. And what I mean by that is like, you know, you look at a headstone and there’s a birth date and end date, but the dash is where your activity is and your choices are. It’s like what you do with the dash. So like always, the way I think of it, what did someone’s life look like in that dash? You know the beginning and the end is marked. But do you feel like because you have done so many really impressive and impactful, um, not just media wise, but like the way that you live your life, the impact that you’ve had on people, that if something were to happen today that you could put your head down or whatever and know that you did, you did the most you could with your time to help the world.

Adam Asher: Well, first of all, thank you. You’re very kind with your words, and, um. And I appreciate them. I also don’t feel like I’ve done that much, and and I I’m being honest. I don’t feel like I’ve done that much. I want to do more. And I think even then, I’ll know it’s not that much. Like what? But what gives it value is not that it’s that much, or that it’s a lot, or that people love you for it. That to me, what matters is what was put before me today to do. And how can I? Am I going to put my head down on the pillow tonight and and am I going to the difference between feeling satisfied of like, okay, it was a good day and I did the you know, I can sleep tonight peacefully versus laying there and feeling kind of angsty. Um, did I? Did I do what was put before me to do? And this, you know, these are big questions that you’re asking.

Speaker4: And I know my brain.

Adam Asher: It’s okay. I mean, I, I like them, I like these questions, but it it is a big question because I can get up every day and do what I had to do to get through the day. And everybody else told me I had to this I’d be here by then. I had to do that. And I got that project, and I got this and that, and I got to pick up the kids and we got, you know, soccer practice, all those things. And again, there’s value in all that. I never, never would would I’ve done all most of that. Um, and it’s valuable. But also being able to live disciplined enough to open, you know, open your ears, say a prayer, ask God to show, you know, in the midst of all that, in my in the midst of all my busyness. What am I supposed to do? And the busyness is going to happen anyway. It’s more about having ears to hear. Oh, I could do this in this moment. And that’s that is what needs to be done in order to have a good night’s rest.

Sharon Cline: I like that you’re talking about it being so personal, because it’s almost like the way I look at my life is it’s between me and God, what I do and how I look at it. And I love doing my radio show, and I love it when I can help people. And I like feeling like I’ve made the world seem less like everyone’s an enemy, but more that there are people that are kind to each other. I like that. Um, but it is just between me and God, and and I guess that’s the way you’re talking about it is like, at the end of the day, you are doing something that does affect lots and lots of people, I guess. Right. But you are talking about whether or not you can face God at the end of the day and know that you chose to do something with the right meaning behind it, with the right intention behind it, and that outside of that is actually not the cause you can’t control, I suppose, what what happens where it lands, what it does. That’s how I look at the radio show. I’m like, wherever it’s supposed to go, it’s going to go. But knowing that I was presented with an opportunity, did I take it to do something that makes me feel like I’m helping the world? Because I think that’s what we’re supposed to do while we’re here is to help each other. It’s hard to be human, but to be able to help people, whatever medium you choose to do, it can be very small, but it is just pretty personal. And I guess I didn’t think about it like that.

Adam Asher: I think you’re right. I think it is very personal and it we all have different gifts, talents. We’re at different stages in our lives. We have different resources. We shouldn’t get caught up in comparing, like what I’m doing with somebody else, or I’m doing more. Or there some people, some people are called to, to to do something that is in the public eye. That doesn’t make it more important than the person serving that other person. You know, quietly in, in that hut in the village, just because this other guy is on TV doesn’t make it more important. Quite the contrary. The question is, am am I? Am I doing what I should be doing, and am I making the most of the opportunities and and yes, I mean, as as a guy, a man of faith. I mean, I, I agree with what you’re saying. You know, you have to I, I would ask God and say, show me what I can do in this moment. And the moment may be busy otherwise, but you’re going to get some peace out of it. And knowing that I saw past the busyness. Right. And far too often we’re just focused on the busyness. And I’m not I do. Me too. We’re just focused on the busyness, and then we lose sight of the opportunity to be a blessing of some kind to to someone else. And, and these are these are lessons, right? You know, these are the lessons that, that, that I see and have learned through the organizations and people in particular, who I would watch through the years and, and see them as amazing servants and, and admired them for it.

Speaker4: Uh, I.

Sharon Cline: Like that you’re talking about moments because here we are talking about big, grand things. You know, your company and the world. But I can have the same kind of impact in my own little way by letting someone in in traffic or something just small or being kind when I don’t even want to be, you know.

Speaker4: Um, I mean.

Adam Asher: The your traffic analogies, it’s it’s a bit much.

Speaker4: To ask. Believe me, I.

Sharon Cline: Actually, I agree.

Speaker4: It’s a lot. I mean, it means.

Sharon Cline: Counts way more.

Adam Asher: It’s every it’s everybody for themselves out there. Why is it. You know, that’s the question we always have is why? Why are there why is everybody out here on the road?

Sharon Cline: And then I’m there too.

Speaker4: But I’m there too.

Sharon Cline: Everyone needs to get out of my way. No, but I think it’s important to remember that it doesn’t have to be these big, grand gestures. It doesn’t have to be a big production company. It can be being kind and in a moment, it doesn’t have to be a year long goal. And that’s important for me to remember too, because I can get very future focused. And I have to do this, I have to I’ve got to run because I’ve got this goal as opposed to slowing down. But I wanted I have one one final question for you. If you. I actually have so many, but let me choose. All right. Is there one thing that you want to accomplish that you haven’t yet? One thing that you just say I’ve got on my bucket list. I really need to know that I’ve done this.

Adam Asher: That’s a hard question for me. I there’s, you know, when I think I, you didn’t give me the questions in advance. So as I, as I react to it in the moment.

Speaker4: That requires too much effort.

Adam Asher: And and you say, no, it’s much better if you don’t. Okay. Um, this this is. I’ve enjoyed the conversation. Oh.

Speaker4: Thank you. Me too.

Adam Asher: Um. And I there’s nothing. There’s nothing that comes to mind that I say I have to do this or I won’t feel successful. I, I have to do this is just this one thing. And then. And I think that would be I don’t want to feel that way. Because first of all, then what happens when you do that? Are you ready? Are you done?

Speaker4: Where’s your next goal or whatever?

Adam Asher: But I mean, goals are good and I’ve got goals, but I don’t have something in particular that I’m saying I’ve got to do this in order or I won’t feel successful or I won’t feel like I’ve completed my mission. I’ve got a lot of I’ve already said, you know, I’ve got ideas and things I want to do for the edge of adventure and and ways I want to grow rugged compass and, and do more. And that, you know, that’s where a lot of my time right now is going is I’m building those things and networking and investing and doing so. Those things are important and I want to see them flourish. But I’m I’m not owed anything. God doesn’t owe me anything, you know. And I want to I want time with my family. And I look forward to, you know, the future of when, I mean, I would have grandkids and I would I want those things and think those things are good, but also God doesn’t owe me those things. And so I don’t think to myself, I’ve got to have those things in order for me to be happy or in order for, for life to, to, for me to feel fulfilled. The truth is, and I, I did learn this at a very relatively early age when when my best friend, when we were 21, my best friend passed away.

Speaker4: Sorry.

Adam Asher: And thank you, of course. And still miss him, which is the which is interesting. All these years later, you can you still miss a person, but you know, when you lose someone, certainly you’re not a child, but you’re still a very young adult. And in addition to just grieving him at that time, it left like a mark on me, which was I’m not guaranteed tomorrow. And so this is all a long answer, but you’re making me think about some kind of processing it in real time. But the answer is I want to live life. And if I’m living life, then whenever God calls me home, I’ll be cool with it. I’m going to regret that moment if I haven’t been living life. And some of the things we’ve been talking about today is how I define living life. You know, taking it as an adventure, not living in fear, going out of your comfort zone, doing something for other people. Um, if I’m doing any of any combination of those things, I’m going to feel like I’m living life. And if I’m living life at that moment when God takes me home, that’s the success.

Sharon Cline: I love that. I love that because it’s almost like you haven’t compromised anything. If you’re doing something that you love and then God decides to take you, then. Well, where’s where’s the downside?

Speaker4: Right. You know.

Sharon Cline: You you wouldn’t want to not do what you love and for fear of death.

Speaker4: Right?

Adam Asher: Because that’s going to get you somewhere, somehow anyway. And that is not to say you should be foolish or do dangerous things that are going to get you hurt. Um, but to to live in fear of of death, that would be, you know, I think that would be a mistake. But also, to live in fear of regret is also a problem because I. I don’t need to do anything. I don’t need to do anything else in order for me to feel like, okay, God, you can take he can take me when he’s ready. And my job, in the meantime, is to live and to to do the things that I can do today, whatever that might be.

Sharon Cline: I’d like to end with this quote that you have on your Edge of Adventure website.

Adam Asher: I hope it’s good.

Speaker4: It’s I think it’s a good one. Good Lord.

Sharon Cline: We are destined for more than the routine we are called to explore and discover, and to make a positive difference in the lives of others. We find ourselves on the edge of adventure with a decision to make, and we choose to live beyond status quo. I love that, so you live beyond status quo.

Adam Asher: I try. I did write that before ChatGPT.

Speaker4: So that’s.

Sharon Cline: Your real.

Speaker4: Words. I can get.

Adam Asher: Credit for that one.

Sharon Cline: I can tell. No, I actually probably wouldn’t have been able to tell how funny. I didn’t even think of the ChatGPT thing, but boy, that that would have been a nice one to make.

Speaker4: I mean.

Adam Asher: Yeah, we can we can do a lot with it, but, um, fortunately, there’s still something to the human touch.

Sharon Cline: Yeah, I think there always will be. That’s as well as in the voiceover world. It’s still. It’s still nothing like a real human with real inflections and breathing and catches in your voice and all of that. There’s something nice about the fact that that can’t quite be replicated.

Speaker4: I agree.

Sharon Cline: Yet I say, who knows?

Adam Asher: Well, thanks for having me. You’re very kind and you are doing a great work.

Speaker4: Well, thank you.

Adam Asher: And the opportunity just to share. And you know, the great thing about being the host is you. You have this influence over where the conversation goes, and you kind of have to roll with it. You don’t know necessarily where it’s going to go. But I just appreciate the chance that you’ve given me today to, to share, um, a very unique type interview conversation.

Sharon Cline: Well thank you. It is my honor. And I’m so grateful that you were letting me be the one to to ask questions, as opposed to you being the one that usually asks questions. You’re a brave soul.

Adam Asher: It’s definitely being the guest gives you an appreciation for the guests. Because. Yeah, as the as the person asking the questions, you you’re kind of in control. And there’s a sense of comfort in being in control. You’re in your comfort zone. Um, but I’ve had fun, so it’s been it’s been wonderful. Thank you.

Sharon Cline: My pleasure. Adam. Asher, I appreciate you coming to the studio and sharing all of the good things that you are doing. But not just that. Even just this conversation gives me a lot to think about, and I need a reframing. Sometimes I get very caught up in. I’m my own worst enemy. It’s just me and my brain. Sometimes that’s not great. So I appreciate that you’ve given me a way to think about even just my everyday moments that I can get very, um, dogged in my determination to finish what I need to finish and not really consider what. It’s the effects of that, even for the people around me. And as much as I would like to do big things in the world, I love being reminded that the small things can be just as impactful, if not more impactful. It’s between you and one other person and and even just kind words to people can be so sustaining. And I love seeing the big things, but I love also knowing that the smaller things matter too, because I feel like that’s more attainable for me right at the moment. Um, and that was important for me to remember. All of it matters. So thank you for being such a caring human for all the people on the planet that get to to interact with you and hopefully get inspired by the great works that you’re doing. So thank you so much.

Speaker4: Thank you again.

Sharon Cline: And thank you all for listening to Fearless Formula on Business RadioX. And again, this is Sharon reminding you that with the knowledge and understanding, we can all have our own fearless formula. Have a great day.

