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Chaos to Clarity: Transforming Your Business with Coaching

September 26, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Chaos to Clarity: Transforming Your Business with Coaching
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In this episode of High Velocity Radio, Lee Kantor interviews business coach Steve Feld (Biz Coach Steve). Steve shares insights from his entrepreneurial journey and coaching practice, focusing on helping small and medium-sized business owners build sustainable, sellable companies. The discussion covers identifying target markets, refining marketing strategies, optimizing operations, leveraging AI tools, and the value of mastermind groups. Steve also recounts a powerful client transformation story, highlighting the impact of coaching on both business and personal lives.

Biz Coach Steve Feld, MBA is a Certified Business Coach, TEDx presenter, Author, Professional Speaker, award-winning Business Executive, Black Belt in Karate, and Coffee Enthusiast. Over 900 businesses have turned to Steve for his expertise in gaining clarity, implementing strategic plans, and driving significant growth. His secret? A laser focuses on the foundational elements of business. Wrote 20 business books.

His passion lies in business growth, efficient operations, and ensuring long-term success. His presentations are packed with high-impact content that audiences can immediately apply for fast results. Believing that business should be both fun and productive, he delivers his insights engagingly and entertainingly, ensuring maximum audience engagement.

With seven successful businesses under his belt, he knows what it takes to build and sustain profitability. He has also led change management and process improvement initiatives for numerous companies, including three Fortune 500 giants, where he revitalized entire divisions. Beyond his extensive U.S. experience, he collaborates with global businesses to enhance and streamline their operations.

Today, business owners and companies hire Biz Coach Steve to skyrocket their revenue and profits. Offering a wide range of resources—from one-on-one and group coaching to mastermind facilitation, and proven strategies—Steve equips businesses with the proven tools they need to thrive.

Connect with Steve on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • A strategy business owners can implement right away without spending more on marketing or advertising

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.

Lee Kantor: Lee Kantor here, another episode of High Velocity Radio, and this is going to be a good one. Today on this show we have Steve Feld, who is also known as Biz Coach Steve, welcome.

Steve Feld: Well, thanks for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Tell us about your practice. How you serving folks?

Steve Feld: Yeah, I primarily work with small, medium sized business owners, trying to help them get some operations and systems in their business so they can build a long term, sustainable business that one day they can actually sell and get that sweat equity back.

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

Steve Feld: Well, I’ve owned and operated several businesses and turned well for others around, Round, but I started like any entrepreneurial journey back as a kid. But my first business was actually writing plans for techies so they can get venture capital money. And then that morphed into teaching them how to speak business and not tech so they can speak to the investors. And everything was going good until the tech bubble burst and, well, so did my business. And and then after three days of crying in a corner, I opened up my second business consulting with the businesses that were still around and everything took off from there.

Lee Kantor: So what’s kind of the what is your current client pool look like now? Are they startup technology startups or are they kind of mom and pop brick and mortar? Do you have a niche?

Steve Feld: A lot of mom and pop, because that’s where my passion lies, is small business owners. A lot of them are owner operators, so they’re probably doing anywhere from 5 to 20 million as an owner operator. But I’ve been teaching entrepreneurs classes, workshops. I’ve been doing that as my pro bono, as a mentor of Score Arizona Commerce Authority. I taught a class called ABC’s of starting a business three times a month for ten years. So my passion is to see anyone going into business, to be a business owner and not set up a hobby or an income stream, but really make a business out of it.

Lee Kantor: So when you’re working with a client, are they typically a client in a local market, or are they kind of, you know, the world’s their oyster?

Steve Feld: Yeah, a lot of them are the world’s, their oyster.

Steve Feld: I’ve had clients in Australia, Dubai, England, Germany, all over the world. They just needed someone to really kind of kick them on the backside, tell it to them straight and help them grow their business and keep them focused. And that’s a big thing with entrepreneurs. We have shiny object syndrome, so trying to keep them focused. Focus. But yeah, I’ve worked with clients all over the world, which has been quite a great experience.

Lee Kantor: Well, let’s kind of, uh, give some advice to our listeners. Let’s say they are a local business and they get their clients locally. What kind of strategy would you deploy for somebody in that world, as opposed to somebody who’s trying to market to, you know, people all over the planet?

Steve Feld: Right.

Steve Feld: Yeah, it’s the same. Uh, those clients that were I worked with over in other countries, they all obviously operated locally. But yeah, the first thing I always ask is like, who’s your target market? Many business owners think everyone’s their target market, and we have to really hone that in, because once we really know who their target market is, that’s going to set us up great. When we start working on the marketing and operations parts of things. So our language, our verbiage, mission statement, websites, everything will be towards that target market. And of course things do evolve and change. But many business owners, what we see is they’re getting either lucky or they just don’t know who their target market is and they’re picking up scraps. I call them the scraps, not the real. They’re real core market. So that’s where usually I start off with.

Lee Kantor: And then like, what are some of the questions or how do you kind of determine who their actual ideal client is as opposed to who they think it is?

Steve Feld: I just usually straight up ask them, who is your target market? If they hem and haw and they can’t figure it out, they don’t really know. Give you an example. I worked with an insurance agency owner, good size agency. I asked him the same question. He rattled off all his stats, so we pulled up his client database and found out it wasn’t anything what he thought it was, and I said, let’s start pulling these people. Why did they hire you versus the next insurance agent. So we did a poll, a survey, and we found out that certain words that he was projecting in his marketing were resonating with them. So we actually changed his marketing to actually target that market. And we also found out he did not want to be targeting certain types of clients. So we actually put some of that in the target in the marketing as well. So now he was really honing in in his agency started taking off even faster.

Lee Kantor: So is that unusual to, uh, for a business owner to think that their target is a but actually, it’s, you know, gee.

Steve Feld: I know I, I’m a victim of that. I used to target insurance agency owners and financial planners, and one day I am filled up with clients. I can’t take another one. And I started looking and I did not have one of those that market in my client list. So I talked to each one of them, like, why did you decide to go with me? And they told me, well, this May. This really spoke to me. This spoke to me. I just changed the verbiage in my message, in my messaging to small business owners and owner operators or businesses. And it didn’t change anything. It actually increased my business.

Lee Kantor: Now, when you say you changed kind of that language, was that changing the language on your website in communication, if you went to a chamber meeting, is it? Um, you know, on your social media, like on your business card, like, did you just you just change everything once you learned everything?

Steve Feld: Yes, everything. Uh, it was top to bottom. My elevator pitch, uh, business cards didn’t really change because it didn’t say who I targeted there, but my website gave I got testimonials by doing the surveys to which actually helped my business. And yeah, just changed all the marketing, the messaging of who was my real target market.

Lee Kantor: Now, when you’re doing that type of surveying, are you the one actually doing it or do you hire a firm to do it? Or maybe somebody on your team to ask those questions like, how do you kind of, you know, the nuts and bolts of going out and polling your clients to see, you know, what, what persuaded them to buy and what they like about your service?

Steve Feld: I’ve used all those methods, actually. So a lot of times I’ll work if it’s the owner. Operator. Let’s come up with the questions, because we do have a large list of questions that we’ve used in the past. I’ve also had to hire a company that does the surveys because they had a large contact list, and we wanted to get a bigger database, a bigger pool of it. So we hired a company that was professionally done in that, and they really helped us out. And we also have hired a company that did surveys like electronic and mail surveys, because that was their specialty. So I tap into the pros. And then if it’s a smaller business like okay, you only have 15 clients, let’s just call them up. You have the relationship with them. This is going to take no time at all.

Lee Kantor: Now early on you mentioned the importance of getting the operations right. Do you find that a lot of companies kind of take that for granted and they focus maybe on sales first, or maybe too much on that and not enough on operations?

Steve Feld: I think they they’re not focusing on sales first. I see that more. So they’re trying to like sell like come up with their message which isn’t hitting anyone. And then they wonder why they have no sales. I’ll give you an example. One of my companies, I just focus on sales. I did not have a website, didn’t even have business cards. I was after sales. I honed in my marketing message, my elevator pitch, and that’s what did it. Whereas a lot of businesses are just going out there and like, hey, I got a product or a service, by my stuff, and then they wonder why it’s not working. So that’s why we go back to the target market. But then if they’re up and running, I go into their internal operations, their systems, they might be doing redundancies or they’re doing accounting and they hate accounting, and they’re spending hours and hours and just getting frustrated with it. And my question always is like, well, why don’t you have someone who loves this stuff? Do it. It’ll save you a lot of time and money. So it depends on the level of the business. But yeah.

Lee Kantor: So, um, you one of the first step is always kind of ideal client. And then you get into kind of marketing messaging and sales and then you move into operations.

Steve Feld: Yes. Because we want to get the money coming in. That’s the key thing. And then start testing systems. How are they flowing? I’ve worked with manufacturing businesses, brick and mortars, retail service based. So it’s a little bit of difference in each of them. And I want to see the operation flow like they have a product. How’s the logistics working? Is it being touched too many times? How can we flow it in and out of the building faster? And then how we, you know, looking at our inventory levels and capacity, it just goes on, goes it goes really deep. But we also document everything, especially for smaller business owners, because one day they’re going to want to sell their business. And if they don’t have everything documented and systems in place as a buyer, it’s not very attractive. Now we try to get those built as well.

Lee Kantor: So you’re kind of um, you don’t you don’t neglect keeping the end in mind. Uh, you want to be able to give them something that at the end of the day, they have an asset that’s sellable.

Steve Feld: Absolutely. And every business has a different end goal. Could be legacy, passing it down to their kids. It could be I’m going to just use this as an income stream for the rest of my life and have a great living and a retirement. Perfect. Others want to sell. Others want to be acquired by a competitor. And unfortunately, we saw a lot of that in in 2020 with Covid. They didn’t have a business to sell and they wanted to sell because of Covid. And it’s like, wow, this is where you have to build a business and have your end in mind when you start the business. What is the goal at the end? What are you going to do with this business?

Lee Kantor: Now how do you deliver your coaching services? Are you kind of just asking them questions and then they’re going out and doing the work? Or are you kind of also, it sounds like maybe doing some consulting where you’re rolling up your sleeves and helping them out.

Steve Feld: It depends on the client. I used to have one of my companies was consulting, so I rolled up the sleeves and did the work. Now it’s a lot more coaching, asking questions, going deep and then giving them my toolbox so they have at least a reference. So when we’re talking like even surveys. Well, here’s a pages and pages of survey questions. Let’s go through them together and find what hits with you that you think your audience would react to as well. So I do have the resources. I share them with my clients all the time.

Lee Kantor: Now, are you, um, leaning into AI at all in your practice?

Steve Feld: Oh yeah. I’ve been in AI for a while. Um, I’m loving it. And it’s a tool. And I show a lot of the business owners. They think it’s the end all or it’s going to replace me, which is false. It’s. It’s a tool. But I’m teaching you how to use the tool in your business. Use it for marketing, use it for operations, use it for, you know, even answering your emails. It can be done for that now.

Lee Kantor: So what’s some kind of low hanging fruit for somebody who hasn’t taken the leap into leaning into AI just yet, but what’s kind of an easy way to get them started? At least exploring and experimenting?

Steve Feld: I would say start off with the most common ChatGPT and learn some prompts. So it could be things you can actually have a conversation with ChatGPT and many other programs is just getting in there. What do you want out of it? It’s just like anything else. What is your end goal when you put this information in and what do you expect it to come out? So for example, I write articles all the time. I actually write them, throw them in ChatGPT. I say clean up my grammar because that is not a strength of mine. And then also make it maybe more entertaining or emotional and it’ll help me on those things that I those are my blind spots. And then I take it out and I play with it again, and I might run it through 3 or 4 times, but at the end, I still proofread every single word and make the adjustments. So it’s still me. I don’t believe in. Hey AI, write me this article and I just take it, copy, paste and call it a day. It’s a tool.

Lee Kantor: Right? I think a lot of people think it’s that. And I think you’re 100% right. It’s a tool, but it’s not you. You. There’s no replacement for you, and you don’t want it to replace you.

Steve Feld: No. And I’ve been playing with, uh, with, uh, perplexity lately with a couple other coaches, and we’re sharing each other’s prompts and we’re taking our prompts to a whole different level now, and we’re having a lot of fun just as a group learning and how to expand it. And now we’re taking that knowledge and using other AI programs because we’re getting our prompts so good, so well honed in.

Lee Kantor: Now, how important is community? Uh, is that part of the deliverable is that you help your clients kind of, uh, work with other clients of yours. Do you do you have something that forms a community?

Steve Feld: Yes, I have. I’ve had mastermind groups and group coaching the mastermind groups. I see those individuals. It takes them a little bit of time to really form the bond, but I give it time every meeting so they can network with each other. And I have seen relationships and third businesses. I call it the third business because they each have an idea, and then two of them get together and create something even bigger and better. It’s amazing the power of the mastermind group and I’m and the community that it brings. By the time you’re in fifth sixth month of this, everyone has bonded so well and they are sharing everything.

Lee Kantor: So it sounds like you, you kind of eat your own cooking there, that you also have kind of colleagues that you, um, work with in that manner and have community.

Steve Feld: Absolutely. And I’ve ran mastermind groups for I don’t even know how many years. Quite a few years. Same with group coaching. It’s a different format, but it still builds the bonds. And I’ve been running an accountability group I think for seven years now. It’s just people coming in saying what their goals are. Did they achieve them or not? No excuses are allowed. And then here’s my goal for the next meeting. Fast and furious. And everyone in the group knows each other outside of the group because connect with them. Get to know them. And a lot of them have formed joint venture partners together.

Lee Kantor: Now, what would you say to somebody who’s never had coaching before? What would be something that might surprise them about having a coach?

Steve Feld: I think the number one thing is, oh, I hired a coach. So they’re going to like, take over my business and do everything. And that’s farthest from the truth. They’re there to get you back on your track. So they’re going to ask you deep questions, some very uncomfortable questions, but it’s for your benefit. And a lot of times I see with entrepreneurs, because I was one of these who rejected having a coach with the mindset, no one knows my business better than me. My business is unique, and I was telling myself one of the biggest lies out there. Once I got over that and my ego, I hired a coach because my business was failing and within 45 days, my life and my business changed because they kept me on track. They were in looking out for my best interest, even though it was some tough love and I was very focused and I had goals and strategies in place. After two years, my business was just thriving while my competitors were wondering like, what the hell did I do? And it was the coach that actually kept me focused and asked me those hard hitting questions and I still did all the work.