 

Tagged With: Adam Asher, Rugged Compass, The Edge of Adventure

From Music to Law: An Entrepreneurial Journey with Jonathan Sparks

February 25, 2025 by angishields

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Greater Perimeter Business Radio
From Music to Law: An Entrepreneurial Journey with Jonathan Sparks
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In this episode of Greater Perimeter Business Radio, host Ramzi Daklouche interviews Jonathan Sparks of Sparks Law about his unique background, from the music industry to founding his own law firm. Jonathan shares his insights on serving entrepreneurs, the importance of learning to say “no” to projects that aren’t a good fit, and common legal mistakes businesses make by relying on generic legal services instead of experienced attorneys. He emphasizes the need for businesses to focus on their strengths and avoid getting bogged down by less profitable ventures, using the “pumpkin patch plan” analogy. Jonathan also touches on how his unconventional approach to law, embracing his own passions and life experiences, helps him connect with and better serve his entrepreneurial clients.

Jonathan-SparksJonathan Sparks is the Founder of Sparks Law. He works as an in-house counsel for small to medium sized businesses.

His bi-monthly blog deals specifically with legal issues that Georgia businesses face.

Before forming Sparks Law, Jonathan worked at the United States Department of Justice, the United States Senate Office, the Attorney General’s office for the District of Columbia, and as an attorney at King & Spalding here in Atlanta, Georgia.

He is a graduate of the George Washington University Law School, where he excelled at Corporate and Business law, Torts, Litigation, and Securities law.

Connect with Jonathan on LinkedIn and follow Sparks Law on Facebook, X and LinkedIn.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the greater perimeter. It’s time for greater perimeter business radio. Now, here’s your host.

Lee Kantor: This episode is brought to you by V.R. Business Sales Atlanta, guiding business owners and buyers through successful transitions with trust and expertise. Visit verbis world.com or call (678) 470-8675. Now here’s your host, Ramzi Daklouche.

Ramzi Daklouche: Thank you Lee. And with us today in the studio is Mr. Jonathan Sparks of Sparks Law. I’m so excited with this episode because I know I know Jonathan personally and his background is just amazing to be a lawyer. So Jonathan, welcome to the show.

Jonathan Sparks: Hey, thanks. Thanks for having me.

Ramzi Daklouche: Absolutely. So, you know, before we start about the law thing, because we’re going to talk a lot about it, but why don’t you tell us a little bit about yourself and your background? Because it’s very, you know, unorthodox for somebody to go to what you, what you used to do to what you do right now. Yeah.

Jonathan Sparks: Well, I really wanted to piss off my dad. He did a good job. And the best way to do that was to be a lawyer. So that was my goal.

Ramzi Daklouche: That’s awesome. Fantastic. So before that, what did you do?

Jonathan Sparks: Um, before law school, I was actually working a lot in the music industry. Yeah. Of all things. And, um, kind of just, you know, doing whatever I could to to make money in that industry, uh, teaching, you know, guitar lessons, setting up soundstages for mega-churches in the Colorado area and all of that. And, um, quickly kind of hit the ceiling, I think, for that industry and sort of art. So, um, Decided to trek out to Washington, D.C. and go to George Washington Law School. Oh it’s.

Ramzi Daklouche: Fantastic. So what year was that about what year? I want to.

Jonathan Sparks: 2009. Oh, that’s not bad. Yeah, it dates me a little. Yeah. Not yet. Not yet in the bad zone.

Ramzi Daklouche: And did you immediately go to having your own firm, or did you work for the firm?

Jonathan Sparks: Yeah. I, um, I got out of law school, and it was kind of a tough time for lawyers. There was a lot of, I’d say a lot of supply of lawyers and very low demand for lawyers. Um, post. This is the post 2008, you know, crash. So and I really wanted to be, you know, a transactional lawyer working on, um, you know, business commercial deals. Yeah. So my first job, uh, was at King and Spalding, which is a pretty major firm internationally, but their main headquarters is here in Atlanta and, Uh, you know, got a lot of great experience there. Had a good time. Um, and then, uh, decided to set up my own shop. They, uh, they had kind of a this is kind of a big, uh, hot button topic in, in, uh, the world today, but, you know, are you promoting people based on merit or based on seniority? Right. They were definitely seniority. And having always been someone that, you know, works hard and pulls the extra hours and tries to get stuff done. Um, you know, that just wasn’t going to fly.

Ramzi Daklouche: Yeah. It’s hard to be, you know, pulled back when you know you’re better. But, uh, seniority sometimes wins, so. Yeah. Yeah.

Jonathan Sparks: I mean, my my supervisor pulled me aside. We had a a major project that needed to get done. Um, you know, under budget, we had a lot of constraints. And most of the the partner attorneys were out for the holidays. So it was we were doing all this work over Christmas and New Year’s, like literally doing 60 hours a week during Christmas and New Years, like on the holidays themselves. And and we did it and we were successful. Um, and then my, my supervisor kind of pulled me aside and he’s like, hey, this is, uh, that guy over there went to Harvard, and he’s been here 15 years. Oh, my God, he’s in front of you. So that was but, you know, hey, I’m really grateful for that because I got some great experience. Uh, you know, had a good time, learned a lot, and, um, really kind of lit a fire under my buns to, uh, you know, do it. Do it on my own.

Ramzi Daklouche: So. So when did you establish, uh, sparks law?

Jonathan Sparks: 2013? Yeah.

Ramzi Daklouche: 2013? Yes, sir. So 11 years?

Jonathan Sparks: Yeah. Yeah. 11 years.

Ramzi Daklouche: So what I know about lawyers is either they are single office lawyers or they really do. They find a niche and they kind of really do a good job. So tell me about you, because I know you’re not alone in this business, even though it says sparks. But you have lawyers, you have office team, and they’re incredible people. But tell me a little bit about how how did you go in 11 years to becoming a real, um, enterprise?

Jonathan Sparks: Uh, thanks for that. Um, I guess, I mean, we started out, you know, like, anything where it’s just. What can we possibly do to keep the lights on, you know? So I took a, like, a trespassing case. It was. And I was pulling, uh, cases from, um. Gosh, it was Georgia cases. I think that they were from, like, the 1800s or something. I mean, they were really old, interesting, crazy cases that I was trying to cite and like, it was just not for me. And we did an okay job, but, you know, wasn’t wasn’t my specialty. And, uh, another guy wanted me to go into, you know, personal injury law and med malpractice, right? Also, not for me, even though that would really piss off my dad. Well, yeah. Yeah. Um, but no, we we found that I had a real, uh, I don’t know, passion or calling or what have you for entrepreneurs. You know, I’d always been entrepreneurial myself. My family started a company when I was, I don’t know, six years old. And we kind of grew that company together as a family. It was a closely held company. They now have almost a hundred employees, you know, and they’re really thriving. They’re at the top of their market. So you know that that spirit, that entrepreneurial drive and kind of grit, um, really works well for me. And and it was I found that there was a real lack of lawyers who have that kind of mindset and approach. There was there’s plenty of lawyers out there that will, like, poo poo your creativity and your your interesting ideas. And they just kind of, you know, oh, I don’t know, you could do that. Yeah.

Ramzi Daklouche: Yeah, absolutely.

Jonathan Sparks: No one’s ever done that before. Sure. The entrepreneur says, you know. Well, exactly. That’s that’s why it’s going to make me $1 million. You know, you’re like, I don’t know. You know, you should do something else, but, um, but no, I really enjoy those people. And, uh, those are those are my people. And we like to serve them. Yeah, I.

Ramzi Daklouche: Know some of the listeners will never get to see you, but you are not you. That’s why I felt I was telling, uh, you know, I was telling, uh, Lee and his wife earlier. I said what I love about him, he doesn’t look like a lawyer, so. Which is perfect because I’ve dealt with tons of lawyers all over the world in the past, I don’t know, 20 years or so.

Jonathan Sparks: So I actually thought about that, you know, I mean, when I, when I first, when I first hung out my shingle, I was like the thinking was I need to look so basic, like I need to look so run of the mill lawyer, like, just scream boring, stuffy lawyer, you know, because that’s what people expected.

Ramzi Daklouche: Of you.

Jonathan Sparks: Right? And so, you know, chopped my long hair off, kind of grew a little gut, you know, where nothing but like polos on the weekends and, you know, like, just really basic Birkenstocks, I guess. But oh, my God, I was terrible, right?

Ramzi Daklouche: If you have a picture, I’d love to see it because I can’t imagine you that way.

Jonathan Sparks: It’s on my license.

Ramzi Daklouche: Oh my goodness.

Jonathan Sparks: There’s me.

Ramzi Daklouche: Oh, no. That is not you. Okay.

Jonathan Sparks: Different guy. So. But then, you know, I realized pretty quickly that our clients, they’re not looking for that boring, stuffy lawyer. Like they want someone interesting who’s a real human being and has their own, you know, passions and, you know, life going on. And, um, it was not a drawback that I, you know, play guitar and, you know, make music sometimes. It was not a drawback that I had an interesting background and, you know, wasn’t always only in the law. So.

Ramzi Daklouche: Yeah, I think for me, when I met you, it gives you an edge, right? Because it’s not a different, you know, career path even or life path to become a lawyer and being unorthodox, uh, you know, in your profession allows for people that really looking for that, uh, differentiator to find it with you, which I really appreciate because absolutely evident in the work you guys do and how you how you carry yourself. Not the stuffy, typical lawyer, not nothing against them. I’ve met some great people, but it’s refreshing to find that other thing and probably helping you with your career. So, um, Sparks Law has grown significantly in the past. What do you think has been the key to your success?

Jonathan Sparks: Um, learning to, you know, say no, I think is a big deal. You know, um, learning to, uh, you know, just what’s not a good fit, you know, for everybody, for clients. Certainly for employees. You know, for vendors. I mean, um, we just we call it the spidey sense at the office on our team. You know, if somebody gives a if our spidey sense is tingling, uh, it’s probably not going to be very interesting.

Ramzi Daklouche: You know, it’s interesting you say no, learning to say no first thing. Because I think that’s the biggest detriment to any business, especially at the beginning. You start taking everything. And sometimes I find myself in the same thing, like, I’ll take anything. But you got to learn to say no, because once you say no, that next the time you took to really work with BS, projects can be spent on networking or other stuff that can really actually help your business. So I’m learning. I’m trying to learn to say no, but it’s a gift if you can say no, especially in your personal life as well, to say no and take care of you first. So that’s very, very important.

Jonathan Sparks: Yeah, yeah, I think there’s, uh, I forget what it’s called. It’s something like the pumpkin patch plan. I don’t know if you guys remember this, but Mike Michalowicz, I think is the author and really great book. It’s probably ten years old now, but they they analyzed how people grow the biggest and best pumpkins in the world. And the way that they do it is they they kill off all of the little tiny pumpkins because they’re just gonna suck up the nutrients that the big pumpkin needs, you know? And nobody cares about the little pumpkins, you know? So he’s like, for every service business, you really got to, like, learn to feed the big pumpkins for your business. You know, whatever is the best for your business and exactly what you said, Ramsey, um, you know, you have a limited amount of energy and focus and time and money. Certainly. And if you’re wasting it on, you know, somebody who’s, you know, not a good fit for you, then you can’t be nice to your, your great clients that you love and want to work for and see them be successful, you know?

Ramzi Daklouche: Yeah. And, you know, my advice to new business owners is they get everybody falls into that. Right. Because they’re looking for cash flow. They’re looking for, you know, keep feeding the beast. Right. So at the beginning you may have to take few, but then you really have to keep that in mind. Like eventually I’m going to have to get to the point where I say no. Right. So at the beginning, it’s hard you taking everything literally. Oh, I’m excited I have case or I have, you know, client. But at some point you have to kind of start firing clients that are not that do not line up with your business plan or your strategy. So yeah.

Jonathan Sparks: And you’re thrilled to work with ones that are good clients for you, you know. And you can you can help them to kick ass in the, you know, in their markets. Yeah.

Ramzi Daklouche: So what kind of businesses do you typically work with? Like what size businesses, what businesses you like. You know, what’s your soft your soft spot?

Jonathan Sparks: Um, I love working with businesses that, uh, have recently found a lot of success and are kind of growing a little faster than they anticipated. Or are they necessarily know what to do with it? Because yeah, there’s a lot that we can help out with. And, you know, um, I think another thing that kind of differentiates us is, is just understanding of, you know, what is a cash crunch, you know, why is that important? And what can a business do to not, you know, fail from all the growth that they’re looking through? Well, I.

Ramzi Daklouche: Got to tell a story about you. So it’s funny because I had the same situation. My business took off really fast. And two days ago, you and I had a conversation. Yes. And you said we need to review something, right? Yeah. Because it’s not. So it’s literally. I love what you said because it lines up and that’s not actually rehearsed or anything. It lines up exactly with the advice you gave me. Yes. You know, we need to kind of slow down, to kind of move fast on some of the paperwork that I have that probably will get me in trouble. Or, um, anyways, we have to work on it, so.

Jonathan Sparks: We’ll be all right. Yeah, we’ll be all right.

Ramzi Daklouche: We’ll be all right.

Jonathan Sparks: Very good. Yeah. Um, yeah, I what.

Ramzi Daklouche: Are the most business mistakes you see businesses make or most legal mistakes businesses make?

Jonathan Sparks: Oh, um, two separate questions, I guess.

Ramzi Daklouche: Yeah.

Jonathan Sparks: Okay. So legal mistakes. Um, yeah. They. There’s this. Okay, so I want to take this back a little bit when Whole Foods before it was, you know, bought out by what is it Amazon. Amazon. Yeah. Amazon. Jesus. Uh, we’re not supposed to talk religion, right?

Ramzi Daklouche: Yeah.

Jonathan Sparks: You did before it was bought out by Amazon. It was a very you know, it still is. I guess the branding is that everything in there is, like, healthy and organic and everything. So I had this halo of health, So I would step into and I was, I don’t know, maybe 19 years old or something. And I would go into this, these stores and I thought, everything in here is going to make me more healthy because this is a healthy store, right? Okay. And of course, I bought a ton of guacamole and these, like, dripping and grease chips to dip the guacamole with.

Ramzi Daklouche: Oh, that sounds delicious.

Jonathan Sparks: Like, it was amazing. You know, it gave me a stomachache, but it was incredible. It was the greatest thing. And I was like, this is the new. This is heaven. I’m going to go here every week. Yeah. And it’s, you know, like, I can just eat these chips and then I’ll be healthy, have my cake and eat it too. So I, I gained a lot of weight. People have the same problem with legal services. Okay. So there’s a halo of safety with companies like Legalzoom because legal is Legals in the name is in the name. It’s got to be good or rocket lawyer, you know. Sounds so sexy, like Rocket Lawyer. But those are not attorney firms. And there have been hundreds of years of ethos and ethics and, you know, malpractice laws surrounding professionals, especially attorneys. And these companies have none of those, uh, hindrances, if you will.

Ramzi Daklouche: Yeah.

Jonathan Sparks: So they can commit malpractice all over your face, and there is nothing you can do. But it says legal in the name, and you’re paying the money. And I see this so much, and I get it, I, I totally get it. Because had I not gone to law school, I would have. On. This is the most perfect thing. It’s just like those greasy chips that are healthy, right? Yeah, I heard from some, you know, I googled somebody says I need an operating agreement, you know, okay, for my new LLC, right. So I’ll get it set up professionally. So I’ll hire Legalzoom for, you know, 4 or $500. And they set it up and they give me this thing, and they make it so sexy, they give you, like, a stamp and a corporate shares and like, printed stuff, but it’s all crap. And it’s just to, like, it’s just to defraud you, basically. I mean, it’s not fraud, but because it’s in their disclaimer, it says, if you look at the fine print on Legalzoom website.

Ramzi Daklouche: Only lawyers read that. By the way. Go ahead.

Jonathan Sparks: Right. Yeah. But it’s sad, right? Yeah. Uh, it says this is intended for entertainment purposes only, not intended for any purpose whatsoever. Oh my God. Like, it literally says that. I mean, this is what I read like 5 or 10 years ago, but maybe they’ve changed it since then.

Ramzi Daklouche: But it’s terrible. How many people do you think know that one out of one out of ten, maybe very few.

Jonathan Sparks: And they’re, you know, understandably, it’s a business. Hey, you know, I’m an entrepreneur to like, you know, I got to make my cut. I get it, you know, like, go big or go home. But it’s a lie, you know? I mean, they’re advertising on these intellectual platforms like NPR and stuff. People are really heady, you know, intellectuals, they’re like, oh, yeah, like legalzoom sounds good. But then these people get into big trouble. Big, huge trouble. I mean, we we had a guy we were talking about this a month ago. We had a friend of a friend, you know, come in from a network and they had hired Legalzoom spent good money to set up their company and their partnership agreement. They had this business that was that sold $4.5 million worth of software as a service in the prior 12 months, there was like their third year and the operating agreement, said the majority partner, who owned 51%, could buy out the minority partner’s 49% at book value, which was.

Ramzi Daklouche: I heard you say that before.

Jonathan Sparks: That’s scary. Yeah. Yeah. And book value was just the value of their.

Ramzi Daklouche: Assets, their.

Jonathan Sparks: Their laptops and some desks. So he was like, hey, man, I’m gonna give you 3 or 4000 for your 49% equity in this company that just moved $4.5 million, you know, screw you. Oh my goodness. But they signed it, you know, and hey, their argument is it says legal in the name. Well yeah. Sucker. You know like it didn’t read the fine print, you know. So I think that’s sadly the most common mistake. And I feel terrible when I get those calls and I get them every day, you know.

Ramzi Daklouche: And now you have threat of AI as well. Right. So people I see documents written by eye. You could tell which one is written by eye.

Jonathan Sparks: Yeah. It’s they they, like, hallucinate these weird provisions and they try to sound so you can’t I is text based, right? The law. Uh, how do I put it? The way the law works is we have we have different legal language that is charged. So it’s a, it’s a legal term of art that has a very specific meaning, as long as you say it in this exact way. Correct. If. Here’s another story. When I went to law school, I came out, I had a philosopher and a music degree. I had a double major out of college, and I was thinking, oh man, I’m going to be so poetic. These law school professors are going to love me. I’m going to be so interesting. So I was writing this memo and it was like full of this colorful, interesting language And like I was pulling out all the syllables, you know, just everything. It was beautiful. And he gave me, like, a D, and he’s like, he’s like, you don’t go to law school to be creative. You know, we don’t care about what we don’t care. You know, it doesn’t matter what you stop. You know, like all that we care about is what the judges said hundreds of years ago, and that’s it. I, too, is just like me little, you know, cocky bastard in law school, right? Trying to be creative. But that makes it worse. If you don’t use the exact same legal language, it doesn’t work. And that means that the AI contracts largely don’t work and the judges won’t give. I like the benefit of the doubt. You know, they’re going to be like, yeah, good job writing this.

Ramzi Daklouche: Yeah, I see a lot of that. A lot of Lois come to me, a lot of legal documents come to me straight from, um, AI.

Jonathan Sparks: Chatgpt generated. Yeah. Yeah.

Ramzi Daklouche: And to keep the lines so they even bother getting rid of the lines and the font.

Jonathan Sparks: You can always tell from the font that’s the new. Yeah.

Ramzi Daklouche: Very good. So now you know what? I want to get to the subject that really I want to talk about. Very very important for small businesses, which is the difference between will and a trust. Oh yeah. This is, this is really why I wanted to have and I’m very excited about this because I think the education of will versus trust for small businesses, regardless of size, is very, very important. Right. And involve both, uh, you know, businesses that we’re in, which is business brokers and, and legal. So let’s kind of talk about a little bit. A lot, a lot of them, you know, they think will is enough. And when I asked, you know, ten people what do you have. It’s Will that I have. Right. So tell me what’s the advantage or disadvantage of having that. And we’re going to break it down a little bit more and hopefully this will become an educational piece for anybody, you know that starts a business.

Jonathan Sparks: Yeah. So trusts are one of those legal technologies. I mean, it’s, you know what, a thousand years old now. But I mean, it’s it’s survived that much change in the world and legally because it’s so good. Right? Uh, okay. So here’s how it breaks down. If you have a will. So if you have a will, has to be, you know, professionally witnessed and you need two disinterested witnesses for it to work. But let’s assume you have all those things done. You get a professionally written what have you. It has to go to the probate court. So if and when you die, uh, your will will be probated, meaning that your heirs or whoever you know is your executor takes the copy of your will. The actual will itself. The original to the probate court. And then you start basically a legal proceeding. The average time that that legal proceeding takes is 9 to 15 months. And it depends on how complicated the assets are in your estate. If you do not own a business, it’s pretty simple, right? So, you know, not a big deal. But if you own a business and there’s people that are dependent upon this business, right, for their livelihood, for example, like employees, uh, you better have a trust because the probate court tends to freeze assets pending probate. So what does that mean, practically? They’re going to take your business bank accounts and just freeze them. And I don’t know about you, but if anybody froze my business, bank accounts shut down. I’m not going to have a business very long. Right. And I love my employees. And my employees love working for us and with us. But, you know, if they’re not getting paid, like they’re not going to work. You know, God bless them, I wouldn’t either, but that’s what happens, you know? Yes.

Jonathan Sparks: It’s possible that you get the most amazing probate judge in history, and that judge allows the company to not be frozen and still conduct some business. But they don’t like doing that. They’re not in the business of running a business and they don’t know how to, you know. Okay. So most of our clients, their biggest asset is their business. And it’s a difficult asset to sell. Of course. Right. So, you know, if you’ve just got a will that means you have to. You have to sell the business in a distressed state. Correct? Like immediately. So it’s like a foreclosed upon property. Someone’s going to come in there and, you know, expect $0.50 on the dollar, $0.20 on the dollar. You know, this is worthless without the guy, you know, running it or, you know, this the the boss lady is gone. So, you know, you got nothing here. So anyway, it if you just have a will, it takes your most valuable asset, which is probably, you know, normally like 70, 80% of the value of your entire estate and you’re just putting it down the drain. And what happens, which is really sad. But the, the larger companies, uh, they just take up that market share and this is gone. They just, you know, the customers go somewhere else, right? Okay. If you have a trust, the trust survives you. So it’s a it’s a legal entity, kind of like an LLC or a corporation. Right. But if you pass away and you have previously placed your business into the trust, the trust continues on even though you’re dead, and you can name who the successor trustee will be, who will run your business immediately when you die.

Ramzi Daklouche: Right. And they have the right to sell or do whatever they want with.

Jonathan Sparks: It, whatever they want. They can keep running it. They can sell it. They can sell it to the employees. They can, you know, grow it, you know. And your beneficiaries, even if they’re, you know, minor children or whatever, they continue to get profit distributions from the business. It’s a beautiful thing. Yeah. But you know, it protects that asset.

Ramzi Daklouche: So at what level? Excuse me. At what level of business? Like, you know, you have a lot of very small businesses. Owner operated. Right? I mean, the owner basically has a job in the business. It’s not really business owner. So what level business should they consider trust versus, um, will? Or is it every small business should consider it.

Jonathan Sparks: I’d say I’d look at it as, you know what? What happens if I die with a will? And what happens if I die with a trust? You know? And you know, if if you’re going to lose, let’s say, you know, worst case, the business would only, you know, sell for or or operate past your, your passing. If it’s, if it’s only like, I don’t know, 20 or $30,000 worth of stuff and it’s not really going to make a difference, you know, if the business is fully dependent on you and there’s no way that it can function without you, and you barely.

Ramzi Daklouche: Survive living with with it, that’s worth it.