Lee Kantor: So what are some of those hard hitting questions that got you moving?

Steve Feld: The biggest one was, well, why? Why are you doing 20 things in your business when you should only be focusing on, like these two that bring in revenue? And I couldn’t answer it. I’m like, well, these also bring in revenue. Great. Let’s pull up the financials and look. And then we pull them up. Well as a business owner you’re go go go. You’re not looking at this stuff when someone says stop and look. Now you have a coach saying stop and look. When I looked at the financials, I almost threw up. I was sick. I never stopped and looked. And now I have someone forcing me to do it. And it was the greatest thing. After, you know, I got done dry heaving because I didn’t like the financials. And then I realized they’re right. I’m doing too much and I’m spread too thin. Let’s focus on what’s making me money in my business.

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

Steve Feld: Yes. My website. Com or LinkedIn? I’m on LinkedIn. That’s probably the best too as well. And you get to learn a lot about me and ask me any questions. I’m more than happy to help people. Short and simple questions. I’m not going to solve the the world’s greatest universal questions, but you know, I’m going to help you out. Whatever I can or give you point you in the right way, give you the resources, whatever it takes.

Lee Kantor: Now, before we wrap, can you share a story maybe the most rewarding or impactful, uh, relationship you had when it came to coaching? Share maybe what the challenge was when they came to you, and how you were able to help them get to a new level.

Steve Feld: Yeah. So one of my clients came to me. We met multiple times so he can figure me out. And he said, I’m going to pull the trigger. And our first meeting, I go, you’ve been holding back the whole time. Really? What’s going on in your life and in your business? He broke down crying. His wife’s on the verge of divorcing him. He was ready to file bankruptcy. His business was five times their earnings in debt. And he was getting sued by his ex-partner. So. And he and the bank was coming to him every day ready to foreclose on his building. The guy was in shambles. And it’s like, okay, let’s breathe. And, you know, we got him calmed down, but it’s like, let’s take what’s the biggest things on that we can change immediately. And the first thing we noticed when I was doing just a little research in his industry is he was the lowest, the cheapest in his industry, but one of the highest selling volumes. So we increased his prices to the average. That started bringing the income in. I actually got him to start communicating with his wife and that changed.

Steve Feld: I got to meet his wife very well. She really appreciated that. He finally got out, got some help. I had him go talk to the bank and we had a game plan how he’s going to talk to the bank. We prepared a game plan. They liked it and stayed off his back for a while. I got him to actually meet with his ex-partner to find out what what the real deal is. On being sued after about. He said they met for two hours. In the first ten minutes, he found out he was suing him just because he was mad. So the lawsuit got dropped, got the bank off of him, saved his marriage. Then we started really working on his business and within eight months he turned his first profit he’s ever had since he started the business and started paying the debt off two years later, paid off the debt. He had hundreds of thousands in the bank. Him and his wife were probably the best relationship you’ve ever seen. And his ex-partner? Uh, they were now best buddies again.

Lee Kantor: The coaching impact is real, huh?

Steve Feld: It is real. I mean, I’ve been on both sides of it. I even have a coach. I still get kicked in the backside every now and then. And I love it because I know the power of it. It really helps to have someone look out for your best interests. That’s not, you know, having their hand out the whole time, but they’re looking out for you and your best interest and whatever they do, it’s like, hey, I’m trying to help you reach your goals. It’s not about me.

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

Steve Feld: I am about ready to open up a new mastermind group for the beginning of the year, so I am looking for those great entrepreneurs. Usually been in business doing a couple hundred thousand or more, because then they can talk at a different level and get them in the room together and watch the power of the mastermind group. And I’ve seen that power time and time again, and people have broken down with problems, and there’s someone in the room that’s been through it, done it. They have the the answer and the knowledge and the resources, and that problem gets solved within a minute. It’s amazing the power of a mastermind group.

Lee Kantor: And they can sign up at com or connect connect with you on LinkedIn.

Steve Feld: Absolutely.

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

Steve Feld: Well, thank you very much for having me.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: Steve Feld

Transforming Trades: How to Empower Your Business and Delegate Effectively

September 16, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Transforming Trades: How to Empower Your Business and Delegate Effectively
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In this episode of High Velocity Radio, Lee Kantor interviews Joey Zoccali, business strategist and founder of Grow With Coach Joey. Joey shares insights from his “Fix and Scale” 90-day coaching program, which helps entrepreneurs—especially tradespeople—identify and overcome business bottlenecks. He discusses his financial background, the importance of profit strategies, and preparing for business exits. Joey also introduces “inversion thinking,” a method for anticipating and preventing failure. The episode provides actionable advice on delegation, sales processes, and strategic planning to help business owners achieve sustainable growth and success.

Joseph “Coach Joey” Zoccali is a visionary entrepreneur and catalyst for business transformation. With over 30 years of experience as a founder of multiple successful ventures, he brings a wealth of practical knowledge to his role as a Strategic Coach, dynamic thought leader, and sought-after public speaker.

His mission is to empower business owners and executives to unlock their full potential and achieve unprecedented growth. His unique blend of entrepreneurial insight and strategic coaching enables clients to navigate challenges, seize opportunities, and redefine success on their own terms.

Drawing from his extensive background in business creation and leadership, he offers a pragmatic yet inspiring approach to professional development. He excels at identifying core issues within organizations and guiding stakeholders toward innovative solutions that drive measurable results.

A charismatic and engaging presenter, he has delivered hundreds of workshops and keynote speeches to audiences ranging from small business groups to large corporate conventions.

His interactive sessions and thought-provoking presentations leave attendees energized and equipped with actionable strategies for immediate implementation. In his coaching practice, speaking engagements, and workshops.

Connect with Coach Joey on LinkedIn, Facebook and Twitter.

What You’ll Learn In This Episode

  • What changes first when a business commits to strategic coaching
  • Inversion Thinking—how to use it with overwhelmed owners
  • “Ostrich Syndrome”—what it really means
  • The first area to tackle in strategic planning

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.

Lee Kantor: Lee Kantor here, another episode of High Velocity Radio and this is going to be a good one. I hope you have your paper and pen or digital device with you, because there’s going to be a lot of really smart things being said today. Today’s guest is Joey Zoccali. He is an author, speaker, and business strategist with grow with coach. Joey, welcome to the show, man.

Joey Zoccali: Thank you Lee. Thanks for having me.

Lee Kantor: Well, I’m excited to learn what you’re up to. Uh, let’s get started with. Just tell us a little bit about your coaching practice. How you serving folks?

Joey Zoccali: Okay, that’s a great one to start. I guess right now we, uh, have several different programs I’ve tried to align everything up with, you know, what would fit into a person’s schedule, especially when you get to the entrepreneurs who are busy. We have a 1 to 1 program, which is typically a six month commitment. We also run a 90 day, 1 to 1 program, and that’s probably what I’ll mention a little bit today here. We call it the fix and scale model, where we kind of dive into the one constraint. We blow it open and then we take scaling from that. That’s a 90 day program. We do that one inside of a group as well in a mastermind. So that’s kind of what the picture looks like as far as as far as the lineup goes.

Lee Kantor: So what’s your backstory? How’d you get involved in coaching?

Joey Zoccali: That’s a great question. I’ve actually been in business myself over 30 years. I actually have a financial services background. I was an investment banker. I took companies, participated in in distribution for IPOs like Outback and Checkers and all the golf clubs and blockbuster back in the day. Ran a private practice as well for for many years at the same time made a few investments, uh, into into some marketing companies that actually in order to in order to make those work, I had to actually grab the reins. So I was pretty busy there for, for quite a few years. I’ve taken, um, three companies above the seven figure mark, one of those above the eight figure mark during that time. And actually I was kind of winding everything down. I kind of kicked back here in Florida. Nice little house. I got sunsets, I got the beaches. But man, I’ll tell you, it’s, um, when I wound everything down, it cut pretty boring all of a sudden. And I decided, you know, I’ve been given advice my whole life and never got paid for it. So why don’t I go ahead and help some businesses out and see if I can’t make a couple bucks doing so? So, you know, that’s kind of that’s kind of how it all evolved. And I’m happy to say, you know, I work with some great companies, Some great guys, some great businesses. And it’s just at a point in my life where making money while giving back is pretty personally rewarding.

Lee Kantor: So do you have a niche or an industry that you specialize in, or is this kind of industry agnostic? This kind of work.

Joey Zoccali: You know, in a sense, it’s it’s agnostic. Businesses have the same issues business to business to business. I do, however, lean towards the trades guys, the the the the plumber, the HVAC, the electrician, the chimney sweep. You know, these guys are hard workers. They’re out in the sun. They’re hard. It’s it’s these businesses are really hard to get up and over the hump. These guys, you know, really bust their tail a lot. And I find that just by helping, you know, put a little organization in a few great strategies that their businesses turn around so quickly. And it’s so rewarding that I find, you know, working with, with those guys to to be to, to be easy on easier on me as well as very productive. When we engage.

Lee Kantor: You mentioned the fix and scale framework. Uh, do you mind kind of digging in a little on that framework? What does it mean? And how does that help folks?

Joey Zoccali: Well, sure, I’d love to. The fix and scale is is the name. You know, you talk to businesses and most of these guys are are women. When they start, they break from another company doing the same thing because they feel they can do it better. And, you know, you take the case of you take the case of a baker, uh, in who, who, who bakes cakes and she decides, everybody tells her her her cakes are so wonderful. She should she should start her own business. Well, she says okay, and she does that and then realizes she can bake great cakes. But there’s a lot of other aspects of the business that she didn’t realize were there. It’s the same thing with some of these, uh, trades businesses. We had great, great skilled craftsmen, great guys who can who can just, you know, work miracles when it comes to the fixing and the fixing up and correcting and building and etc. but they do, however, often miss some tools that would make their life easier. The 90 day fix and scale framework is very, very simple. What we do is through an assessment we call the hierarchy Business Success assessment. We ask about 15 to 20 questions. We look at several areas of the business five total. And we determine where their biggest bottleneck, where that biggest constraint, what is holding this company back from blowing the doors off. And what we do is we hone in with that with the owner, and we go ahead and we put all the strategies, all the tools, all the horsepower behind blowing that constraint and in fixing it so that it doesn’t come back to haunt him. If there’s a few more behind that, we’ll fix those too. But once we normally pull the plug on that bottleneck, the doors open up and allows us to start scaling or growing the business the way they wanted to.

Lee Kantor: Now is that is their kind of usual suspects when it comes to that bottleneck? Are they usually in a couple of areas?

Joey Zoccali: Yeah. You’ll often find those in probably one of three areas. You know, a lot of these guys are making good money. They’re they’re they’re grossing. I was talking with the with the guy today. He’s he’s at 1.9 million a year right now. He’s having his best year ever. Yet he’s his his expenses are about 1.6 or 7. Just they don’t he’s profiting, but he doesn’t see the profit because the margins aren’t there and because the setup isn’t there. So profiting that’s that’s the first thing. You know, a lot of people talk about scale. They talk about that top line revenue. That’s wonderful. But without the profit. You know, it’s it’s it’s it’s all smoke and mirrors. Now behind that profit obviously is pricing. It’s it’s SLAs. It’s what are they. You know the structure of the business the overhead they’re carrying. But also it’s you know and this takes you to the to the second big one is how are they running their sales. Do they have a top end of their funnel. Do they have a strategy with which to close business? Do they have a way of delivering that efficiently? Is there is there a backlog? Are they carrying receivables? Uh, you know, is the marketing that they have efficient? Do they need more clients? Are they overbooked in some cases and unable to deliver? Are they’re skilled? Are their skills good enough to do that? Once you see those once those two things are kind of under control. The third thing and not always the case, but can we get this business owner running this ship without being in the field, without being on a truck, without looking at reports day in and day out. And can we teach him and can we help him set up a delegation system with the right ways to delegate so that he can get what he needs to get done by putting attention on growing and scaling while the other things take care of themselves. Now there’s a few other points, but those are the main ones which we would focus on.

Lee Kantor: Now, with your background in finance and the number side of the businesses, does that give you kind of almost an unfair advantage when you. You can probably at a glance see some of these problems just by looking through their books a little bit.

Joey Zoccali: I’ve read a lot of red herrings in my day and plenty of prospectuses, and I’ve seen leverage. I’ve seen no leverage. And and I’ll tell you, um, you know, compared to some of the companies going public, this is a little simpler. But there is one line that I always look for on a balance sheet, and that is there’s a line called retained earnings. And I always almost go there first. Um, because if I see retained earnings, uh, that tells me that the owner isn’t taking every penny out of the business for their for their yachts, for their fast cars, for their house payment or whatever the case may be. They’re treating the business like an entity. If that’s in place, I know I’m kind of dealing with the with the guy. That would be easy to easier to scale. So with that in mind, when you have retained earnings in and you have a profitable balance sheet, you know, these guys are going to sell someday in putting the balance sheet, the cash flow statement, the PNL all in place allows them to be able to go to market with their business much easier than if you had to just walk in and and do it from scratch. So yeah, I think there’s probably a little bit of an advantage.

Lee Kantor: Now is, um, that are most of your clients working towards some sort of an exit? Is that or do you do you tell them, hey, build this as if there is an exit like you have to have the end in mind. Is that part of your coaching also?

Joey Zoccali: A lot of these guys. Have. Let me put it to you this way. There’s always an end to the business. There always is. Okay. Eventually it’s going to end. Just like you and me, Lee. Okay. But there is an end. So whether they’re actively building to it, passively building toward it, looking forward to it or avoiding it, um, it’s it’s they’re on the path to moving out of their business. So there’s only a few things that a few ways you can get out of your business. One is, is you can just close the doors. And unfortunately, a lot of these guys get into business with the idea that I’ll work this for 15, 20, 30 years and then I’ll sell the business and have money to retire. It’s not always the case. Only about 15 or 16% of businesses that go to a business broker to help for sale are actually set up to sell. Most get turned away, which then you have to ask, okay, what are the other things? I mean, the owner can sell it to his employees, but that takes a lot of prep and a lot of planning. Typically at least 2025 employees to pull an Esop off the second. Another way is that he can just scale it and then sell it on the open market. If he’s lucky enough for asset value and maybe a little goodwill. It’s not a huge cash out, but it’s it is something. And then finally he can look at transitioning by giving the business or selling the business to his children.