Jonathan Sparks: Then you don’t really have. That’s not really a business. That’s just, you know, you’re you’re a 1099, you’re like a freelancer. Yeah. You know, and that’s totally respectable. There’s nothing wrong with that at all. But I don’t think it would require a trust because it’s not going to move the needle. You know, either way, if you pass, this is going to close.

Ramzi Daklouche: Yeah.

Jonathan Sparks: You’re going to shut the doors, right?

Ramzi Daklouche: Um, if your kid working in it, you probably need to trust, right? Yeah.

Jonathan Sparks: So if you’ve got, you know, multiple employees, if you’ve got some ongoing, you know, customers, if you’ve got if more than I’d say 20% of the value of your estate is tied up into that business, then it’s totally worth setting up a trust. I mean, typically, you know, a trust will cost you around 3 or 4000. And, I mean, usually we’re protecting, you know, at least 200,000 worth of, you know, estate with that 3000 bucks, you know, if not like 2 or 3 million, you know. So it’s an easy win, you know, for everybody. But, um, but yeah, I think that’s where I would draw the line. Just how how is it going to function if I pass?

Ramzi Daklouche: Yeah. And how, you know, so this is great information. I think, you know, my biggest thing for right now when I talk to business, ready to sell or not ready to sell or looking at exit is do you have trust or do you not have. So very important question for me right now as I continue to learn what a trust does. So what about estate tax trust versus versus uh, a will. Because I know there’s a huge difference in how you pay and what you pay for estate tax with will and trust.

Jonathan Sparks: The estate tax. It’s been we’ve had a bit of a roller coaster with the estate tax, uh, in the last I’d say ten years. So way back when, when Hillary was running, she was talking about bringing the estate tax limit down to like 3 or 4 million. Yeah. And when Trump was running or when he did his first term. I believe he moved it up from like 8 million where Obama had it, I think, to 11 or something. And I believe it’s set to sunset this year. I’m not sure, but it’s quite high. Uh, now it’s somewhere around 20 million. So there’s not really tax consequences unless you have more than that amount.

Ramzi Daklouche: For even if you have, uh, uh, trust or just there.

Jonathan Sparks: Are there are different types of trusts that you can set up if you’re encroaching upon the, you know, the the legal limit for where taxes start to kick in. Um, and you know, it is possible Lord knows what Congress is going to do in this, this term. But, um, uh, you know, it is possible that its sunsets and they, they stop it and it goes way back down, you know, to like 6 or 7 million. Um, but currently, unless you’re really pushing on that amount, if your estate is worth, I’d say less than 6 million, then I wouldn’t worry about the extra trust stuff that you can do. There is plenty of things you can do, but it’s not really applicable.

Ramzi Daklouche: And I can’t get that at Legalzoom. I have to go through somebody like you to get to. Yes. Yeah. Chatgpt can help me with that either.

Jonathan Sparks: I mean, they will say confidently that they can help you write ChatGPT especially.

Ramzi Daklouche: Yeah. Have you I mean, you know, just to tell a story. Do you have any examples of stories you dealt with where people kind of either lost it all or really were very successful with trust?

Jonathan Sparks: Yeah. I mean, it’s, uh, it’s just not something that people tend to think about. You know, I don’t know if it’s difficult to think about your own demise, you know? Yeah. As a philosophy major, I kind of love it. So it’s all. It’s on the top of my my mind. Um, most of the time. But, yeah, I mean, it’s if you if you don’t have a trust, it’s really sad because there, there are these thriving businesses that entrepreneurs set up and worked their butts off for decades. And then it just craters. It just crashes and burns and everybody leaves it. I mean, I can’t share information about this particular client, but I wish I could, but, um, he passed away. He had a business worth at least $20 million. And man, I was it was a good friend of mine. I was harping on him to get that thing set up, and he just wouldn’t do it. He’s like, oh, I’m gonna live forever, you know? And. And then he passed away in like, a tragic event.

Ramzi Daklouche: Yeah. Yeah. It doesn’t uh, that’s very sad. And besides that, when they go because they have to value the business as well. Yes. In a probate court. Right.

Jonathan Sparks: Yeah. And that’s, that’s part of the reason why it takes so damn long, you know, like, what’s it worth? And and the value is dropping. It’s like plummeting the longer that they take which.

Ramzi Daklouche: But they value high, they value it high for because they’re going to collect taxes on all that stuff. Right? Yeah. So I mean, I’ve been through so many, uh, nightmares of people going through this and, you know, uh, somebody valuing it like myself, business advisor, valuing it. They value it a lot lower than the probate does. They find these people, I don’t know where they find them, but they dig gold only so they, you know, they’re getting high values for these. I wish I could sell businesses that these appraisers.

Jonathan Sparks: Yeah, yeah. The appraiser.

Ramzi Daklouche: Must be a different, different.

Jonathan Sparks: Set of appraisers. Yeah.

Ramzi Daklouche: Because they have a different book. They have like Legalzoom kind of book. Yeah, it’s kind of interesting. Yeah. So you said, you know, the trust is in where we are with it and what it costs and all this stuff. So how do people get educated? Like how do they know? How are they getting the education now? Because this is lacking in small business. Right. Small to, you know, low medium business. The education is lacking. How are they getting it? Are they seminars? I mean, let’s say I go I come to your office to set up a new LLC. Is this part of the spiel? You give me that? By the way, let’s go ahead and start thinking about your your trust. Or because I know you set up companies as well. Yeah.

Jonathan Sparks: If you’re setting up an LLC, I’m probably not going to bring up the trust unless, you know, it’s clear to me that there’s other businesses, you know, because usually at the start up phase, you’re not necessarily going to, you know, you got to see if it’s got legs first, you know, is this really going to make some money? But yeah, I mean, we we have a lot of, uh. We like to keep up with clients, you know? I mean, we usually people order services from us kind of a la carte, you know? And as needed, a lot of the service that we offer is just, you know, general advice and, you know, and I love getting to catch up with clients and, you know, speak with them every few months, you know, check in on them with the quarter. And what’s your business goals. And are you hitting them? And, you know, we also really want to I don’t know, uh, okay. Here’s a story. Uh, I went to music school a long time ago, and the music teacher there, believe it or not, was the original manager for the band kiss. Oh, wow. He was a really funny guy. He filed bankruptcy, like, six times, I think, and he was very proud of it. Like, he was hilarious. So he gave us all of this advice. He’s like, you know, you need to set up an LLC. You need to take tax deductions. You’re in the entertainment business. So every movie you see and soundtrack and, you know, piece of audio equipment you buy, that’s all tax deductible. And like it’s great. And so I took notes. You know I was a geek. I was like, yeah, I’m gonna learn from this guy. I’m like so successful.

Ramzi Daklouche: I gotta pay taxes.

Jonathan Sparks: Right? So I did all of this. I took all of his advice and I really took it to heart. And I set up an LLC on my own that there wasn’t any legalzoom back then, thank God. Um, and I did everything I could. I did not do a good job of setting up the LLC. I did not have an operating agreement. If anybody tried to sue me, I would not have had limited liability. But it didn’t matter because I didn’t make any money. So my band member, uh, pulled me aside and he’s like, John, you’re you’re putting the cart before the horse. You know, like, you don’t need to do any of this. We might clear, like, a hundred bucks for a show.

Ramzi Daklouche: Nobody’s coming after.

Jonathan Sparks: You. Yeah, right. Like this does not matter. This is unnecessary. And that just blew my mind. I thought, oh, no, this is what we’re supposed to do. But no. Um, so when I get a call from a customer or a potential client that that wants us to set up a business, you know, I’m thinking, okay, what’s the least amount of legal services that we can offer them? You know, so that they can really get this company off the ground and running, and then we can be a long term law firm team for them. You know. Yeah. As long as they’re successful because God forbid I, you know, like I, I would not be able to sleep at night if we took all of their, you know, cash effectively and set up everything right away so that they had nothing to spend on marketing and nothing to spend on good employees and nothing they could spend on, you know, schmoozing their clients and figuring it out, you know? Yeah, yeah.

Ramzi Daklouche: So. But you can give me advice like, hey, get to this level. Yeah. And then let’s go do your trust, get to this level and we’ll do the next step for you.

Jonathan Sparks: Yeah.

Ramzi Daklouche: So it’s a stronger operating agreement, which is very important to. Exactly.

Jonathan Sparks: So we really try to line it up based on the income levels of the business and the success. And when you asked me earlier who my favorite clients to work for are, you know, they’re ones that like out of nowhere, they just started being successful. And they’re like, okay, now what do we do? You know.

Ramzi Daklouche: Yeah. Yeah. And you want them to keep focus on their business and on legal stuff. So.

Jonathan Sparks: Yeah, totally. Yeah. Let’s just knock it out. We’re good at it. We’re we’re we’re quick, we’re responsive, and we can, you know, give you some legal advice.

Ramzi Daklouche: So when somebody’s setting up trust, do they need to have the financial advisor also? I mean, is it like a group setting where you have more than I mean, legal is one part of it, right, which is drafting the agreement. But you need your tax guy or do you need your financial adviser or wealth manager. What’s the right thing for them? Because every time they bring somebody in, they’re going to pay. But it’s so important that they at some level, everybody needs to get a trust if their business to get to that whatever number. Right?

Jonathan Sparks: Yeah, I mean, I love working with other professionals. I think that there are definitely some lawyers and all types of professionals out there that really want to be like the only professional they’re talking to or something. But I really enjoy talking to other professionals and have a good time, and I feel like we can do by far the best work for our client because it’s, uh, you know, it’s, uh, we’re just looking at it from every angle, you know, and covering all the bases. So. Yeah. Yeah. Um, normally financial planners don’t charge, you know, like on an hourly basis. Usually they just take, you know, like half a percentage or a percentage or something of the invested assets. Right? So they’re, you know, but they’re, they’re happy to get on the phone with us and make sure that everything’s everybody’s working together. You know, I’m putting my hands together rather than, like, fighting one another because. And in.

Ramzi Daklouche: Your situation. And now I’m going to plug something else in your situation, which, you know, a lot of probably listeners don’t know, maybe some do. You’re a president of BNI Bucket Chapter, which is the oldest chapter in the East Coast. It is.

Jonathan Sparks: Yeah, we were the first. We had Ivan Meisner, the the guy who started it all like check out our chapter, you know. Yeah. Often.

Ramzi Daklouche: So you have a guy I mean, you have a guy or you have a girl or you have somebody, right? That you can bring in to any situation that you trust or, you know, you’ve you’ve vetted or you’ve worked with before to kind of help that customer, right? Yeah. Which people don’t understand the advantage of being part of a good networking group and what that brings like for me, I always have 30 people behind me just helping me. Right. This is my team, right? And I’m not talking about sales team. Actually my team. If I need something, I have somebody. Right. So which is very, very strong point of view because now you expand your office. Your office is no longer no longer law. You have all these other services available to you, phone call or text, and we help each other. And I don’t think people understand the power of this. So, you know, that’s why I think.

Jonathan Sparks: It’s, um, it’s, uh, you know, it takes a village sometimes.

Ramzi Daklouche: It does take a village.

Jonathan Sparks: I love that the BNI structure and this is true for, you know, the other groups, too, power core and what have you. But it’s self-policing. So, you know, if somebody sends me a referral and I were to really mess it up, you know, or do a bad job, uh, you know, they’re not going to send me referrals anymore, and they’re probably going to tell all of our friends, hey, you know that sparks guy like, he he, you know. Yeah, he did a bad job. I’m not saying, you know, you should know. And you might even get kicked out of the group, you know, as you should. So it’s really important. And I think everybody understands this. If you, you know, are in it for more than a year or six months or whatever. Uh, you got to do a great job, you know, so everybody prioritizes those referrals, I think, and, you know, makes damn sure that we knock it out of the park for them.