Joey Zoccali: One way or another, it’s going to happen. The cleaner the balance sheet, the cleaner the operation, the cleaner the sales. If we’re seeing quarter over quarter growth 20, 30, 40 quarters in a row, we know we have a business that has value if the owner is not even in it and he’s he’s, you know, running it 90% absentee. That’s a very viable business. And then the last one is, you know, is is is is the guy have a strong enough program? Is he is he good enough at execution and operations in order to possibly roll up. So you have a plumber in a particular area and there’s a few smaller plumbers, you know, keep in mind a lot of these guys are boomers, and they’re getting out of business and they’re looking for ways to get out. Well, that makes it ripe for some younger guys who who have a business to be able to go out and acquire that business. A book, a cash flow. Um, uh, you know, uh, assets, trucks, equipment, whatever the case may be, which gives them the roll up concept where, you know, in essence, you could roll up two, three, 4 or 5 of those over a period of a couple years and you’d be primed for a private equity sale. Now, those are rare. Most guys don’t look that far ahead. But I mean, that is very, very doable. It’s a great strategy if it’s the right owner with the right consistency and the right expectations.

Lee Kantor: Now one of the things that you use with your clients are inversion thinking. Can you talk about what that is and um, and how it works.

Joey Zoccali: Okay. Inversion thinking it’s um, it’s it’s not a new concept. It’s actually was developed by, uh, one of the Stoics. I believe Marcus Aurelius could have been Epictetus, but, um, it’s an interesting twist. Whether you’re running a department, let’s say a sales department or or a customer service department, whether you’re running a $10 million, $20 million business, whether you’re starting up and just getting going. What inversion thinking does is it changes the way we might strategize. So you could take a program or a pilot. We’re going to increase the sales by X amount in in six months or a year, whatever the case, or I’m going to start a new business and roll it out. One of the first things using inversion. Inversion thinking would be to ask, let’s project ourselves 12 months into the future. It’s now, you know, nine over 11 of 2026. In looking back, how did we fail to pull this off? What did we do or not do which caused this whole thing to fail financially? We have we’re embarrassed. Our reviews are bad. We’ve lost money. We’ve lost faith. What happened? How did we fail so badly? And now you brainstorm that list and you brainstorm with your people. And if that’s the case, now we start looking at this and we go, oh. Oh, well, what happens is we expose what the owners and the employees might be thinking but aren’t saying, and we bring all that to the surface. So now we can categorize all of these issues, and then strategically, we can go ahead and implement strategies so that those things don’t happen. So that by using the inverse of what we want to happen, we all want to succeed. But how would we fail? We now get the list of things that we need to make sure we cover, so that in 12 months we’re we’re not failed and we’re successful. Very powerful. Very, very powerful. And if any, you know, if anybody loved to try that, it’s a great it’s a great, great exercise. And we we do it all the time.

Lee Kantor: So when you play out kind of this worst case scenario and explore all the possible kind of points of failure and what that looks like and what it feels like. And so you can, um, prepare in advance and maybe eliminate some of those things from happening. Uh, I’m sure that your clients are, like, this is a little uncomfortable.

Joey Zoccali: Of course it’s very uncomfortable. Lee. I mean, you know, we could we could play patty cake, or we could dig in and get real, and, you know, I don’t know. Um. I was born in the northeast. I’m pretty much all Italian. Uh, I come from a strict background. Um, and, you know, sugar coating is nice. Don’t get me wrong. There is a place and a time to sugar coat and, you know, press the flesh and. But but, you know, if we’re going to get real and we’re talking about your business, we’re talking about your family, we’re talking about your employees, your vendors, your customers, and your your your commitment to the community to build jobs. I mean, really, that’s what a business. As a business owner, your job is just to build more, uh, jobs. I mean, that’s one of your jobs is to create more jobs for for those around you and improve, improve their lives while you improve yours as well as your customers. We can’t we can’t we can’t skate the issues. I mean, I think that’s one of the first things that happened. You know, sometimes when people have really no idea what is it like to work with a strategist one on one. I’m your best friend and at the same time, your harshest critic. Because, you know, I’m looking at your you and your business from a 40 foot view. And sometimes, you know, it’s it’s not so pretty. And this even goes for businesses that are doing really well. Okay. Some of the owners and you wouldn’t believe their, their, you know, 30, 40, 50 million a year in business. Yet they still bring in a strategist, a coach because there are things that they don’t always see. And the strategic ones do this much better. But there are things that they don’t see. But you got to be real. And I think being real is the issue.

Lee Kantor: Right? I think it’s so important that coaches remember you’re there to be a trusted advisor. You’re there, uh, you know, for some tough love. You’re there for support and accountability. You’re not there to be their best friend. And sure, there might be times where you can hang out and have a beer, but that’s not the goal isn’t to just be their buddy and that they like hanging out with me. Your job is to help them get to a new level. That’s that’s why they’re hiring you.

Joey Zoccali: Correct? Yep.

Lee Kantor: And I think some coaches miss that in the training that they think that they want to be their friend. And then so everything’s about being their friend. And then it’s kind of sometimes they’re not willing to go out on the line to challenge them and to and to, you know, ask them to defend choices and to hold them accountable.

Joey Zoccali: Yes. You’re You. You’re hitting the nail right on the head. From from, you know, from being in this space, I can just tell you that there’s guys who are good coaches, and there are guys who are good consultants, and they’re guys who are good strategists, and there’s guys who are good fractional CEOs, CMOs, CFOs, and and they all have a place. But it’s hard for me to go, okay, you’re profiting 4.5% in an industry which the average is 23%. Why are we so far off? And to ask that question, just go, well, you know, why do you think you might not be hitting your goals? Is is is is it’s it’s almost like being a dilettante. It’s, you know, to try to bring them to some idea of why this might be happening, when you can look and go, okay, your overhead is too high, your compensation plan is terrible. You don’t have enough money coming in. You haven’t established a, uh, an income stream or revenue, uh, on a on a regular basis. Your margins are tight, and and you’re you’re you’re in debt at at 25%. Well, you know, why do you think we’re at this number? We got to clean this up.

Lee Kantor: Right? And and then when you go to them with a solution, go. Let’s pick one. Let’s pick the biggest one and let’s work on it and make that go away. And if you do that relentlessly you’re not going to have these problems.

Joey Zoccali: Yep. And that’s where we come in with the 90 day fix and scale. We blow that out of the water. We put in a little bit of delegation. We teach them a little bit of how to think, how to avoid the pitfalls. We give them some tools that that they can use to make better decisions, uh, and better strategies and then give help them develop a roadmap so they can see the next six months, the next 12 months, the next 24 months. And that’s what we do in the 90 day fix and scale. Really excited about the program.

Lee Kantor: Yeah. And I think it’s a powerful way to attack these things. You know, you’re not biting off too much, but you’re biting off enough where you can make a difference in a short period of time.

Joey Zoccali: Yep.

Lee Kantor: Now, when you’re working with your clients, um. How are they? How are they doing when it comes to creating that balance that they that they want to have in their lives for the short term and for the long term? You know, they’re trying to in the I’m sure in their head they’re trying to build this life and they’re trying to make a living for themselves. But what are some things that they could be doing to, um, you know, maybe get that short and long term, uh, ball moving in the right direction.

Joey Zoccali: Good question. The one thing that you’ll typically find, especially in in the trades guys and home services guys, they work hard. They’re not afraid to work. They’re not afraid to get dirty. They’re not afraid to roll up their sleeves. They’re not afraid of 12 hour days. The the problem is, is that the industry has conditioned the industry that that is the way to succeed. You know, the only way you can do is to grind and grind and grind. I’ve grinded and I’m not a believer of grinding. I think very strongly that given the owner the right tools to learn how to delegate a little bit, to learn how to put in the the sequences and the checklists of how things get done, to be able to help him get rid of some of this stuff. So he so he has a little more time to think, and he can reduce that overall stress that he’s feeling by having enough income come up so that he can replace Place, not himself, but some of the duties and tasks and functions. So one of the things that we always do is we go heavy on time blocking, especially for the owner. These guys will work on their business. And I’m going to tell you, and this is really one of the critical things that that I see. Listen, coach, I don’t have time right now for, for for coaching. I got so much work to do. I’m overwhelmed. I can’t I don’t have time for coaching. I’d love to, but that’s a luxury I can’t I can’t do right now. Lee, that is the exact person that needs help more than anything. Because with the few simple tools, okay, the Eisenhower matrix, the calendar blocking, uh, these simple tools could help them so tremendously. Now find time to work on their business, not just in it.

Lee Kantor: Now, do you find that a lot of times people get hung up on tasks that they’re doing because they’ve always done them, and they’re not kind of opening their mind to that. Somebody else can do this. Just because you you’ve done it and you’re the best one to do it. Um, you can find somebody to delegate this to, and maybe they’ll be at 80% and will work towards a higher percent of, of competency. But you got to let it go. I mean, there has to be I’m sure that when they you say to them, well, show me your calendar. I’m sure it’s not that hard to find time for a coach in that week.

Joey Zoccali: No, you’re you’re you’re correct. Um, I will tell you, there are great tools out there that sometimes will use, especially in that case. Um, and I don’t want to plug any of them here, but a tool like Activtrak, which monitors everything that happens for the business owner and his employees. You can actually start finding where they’re spending time. You know, they were scrolling Facebook a little bit. Oh, they’re on Instagram. Oh, you know, they’re taking an hour and a half lunch with some buddies at the bar. Oh, oh. And there’s always a good reason for it. Okay. That’s the one thing. There’s always a good reason to push the necessity, the work that you need to do, you know, into the future. And and you know, when there’s accountability that accountability changes. And they either they either level up or they say this isn’t for me. And, um, I think that’s that’s, um, you know, that’s the way it is now.

Lee Kantor: Is there a story you can share that maybe illustrates how the coaching with you can work? What is, uh, share an example. Maybe the challenge the the company or the person came to you with and how you were able to help them get to a new level. Obviously, you don’t have to name names, but just what was the problem they had when they contact you, and how were you able to help them?

Joey Zoccali: Okay, so I have a business that, um, I’m I’m working with. They are they are an HVAC company, and they, they, they were doing about two, 2.6, 2.8 mil in the HVAC space. And then they got the idea, um, from, um, a relationship. It was he he knew that a guy was selling his plumbing service. His plumbing service was small, probably seven, 800,000 a year. Not really big, but but they put a deal together, and the guy with the successful plumbing business sucked in this. This, um. I’m sorry the HVAC business sucked in this plumbing business all of a sudden. Pure chaos. So, you know, you call, what can we do? What can we do? Well, I’ll just tell you that sorting that out, you know, keeping it all separate. The agreements they had was more than a handshake. I had to help them go get attorneys to to bind this thing. Um, you know, the reformatting of the the the combining the office phones, the the everything that had to happen, the social, the, the, you know, press releases, the branding, all of that was almost all had to be redone. Now they’ve come out of it, there are over 5 million. But but it took it took 18. It took 18 to 24 months for that to happen. But it was um, you know, the owner put some serious hours in because he wasn’t prepared to take that on, but he thought he was because his one business ran so well.

Lee Kantor: Right. It the unintended consequences.

Joey Zoccali: Yep. Exactly. Remember I talked to you earlier a little bit about about inversion thinking. Well that goes to that would have been a great time to really do that model. Doing great. I mean, you know, um, uh, I see him about once a month now. We were a lot closer, but, uh, about once a month, and and, you know, it’s for accountability. It’s it’s for, you know, sometimes, Lee, some of these guys have no one to talk to. You know, they they’re running businesses, they’re stressed. They got payroll to make. They got client complaints. They got social media that needs taking care of. They got people calling them, selling them stuff. They’re vendors they’re out of, you know, there’s they they run their lives almost by interruption, by interruption as a, as a way of, uh, you know, their business strategy, which, which isn’t healthy.

Lee Kantor: Right. Like they’re running it like an emergency room. They’re just triaging whatever’s in front of them.

Joey Zoccali: Yeah. And what we try to do is we try to put that all. We try to bring order to that chaos. And it’s a little bit you can’t go in and just whack it over the head and have a good day. It’s it’s a growing process and, you know, um, now, the more capable, the more determined, the more energy, the more, um, drive and ambition and the ability to execute, the easier this whole thing goes.

Lee Kantor: So now, is there anything that our listeners right now could be doing to, um, to make a difference? Is there kind of a low hanging fruit that pretty much everybody, if they did this, they would benefit from that? You could share.

Joey Zoccali: I could share dozens. But I’ll share. I’ll share one, maybe two with you. Okay. Yeah. One of the things that that I always, almost always have to correct. Now, keep in mind I have a marketing background. Okay. Uh, as well as the finance background. But one of the things I always have to correct is the sales cycle. And when I say that, I mean the client journey. How does one start and how does one what is the client journey look like from acquisition all the way through referral. And in each step, broken down as cleanly and as clearly as you have. Is there scripting that addresses that? Part of that cycle and oftentimes everything is they just wing it. They don’t answer the phone correctly. They missed calls. They they they don’t ask good questions. They they fail to close the customer. They don’t know how to give a bid. They, you know, they don’t know whether to go face to face or email quotes out. That’s a whole other nightmare. But you know that that client journey needs to be really drawn out in a circle at each one with what you say from answering the phone all the way for asking a referral. And then when you do that, you’ll see whether it’s your delivery, whether it’s, you know, the amount of time it takes, whether it’s satisfied customers, you know, where where is that bottleneck, where, where is the bottleneck in your client journey? Because that’s going to relate to when we spoke about earlier, some of the things like the profit, the sales and the delegation that all comes into play in overlays on that client journey. Because if we can’t deliver a wonderful experience for the client, we’re going to have trouble in business. So when you overlay those two things, you can actually get a really good idea of at least kind of where we should start.

Lee Kantor: Yeah. That’s great. Uh, great advice. And I think that, uh, you can tell in a short period of time you probably make a big difference in these organizations. I would imagine it probably. What what’s your process like? Do you start with a discovery call, like how does someone begin an engagement with you?

Joey Zoccali: Um, we can start with the discovery call. Uh, we also send out the, uh, the the assessment, the the business hierarchy assessment, which I spoke about earlier. Then you would actually do the assessment comes to me, a copy comes to you, then we we have a free training set up where you actually go on, and we’ll show you exactly how to take that report and apply it to your business. And there’s, you know, no charge on any of that. We you know, this is you know, we want you to succeed. So then we always offer the opportunity to do that discovery call once. Once they see that, see that this is something they’d be interested in. We do a discovery call, and then we all often follow that up with, with a, with a coaching call, um, to, to to kind of hone in on exactly what we would do with them. And then we leave that up to them, whether they’d like to go one on one, whether they’d like to go into our next available group or just join the mastermind.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you. What is the coordinates to connect?