Ramzi Daklouche: Yeah, I think it’s been a pleasure being part of that group and I enjoy it. So in closing, let me ask you a question. If a business owner is listening today and wants to take some action, what are the first steps they should take?

Jonathan Sparks: Honestly, just call us. You know, I love talking to entrepreneurs. Um, you know, we don’t charge for, you know, initial consults at least. And, um, you know, it’d be great to, to get to meet you and understand, you know, what you’re doing and what your dreams are, where you’re at. And, you know, any legal advice you need? Happy to help out.

Ramzi Daklouche: Awesome. And then, uh, any final thoughts? Key takeaways that you want to kind of share with the listeners. I have a question for you, but I want to hear your thoughts and take away.

Jonathan Sparks: I, um, yeah, just just don’t use legalzoom. Just please.

Ramzi Daklouche: There was whatever you do.

Jonathan Sparks: This is this is how worried Legalzoom is about their own malpractice. Okay. They they have a very powerful lobby. They’ve already sucked up, like, 80% of the legal market. Okay. So it’s it’s big, and it makes it very hard for guys like me to, like, shout from the rooftops and be heard, you know, because they they have so much volume, they have so much marketing and so much.

Ramzi Daklouche: Yeah, absolutely.

Jonathan Sparks: They’re growing and it’s hard to compete with that. So you know it. They want protection so bad that they tried to lobby the Georgia Congress. And they did this in all these different states to write a law that said, uh, no legal malpractice. Laws and ethics laws apply to online legal services companies such as Legalzoom.

Ramzi Daklouche: They must have a huge lobby.

Jonathan Sparks: Yeah, and they almost got it. They were one vote short. This is in like 2015. And they’re still trying, you know, like that. I mean God bless them. They’re they’re still going for it. So like if they got that law passed, you couldn’t even try to sue them for messing up your contract. Yeah. You can’t even try like, you just they just throw your case out. That’s how bad it is. I mean, like, we spend a good deal, as we should on malpractice insurance. If I mess up, there’s $1 million waiting for you. You know, like we’re ready to go. You know, we stand by our work. It’s. We put our livelihood on it. Absolutely.

Ramzi Daklouche: Yeah. Plus, you have to pay for all the insurance.

Jonathan Sparks: Yeah, and I’m happy to pay it, you know, no question. But yeah, Legalzoom does not have that. They don’t need it, you know, because they’re not a law firm.

Ramzi Daklouche: I think that’s a great advice. I think, you know, my biggest takeaways is and I’m going to keep preaching trust versus will based on the business. I think that is so important. People don’t understand for business owners. Yeah. That’s your legacy. You’re leaving and you don’t want to flush it down the toilet. Right. And then the legalzoom thing, which I really don’t understand, and I’m going to look at the, at the, you know.

Jonathan Sparks: The fine print.

Ramzi Daklouche: I’m going to read it.

Jonathan Sparks: Yeah, man. I used to do a, a BNI presentation where I would just read it. Oh, wow. And people are just rolling because it’s so bad.

Ramzi Daklouche: Yeah. I’m gonna actually, when we publish this, I’m going to make sure it’s part of it if I can find it. Okay.

Jonathan Sparks: Yeah. I’ll send you the. I’ll send it to you.

Ramzi Daklouche: So now to the most important questions of the day. Okay. You’re a musician, you play guitar and I’m going to assume you’re singing too.

Jonathan Sparks: I do.

Ramzi Daklouche: Yeah, I’m not going to make you sing, but do you want to represent? Do you want to? Manager. We can go on the voice together. It’s my dream to take people on the voice.

Jonathan Sparks: Uh, yes. Totally. Really? Yeah, I do. I do want to do that.

Ramzi Daklouche: Yeah. You know, my my guilty pleasures are AGT and The Voice. And if Claudia is listening to this, she’ll. I watch him like I get very involved.

Jonathan Sparks: Your angelic voice, Ramsey.

Ramzi Daklouche: I don’t I don’t sing. I know.

Jonathan Sparks: You do. It’s in your heart.

Ramzi Daklouche: It is.

Jonathan Sparks: It is. Let your. So what.

Ramzi Daklouche: Is your. I’m not going to do what I want to manage people doing that. What’s your favorite genre? What do you listen to or you, you know.

Jonathan Sparks: Um, I, I’m a sucker for classic rock, you know? Oh, is that right? Yeah.

Ramzi Daklouche: I think the hair kind of gave it up.

Jonathan Sparks: Yeah. I love, you know, Jimi Hendrix, Pink Floyd, you know. Yeah. Yeah.

Ramzi Daklouche: All of it. And what’s your favorite song?

Jonathan Sparks: My favorite song ever. Yeah. Gosh, I don’t even. Oh, man. I think what it is is, um, an old Dylan song. It’s, uh. I don’t even know what it’s called. It’s, um. Uh. Don’t. Oh, yeah. Don’t think twice. It’s all right.

Ramzi Daklouche: Okay.

Jonathan Sparks: Very good. Yeah, it’s like a breakup song, but it’s.

Ramzi Daklouche: It’s a breakup song.

Jonathan Sparks: It’s. He figured out how to say no in that song, and it’s so beautiful.

Ramzi Daklouche: Well, my listen across all genres, I literally do. I, you know, I listen to hip hop in the morning while I’m working out all the way to romantic at night. Yeah, for different reasons. My favorite song. And it’s because I’m a lover, not a fighter. It’s by Michael Bublé, actually. Everything.

Jonathan Sparks: Really?

Ramzi Daklouche: Yes. And it’s my wife’s favorite song, too, so. Awesome. Yeah. I cannot change it.

Jonathan Sparks: We used to play it at the end of the.

Ramzi Daklouche: I know, yeah.

Jonathan Sparks: I know, so.

Ramzi Daklouche: Very good. Well, listen, great having you on the show. Thank you.

Jonathan Sparks: Very much. Great to be here. Yeah.

Ramzi Daklouche: Thank you. Jonathan. Your website. Do you want to tell us what? Your website. Sure.

Jonathan Sparks: Yeah. It’s pretty easy to remember. It’s, uh, sparks law practice.com. There’s this guy out of Texas that owns sparks law. Law.com. Uh, I forget his first name, but his last name is sparks.

Ramzi Daklouche: Is his injury lawyer.

Jonathan Sparks: No, he’s, like 95 or something. Oh, okay. And I keep emailing him and calling him every year. I’m like, dude, sell me this website, please, because he hasn’t changed it in like 15.

Ramzi Daklouche: He’s not using it.

Jonathan Sparks: No he’s not. He’s 95. Yeah. What is he going to do? But anyway, maybe I can, like, hit up his estate, you know, go to probate court and, like, offer them. Yeah.

Ramzi Daklouche: Send them a legal zoom. I doubt.

Jonathan Sparks: He has to send them a.

Ramzi Daklouche: Legal zoom thing. All right. Fantastic.

Jonathan Sparks: Sparks law practice comm. And our phone number is (470) 268-5234. So give us a call anytime. We’re here to help. This is.

Ramzi Daklouche: Great. Thank you. Jonathan. Thank you.

Jonathan Sparks: So much. That was a.

Ramzi Daklouche: Pleasure. Knowing your personal level and pleasure talking to you in this setting. Thank you.

Jonathan Sparks: Very much. Rock on guys. Build some business.

 

About Your Host

Ramzi Daklouche is Principal at VR Business Sales. His mission is to facilitate seamless transitions for business owners looking to sell or scale. The organization’s four-decade legacy in managing transactions, from modest enterprises to extensive mergers, resonates with his expertise in mergers and acquisitions. Our collaborative approach consistently unlocks the true value of businesses, ensuring sellers’ peace of mind throughout the process.

His journey began when he left corporate world to venture into the challenging realm of entrepreneurship. After running their own business for several years and earning accolades for their dedication to service and quality, he decided to establish VR Business Sales Mergers and Acquisitions Atlanta. Their mission is to provide unmatched value through transparency, security, diversity, service, and experience.

At VR Business Sales Mergers and Acquisitions Atlanta, they empower business owners and buyers with clear, honest guidance and exceptional service throughout every step of the transaction process. While their office is based in Atlanta, they offer their services nationally and globally, embracing diversity and engaging with a broad spectrum of communities and businesses.

With decades of industry expertise, they aim to build lasting relationships based on trust and excellence, enabling their clients to achieve their business goals with confidence and peace of mind. Whether they are transitioning from owning their business or moving toward ownership, they’re here to support every step of the way, navigating the vibrant landscape of Atlanta’s business community and National & Global markets for remarkable success.

Connect with Ramzi on LinkedIn.

Tagged With: Spark Laws

Celebrating Women of Color Business Owners: How One Woman is Reshaping Construction Management

February 25, 2025 by angishields

Women in Motion
Women in Motion
Celebrating Women of Color Business Owners: How One Woman is Reshaping Construction Management
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In this episode of Women in Motion, Lee Kantor is joined by Omoné Livingston, President and CEO of O2 Engineering, Projects and Construction Management (O2EPCM). Omoné shares her journey from a passion for engineering sparked by Legos to earning advanced degrees and gaining over 32 years of industry experience. She discusses the services her firm offers, including program and construction management, and her dedication to community service through scholarships and mentorship. Omoné also talks about the importance of networking, certifications for women-owned businesses, and joining supportive organizations like WBEC-West to empower other entrepreneurs.

Omone-LivingstonOmoné O. Livingston is the Founder, President & CEO of O2EPCM, Inc. dba O2 Engineering, Projects & Construction Management incorporated on September 9, 2016.

O2EPCM is an award-winning experienced firm that provides professional, technical, consulting, management and support services in the planning, design, engineering and construction industry. O2EPCM (pronounced, O2 EPCM) provides full-service program management, project management, construction management, project controls, quality assurance/quality control (QA/QC), claims management, safety management, building information modeling (BIM), storm water pollution prevention plan (SWPPP) management, health & safety training, inspection, staffing/staff augmentation, drafting and design/engineering/construction support services to local, state, federal government agencies, utility companies and private clients.

O2EPCM employees consist of engineers, architects, and other certified professionals. O2EPCM is a certified small/diverse/woman-owed/minority/local small/community enterprise firm with locations in Los Angeles, Burbank, San Diego, Oakland and San Francisco, California.

Omoné is an experienced civil, structural and environmental engineer with over 32 years of experience in the planning, design, engineering and construction industry. Despite the challenges of being one of few African American female engineers, she started her company which is now one of the top and award-winning small businesses in Southern California. Her company is the Southern California Minority Supplier Development Council (SCMSDC) “2021 Supplier of the Year – Class II Winner” Award, a prestigious award. O2EPCM was nominated by the California Water Association (CWA) in which several of their clients are members for the Utility organization.

Recently, O2EPCM was awarded the 2023 Chevron Dorothy A. Terrell Community Impact Award, 2024 UCLA Bruin Business 100 Award, 2023 & 2024 ICIC Inner City 100 Award. She was recently awarded the 2024 NAMC Trailblazing Rising Star Award amongst other awards. O2EPCM-logo

Omoné has a Master of Science degree in civil & environmental engineering from the University of California, Los Angeles (UCLA) and a Bachelor of Science degree in civil & structural engineering from California State University, Northridge (CSUN). She holds a license in Engineer-In-Training (EIT), a Certified Construction Manager (CCM), Envision Sustainability Professional (ENV SP) and is in the process of attaining her Professional Engineering (PE) License.

Omone’s experience includes successfully starting and completing various small, medium to multi-billion-dollar projects, design, engineering, construction, estimating, project & construction management, project controls, project staffing, cost controls, schedule control, planning, oversight and recruiting of qualified staff on various projects.