Joey Zoccali: You can connect with me at, uh, email right now would be, uh, J is a colleague at Focal Point Coaching.com. Yes. I’m certified. Um. Or you can, uh, get me on my socials at grow with Coach Joey.

Lee Kantor: So if they went into LinkedIn and typed grow Coach Joey, they’d be able to find you.

Joey Zoccali: They’d type Joey Zikhali.

Lee Kantor: Joey Zikhali on LinkedIn or, like, on Facebook or Twitter.

Joey Zoccali: Facebook. Instagram. Yeah. Yeah. Yep.

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

Joey Zoccali: Lee, I appreciate you taking the time, and I hope I was, um, a good subject for you today. Okay.

Lee Kantor: Great advice. Man, I appreciate you. Yup. All right. This Lee Kantor. We’ll see you all next time on High Velocity Radio.

Navigating Career Crossroads: Empowering Midlife Women to Rediscover Their Passions and Strengths

September 15, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Navigating Career Crossroads: Empowering Midlife Women to Rediscover Their Passions and Strengths
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In this episode of High Velocity Radio, Lee interviews Dawn Frydenlund , CEO of Dawn LaRae Coaching, who specializes in guiding midlife women through career transitions. Dawn shares her own journey of two major career changes, explains the signs of career misalignment, and highlights the importance of mindset and support. She discusses her coaching approach, including the “mindset power pivot,” and announces an upcoming group program. Dawn also shares a client success story, emphasizing the value of self-belief and aligning work with personal strengths and values.

Dawn Frydenlund, CEO of Dawn LaRae Coaching, LLC, is a dynamic leader and coach who has successfully navigated two major midlife career transitions—first as a CPA and auditor, then as Director of Patient Experience in healthcare. With over 20 years of leadership experience at Mayo Clinic, Dawn understands firsthand the challenges and opportunities that come with redefining one’s professional path.

Now, as a coach for midlife women and an inspirational speaker, she empowers women professionals to embrace change, rediscover their strengths, and step into new seasons of purpose with clarity and confidence.

She is a Certified Professional Coach (CPC) and Energy Leadership Index Master Practitioner (ELI-MP) through the ICF-accredited iPEC program. She is also certified in Emotional Intelligence (EQ-i) and holds a Master’s degree in Organizational Leadership from Saint Mary’s University.

Her mission is to guide women through transition with practical strategies, deep self-awareness, and unwavering encouragement—helping them transform midlife into a season of empowerment and growth.

Connect with Dawn on LinkedIn, Facebook and Instagram.

What You’ll Learn In This Episode

  • Most common obstacles holding midlife women back from their dream careers
  • Mindset strategies that can make the most impact for women wanting to make a career change
  • Your Career Clarity and Confidence Program

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.

Lee Kantor: Lee Kantor here another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Dawn Frydenlund. She is the CEO with Dawn LaRae Coaching. Welcome.

Dawn Frydenlund: Hello, Lee. Thanks for having me.

Lee Kantor: Well, I am so excited to learn what you’re up to. Before we get too far into things, let us know about Dawn LaRae Coaching. How are you serving folks?

Dawn Frydenlund: So Lee, I am entirely focused on midlife women and really, the midlife women that I’m working with are women who they found themselves a bit at a career crossroads, so they are not feeling like they are authentically themselves in their jobs, in their careers, and it’s just starting to come up for them in midlife. So what we’re finding is a lot of women have spent the first part of their careers really growing in their careers, moving up the ladder, accomplishing, etc. and then we hit this point in midlife and there’s this natural evolution for us to then step back and look and think about, how do I want to live the rest of my years in my career? And they want to be a little more intentional, and they want to be more authentic. And so I’ve built a program and I can talk about that whenever you’d like, but I built a program which really helps them step back to the beginning to make sure that as we move through, we’re getting them to a place where they feel like they’re stepping into careers that really were meant to them, for them.

Lee Kantor: Now, are there kind of some symptoms or signals or triggers that are clues that, hey, maybe I am at this point of transition, are there things happening that they can say, you know what? That’s that’s happening to me. Maybe I should contact Don.

Dawn Frydenlund: Yeah. I think it’s really always just following what is happening intuitively within us. And, you know, sadly, as midlife women, we have this tendency to not put ourselves first. And so what I like to say, for women that are feeling an inkling and feeling this pull for something more, that there is something there and they deserve to at least explore it so that they can get to the end of their career and look back and say, you know what? I was exactly where I was meant to be. And I used my strengths, my values, and my passion to really do good in this world and in the work that I was doing.

Lee Kantor: So, I mean, are most people kind of that intuitive or are they just kind of going through life? And then something big happens. They’re like, oh, I should have been paying more attention to that.

Dawn Frydenlund: I love that question because I think we do have it within us. And as we get older, I feel like we are tapping more and more into that intuition. And so it is really an honor when I step into these conversations with these women that have been brave enough just to make the phone call to say, hey, Don, I just want to talk about this because they’re listening. And so, you know, I can say there there are a lot of signs. Lee. I mean, it can be signs. Just feeling completely burnt out in the burnout isn’t necessarily a I’m working a lot of hours, but the burnout is more around. This isn’t aligning for me. And so some of the alignment issues that we talk a lot about are our strengths maybe aren’t being leveraged where we’re at, or our values are no longer a match. And this one is really more powerful than I think people realize when they are working in an organization, and maybe at one point in time their values did align, but then suddenly they’re realizing they’re not. And this can cause like this really? Um, I want to say a deep pain like, within us because we may be asked to perform or act in ways that just don’t align with who we are and what we believe in.

Dawn Frydenlund: And those are our values and our values. I, I believe they’re, they’re they’re like a glimpse into who we are. They’re a glimpse into our soul. They’re everything we stand for. So what happens, sadly, is these women will come to me and we’ll explore this. And rather than seeing this as a mismatch in values, what they’ll see it as, is something wrong with them. And so we really have to work through that separation so that they know this isn’t not necessarily this isn’t them having the wrong values. It’s just not a match where they’re at. So there is this emotional toll. And I think that is one thing that’s really important for women to look at and not ignore. Um, but it can also stem into physical signs within their bodies where they’re not sleeping, where they’re feeling tension, they’re having stomach issues, etc.. And then I think the other thing I really like women to think about and look at is relationship issues. Are they struggling in their relationships because the strain of the work they’re in is really taking its toll on them, and they can’t be present. They can’t be their best selves with the people they care about the most.

Lee Kantor: Now, how did you land on this niche with was this kind of, uh, what do you mind sharing a little of your backstory, how we got here?

Dawn Frydenlund: Sure. I was going to say how I landed here is because this is me. Um, and it’s, you know, it’s a bit of a funny story in hindsight, some of it with some hardships in between, that those hardships are really what push me forward into making my own midlife career changes. So I’ve made two pretty significant changes in midlife. Um, one was at 43 and one was at 54. So I actually started my career as an auditor, a CPA, and I worked at this big fancy firm. And you know how I got there? It’s probably a good question. I think when I was young, I grew up in a small town. I was first in my family to go to college, so I had really humble beginnings, and I just wanted to do something that would make my family proud. And I wanted financial stability. I wanted to be in a better position than my parents were, and I was good at math. I was good at accounting. And so I thought, well, that’s what I’ll do. And then what happened? And I hear this from a lot of women that are of the Gen X age, is we get into these spaces, these professional work places. We’re working hard, we’re moving up and we’re raising the family and we’re managing the household, and we’re doing it all.

Dawn Frydenlund: And we don’t know how to stop and look to think about whether or not this is we’re meant to where we’re meant to be because we are there, um, really just doing the best we can. And we don’t want to let anybody down because that’s kind of in our DNA, too. We like to put everybody else first. So for me, I stuck it out for 20 years, and I really spent most of those 20 years looking, reading books, taking assessments and just always feeling like this isn’t it, this isn’t it. But I couldn’t leave. I felt like I needed to stay there for financial reasons. Um, but the reality was I was not in any way, shape or form connected to the strengths that made me. Me and my strengths really are more around people relationships. Um, I often get called the cheerleader, you know, so I have this optimism. I’m very future focused, and I’m an innovator. And so I have all this energy. And so this is me and I’m working as a CPA auditor, and it’s just not a match. So I’m not matched in my strengths. And in fact the strengths I bring to the table, they’re not even valued. So I ignored the signs for, like I said, 20 plus years. And then when I was in my very late 30s, um, my daughter, she was ten years old, I was an audit manager at a large healthcare facility, and she was diagnosed with cancer.

Dawn Frydenlund: And she is now nearly 20. But, you know, those are those moments in your life where everything can change. And it did for me. Um, it reminded me how short life is. It reminded me that I want to live in integrity with who I am, and that includes in my career, because I want to make a difference in my career as well. And so as I’m living in the health care system with her and, you know, recognize them also an employee there. Um, but I’m not working. I have a year off with her taking care of her. And I cannot believe all of the patient stories I heard and I saw and I could see these unmet needs that patients had for more human connection, for better systems. And it was almost like I couldn’t not see it. And I saw within myself that I had a lens that not everybody had. And there was something in that experience that caused me to shift and say, I want to use the gift that I have, the gifts that I have in my career. And so when I came back a year later after caring for her, I was like, I can’t.

Dawn Frydenlund: I can’t stay in this position as an auditor. Like there is no interest that I have in being here. And so I got a coach, and this coach really helped me get honest with what I already knew about myself. And we explore different careers. And so for me, I ended up going back to get a master’s degree. And then somehow the universe stepped in and there was an opportunity as a director of patient experience in my organization. So this was my first big career shift from auditor CPA to director of patient experience. And honestly, everything aligned. My strengths, my values, my passion. I was just like I was on a high. I didn’t know you could work in a job and be so connected to it and to see your natural skills come through. And so I was there for ten years. And then what started happening is for me, I started seeing organizational and cultural changes. And there was a growing disconnection between my values and their values. And that’s why I’ve built values into my program, because it is such an important part of knowing if you’re in the right career and with the right organization. Sadly, I did ignore those signs for quite a few years because there is that Gen X part of me that that part where we don’t quit.

Dawn Frydenlund: Um, we can be pretty stubborn. And I also just rationalized my own needs. But then part of me recognized that if I stayed on this path, I would continue to become someone that I was not. In in the the balance in all of this was knowing that I had already learned this lesson. I had already learned this lesson, that it is critical to be aligned with who you are. So I made the decision. And then at 54 years old, I made the change to step into this role as a CEO and career coach for other women. And so for me, this feels like home. Like when I say home, I mean home, home, home. I’m aligned with my values. I’m aligned with my strengths. I’m aligned with my passions. And I could use everything I learned in my coach training to help me make these transitions and to keep really my mindset as strong as it could be to get through the shift of working as a corporate employee to working as an entrepreneur. And so what I did is I took everything that I learned through my experiences over the years, and what I believe is truly critical in knowing before making a big career change. And I built that into the program to really help other women do the same thing.

Lee Kantor: I think you bring up an important point here. Sometimes you need help and sometimes you need a helper. Um, you know, everybody’s bombarded with so much information, they think that they can just power through things on their own because there’s just so much information overload. But sometimes you need another human being by your side to help guide you.

Dawn Frydenlund: I agree with that. Um.

Dawn Frydenlund: And I especially feel that way for midlife women because, you know, sadly, over the years, I feel like we’ve lost a little bit of track of who we really are. And, you know, philosophically, I have a couple beliefs around this, and one of it is just who we’ve been trained to be in our lives. We really for most of us, we’ve been trained to put everyone else first. You know, our families and we come second. We’re the helpers, we’re the supporters, and we sacrifice for everyone else. But the other reason that has become a little more clear to me is most of us were entering into the workforce during a time when it was really still pretty male dominated. And so when we stepped into that, we had to put on our own mask, so to speak. Maybe, um, how do I want to say this limit a little bit of the real authentic person? We were kind of tame it down in order to fit in and move up in this workplace that had already been established and structured by men. And so I think through all of that, that we’ve lost sight of who we really are. We’re trying to fit in to everything that’s around us and put everyone else first. And so it is pretty surprising to me sometimes when we sit down and we start going through their strengths, their values and their passion, and we do assessments and we have exercises and we really dig into this and how they feel about themselves after we’ve went through all of those. And this is 1 to 2 months we’re working on this because they suddenly look at themselves as a valuable, um, professional again. And they they see their real self and they’re excited about that real person that’s in front of them in the strengths that they bring, which may not align with the strengths that everybody else wants them to have. But it’s who they are. It’s what they are. And knowing that and owning that builds them up in a way that has been much more powerful than I anticipated.

Lee Kantor: Now, is there a story you can share about maybe somebody you worked with? You don’t have to name their name, but maybe share the challenge that they had or the struggle they were going through when they came to you, and how you were able to help them get to a new level.

Dawn Frydenlund: Yeah, I would.

Dawn Frydenlund: Say, um, one of the women I work with, um, she came to me working in a position. She went into nonprofit. She had left a great corporate position and thought, I’m going to go into nonprofit. I want something with more meaning and purpose. Sadly, though, the position she stepped into was really meant for more than one person to, um, manage. The pressures were high, the expectations around, um. Uh, I think I would say effort, um, was really much more than one person could navigate. And at the same time her up line was not feeding her any, you know, positive reinforcement about the work and the impact she was making. And so when she came to me, she felt pretty defeated. Um, she felt like she, um, it was her that there was weaknesses that she had, um, that, you know, it was that it was more her than it was the position that had been created that really would be difficult for anybody to step into. And oddly enough, um, the predecessors before her did not last long in those positions either. So, anyway, um, we step into these conversations, we start digging into our strengths and our values and our passions. And what she’s starting to realize is that this isn’t her.

Dawn Frydenlund: This is a mismatch. What they’re looking for in terms of productivity and numbers is not something that matches with the kind of person that she wants to be in the job. And so the best part of the story is she decided to start interviewing for some different positions outside of the nonprofit world, which she wasn’t sure she’d want. And she went in to interview, and it was a HR position, and the owner of the company interviewed her, and they were 15 minutes in and the owner said, why are you not applying for the director position? And she was like, well, I don’t know. She had undervalued herself. She then the interview switched over to the director position, which was several steps up from the position she was interviewing for. And lo and behold, she got it. She’s been in that position for about a year now, and she she is successful in the position. She is passionate about the work. She is challenged in a way that feels good because it it has been aligning with her strengths and her values. So that’s one of my one of my favorite stories.

Lee Kantor: Yeah. That’s so important to really, um, help people aim a little higher. A lot of times, people just aren’t aiming high enough.

Dawn Frydenlund: Exactly.

Dawn Frydenlund: And it’s one of the reasons why we step into a lot of mindset work, um, in my program. Because, you know, sadly, women are coming in and they’re, you know, they they’re fearful. They’re, um, they don’t believe in themselves enough, um, to make a career change, to take a step up. And so the work we do around mindset is critical. And again, this is a big part of the program. It’s, um, 1 to 2 months. We’re just working on mindset before we even talking about exploring different careers. We have to spend time in the mindset now.

Lee Kantor: Is there any advice you can share or tips or strategies that a person listening right now could, uh, start working on when it comes to mindset, some mindset strategies maybe that help folks just kind of get some relief of the suffering and maybe can move their themselves forward a little bit.

Dawn Frydenlund: Well, I’ll tell you one that really sounds simple. Application is a little more complicated, but it’s easy to write down and then go back to. And it’s I call it the mindset power Pivot because it is so powerful. And the premise of it, it’s based on a cognitive model and psychology actually. And the premise of it is that our thoughts and beliefs drive our emotions, which drive our actions, which ultimately drives the outcomes in our life. So sounds very simple, right? But the key around all of this is our thoughts. It all starts with our thinking. And so if our thinking is I’m not good enough, I. I could never make a leap like this. What will other people think? Who am I at this age to make a change like this? If our thoughts are sitting in a space that are not going to support us to move forward, we will not move forward. And so as soon as we can grab, hold and take control of our thoughts, then we are going to have an emotional reaction to those thoughts which will then drive our actions. And so one of the things that I will sometimes talk with women about is thinking about what would be like. They come to me, they’re feeling really down. We think about what would be a powerful thought if I pathetically, I could have a powerful thought, or what would another person in this position who felt powerful? What would they be thinking? And we explore that and we try it on for size. And then we start exploring what emotions come up for them when they think about that thought. And then we can move into actions. And so these are all things I practice it myself honestly, because in the days where I’m not in my highest mindset or my highest energy level, I also will go through this process and think through it myself as well.

Lee Kantor: Now is there um, the way that you work with your clients, are you helping kind of build a community amongst the clients as well, or is this kind of primarily coaching, coaching them individually or in a group setting?

Dawn Frydenlund: Um, so what I’ve done up till now has been individual, but I’ve had a few women say that they believe they could find value in working and supporting each other in a group. So I have developed a group program. We’re looking at launching it in 2026, and it will really include all of the components of my current program, but we will work through it together. And so it’ll be starting with identifying, I like to call it the The Journey of Rediscovery. So getting back to what are your strengths? What are your values? What are you passionate about? What lights you up? And then we move into the mindset work. And I actually in that space I use a an assessment called the Energy Leadership Index. And this came from my coaching program, Institute of Professional Excellence and Coaching. And it is it is actually Forbes has ranked it as one of the top 11 leadership assessments. And it’s really powerful. And so we take them through that because it taps into mindset and it taps into really that mental energy. And if they can place themselves in certain energy levels, it will help propel them forward. So that is a next component of it. And then we move into the, the the excuse me, the exploring that exploration stage of what could be and several exercises. Um, we do and probably the most powerful one is our visioning exercise. And then finally we move into Actioning. So we create a mid-life career action plan. We develop accountability metrics. And so I have that in my one on one program. And it is also going to be in my group program in 2026.

Lee Kantor: So if somebody wants to learn more about any upcoming events or get on a wait list for this program or just contact you about coaching, is there a website or is there a best way to connect?

Dawn Frydenlund: Yeah. So I would say my website or my LinkedIn, um, my website is w w w Coaching.com and then LinkedIn is Don Freeland.

Lee Kantor: And Don Laray coaching is d a w l a r e.com.

Dawn Frydenlund: Yeah. Yes it is.

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

Dawn Frydenlund: Oh thank you Lee, again thanks for having me. And thank you for highlighting all these wonderful entrepreneurs out here. We’re really trying to do good work in the world.

Lee Kantor: Absolutely. It’s my pleasure. All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: Dawn Frydenlund, Dawn LaRae Coaching

Breaking Barriers: Transforming Disability into Opportunity Through Business

September 15, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Breaking Barriers: Transforming Disability into Opportunity Through Business
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In this episode of Atlanta Business Radio, Lee Kantor welcomes back Aarti Sahgal, founder and CEO of Synergies Work and Synergies Seed Fund. Artie discusses her nonprofit’s mission to empower entrepreneurs with disabilities through resources, mentorship, and access to capital. She highlights the launch of Synergies Seed Fund, the first nonprofit CDFI supporting disabled business owners, and shares insights on their inclusive loan process and community-building efforts, including the Eddie Awards. Artie also reflects on her personal motivation and invites listeners to support disability entrepreneurship for broader economic inclusion.

Aarti Sahgal is the founder of Synergies Work, the largest startup hub dedicated to empowering entrepreneurs with disabilities to build scalable and sustainable ventures. Expanding this mission, she also leads Synergies Seed Fund, a rising Community Development Financial Institution (CDFI) focused on closing the financial gap for disabled founders by providing accessible capital and financial inclusion solutions.

Her passion for this work is deeply personal. As the parent of a young man with Down syndrome, she has spent over two decades challenging the soft bigotry of low expectations that too often limits people with disabilities from reaching their full potential. Her work is rooted in fostering economic empowerment and inclusive ecosystems that recognize disability as a vital part of diversity.

Prior to founding Synergies Work, she spent 14 years in advertising and marketing, bringing a strategic approach to brand-building and audience engagement. She holds a master’s degree in business management from one of Mumbai, India’s top business schools.

A sought-after thought leader, Aarti actively collaborates with corporations, policymakers, and entrepreneurs to advance disability inclusion in the workforce and entrepreneurship. Her work is redefining the landscape of disability inclusion—bridging the gap between talent, opportunity, and capital to create one world where people with disabilities belong.

Connect with Aarti on LinkedIn.

What You’ll Learn In This Episode

  • Introduction to the mission behind Synergies Work
  • How people support entrepreneurs with disabilities, who are making strides from being an untapped talent pool to sharing groundbreaking stories of success with a wide impact for businesses, self-starters, and communities everywhere
  • What EDDIE Awards are all about
  • Celebrating the 3rd year of the EDDIE Awards and why this year’s 15 finalists are so special

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories. Today on Atlanta Business Radio, we have a return guest, Aarti Sahgal. She is the founder and CEO of Synergies Work and Synergies Seed Fund. Welcome.

Aarti Sahgal: Thank you. Thank you for getting me back here.

Lee Kantor: Well, I’m excited to get updated. For folks who aren’t familiar, can you share a little bit about the mission purpose behind Synergy’s work?

Aarti Sahgal: The Synergies Work is a nonprofit organization, and our mission is to build one world where people with disabilities belong. And we do this by through entrepreneurship. Um, because many of very often people with disabilities are excluded from opportunities and their talents are not seen. We only see what is less than and never what is there. So we flip that script. We provide resources, mentorship, and access to capital so that they can launch, grow and scale their businesses. And that’s why we’ve created Synergy Seed Fund, which is the first nonprofit non-depository community development financial institution providing loans to small business owners. So because without access to capital. Businesses can’t grow.

Lee Kantor: So how did that come about? Was that just organic growth amongst the folks you serve? That there was a desire for pursuing this type of entrepreneurial path, and then there just wasn’t a financing behind it.

Aarti Sahgal: So we know that there is there is talent in this space. But what we also know that there are many barriers to success for people with disabilities, and that includes people who have low or moderate income levels. Research has shown that entrepreneurs with the who belonged in this category do not have that high rates of success. So we need to close that gap to give everybody a fair chance and level the playing field. That was a gap that needed to be built. Believe me, I did not start Synergy Seed Fund with the intention of ever wanting to form a financial organization and get into the space, but there wasn’t anybody else doing it. We do not have people stepping in and closing this wealth gap. The capital that is needed, the capital gap. So that’s why we had to step in and say, okay, this needs to be done. We need to provide capital for businesses to grow. Um, most of the people with disabilities, even today, uh, let alone entrepreneurs with disabilities, are, uh, unbanked and underbanked. Um, just imagine a scenario if you have two founders, one with disability and one without disability, walking into a bank, I presume the banker looks at the person without disability as a potential and the person with a disability as a risk. And we want to change that conversation.

Lee Kantor: So, um, so how did you go about like, what were the baby steps you needed to take to make that into a reality.

Aarti Sahgal: For Synergy Seed Fund?

Lee Kantor: Yeah. Because, I mean, that seems like a big lift.

Aarti Sahgal: Well, it has been 2 to 3 year mission. We have been researching this space for a long time. We have been working with consultants in understanding this. We have got grants now from Truist Foundation, from CSOs Foundation, from the Cdfi Loan Fund to help us set out the basic structure. And now in this in the last few months, we have just started rolling out, uh, the first few grants to founders, uh, in the space. So it is still a heavy lift, believe me.

Lee Kantor: So what is the kind of the criteria? How does somebody, um, you know, apply for this?

Aarti Sahgal: Well, they can apply to us. We have an open applications rolling systems happening currently on the website. Um, and what we are looking for, uh, in the individual is not just the credit scores. Uh, that’s not how we are working on it. What we’re looking for Campau is looking at their business strength and going beyond, uh, the credit score of the individual. So, uh, out of synergies, work, working with founders with disabilities, we realized that many of them did not have the capital, the money to grow their businesses. They had so much of, um, you know, they were borrowing heavily from their on their credit cards or they did not have the reserves that many of us take for granted, or relying on them or on our friends and family to put in that seed capital. Um, and so they were making some financial decisions which were not healthy in the long run for themselves or their businesses. Uh, so that’s where the Synergy Seed Fund has come in, which is, uh, allowing people and their interest rate at which we are providing the loans are very minimal. They’re not the predatory kind of, uh, interest rates. It’s prime plus one. But what we’re looking at is the business of the individual, uh, Not just the credit scores.

Lee Kantor: Now, um, here at Business RadioX, we do a lot of work in the startup community, and there’s lots of accelerators and incubators, um, in a variety of forms, um, here in Atlanta. And a lot of what they give people, um, is kind of that financial business kind of help. Is there any of that as part of this as well?

Aarti Sahgal: I, I would like to know more about what you’re trying to. I’m, I’m, I’m not understanding the question.

Lee Kantor: Well, are you just providing.

Aarti Sahgal: The funding if that’s what you’re.

Lee Kantor: Are you just are you just funding or are you helping kind of with business, um, strategy, marketing? Are you helping with help in that area as well, or is it just I’m coming in here. I’m applying to get money. Thank you for the money. And now I go back to what I was doing.

Aarti Sahgal: No, no, no, that’s not how we have approached this space, so we have built an entire ecosystem. So started with Synergies Work, which is a business accelerator. Education part of the ecosystem providing the know how the mentors, the resources to founders. And then from there we are providing them the capital, which is the Synergy Seed Fund. But the third important pillar in our strategy of bringing that ecosystem has been also building a community. Because I do believe that many this is entrepreneurship is really a team sport. And many people with disabilities, for whatever reasons, get isolated very early in life. Um, you know, under the garb of special education and special programs. And that’s the reason that community and networks that other entrepreneurs might take for granted do not exist for this community. So our big chunk and focus has been on how do we create that community, similarly to what you are saying, how do we bring the larger ecosystem of startups and other accelerators to also come into the space and see the talent that exists there? It’s about building that, and that is where The Eddy Awards that we are hosting on 25th September come into play. Um, it is yes. To spotlight the talent of the entrepreneurs with disabilities across the nation, but also to bring in the business community, uh, bring in the change makers, with and without disabilities into one space so that they can see the talent that exists here.

Lee Kantor: And then. Okay, so let’s talk about the Eddy Awards. Uh, tell us about kind of how that came about. You wanted to spotlight some of the people doing a kind of exceptional things. Um, but what, like what’s an example of some of the award winners you’ve had in the past?

Aarti Sahgal: Yeah. The reason why we started Eddy’s Eddy’s is really entrepreneurs dedicated to diverse and inclusive excellence, and it is to celebrate disability innovation. And the reason behind it is really closing that gap that exists between the business community and the disability community, staying very true to the purpose of why we exist. So it allows us to bring that build that visibility, the networks and resources for founders who are often overlooked. And I can sit here and I see it every day. We witness it in front of our eyes. That innovation and talent. But my thing is not the same thing as some VCs walking into the room, or bankers, or the business leaders and change makers coming in and seeing for themselves what that innovation looks like. So that was the idea behind starting Eddy Awards. And as for who has been in the winner’s circle? Well, uh, there have been people who are, uh, musicians. There are technology folks who are changing what they do. They’re artists. They are story writers. They are, um, um, people who are borrowers, you know, the local brick and mortar, uh, mortar businesses, all of them. You will find them here. Attorneys who are doing some innovative work, uh, you’ll find, um, on this panel because there are five awards on which we ask for applications from across the nation, from technology, uh, creativity, social impact, um, new business, and then the community awards. So under each of these categories, there is a diversity of businesses, and there is a diversity of disabilities that get highlighted.

Lee Kantor: So each of the the award winners are led by somebody with disabilities.

Aarti Sahgal: Abilities or yes, they are the founders of these businesses. They are. This is not about somebody else, uh, leading that business. They are the prime owners of these businesses. And that’s the criteria of for us as an organization. Also, all the businesses that we funnel through synergies work. Uh, you have to be a person with or self-identify yourself as a person with a disability.

Lee Kantor: And then with synergies, work, um, and then that entity, you’re helping people with disabilities get work and to pursue entrepreneurism, if that’s what they choose.

Aarti Sahgal: Not work. Uh, we are only a business accelerator.

Lee Kantor: So it’s only for people pursuing their own kind of venture.

Aarti Sahgal: That’s right.

Lee Kantor: And, um, so this is a this is a, um, a personal A journey for you. Do you want to share a little bit about what got you involved in this?