Omoné is a valued board member to several industry related organizations in the region including the Construction Management Association of America (CMAA) SoCal Chapter Foundation, National Association of Minority Contractors (NAMC) SoCal Chapter and the ACE Mentor Program L.A./O.C. Chapter; Advisory Board Member for CSUN Women in Science and Engineering (WISE), CSUN Construction Management Industry Liaison Council (CM ILC) Member, City of Los Angeles Public Works Ad-Hoc Business Advisory Committee Member; Member of City Club LA, ASCE, GLAAACC, LAACC, COMTO and a life member of the Los Angeles Council of Black Professional Engineers (LACBPE). She is also a member of Caltrans District 7 Small Business Council and Caltrans Southern California Alliance Region Calmentor Committee Member.

Omoné is passionate about volunteering and giving back to the community. She ensures that her company gives local minority students scholarships/internships through O2EPCM’s scholarship/internship programs and mentoring students interested in the architectural, engineering and construction industry.

Omoné is a problem solver, teacher, planner, leader, team player, motivator, mentor, philanthropist, and a respected successful entrepreneur. She continues to receive many recognitions and awards from her peers and clients for the work she does not only in our industry, but also with her church and community.

Connect with Omoné on LinkedIn.

Music Provided by M PATH MUSIC

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX Studios, it’s time for Women In Motion. Brought to you by WBEC-West. Join forces. Succeed together. Now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Women In Motion and this is going to be a good one. But before we get started, it’s important to recognize our sponsor, WBEC-West. Without them, we couldn’t be sharing these important stories. Today on Women In Motion, we have Omoné Livingston. She is the Founder, President and CEO of O2EPCM, Inc., doing business as O2 Engineering, Projects and Construction Management. Welcome.

Omoné Livingston: Thank you so much. It’s such an honor to be here. Thanks for having me. I really appreciate it.

Lee Kantor: Well, I am so excited to learn what you’re up to, tell us about your firm. How are you serving folks?

Omoné Livingston: Yeah, thanks for the question. I’m just really humbled to be the Founder, President and CEO of O2 Engineering, Projects and Construction Management, O2EPCM. At O2EPCM, we provide professional technical consulting and management services in the engineering design and construction industry. We primarily provide services such as program services, program management, construction management, project controls, project management, as well as inspection services. Staff augmentation is a big part of what we do for those on-call, as-needed basis contracts, and we also support engineering and design projects. We do a lot more, but I think I can stop there.

Omoné Livingston: Now in terms of community work, that’s another passion of mine whereby we help with workforce, giving opportunities to individuals that need experiences within our industry, whether it be scholarships, internships, or just helping individuals in the community to get experience within our field of study. So, I’m very passionate about that on top of, you know, helping within the industry to build our communities, too, as well.

Lee Kantor: Can you talk a little bit about your journey? How did you get here? Have you always been in this line of work?

Omoné Livingston: I have. You know, I’m one of those rare beings where at the age of five years old, blame it on the Legos. I always say this where my parents bought me Legos. I’ve always built and always wanted to be an engineer. I did follow my dream and went to school. I actually went to Cal State University, Northridge, and got my degree in Civil Engineering and Structural Engineering. And I proceeded on to UCLA, where I got a Master’s Degree in Civil and Environmental Engineering. So, I’ve been working in this industry for over 32 years, so this is my passion. Primarily, I’ve done a lot within the field of engineering design and construction since my 32 years of service in this industry.

Lee Kantor: So, what compelled you to be an entrepreneur and start your own firm?

Omoné Livingston: Yes. I’ve always worked as like I own the company when I worked for other people. I’ve worked for major corporations, multi-billion dollar corporations as an engineer. And prior to starting my own company, I actually did help build another small company. And as a minority African-American woman who is an engineer in this industry, I saw the need that there were not enough of us that are entrepreneurs in this business, and so I took that passion and started my own.

Omoné Livingston: I literally put everything into O2EPCM when I started it. I literally started from nothing and built it to where we are. Thank God I do have individuals that are helping me with things behind the scenes. I’m not doing this alone. I do have – I call them my O2EPCM family – my staff that are just phenomenal and has been there for me since day one. So, I’m very grateful to have good people around me, good clients, too, as well. I have to give it up to our clients as well, who are supporters of O2EPCM and showing that we’re alive and well and we’re continuously being given projects to sustain us, too, as well. So, thank you for everyone that continuously support us. I’m very grateful for that.

Lee Kantor: Now, can you share any advice for other entrepreneurs maybe that are in a similar place as you, that they’re working for a larger firm and they have a dream of, hey, I can do this, maybe I can do it better, maybe I bring a different thing to the table that will stand out in the marketplace, but I’m kind of afraid to take that step. Is there any advice you can share when it comes time to saying, okay, I am going to do this on my own. I know it’s going to be difficult, but I believe I have what it takes to make this a reality.

Omoné Livingston: Definitely it is difficult, I must say, but it’s rewarding. My journey when I first started, you know, I literally did not have income for a year. It takes a lot of planning. It takes a lot of discipline. It takes a lot of believing in yourself because not everyone is going to believe in you. You have to really understand the industry and understand how things are executed on a daily basis. You know, I still go to webinars and conferences, and always staying on top of technology and educating myself how businesses have been run on a daily basis, surrounding myself with other entrepreneurs and sharing notes with them, too, as well, supporting them, too, as well.

Omoné Livingston: Because even though it seems like it’s a large industry, we all know each other, right? So, it takes a lot of discipline, especially when I did first start, I was out and about branding my company, meeting with people, writing proposals. I wrote proposals by myself, staying up all night. Literally, I’ll be out and about all day, and at night while you were sleeping, I was working, putting those proposals together. It also helps when you do have the background within the industry.

Omoné Livingston: And the networking is very powerful, too, as well. Organizations like WBEC-West helps a lot. You know, they have a lot of programs that help small businesses. It’s always good to attend those sessions and webinars, utilize the resources that we do have. The WBEC-West, the SBA, the SBDC, the PACE, I mean, there’s so many different organizations that are out there and resources that have been put in place to help small businesses, and I did utilize all of them.

Omoné Livingston: I usually tell people that, you know, when I started my business, I didn’t pay for anything. I literally utilized these businesses to help support me in organizing my company. And I usually tell people when they say, how did you start? I say go to SBDC. I say go to WBEC-West. Go to all those resources because they’re very, very valuable to each and every one of us small business owners.

Lee Kantor: And it seems like the communities that you serve and are involved with, you’re getting recognized for leadership and a lot of other things. Can you talk a little bit about being awarded so much recognition over the years for the work that you’re doing? That’s very impressive.

Omoné Livingston: Thank you. It’s very honorable. I’m humbled. Like I said, having a passion for what I do. I’m very passionate about engineering, construction, design. This is my passion. Most importantly for me, I’m very passionate about helping other people. I’m helping other people and helping other small businesses because I like to do it. I feel so good about it.

Omoné Livingston: And I’m not thinking of winning any awards. And I just do these things because I have the passion to do it, and I just enjoy seeing other people succeed. I really do enjoy that. I love if I can see everyone accomplish their goals, it’s something that just gives me great pleasure, you know, celebrating other people’s success.

Omoné Livingston: So, when I’m doing what I’m doing out in the community, being involved with different organizations, volunteering my time and even money, too, as well. All the scholarships that we do give, O2EPCM, we give a lot of scholarships to students, underrepresented students that are in the industry. I mentor students, too, as well. I help with mentoring other small businesses, too, as well, guiding them through as I’m still being mentored, too, as well, and O2EPCM is still being mentored.

Omoné Livingston: So, I’m very, very humbled and honored to receive the accolades that we’re receiving, and I’m just very grateful for all of it. But I’m doing this work, because I have great passion for what I do, and I just want to see everyone succeed in whatever they put their minds to.

Lee Kantor: So, who is the ideal customer for you? What kind of situation are they in where they should contact you or somebody on your team?

Omoné Livingston: Yes, definitely. So, my email address is O-M-O-N-E-O@o2epcm.com. My cell number is 213-267-8284. Our office number is 213-267-8800. Our customers ranges from – I mean, the industries that we’re actually partaking in includes airports, transportation, water, wastewater, infrastructures, schools, environmental types of projects, too, as well. We’re involved with ports. We’re involved in a lot. Utilities, I cannot forget that either. So, as you can see our client ranges from small to large. I always say we do not discriminate. We will accept opportunities that do come our way.

Omoné Livingston: We are small. We are a certified small business, women business, disadvantaged business. We’re also WOSB, which is Women-Owned Small Business. We have a local business enterprise certified and a community business enterprise. I usually say we have all the BEs, and we’re always partnering with both small, medium, and large organizations and also with agencies, too, as well.

Omoné Livingston: So, yes, I can be reached once again at 213-267-8284 or my email address at O-M-O-N-E-O@o2epcm.com. You know, I’d be remiss if I don’t say this, a lot of people tend to say, “O2, what does that stand for?” O2 is actually my initials. I was double O, O2, Omoné Oshamige before I was Omoné Livingston. So, the double O, O2 are my initials. And usually we do say that also stands for oxygen, as O2EPCM, we bring the oxygen into your projects and we breathe air and oxygen into the projects that we’re involved with. So, there you have it.

Lee Kantor: And then, the website is the letter O-the number two-E-P-C-M.com.

Omoné Livingston: That’s right, www.o2epcm.com.

Lee Kantor: Now, before we wrap up, you mentioned a little bit about WBEC-West, but do you have any advice for an entrepreneur or a woman-owned business out there if they’re considering joining WBEC-West community, how would you recommend, first, should they do it, and what would they have to do to get the most out of their membership?

Omoné Livingston: A 110 percent you should join and become a member of WBEC-West. Not just only that, certify. O2EPCM is a certified WBE firm. I would highly encourage it, not just the WBE, but also the WOSB, which is Women-Owned Small Business. WBEC-West has been really awesome and very valuable in helping with growth of organizations like O2EPCM.

Omoné Livingston: A lot of this projects will not include a small business if they do not have the goals. Having the goals of the DBEs and the SBEs are pretty prominent on contracts, but they also watch for who are the women-owned firms, too, as well, and minority-owned firms, too, as well. So, certifying yourselves, certifying your firms is very valuable towards the growth of any organization.

Omoné Livingston: So, WBEC-West, I would highly encourage everyone to get involved with WBEC-West, to also certify as a WBE and a WOSB. And also utilize the resources and the webinars, get engaged, get involved with all of that. It would help tremendously, I guarantee you that.

Lee Kantor: Well, congratulations on all the success. And thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Omoné Livingston: Thank you, Lee, so much. I really appreciate this opportunity to be on this podcast. And I’m very grateful for not just you, Lee, but also WBEC-West and Ella. I have to mention Ella, too, as well. Thank you all so much and please continuously support O2EPCM. We are very grateful for the continued support and look forward to not only continuously working with WBEC-West, but also others, too, as well. And please reach out to me if you would like to work with us as we want to work with everyone. Thank you again so much and stay blessed.

Lee Kantor: All right. This is Lee Kantor, we’ll see you all next time on Women In Motion.

 

Tagged With: O2EPCM

Craig Sekowski and Ralph Pasquariello with The Tech Collective

February 25, 2025 by angishields

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Greater Perimeter Business Radio
Craig Sekowski and Ralph Pasquariello with The Tech Collective
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Craig-SekowskiCraig Sekowski is a seasoned executive with 25+ years of experience in IT, Insurance, and FinTech. He leads The Tech Collective, optimizing digital optimizations for major clients.

His strategic collaboration with corporate CIOs, CFOs, and CISOs drives industry innovation, product delivery, and key partnerships with companies like Fiserv, Truist, AIG, TIAA, Home Depot, AT&T, and Carrier.

He has presented Cyber solutions to the US Secret Service at the Atlanta Cyber Fraud Task Force and has served on several technology boards.

Connect with Craig on LinkedIn.

Ralph-PasquarielloRalph Pasquariello, Sr Partner, Cyber Liability Insurance Consultant at The Tech Collective, home of the CARE-Report.

Connect with Ralph on LinkedIn.

 

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the greater perimeter. It’s time for greater perimeter business radio. Now, here’s your host.