Aarti Sahgal: Yeah. I am a mom and I have two sons. My youngest son has down syndrome, and, um, that’s what changed my life’s direction from being an advertising and marketing. I got into understanding, uh, the disability world because, um, there are two worlds that exist even today. One for people with disabilities and one without disabilities. And I wanted to understand why that difference exists. So I’ve spent the past 18 years working in the disability community as a consultant, first to a state organization, Georgia Council on Developmental Disabilities here, and other organizations, and then realizing that entrepreneurship is not something that anybody is looking at intentionally, uh, opening doors. And we know that in this in our country, entrepreneurship is, um, the fuel of the economy. Uh, and yet, uh, people with disabilities were, uh, are still not encouraged. They’re still not capital coming to them, whether through VCs or through small business loans. And so that’s been my life’s mission to close that gap. My son, who is 25 today, uh, when he was born, we were told that he would not walk or talk. Um, he is a senior at Georgia State University and he himself runs two businesses. One of them is a tech business, and he was the first person with down syndrome to go through, uh, Techstars Atlanta social impact. Uh, so, yeah, I think what is required is, uh, raising the bar and leveling the playing field for folks.

Lee Kantor: So for folks who want to get involved, what is the website? What is the best way to connect?

Aarti Sahgal: Yes. Please visit uh synergy’s. Work.org or Synergy’s fund.org. And most importantly come to the Eddie Awards. We still have 15 days to the event. Come and see for yourself what disability innovation is. Um, because I firmly believe that every innovation event is rooted in the margins. It will lift the center. So today, whether we are talking about voice to text or touch screens or curb cuts, they are all rooted in the disability community. So if we want the economy to improve, it’s not about charity at all. It is about lifting the center.

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

Aarti Sahgal: Thank you so much for your time and inviting me here today.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Aarti Sahgal, Synergies Work

From Startups to Exits: How Fractional CFOs Can Guide Your Business Through Every Stage

September 15, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
From Startups to Exits: How Fractional CFOs Can Guide Your Business Through Every Stage
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In this episode of Atlanta Business Radio, host Lee Kantor interviews Darren Joel, Atlanta Regional Director of The CFO Center. Darren explains how The CFO Center provides fractional CFO services, offering experienced financial leadership to small and medium-sized businesses on a flexible basis. He discusses ideal client profiles, common triggers for seeking fractional CFOs, and the integration of AI in financial operations. Darren also highlights the importance of relationship fit, the flexibility of engagements, and the organization’s ongoing expansion. The episode offers insights into empowering business growth through strategic, cost-effective financial expertise.

With a career spanning over two decades, Darren Joel, MBA, MPA, CPA, is a results-driven entrepreneur and business strategist who has built, scaled, and successfully exited multiple ventures.

As Atlanta Regional Director at The CFO Centre, he leads a team of experienced financial professionals, helping businesses optimize profitability, improve operational efficiency, and achieve sustainable growth.

His expertise extends beyond financial leadership—his background includes strategic consulting, process optimization, and business transformation across diverse industries. He began his career at Ernst & Young, honing his skills in financial modeling and operational audits before launching his own ventures, including Blackfire Signs & Graphics and TecnoSedia, a luxury custom upholstery business.

Beyond finance, Darren is also a security strategist, an accomplished voiceover artist, and an avid adventurer, bringing a unique blend of analytical precision, creative storytelling, and hands-on leadership to every endeavor.

Connect with Darren on LinkedIn.

What You’ll Learn In This Episode

  • The shift in challenges business owners face now compared to previous years.
  • Past ownership experience shaping today’s leadership in fractional CFO services.
  • CFOs in Atlanta taking on bigger roles amid uncertainty, supply chain issues, and global risks.
  • Atlanta companies and entrepreneurs rethinking financial discipline in a growth economy.
  • Tech-driven change with AI transforming finance, but ROI still lagging.
  • The growing need for data-driven financial strategies led by CFOs.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program, the accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we couldn’t be sharing these important stories today on Atlanta Business Radio. We have Darren Joel, who is the Atlanta Regional Director with the CFO center. Welcome.

Darren Joel: Hi Lee, thanks for being here. It’s a real honor.

Lee Kantor: Well, I’m excited to learn what you’re up to. For folks who aren’t familiar, can you share a little bit about the CFO center? How you serving folks?

Darren Joel: Sure. CFO center is a company based out of the UK. It’s a global organization, though, and we provide fractional CFO services to small to medium sized businesses. I am the regional director here in Atlanta. Run a team of fractional CFOs. And yeah, that’s what we do.

Lee Kantor: So what was kind of the genesis of the idea? How did this get launched?

Darren Joel: Well, on a personal level, I have been an entrepreneur here in Atlanta for 25 years. Local, local grown Atlanta guy. I went to Emory, Georgia State, an MBA. I’ve worked at Ernst and Young, but for the last 25 years I’ve been an entrepreneur and have multiple businesses, the last of which I sold about a year and a half ago. And I was really looking to do something that can help local businesses grow and Drive and CFO center. And I found each other and and it’s just kind of grew from there.

Lee Kantor: So how did the CFO center start?

Darren Joel: The CFO center is actually the largest and oldest organization that’s providing fractional CFO services in the world. So it started about 25 years ago by our founding members. And we’ve obviously been around a while, um, we’ve served over 4000 businesses globally. Uh, we are we are an international organization, but we also are very local and regionally based as well.

Lee Kantor: So what makes CFOs, uh, good to be fractional members of the team?

Darren Joel: Well, um, you know, we are have experienced a significant shift in the, uh, in the workplace, especially when it comes to C-suite and senior level executives. And the move in the whole economy and industry is towards what we call a fractional or gig economy, where businesses and business owners are accessing intellectual and um, and expertise on a on an as needed basis. So that gave rise to this whole concept of the fractional employee who are coming into businesses and helping businesses who may or may not be able to, uh, bring in a full C-suite member to their team, but need that kind of operational and strategic leadership on their team to help with their business grow and scale.

Lee Kantor: So what is kind of that ideal client for the CFO, CFO, center, CFO, um, what’s, you know, the right size and the right number of employee fit?

Darren Joel: So, you know, we try to we seem to have a sweet spot of between, uh, 2 and $30 million in revenues. Um, that being said, uh, we have we have clients now here in Atlanta that are pre-revenue. So they’re really in the startup phase. So they are thinking strategically. They want to get their ducks in a row. Um, so we have everything from startups. And then on the other side of the, uh, of the scale, we also come into businesses that are that already have may have a CFO, $100 million plus businesses that may have a CFO, and they need some additional firepower and additional, um, member of that leadership team that can come in and perhaps manage a project or really kind of sit at the CFO, the the full time CFOs side. We call that a CFOs CFO or CFO. So we really run the whole spectrum from startup to significantly large businesses. But really, our sweet spot is the 2 to $30 million growth oriented, uh, business.

Lee Kantor: Now, is is there a trigger? Is there something that’s happening right now in these organizations right before they contact you? Uh, that is a, uh, kind of a trigger that lets them go. Okay. We may need help in this area. Maybe it’s an acquisition. Maybe it’s a succession plan or an exit. Um, is there something that’s happening in the organization that is a good kind of a prompt for a call to you and your team.

Darren Joel: That’s a great question. And there does seem to be these triggers that seem to precipitate the need to bring in somebody on a leadership team in the financial arena, like a CFO. Um, that could be anything, as you mentioned, to, um, growth and scaling challenges. You know, we’re growing fast, but we don’t have a financial strategy. Our revenue is up, but our profits aren’t. Uh, everything from that to major transitions or events. Uh, perhaps their existing CFO just left. They’re in the process of restructuring or perhaps pivoting. You know, a lot of companies are pivoting right now, especially in this technology, you know, in the current, uh, environment of AI, uh, or perhaps their fundraising, they may need, uh, they may need to look for, uh, investors. Um, perhaps they’re looking for a sale or an exit. So there does tend to be kind of precipitating issues that, uh, that inspire the need for a CFO or fractional CFO to come in. But, um, but again, it may just be that that business owner is overwhelmed and they’re just, you know, they’re out of their wheelhouse. Maybe they’re doing something that, um, they’re they’re involved in operations in a way that they are not familiar with or uncomfortable or maybe, um, they’re just out of their depth. So they need that, that kind of leadership in their business.

Lee Kantor: And, uh, when, when, uh, one of your CFOs is kind of deployed, what typically does that look like? What are they coming in? Um, just they have a meeting with, I guess, the CEO or the board, and then they’re coming in to triage something or they’re coming in as a more permanent fixture. Like what? What is kind of those early conversations look like and how are they, you know, kind of integrated into the organization.

Darren Joel: So we really strive we, uh, our goal is really to be a productive member of that leadership team in the company. So while we can come in and, uh, do something more transactional in nature in terms of maybe, uh, project based, um, solving a particular issue, maybe overseeing an audit, we certainly can handle those types of very specific, project oriented tasks, but we really strive and try to find opportunities where businesses need that leadership, uh, strategic leadership seat filled in their organization for the long term. Um, so, you know, whether it’s a board, uh, a board approved or board driven situation or an owner who just needs that kind of care. I’ve heard it called the CEO Whisperer. That person sitting by their side to be their trusted partner and advisor. But again, it’s we really strive to be that team leader and part of the, uh, the executive team in a in a business.

Lee Kantor: And then when you’re doing this kind of work, this is a roll up your sleeves and actually do work. This isn’t like a coach or an advisor, right? You’re actually kind of performing the tasks.

Darren Joel: Yeah. So of course it’s, um, we are we are certainly not the kind of, uh, we strive not to be that delivering ivory tower advice type of leadership. We really roll up our sleeves, get into the numbers and help owners make better decisions. You know, we talk all the time with our CFOs and with our clients. Um, that behind every number is a story. And families, employees livelihoods. So we really want to, um, to help that business and business owner. Um, you know, my background as a business owner really kind of allows me to understand, um, what it’s like to be a business owner. I’ve been in your shoes. Um, so I approach every client with that kind of empathy. I know what it’s like to have to worry about payroll, to stay up at night and worry about cashflow, or wonder if my new growth initiative will work, or what that new growth initiative might be. So I think from that perspective, it makes me very practical in how I lead my team. But the CFOs are very much a roll up your sleeves, get in the trenches type of personalities that get things done.

Lee Kantor: And then how do you attract new, new CFOs onto your bench? Um, ah, what does that kind of vetting and recruitment look like?

Darren Joel: So, um, obviously as a regional director, uh, here in Atlanta, you know, I’m not just in charge of business development and finding new clients and opportunities, but I’m very much involved in the recruiting process of new CFOs. So we are always looking for great talent. Um, we obviously strive to find people who have, uh, the right, um, financial intelligence. Right. They’ve got the expertise, um, and the experience from a financial leadership standpoint. We do not bring in CFOs, fractional CFOs that have not actually worn the hat of CFO in the business, in a business or multiple businesses. So we really strive to find somebody who’s actually sat in that seat. Um, and then a large part of what we look for is that emotional intelligence. You know, the ability of the CFO to have that high level of EQ, emotional intelligence, they’re going to be working very closely with multiple CFOs, multiple teams. Um, we call it the barbecue test. So we, we, uh, we strive to find someone who’s going to, uh, be someone who’s going to be welcome at your backyard barbecues, really be able to have a conversation, be able to communicate effectively with teams. And, um, and of course, the other thing we bring to the table, um, just not just from a CFO standpoint, but we also have a very team oriented approach company wide.

Darren Joel: So you’re not just getting the CFO or the fractional CFO that’s going to come into your business. You are getting this global team of CFOs. Um, worldwide, we have over 800 CFOs worldwide. So it’s again, it’s a global organization, and they have the ability to leverage into that intellectual, uh, network. So, for example, no CFO is going to know everything in a situation. So, um, they have this incredible network of CFOs. A great example is, um, we have a CFO who had an owner come to him and said that he wanted to take a certain amount of his money and invest in blockchain, um, technology for, you know, for his investments. And our CFO didn’t know much about that technology, but within an hour was able to have two individuals on the phone with that CFO who had a significant, you know, significant expertise in that arena to be able to speak intelligibly with that CEO. So that’s a perfect example of how our CFOs have this huge network that they can leverage into. As far as, as far as a as a team.

Lee Kantor: Is there a story you can share about a client? You don’t have to name the name of the client or the CFO, but maybe share the challenge they came to you with and how you were able to help them get to a new level.

Darren Joel: Well, sure. I mean, there’s so many. Um, one that pops to mind is, um, we had a client that, uh, we brought us in, and they were experiencing cash flow issues, which is often the case. You can have a very you can have a profitable company, but still not be able to pay your bills because you’ve got, um, an issue with your money coming in and going out in an untimely way. So, um, so they were they were a successful business, but having trouble paying their bills, and they really couldn’t identify what’s going on in their business. So our CFO came in and they really looked at the business carefully, looked at different profit centers, revenue centers, and they were able to identify specific area where the client had a had a large delay in their cash outlay, um, for the, for the, for their clients versus their cash collections. Um, so the CFO identified that and advised them that we need to readdress how we’re approaching this particular area of the business because it’s creating cash crunch and financial issues, uh, throughout the entire organization. I mean, that’s one of many possible examples that I could bring to the table.

Lee Kantor: Now, in your work in in the Atlanta market, um, I would imagine you’re kind of canaries in the coal mine. You’re seeing all the numbers and trends play, play out before everybody else. Is there any kind of thing that you’re seeing right now, uh, in the Atlanta market? Are you bullish, are you bearish, uh, optimistic?

Darren Joel: As a regional director, I get to talk to business owners every day. I obviously am also in my role. I’m always involved in the engagement. I’m not just a matter. It’s not just a matter of matching a CFO and putting them into the client. And I walk away. So I’m involved every step of the way throughout the relationship and and engagement. So I do have my finger very much on the pulse of what’s going on. Um, I think that we are obviously in a, in a, in a, in a environment of uncertainty right now, um, and have been for a while, uh, businesses are very cautious with the way they’re spending money. They’re very cautious in borrowing money. Banks are very cautious in lending money. Um, that being said, we’re also seeing a major transition right now in the worldwide with artificial intelligence. I mean, AI has brought to the table this incredible tool that people can leverage off of and our CFOs can leverage off of that brings in a tremendous Intelligence and, um. An access to this incredible tool and where we are today versus a month ago versus a year ago. It’s just incredibly changing environment. So it’s exciting and it’s fast moving. And, um, I would say that that overall is probably our biggest significant change and paradigm shift I’m seeing right now in the financial environment and, and globally.

Lee Kantor: Now because of all of that change, are you seeing, um, businesses behaving, behaving differently? Is there a different type of financial discipline?

Darren Joel: I don’t think I’ve spoken to a business or a business owner who hasn’t mentioned AI as a hot topic. Um, everyone is interested in seeing how this can help with their efficiencies and operations, and, um, it is really a game changer. Um, everything from, automating, automating repetitive tasks, automated reporting, um, predictive forecasting, uh, even something as simple as budgeting, um, looking at, uh, not just looking at your closed environment of the business, of what you’re where you’re operating, but also, um, how does how are you being affected globally? Um, an AI can bring this a very wide view to your business in a way that it’s never, never been, uh, never been before.

Lee Kantor: But if that’s the case, then why is a move to make, uh, hiring a fractional CFO? How is that? How is that going to help me leverage that technology?

Darren Joel: So that’s great. So you have the technology and you can have, uh, data and you can have output, but you have to have the human factor. So AI and the technology without the human factor is not going to amount to much. So you’ve got to have somebody who’s going to be able to use judgment and leverage off of the information that is provided by AI. And, you know, it’s still very early days. Ai is not perfect. I think I recently heard it called, you know, it can hallucinate, right? So it can create scenarios that may not be actually true. And of course, the data going into AI has to be good clean data. Um, so when data, you know, garbage in, garbage out, you put in bad data, you’re going to get bad, bad results out of it. So the CFO offers the the element of the human interaction, the human intelligence that, uh, that can leverage off of AI. But the two cannot coexist, cannot exist without each other.

Lee Kantor: So you’re finding in in organizations that AI is falling under the domain of the CFO.

Darren Joel: It certainly is. I mean, it’s not that it’s falling exclusively under the domain of the CFO. But, you know, a CFO as a chief risk strategist is can utilize AI in a huge way. So it definitely falls under their umbrella.

Lee Kantor: So when somebody works with CFO, center CFO, not only are they getting the expertise of that CFO, but they’re getting kind of the ability to tap into what’s happening globally among CFOs using AI.

Darren Joel: Yeah, AI and also globally amongst CFOs in terms of just what what they’re experiencing in their in their industry. Um, you know, I should also mention that especially here in Atlanta, um, Atlanta’s got a wide variety of businesses, everything from tech startups to manufacturing, um, a lot of construction, industrial related businesses. And we are industry agnostic. And while a CFO may have a specific industry expertise, we strive to fill our team with a wide variety of CFOs and an expertise that we do not focus on any particular industry. We really find ourselves running the gamut and helping the wide gamut of businesses with, uh, with, uh, our fractional CFO work.

Lee Kantor: And then, uh, while you’re the, the director here in Atlanta, are your CFOs exclusively from Atlanta, or is this kind of work that can be done remotely?

Darren Joel: Yeah, that’s a great question. So I’m I’m called a regional director, but it’s a bit of a misnomer. I not only, uh, have CFOs locally in Atlanta with my team here, but if I have a client, in fact, I do have a client right now, uh, that’s been fairly recent. That required a certain technical expertise that I did not have here on my Atlanta team. So we, uh, we engaged a CFO that’s with the CFO center out of Los Angeles because they had a specific industry expertise. And now my CFO, obviously, he’s able to work remotely and can periodically come to Atlanta, but he’s located in Atlanta, and my client is here. I’m sorry, he’s in Los Angeles and my client is here in Atlanta. And conversely, uh, I’ve had clients that are out of state and are being serviced or provided support by a local CFO. So I have the ability to leverage off of my any CFO that works. Uh, in fact, I had one situation where I had was trying to engage an international CFO for a client, but I’m not limited by region. No.

Lee Kantor: And what is kind of this arrangement look like in a practical standpoint? Like how many days or months? Or is it done by hours? Like what is kind of, uh, what is fractional? How are you defining fractional?

Darren Joel: Great question. So we um, we strive to remain very flexible. So we first of all, we have uh, our from a contractual standpoint, we don’t tie our clients into any long term contracts. Um, they can scale up and down the need of the CFO as needed. So that might be once a week, once a month, twice a month. Um, we also are engaged on a daily basis. But that’s also a bit of a misnomer, because our fractional CFOs again, strive to be a member of that team, of the leadership team, and they are accessible 24 over seven to that business owner and to its stakeholders as the CFO of that company. So again, it’s not just a contractor who’s coming in and clocking in and clocking out. We are the CFO of record for that company and they’re available 24 seven as needed. Now, as far as the actual engagement and working in terms of time again, it can be flexed up and down as the case dictates. Usually we try to have kind of a rhythm. So the CFO is coming in on a once a week basis. But if the CFO or the client is finding that that’s too much or too little, we can scale that up or scale that back as the need dictates.

Darren Joel: But again, there’s no long term contracts. The bottom line is, if the relationship is not working for the client, it’s probably not working for the CFO either. So and that’s also where I come in as a regional director is I help manage the engagement in terms of the relationships. So very much a relationship manager. So I offer that kind of third party, uh, objective, um, viewpoint and advice where a client can potentially turn to me and say, hey, you know, this is not really working out. We’re not meeting our objectives. Or maybe there’s a personality conflict. Um, can you help us perhaps find another CFO, and they can speak very objectively with me. And my job is to make sure that it works for everyone. But at the bottom line, if it’s not working for the client, it’s probably not working for the CFO. And so everyone can walk away clean without having any kind of long term commitment in terms of contract.

Lee Kantor: So what do you need more of? How can we help? You need more CFOs. You need more clients.

Darren Joel: Always looking for CFOs. And of course, we’re looking for clients. You know, um, the CFO center is, uh, strongly pushing into the Atlanta market and nationwide. Um, we again, we are a global organization, but we’re, um, we’re looking to grow and grow fast. Um, your people are going to start seeing a lot more of us. Um, part of my job is brand awareness. So I’m out there, um, beating the bushes, going to networking events, meeting people, talking to business owners. And, um, I think the CFO center is poised on the edge of something great and big as, uh, as this whole industry has kind of shifted towards this, this fractional gig economy and providing these fractional C-suite leaders that are really making huge differences to small to medium businesses in terms of their growth and their scalability and certainly profitability and all of our CFOs, without exception. And one of the qualities I look for when I’m hiring a CFO is somebody who truly wants to make a difference, right? So somebody who wants to come in, um, these guys are very, very experienced. They’ve often had a have a storied career with tremendous deep experience, but they want to help the entrepreneur and business grow. And that’s really a fundamental quality that I look for in a CFO and is and is part of the kind of personality makeup that we look for. But yes, always looking for CFOs, always looking for clients.

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

Darren Joel: Yeah. So we are W-w-w Center.com. That’s our website. They can always reach me at Joel on LinkedIn. Uh, both of those ways are great ways to get hold of me. And I try to be as responsive and as quick as possible getting back to people.

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

Darren Joel: Yeah. Thank you so much. Appreciate the opportunity.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Darren Joel, The CFO Center

The Power of Coaching: Moving from Stuck to Successful in Work and Family Life

September 11, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
The Power of Coaching: Moving from Stuck to Successful in Work and Family Life
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In this episode of High Velocity Radio, Lee Kantor interviews Shayna Bergman, founder of Shayna Bergman Coaching. Shayna discusses her journey from corporate HR to executive coaching, focusing on helping parents in leadership roles achieve success with less stress. She shares her personalized coaching approach, the importance of redefining success, and strategies for balancing work and family. Shayna emphasizes self-awareness, shifting mindsets, and aligning goals with personal values. She encourages listeners to seek support, highlighting the transformative impact coaching can have on individuals, families, and organizations. Listeners can connect with Shayna via her website and social media.

Shayna Bergman is a passionate, results-oriented leadership and executive coach who empowers motivated individuals to unlock their potential. She has a proven track record of helping people to achieve deeper meaning and fulfillment in their personal and professional lives through authentic leadership and clarity of purpose.

With a focus on parents in executive and leadership positions, she challenges her clients to look deeply at themselves by reflecting on their values, dreams, limiting beliefs and inner critics. She then helps them create an action plan that inspires breakthroughs and leads to sustainable change.

Known for her perceptiveness, insights and ability to speak the truth to leaders at all levels, her most successful clients are those who are dedicated to evolving their best selves and fostering that growth in others.

Connect with Shayna on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Journey into this work and the inspiration behind it
  • Rethinking work-life balance for leaders and parents
  • Challenges of being present at home—and strategies to reconnect
  • Redefining success beyond traditional milestones
  • Leadership lessons we can learn from kids
  • Shifting from time management to energy management

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.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Shayna Bergman, who is the owner and founder with Shayna Bergman Coaching. Welcome.

Shayna Bergman: Thanks. Thanks for having me.

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

Shayna Bergman: Yeah, so I help parents in leadership roles who are trying to figure out how can I have more success. What does that even mean? But do it with a lot less stress, given that they are usually pulled in a million different directions. And so I work with people in a lot of different ways, but mostly working with them one on one. I do some group workshops, I do leadership retreats and trainings, and then various guest appearances and stage speaking as well.

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

Shayna Bergman: I have always been fascinated by how people function, and particularly how we can get in our own way. I grew up with entrepreneurial parents who used to listen to Tony Robbins on cassette tape, and I would be in the back of their 1985 Oldsmobile station wagon listening to Tony Robbins, too. Even though I didn’t want to be because I was just a kid, but something about it kind of sunk in where I started to realize, gosh, people have such powerful potential, and they so often let fear run their lives. They let you know other people’s expectations run their lives. And so throughout my life, I went the route of studying people, studying human resources, studying psychology, studying organizational sciences. And so while I spent the majority of my career in corporate human resources, over time I realized I could be a lot more help if I step outside of this and really help people who are in these types of roles, just like I was leading people and feeling pulled in a million directions, particularly if they are both leading at work and leading at home if they have a family. And so, having lived that life myself, I realized, gosh, I can really translate these skills into helping people in a different way. And so I went back to school again, got further certified so that I could become a leadership and executive coach and come into these types of places and work with individuals in this type of way to help them really get a grasp on how they want to show up as a leader, both at work and at home.

Lee Kantor: Now, did you kind of land on a methodology that you liked or philosophy that you liked, or is this kind of the Shayna Bergmann methodology?

Shayna Bergman: That’s a good question. It’s probably a little bit of a lot of different philosophies. I am trained in what is called core energy coaching, and what that really means is getting kind of underneath the hood of what kind of mindset has to be in place in order for certain things to happen, certain goals to be achieved. It’s one thing to tell somebody, you know, go get promoted, go be different. Go stand in front of people and speak confidently. But telling them what to do and not getting behind what is going on in their minds that’s preventing them from doing that. That’s really where the magic is, and that’s where sustainable change happens. So I’m trained in that core energy methodology. But, you know, through the years, even though that’s my my training, I sort of put my Shane a signature touch on it. And so my clients will often tell you, you know, I’m a little bit of like loving and nurturing and also a little, a little hard too. And so they’ll say, you know, I will I will love them and high five them. And I will kind of kick their butts at the same time. So that’s kind of where my signature comes in.

Lee Kantor: Now when you’re going about your work, how did you land on the parents of, you know, the parent leader combo?

Shayna Bergman: Yeah. I mean, the truth of it is I can coach anybody. But having been in a leadership role myself, raising little kids, being a high performer and a high achiever, I really saw what that pull looked like. I mean, I was living it day to day. I was on the hamster wheel that so many people are on. You know, running to work in the morning, dropping my kids off at school, you know, feeling like I’m totally frazzled, then going to work and having, you know, important meetings with important people and presentations and leading strategies and leading a team. In the meantime, I’ve got, you know, stuff coming in from my kids that I’ve got to handle. Then I’ve got to go home, get off the hamster wheel, get them fed, get them bathed, get them into bed, go back to work at night. I mean, it was like this constant, uh, constant hamster wheel. And so once I kind of realized, gosh, if I think about who I really want to help, it is the people that are living a life that I once lived because I understand it. And so for me to be able to say, I found my way off of it, and it doesn’t mean everybody has to leave corporate.

Shayna Bergman: Certainly not. In fact, most of my clients don’t. But I was able to step back and reflect and hire my own coach and redefine what do I want out of my life? What do I want it to look like? And for me, that meant taking some steps that were different than what I had always been doing. And so knowing that I have done it myself, it gives me such joy and fulfillment to be able to give back to people that are living it. And so again, they don’t all leave. That’s not necessarily the goal, but to help them redefine what does success for them look like and how can they in many ways have it all but within realistic expectations with this season of life that they’re in? That is why I decided to to really target that population. Although I have clients that span the gamut, I have non-parents, I have people in all different types of industries. Um, but that is really my my bread and butter for sure.

Lee Kantor: Now, when you’re speaking to that, uh, the core group that you work with, the parents, the leaders, the, you know, the people that are the high achievers. How do you help them kind of manage their own expectations of excellence in each of the, you know, quadrants of their life? How do you kind of I don’t know if balance is the right word. I don’t know if harmony is the right word. Um, but how do you help them just kind of understand there’s limitations to what you can do in each aspect of your life.

Shayna Bergman: Yeah. So I don’t I don’t believe in the word balance because to me that indicates that things should be equal in some way. Right. When you think of a balance of a scale, things are equal. And what I really believe and I tell people I don’t believe in balance, I’m very upfront about it. But I do believe you can have it all for what you need in that moment. And so one of the ways that we start to get at that is having somebody reflect and redefine what do they want out of each of those components of their lives. And so I actually have a tool that I use, um, where we look at each of the components of their lives. And look, even though I am very professionally focused. For me, your home life bleeds into your work life and vice versa, whether or not we want to admit it. It does. And so we’ll look at things like your health. We’ll look at things like family. We’ll look at things like, um, flexibility, uh, career aspirations, spiritual obligations, uh, volunteer work. I mean, we look at every piece of somebody’s life that is important to them, and we actually reflect on kind of where are they now? And in fact, there’s sort of a scale that I use, but where are they today? If they were to kind of grade themselves on it or rate themselves on it, and where would they like to be? And many times we find, you know, when people are in sort of the throes of raising, let’s say, little, little kids, family is very important in those moments.

Shayna Bergman: Not that it’s not important as kids get older, but the need for them to be as hands on starts to change. And so we see that that type of, um, reflection point sometimes lets people say, gosh, I don’t need to be as involved as I used to be. I need to relearn what success there looks like or vice versa. At work. It could be somebody who’s been a really high performer. High achiever. They want next and next and next and next because that’s what they’ve been told is success. And sometimes they look at it and they say, you know what, I actually am really good where I am right now. I don’t want to have a bigger team. I just want to be a better leader for the people that I have and give in other ways in my life. And when they sometimes articulate that and realize it well, gosh, now we’ve released a little bit of pressure there. Um, and so to have somebody be able to just even step back and reflect sometimes is enough for them to realize I’m chasing something I don’t even want.