Lee Kantor: This episode of Greater Perimeter Business Radio is brought to you by Mirability with their new compliance exo service taking you from IT risk to IT reward. Now here’s your host, EriK Boemanns.

Erik Boemanns: I was recently reading about a small drink manufacturer who was bottling. Who’s bottling vendor made a mistake. After shipping the cans. Now sitting in a warehouse, the cans began to explode. They lost $1.5 million in inventory. They had $500,000 in insurance plus some supplemental policies. It was nowhere near enough to cover their loss. So a large company might have shrugged this off, but a company that was just starting it was devastating and almost ended them. That’s easy to comprehend. That idea of a real world loss where there’s product. But when we shift gears to cyber, it gets a little bit more abstract. It’s a little bit harder to understand. $1 million of coverage sounds like a lot. So my guest today, Craig and Ralph of Tech Collective, helped translate this very real risk that cyber does bring to our business into real world examples. For example, they shared with me an example of a concrete company that initially was hesitant to have any insurance at all, got hit by a cyber or a ransom attack, was basically out of commission for almost six months. Um, just due to that. So maybe Craig or Ralph, do you want to expand on a little bit in that story on what happened?

Ralph Pasquariello : Sure. Um, you know, selling cyber insurance, Eric, as I did for 15 years, one of the actually early adopters to cyber insurance here in Atlanta. So it was a hard sell at first, you know, and, and several of my companies, Midsize or small size. Just, you know, said, hey, we don’t need it. And as you indicated, one of the stories was one of my concrete companies that we insured. And they were, you know, I actually had two. One was a concrete company that was down for quite a bit, and the other one was another large company that, um, paid us a lot of money for premiums for their insurance policies. But when I offered them a cyber policy, they said, well, we really don’t need that. We’re, you know, we’re a construction company. And as you know, you know, three months later, they got a major attack. It was a malware attack, ransom attack. And the owner called me and said, hey, we have blue screens here. We don’t what is a Bitcoin? They want $25,000. And I said, well, I’ll show you how to get bitcoin. But if you had bought $1 million policy, which at the time was, you know, 15 years ago was was kind of a radical, people were like, wow, that’s a lot of money. Like you indicated. Yeah. Um, I said you were to spend $3,000 on the policy, and it would have covered the $25,000 fine and the ransom and all that fun stuff. So, um, but it’s, you know, it’s just nowadays it’s not as hard a sell, but with the small businesses, it still is. It’s amazing that only 40% of small businesses actually have cyber insurance policies, which is crazy. So yeah.

Erik Boemanns: So I know we still drove right into a story. So maybe we take a step back. Um, I’d love to hear a little bit about your own backgrounds and, and The Tech Collective, what it does.

Ralph Pasquariello : Right. Well, about a year and a half ago, I joined The Tech Collective from a previous job. You know, I was with cyber, I did cyber insurance for 15 years and, um, decided to jump into it full time and to kind of help or we created something new. Um, Craig and I and Jim called the care report and it basically benchmarks Companies and lets them know what their exposure looks like, what their risk looks like, and then they can adjust their insurance policies and their security as, you know, as needed. So it was it was something that was really, really needed for for many, many years. I just said, there’s something missing here and we can dive into that a little bit more. But, you know, Craig and I and Jim came up with something in seven months ago. We launched the website for care Report.com, and in the last seven months, the growth has been incredible and we’ve been blessed. So. And I’ll let, uh, my CEO here speak. Go ahead.

Craig Sekowski: And I’m Craig. Um, so The Tech Collective, we are technology focused service providers and we help businesses with tailored IT needs, whether it be cyber insurance assessments could be strategic advisement, cybersecurity or just your basic infrastructure, but we’ve got two different divisions of our platform. And as Ralph was mentioning, our latest and greatest growth is the key report really helping identify both cybersecurity risks and also the cyber insurance side of the house, making sure that you have the correct policies being put in place for protection.

Erik Boemanns: Gotcha. Yeah. And, um, so you began offering the report you said seven months ago.

Ralph Pasquariello : Uh, we launched the website. Yes. On, uh, uh, August 5th, I believe it was of last year. And since then, well, we’ve I don’t know how many. Um, we’ve done a lot of interviews, a lot of podcasts. We’ve we’ve spoken at so many events. Um, and as you know, Eric, we we did the, uh, the Secret Service launch, the Secret Service, the cyber event here in Atlanta back in June. And that was at the Mercedes-Benz Conference Center. And that was just quite an honor to do that, especially when we were less than a year old. So yeah, it’s been quite a ride. It is.

Erik Boemanns: Absolutely. So I’m curious if kind of what prompted you to launch the report, was it stories like the one with the construction company or other companies that maybe had gaps in their cybersecurity?

Ralph Pasquariello : Well, yeah.

Craig Sekowski: I think I think the story is, you know, I met Ralph some years back and we had similar conversations from different spectrums of the conversation, and the conversation was really broken. Um, CEOs, CEOs, CFOs, CISOs all speak a different language. And we were looking at cybersecurity. On one side, Ralph was mentioning the insurance and lack of from the cyber insurance. And we said, we’ve got to connect those two and be a conduit for that program. So we figured we would solve something. We don’t like to stand still. So being part of the environment we are, we wanted to come up with a program that would really benefit, um, somebody, you know, I’ve sat in the C level seat and know the importance of that. And best effort isn’t good enough.

Ralph Pasquariello : It’s hard to make an impact when you’re selling insurance. You know, when you’re presenting and writing insurance. But from a consultation point of view that I’m doing now, that we’re doing now, when we go in and you speak with the CFO and every single time, um, their insurance is wrong with cyber insurance. You know, when I ask a CFO, why do you have a $5 million limit? And they say, well, because we need to be in compliance. And I say, with what? With a contract. Every single time. Eric, that is their answer. And I said, well, look, you know, if your building is worth $500 million, why would you insure it for 100 million? This because to be in compliance with what? The homeowner’s association or whatever, you know. So, um, so when we took a deeper dive into that and we did an analysis and actually, you know, I would do a whiteboard and say, look, the most The thing that’s going to hurt you the most is downtime, right? So if you get hacked and you’re down for 30 days, what does that cost? Right. And the CFO would look at me like I’m crazy, saying, why would we be down for 30 days? And I said, well, you know, we’d pay this and we’d get back up and running. I said, no, no, no, you don’t get it. You know, and there’s so many as you know, there’s so many more cost involved, you know. And so when we run the report for them today and the analytics and all the algorithms that we have with three major, uh, partners that we have and the numbers come back, the benchmarking is right. Spot on. And it always takes them by surprise. But they realize now look, we have a $10 million policy. We really need 30. Um, that’s a big gap.

Craig Sekowski: Well, the other gap that we we fulfill, it’s, as I was saying before, everybody has a different, different definition of compliance, right. Cfos are looking at their contracts saying, I’m in compliance with the contract needs. Well, that’s only one slice of the pie. And now we talk to CISOs and CIOs, and they bring in like health care. Talking about HIPAA or PCI requirements. Are those also being addressed and covered. And we bring that into the benchmarking and the risk quantification and measure those against really what they need. So again, that brings up a different conversation and fulfillment.

Erik Boemanns: Yeah. Well I think it’s interesting too. You’re talking about compliance with a customer contract. The customer put that in there. Because if something bad happens that might be what they’re expecting to get from you. Which if that’s all your policy is, then what’s left over for you and getting back up and running.

Ralph Pasquariello : So I think it’s kind of reverse third party damages. Right. So and, and I also insist that when, when people write their insurance that they do a check on their suppliers and their clients, right, for third party damages, but to make sure that they have enough insurance in case something happens.

Ralph Pasquariello : So yeah.

Ralph Pasquariello : It’s a big step.

Erik Boemanns: Absolutely.

Erik Boemanns: So I am curious, um, what does the care report help with? How does that actually help a business understand where they’re at with those gaps that we’ve been talking about?

Ralph Pasquariello : Well, like Craig mentioned, we do analysis on both sides. We do the cyber analysis for liability. So we do a risk quantification when it comes to financial how is it going to hurt. And we benchmark you. And then on the security side we also do a benchmark saying look if all of your peers have x, y, z for security and you’re deficient in that, why is that? We need to bring you up to current standards. Um, and Craig can talk about this a little bit, but, you know, we we speak to so many CISOs too, and a lot of them are locked in to their environment, you know, and they live in a bubble. So they really don’t know what a lot of the outside threats are. And that’s the outside look that we take. You can expound on that You.

Craig Sekowski: Have a broad lens. And that’s why we partnered with three different groups that fetus information and vice versa. And it’s a broader lens from risk mitigation. Taking a look at what they have from an outside in type of exposure that they might not even be privy to. And we also look at industry like for like what are your peers doing? What are their exposures. And I think the largest part is really looking at some of the history and the new things that are coming up. We also partner with different agencies that feed us information. We find that, um, many companies are ill prepared for their incident response. What do you do? It’s not a matter of of if you’re going to get it. It’s really when.

Speaker6: Yeah.

Erik Boemanns: So makes sense that some analysis and benchmarking. I’m curious maybe if some success stories that you’ve had where people have, having gone through the care board, realize that they have the gap, they got that coverage. And then kind of where did that go for them?

Speaker6: Yeah.

Ralph Pasquariello : Well we have several. One is a manufacturer, large manufacturer. Actually we have one in Detroit, but there’s one in Atlanta too, that we dealt with. And when we went in, they had a $3 million policy. And they’re doing about 600 million in revenue per year. And I just I, you know, I couldn’t believe that the the numbers were so low. And I said, well, why. Again, it was a contract. Um, after we got through with them, they had a $15 million cyber policy from their broker. And we work with the broker. That’s another thing. We don’t sell insurance. You know, we are we’re friendly, you know, we’re consultation only and dealing with not only the client, but their insurance broker and their security people, their MSPs. You know, we’re a friend to them because we are now validating what they need. Right. And from a different perspective, totally. We’re an outsider. But it seemed to have more value when it comes from us than from their insurance broker. Right. Sure. They said the insurance broker? Yeah. You’re just trying to sell me more insurance. And I used to hear that all the time. Um, and I’m not. You know, my job as an insurance guy is to keep you in business. You know, when the proverbial. You know, when the crap hits the fan and it costs $10 million and you only have a $3 million policy. Who’s going to be who’s who’s to blame? Right. And I always say that to CFOs. Whose fault is it? You know, if you’re wrong, is it my fault or is it your fault? And we don’t we don’t want to play that game. We want to just look, here’s what you need. It’s your choice whether you go that route or not. Right? But this is what you need. So does that make sense?

Erik Boemanns: Yeah, absolutely.

Erik Boemanns: Well, and I think you brought up earlier like the idea of if you under insure a property because it’s what the HOA requires, right. I wonder too, if a lot of people maybe don’t understand the risk and or the value that they really should be ensuring. Right? It’s it’s easy to say, oh, $3 million of coverage. Great. But to your point, if it’s a $300 million business, are they even thinking about that problem the right way?

Craig Sekowski: Well, the extra risk tiles that are included in our report, I think, accentuate that. And I think that exposes some of the needs that they might not even look at and saying, oh, I didn’t even think of this. And we’ve been in business for X amount of years. So that extra benefit and again to reframe, we work for the client. So we’re that extra arm or extension of the client. And I think that’s the largest value that the client receives.

Erik Boemanns: Yeah I’m curious how many people come to you thinking that they’re going to save money on their cyber security insurance after.

Ralph Pasquariello : Well, they cannot. They excuse me, they actually can because, um, we like Craig, always talks about we go back to the beginning where the applications who filled out the these cyber applications in order to get the insurance right. So maybe that was filled out wrong. If we go back and we fill that out properly, right. It can reflect a better premium on your insurance. And we’ve had that happen a couple of times.

Craig Sekowski: We had a university that was putting in the CMC and some of the other security benefits. They didn’t list anything on their application and they saw their premium kind of just rising. And it wasn’t, you know, dramatically. But we looked at the application, we were doing the cure. And part of that benchmarking was missing some of those gaps. We said, why aren’t you identifying that? Let’s make it part of the roadmap. And when they return that application and we like to call it oven ready or fully baked, um, the underwriter gave them additional considerations and they lowered the premium. And actually they were able to gain excess liability limits for next to nothing. So it really benefited the program.

Erik Boemanns: So a company can find out not only are they underinsured and maybe need to change the coverage, but also like you just said, that they’re incorrectly covered or at a higher premium than they should have been. So the the net can be a positive.

Craig Sekowski: Absolutely. And we worked in their insurance agent really appreciated the extra guidance that we provided from that report.

Ralph Pasquariello : And the other thing is you mentioned insurance brokers, a lot of them. And God, I’m going to say over 95% of them don’t have the expertise when it comes to cyber insurance. And the good thing is we hold their hand on that application process. So we review those applications. And this is what differentiates us from a lot of people that are writing insurance and pushing these programs. Um, we look at those applications, we help them fill it out properly. We’re looking at the previous policies, what they had in place. We’re scrubbing that where the where are the gaps? Where are the exclusions? Where are your deficiencies in the policy? You know, you may have a really I always say to Eric, you might have a really good policy, but you’re with the wrong carrier.

Erik Boemanns: Sure.

Ralph Pasquariello : You know, you should, you shouldn’t be with that carrier for what you do. So this again the consultation version or application what we provide. Um we’re not looking to switch things around, but if it’s broken and it needs to be amended, you got to you have to do it.

Erik Boemanns: Yep.

Erik Boemanns: And as you talk about the cybersecurity insurance applications, I’ve helped my employers and companies and clients with that as well. And every year there’s a new page because the threats keep changing and the insurance providers keep realizing, oh, you should have had this in place and we wouldn’t have had to pay out a claim. And so they pushed that back into the requirements. Right? So that’s an evolving the products themselves are evolving. I’m curious if you see any other emerging trends in cybersecurity insurance.

Ralph Pasquariello : So the level of security needed now in order to get a cyber insurance policy has been upgraded quite a bit. You know, years ago they didn’t even talk about MFA, you know, multi-factor, um, and now the actual, The actual applications that you have to fill out are 10 to 15 pages long. There is now a malware application that you have to fill out a ransomware application to factor. So there’s there’s like four applications that you need to fill out now in order to get cyber insurance. And that’s good because for a long time, the insurance carriers were way behind when it came to security. What’s needed. But I think after they get, you know, so many losses over the years, they’ve finally stepped up. And we’ve seen a lot of that. Greg.

Craig Sekowski: Absolutely. I think the the best part of what we’re providing, and, Eric, especially for your type of services as well, I think it’s a conduit for IT strategy, roadmap. And I think that builds a stronger roadmap. And it also makes the CFO find it’s more economically reasonable to find out what their strategy is going to be for not just short term, but long term. And they might be able to add that benefit of growth or some other productive things that they can add into their, um, their offerings.

Erik Boemanns: Um, so you mentioned MFA and multi-factor authentication. Right. The whole I need to have my cell phone and my password to log in concept. Right. Um, I kind of correlate that with on the car safety side if I have airbags required now, but if I have collision avoidance or if I have an alarm system, my car insurance premiums go down too, because now my car is safer or the the claims that may be lower. Um, so are there things besides MFA which is now a requirement to get insurance effectively? Are there other things that companies should be thinking about doing to help lower their risk? And that then translates to, you know.

Craig Sekowski: We also work with third parties and for training. I can’t tell you how important training is and awareness. Um, we had somebody years ago. I was part of a fintech company and we were doing training. We finished our quarterly training and we were about to release a product. Excuse me. Our CTO was moving very quickly, and you were talking about MFA and phishing attacks and things like that. We were doing requests for approvals and he actually clicked on something he should not have, and unbeknownst to him, got into that trap, reported it very quickly. We got our council involved and we called a town hall meeting. And it was it was actually fun. But he said somebody clicked on something that they should not have clicked on. And everybody’s looking in the audience looking around, and he goes, it was me. So being a little humble, he explained what that was and he said, if I had just followed our training principles over and over and over, we could have avoided that one UN error. And they they got through it. But still, I think training is also a key part.

Erik Boemanns: Yeah, that’s for sure.

Ralph Pasquariello : And that brings up a point. Um, one of our, one of my clients years ago, uh, and we talk about security, but, you know, you can have the greatest security in the world. But if you know it’s like your house, you know, you lock all the windows, but you leave the front door wide open. Right. And I’m going to use some acronyms, but people love it when I do that. But Bec is business email compromise. And and that’s something everyone should know about. And the reason why is that leads to so many other things. Um, you know, when the criminal is in your network or the average right now is almost 200 days before they are before you figure out they’re in there. Right? Um, they’ve done so much damage. And then when they leave, they always shut the door and they always, you know, give you a nice, you know, malware ransom attack, you know, but the thing that that leads to that I wanted to talk about, that happened to one of our clients is an invoice manipulation. And that’s a big component right now of cybercrime. And for those of you listening that don’t know what that is, um, when the criminal is in your email system, he controls a lot of things inbound, outbound.

Ralph Pasquariello : And they take an invoice that’s an actual invoice of one of your clients, and they change the routing instructions. What happens after that is your money goes not to your client, or the client’s money doesn’t go to you, but it goes to a third party. And and it’s a it’s a crime, right. But a lot of times people don’t pick up on that. And if they do pick up on it, when they return the email and say, hey, Eric, I noticed you changed your routing instructions. Well guess what? Eric responds to you, but it’s not Eric, it’s the criminal. And he said, yeah, yeah, yes, we did change the routing instructions. I’m glad you noticed that. Pay us the money. So I had that happen to one of our clients. It was $600,000 payment, and 30 days later they invoiced him for another payment and another $600,000 went out. And the client realized that after, you know, 45 days said, hey, Eric, you haven’t paid us. And and Eric said, yeah, I paid you both. Both of those invoices I paid and the money was gone.

Craig Sekowski: I guess the question is, is Alice listening?

Erik Boemanns: I had very similar where a client, um, their email got compromised, so they emailed everybody on their contact list. Got emailed, including me, and it was one of those. It was a fake invoice. Had I clicked on it, I also would have been compromised and it would have perpetuated. But yeah, I replied back and said, hey, I think your account is compromised. Well, the hacker had control of her account and so immediately I go back. No, it’s not compromised. It’s everything’s fine here.

Erik Boemanns: And it was wonderful. So fortunately, I then called their IT department and said, you need to go check this out, but um, but yeah, if, if they had used slightly different language and if I hadn’t been paying a little bit more attention, I would have not. I would have believed the email that came back.

Craig Sekowski: Bad actors are definitely improving every day.

Erik Boemanns: Exactly.

Ralph Pasquariello : It’s big business.

Erik Boemanns: Yep.

Ralph Pasquariello : Huge business.

Ralph Pasquariello : And now with AI, I mean, this is who knows? Who knows where we’re going, right? It’s going to get tougher.

Erik Boemanns: Yeah. The little language issues. We had another one where a person was impersonating a new vendor saying, look at the email thread. This already got approved by your vice president to pay. The mistake they made, though, was they were sending it to a Canadian office and they talked about us IRS forms. The new ChatGPT would have probably known better and written that email slightly more believable, right? So yeah.

Ralph Pasquariello : Beware.

Erik Boemanns: Yep.

Erik Boemanns: Anything else from a best practices that people should be thinking about?

Craig Sekowski: Looking and tracking I think is, is companies are streamlining some of their, their finances and allowing people to bring in their own devices. It’s another method you want to make sure that you can wipe those devices remotely. You want to practice that event. You want to have a plan put in place. That’s another low hanging fruit that people really should face or pay attention to. Mhm.

Ralph Pasquariello : And I would say, um, we we’ve been engaging with so many CISOs lately. We’ve, was spoken at many CISO groups and organizations. Um, there’s a great article that I that I posted the other day, and it’s this is referring to the insurance portion of what we do, and it’s who should be in the room when you’re buying cyber insurance. And now it talks about the CFO and the CISO. For years I never I never saw a CISO for years, you know, 15 years. And now they are really encouraging that both of those people need to communicate and need to be in the room just alone for the the quantification, for the risk, you know, the, the the CISO is aware of that, but the CFO has his head in the sand. He’s trying to make money for the company. That’s his job. And not to cross over the line and find out, you know, exactly what the threats are, which he should, though, because it is his job. So, um, so that that’s my recommendation to, you know, have better communication. The CISO and the CFO bring that together.

Speaker6: Absolutely. Yeah.

Erik Boemanns: So I know we’ve only just barely skimmed the surface of a very deep topic, but I want to make sure, too, that we’ve had a chance to anything else about The Tech Collective or the report that you want to make sure you have a.

Ralph Pasquariello : Do we have another two hours?

Erik Boemanns: Exactly. Yeah. Yeah.

Craig Sekowski: No, I think somebody always asked me, when do we get engaged today. Right. There is no right time. Today is the right time to to get engaged. You don’t need to take a look at renewals. Yeah. Look at things today. Just like bringing in a virtual CISO. When is the right time to get started.

Ralph Pasquariello : That’s a great point. Craig. We were dealing with the university and they were like, well, our renewal is in September, so we’ll increase our limits then in September. I said, what, you know, if there’s a firestorm going on in the neighborhood, you know, it’s best to put in sprinklers now, you know. So yeah. Don’t wait. That’s a you know, and we’re not making more revenue on that. We’re not selling the insurance. But you know what? Don’t wait. Protect yourself. You know, we always say, what if you’re wrong, you know?

Erik Boemanns: Exactly.

Craig Sekowski: We tell people I’d rather you sleep well at night, knowing that we can help you. Rather than what if you’re wrong and not know, right?

Erik Boemanns: So if today is the right day to engage, how do they reach out to you? How do they find more information?

Craig Sekowski: Well, we’ve got a website you can visit. It’s very friendly website. It entails everything that we can benefit from or the client can benefit from. It’s called care Dash Report.com. And it has our contact information out there. You can put your contact information out there. We’ll have somebody return phone call. And hey, conversations are complimentary. There’s no charge for talking and discussing.

Erik Boemanns: Right? I know we’ve hit on a lot of great nuggets for people to to think about to digest, but maybe what is that one thing that you want to make sure people take home today.

Ralph Pasquariello : Let’s call Craig.

Craig Sekowski: Yeah. Start today.

Erik Boemanns: Exactly.

Craig Sekowski: Let’s start the conversation.

Erik Boemanns: Yeah.

Ralph Pasquariello : You know what? Just don’t gamble. I posted something the other day, and I said, don’t gamble. And, um, if you’re not sure about anything, double check. You know, ask an expert. You know, I don’t do my own finances. You know, I, I leave that to my my money manager, you know, because I was investing in things that didn’t make any sense. So don’t gamble. You know, trust an expert.

Erik Boemanns: Yeah.

Erik Boemanns: The risk is real, right?

Ralph Pasquariello : Yes, it is.

Craig Sekowski: Very much so, yeah.

Erik Boemanns: Well, Ralph Craig, I appreciate you coming out today. Thanks for sharing about the care report, The Tech Collective, and kind of giving us all something to maybe not sleep as well tonight, but once we talk to you, sleep better tomorrow.

Ralph Pasquariello : Thanks, Eric. Love it.

Craig Sekowski: Thank you. Thank you Eric.

 

 

About Your Host

Erik-BoemannsErik Boemanns is a technology executive and lawyer. His background covers many aspects of technology, from infrastructure to software development.

He combines this with a “second career” as a lawyer into a world of cybersecurity, governance, risk, compliance, and privacy (GRC-P).

His time in a variety of companies, industries, and careers brings a unique perspective on leadership, helping, technology problem solving and implementing compliance.

Connect with Erik on LinkedIn, Substack and Medium.

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