Shayna Bergman: Um, so that’s one way. Another way that we will look at that is what are your values? You know, a lot of people don’t really know what they care about. They have values that were passed on to them from their parents, from society, from their workplace, and it doesn’t really align with who they are. And a lot of times, in fact, I just had a client go through this last week. She realized I am working somewhere that is completely against so many of the things that I stand for. No wonder I hate being here every day. And so now we’re relooking at okay. Well, now that we know what really drives her, let’s see if we can find a role that fits her a lot better and allows her to grow in a way that that’s more fulfilling to her. So there’s a lot of different tools that I bring in. But you can imagine for people who are busy at work and busy at home, they don’t have those moments to stop and have somebody hold space for them, objectively, hold space who’s not a spouse and not a friend, and be able to say, all right, let’s reflect on where you are and where you want to be. And sometimes just that in and of itself helps people take really big leaps forward.

Lee Kantor: Now, when you do the exercise of kind of, um, identifying their values, and then I would imagine, um, at least ranking them, prioritizing, you know, say which value is more valuable to you at this moment. Um, is that kind of can you walk me through what that looks like? Because I would think that when you start, you know, writing things down or at least, you know, moving this to the, the forefront and you say, okay, my family’s the most important thing. And it’s like, okay, then that means then your work is not the most important thing. And then are you behaving in a manner that is congruent with those values? Like when you start holding them accountable to some of the things that they say they aspire to or want want to do? What are those conversations look like?

Shayna Bergman: So first of all, I have them define let’s use the values. For example I have them define what it means. So for somebody to say um, let’s say it’s personal development is a high value for them. I know what that word means. You know what that word means. But for somebody, they have their own definition of what that means for them. So first we get at like what does that really look like for you. If you were to say, all right, if I feel like right now, let’s say it’s on a scale of 0 to 10 and they say, right now I feel like my personal development is a two. I don’t put a lot of effort into it. I take a training that I have to take every once in a while, but I feel like I’m not growing. I would say to them, okay, given what we know about what’s important to you, you’ve got your work promotion that you want. You’ve got wanting to coach your son’s baseball team and you’ve got professional development up there. What do you feel like is reasonable to get to out of ten from a two right now in this season of your life? And somebody might say, all right, well, I feel like I’ve got a little bit more to give at work. Maybe I could get to a four. Okay. Well, let’s talk about what is a four look like? What does that mean? Are you taking more trainings? Are you taking more? Um, you know, going on retreats that that you feel like that’s giving you the development that you want? What does it look like? And so we start to really define what is that now to take somebody from, let’s say a two to a 4 or 5 or a six sometimes feels like a huge leap for somebody.

Shayna Bergman: So I’m a big fan of breaking it into really bite sized pieces. So for example, I might say to them, okay, if a two is you’re taking the mandatory trainings you have to take at work, what is a three look like? And they might say, okay, well, for a three I’d like to at least be able to like for one weekend a year. There’s this person I follow and I would really love to go hear them speak. Okay. When are they speaking? And so we look at like, what is a tiny bite sized step? And what people often find is they push beyond what they think they can do once they put a little focus and effort behind it, and it doesn’t mean the other things are falling behind. It just means in that moment we’re making a different choice. We’re prioritizing differently. This is why I say I don’t believe in balance, because I think different things come up in different parts of your life, and you have to respond accordingly or be even better, be intentional accordingly. I’ll give you an example. Let’s say somebody is, you know, they want a promotion at work and they’re also really pulled at home. They maybe they’re a single parent and they’re raising, you know, children.

Shayna Bergman: And they have to sort of figure out, how do I do both of these things? Well, both are important to me. Well, if they have, you know, an important interview coming up at work that they need to prep for. That might be one of the nights that they say, I’m going to have a friend come over and give the kids dinner and put them to bed so that I can prep. Even though normally bedtime is really important to me, in this moment, I need to focus on this one thing. And when we can say that’s okay, and we can remove the guilt and the shame that people have, and this idea that there’s balance and we need to be able to do it all, all of a sudden we can breathe a little deeper and we have some permission to say, it’s okay for me to put this thing first. Right now, it doesn’t mean it’s every single moment of every single day, but I’m willing to look at what is important to me right now and prioritize accordingly. And it’s a little bit of like a, a ping pong ball, you know, it’s back and forth all the time. But if you know what you stand for and you know what’s important, then all of a sudden it becomes a little bit easier to release the guilt and the stress and the expectations of what everybody else says is important because everybody else is not you.

Lee Kantor: Now, you mentioned seasons and you mentioned, um, like, how are you defining seasons? Is that something that’s a moving target? Because I would imagine, uh, any given moment or time, any given, um, you know, disappointment or achievement. Your clients are constantly in flux, and sometimes when especially high achievers are in flux, they move the goalposts. So at one point in one one world that they lived in, that might have been, oh, I’m high fiving that, but later on it might be that was not what I wanted. Um, can you talk a little bit about how you help your clients, you know, kind of appreciate what’s happening when it’s happening and not kind of be constantly moving goalposts so that it seems like they’re never, you know, making any progress.

Shayna Bergman: Yeah. And this is hard to do because we are in a culture where more is more. And so, um, let me take your, your question into a couple parts. The way that I think about seasons is there are different times in our life where we’re pulling different levers depending on what needs attention. So for example, I have clients that are right out of school and they are looking to build their careers, and their focus is like, how do I build my career? They’re not building a family. They are focused on career. That’s the season they’re in. I have other clients who are, you know, have new, new babies. They have young kids. They’re in a season of life, of a lot of juggling where their career may still be important, but it can’t be late nights all the time, and it can’t be happy hours every day because they have kids getting home and they’ve got to be able to be with their families, too, if they want to be. Then I have people who are where their kids are a little bit older, and they can kind of put more effort back at work, and that’s a bit of an identity shift that’s happening, as you can imagine, with all of these seasons. How do I let my kids be a little bit more independent and know that they can be, and I’m allowed to focus a little bit more at work then I have people that are nearing retirement.

Shayna Bergman: Their kids are in college or maybe on their way, and they get to almost redefine, what do I even want out of the second part of my life? So those are the way that I think about seasons now because of that. To your point, goals are always shifting. The goalpost is always moving. Now, one thing that I talk to my clients about ad nauseam is the idea that there really is no failure. So let’s say you have some particular goal. I’m going to use promotion as an example. You want to get promoted and somebody else gets picked, or you want a new job and there’s another candidate that gets the job. A lot of times we turn inward and we say, what is wrong with me? They beat, we beat ourselves up. We we get upset. We we say we didn’t do enough. I’m not enough. And the truth of it is, it’s simply data. It is feedback. And when we can look at it as an opportunity to learn or to pivot or to tweak, all of a sudden we’re not spending so much energy self-flagellating and now we’re putting the energy back into, okay, how do I tweak this goal? How do I tweak my approach? What does it mean? How can I learn from this opportunity? And it becomes a new way to look at the goal.

Shayna Bergman: And so it puts less pressure on the thing that we’re trying to achieve. I’ll also say, given the goalposts comment that you made, a lot of times we think we’re going after a certain goal. I want the promotion. I want to be a better leader. I want to find more ease in my life. I want to be more successful. I want more money, whatever it is. And the truth of it is, it’s actually never about the goal. And we have been, I think, misled a lot to think that that, that that’s what it is. And that’s why when people get the promotion, they look around and they say, I’m not any happier than I was yesterday. Well, the reason is because we’re actually searching for a feeling. And so the feeling may be something like, um, recognition. It may be something like, um, financial security. It could be something like love. It could be something like ease. It could be something like confidence. When we are changing our mindset from getting a particular goal to how do I take steps to get at the feeling I want? The goal no longer matters, and that’s why the goal post moving starts to feel different, and we start to become present to the feeling that we’re after.

Shayna Bergman: And that is why with a lot of my clients, they come to me and they say, I’m a high achiever. I’ve got every trophy, every award, all the recognition in the world. I’m published 8000 times and I’m, you know, a head person at this place and I’m miserable. Well, it’s because it was never about those things. They’re still not feeling whatever they’re really after. And so a lot of the work we do is getting at what is the feeling that they’re searching for, and what are ways that we can get at that. And all of a sudden, this is why people start to feel better when they go on this type of journey. They’re still growing and achieving and they’re they’re meeting their goals. But the the energy behind it is very, very different. And this is why I have clients that stay with me for so long is because they’re going through these seasons of life. They’re going through these transformations. They’re realizing, wow, it feels really good to release the thing that’s on the surface and get at the thing that’s underneath, because the thing behind the thing is what they were really after all along anyways.

Lee Kantor: Now, how do you help? Um, when you’re dealing, when you’re focusing on some of your clients you mentioned focus on the outcome. And that was just, you know, they didn’t get the the emotional feeling that they wanted to get when they achieved that outcome. And, and when you focus on the process and kind of let go of the outcome because there’s things in the outcome that you can’t control. Like you said, I didn’t get picked, or especially in situations where somebody gets picked and somebody doesn’t get picked, it might have nothing to do with you at all, um, for that to occur. So it wouldn’t have mattered anything you would have done, you wouldn’t have gotten it. So how do you help people kind of reframe that? Um, when when you’re relying, especially in corporate, in a lot of professions, you’re relying on someone else to pick you. So how do you kind of make peace with that in a way that you can keep pushing and being the best you you can be, but not, um, maybe feel as disappointed when it doesn’t go your way?

Shayna Bergman: Sure. And I think, look, we’re human. So I think it’s normal to have disappointing feelings if something doesn’t go the way that we want it to go. So I want to normalize it, that that makes sense. That is a very normal human response. And when we decide that somebody else naming us with a new title is the definition of success, that is why we are putting a lot of our effort and our joy in in somebody else’s decision about what success means. And so this is why there’s a lot of work behind really, really getting underneath. What is it really? What does it really look like to be successful for you? What does that really mean? And if for somebody, success means having something like a title. Then we have to talk about expectations around that. What is within your control and what is not? And if you are the one that wasn’t picked, for example, you know, we we tend to tell ourselves a lot of stories. We make up stuff because our brains are always searching to make sense of things that we don’t understand. And so a lot of the work that I do with my clients is getting underneath what I call the blocks that get in our way. And so it could be things like, what are the limiting beliefs that we have? You know, maybe it’s, um, you know, moms in these roles never get promoted because they’ve got families.

Shayna Bergman: And so I’m not even going to try. Well, okay. Have we seen that in writing somewhere? Is there some law that says that that would be an example of a limiting belief? It could be an assumption. It could be. Well, I know five other people that look just like me on paper and they didn’t get promoted. And so that’s why I didn’t get promoted. Well, if we don’t have proof of that, then we’re making something up. And that’s not reality. It could be something like an interpretation. It could be. Well, when I had the interview, they were giving me a really weird look and they probably thought that I was dumb. And when I said that thing that it really threw them off and they didn’t like me. Well, that’s an interpretation. That means, like, maybe somebody just had something in their eye. Doesn’t mean that they were looking at you weird because of something you said. And then and then lastly is really like that inner critic that we have that is so noisy and gets really noisy in those moments when we don’t get what we want or when we feel like we’re not doing a good job, and it tells you essentially you’re not good enough. You weren’t tenured enough, you weren’t experienced enough, you didn’t go to the right college.

Shayna Bergman: You don’t have the right. You don’t have the right people on your team. Whatever it is, these are blocks that get in our way. And when we can start to identify all of those stories that we make up and live by as if they’re our truths, we can get kind of underneath the hood of getting rid of all of that stuff and getting some of the actual real dirty data of what is actually going on. And maybe that means you’re having a conversation with a hiring manager and saying, hey, I’m really curious. I thought I was a shoo in for this. I would love to understand, you know, what can I do better so that I have a shot at it again next time? Now we’re living in an actual reality, and we’re dealing with things that we can control versus our letting ourselves spin out, which is what we’re really good at. We’re really good at letting our brains run away with stories, because that’s what our brains want to do, is find an answer that’s not a great use of energy. A better use of energy is, let’s actually see if we can learn a little bit about what happened so that we can deal with real facts, and then we can figure out where to go from there that we can control.

Lee Kantor: Now, is there a story you can share, maybe, of somebody that you work with? Don’t name their name, but maybe the challenge they had and how you were able to help them get to a new level.

Shayna Bergman: Sure. So I have a client right now that I’m working with, um, she is a mother and she is, you know, very high level, uh, in her, her organization. And one of the things that she wanted was indeed, it was a promotion, but what she really came to me for initially was just like burnout. She’s just burnt out. She’s, you know, chugging away at all hours of the day and night at work. And then she comes home and she’s got several kids. She’s pulled in a lot of directions there. She’s very involved with her church. She’s very involved with her friends as well. She’s a good friend, and she just felt like, I don’t know how to step off of this wheel. I am totally exhausted. I am totally stressed out, and I’m trying to get this promotion at work, and I don’t even know if I have a shot. Well, what happens a lot is people come to me with what they think they want to get at, which for her was solving burnout and promotion. And now we’ve been together for it’s probably been about maybe eight months at this point. And now one of the things that she’s uncovering is like, who am I really? And what do I really care about? And one of the things that happened along the way was she did get promoted. And even in that promotion, just like a lot of people, she said yesterday, is no different than today. And now I have this title and I’m still miserable and I’m still pulled in a million directions.

Shayna Bergman: And I’m glad that I got a little recognition. But like, now, when do I get the next promotion? And so we’re having to undo a lot of like that being the definition of success for her. Now, I will say people move at different speeds for her. One of the things that she has started to realize is maybe this isn’t the happy home for me, because if I feel like it’s never enough and I’m not really fulfilled day to day, is it worth this grind that I’m putting in every single day? And so she’s actually starting to look externally and have other conversations. And even that process for her has been very eye opening for her to see that this little microcosm of a corporate world that she lived in was just one way. And there are a lot of different ways, and there are a lot of different people, and there are organizations that lean into other parts of who she is that are important to her, other organizations that have, you know, take your Kids to Work month where you can bring your kids, like anytime during that month. And one of her kids is very little. So she was really excited to be able to do that. One of the organizations she’s looking at was more faith based, and so that was important to her. And so she’s exploring what else it could be. Now, along the way, she has learned how to take better care of herself, how to prioritize sleep and not work, how to prioritize being at her kids games and not work, how to put work first when it needs to be because there’s a big client deliverable and she’s running it.

Shayna Bergman: And how to tell her kids, mommy’s got this other thing today and daddy’s going to be there instead, or your nanny’s going to be there to support you. So she is sort of in this like playground where she’s testing out different ways. And along our journey, she has I mean, I think I asked her the other day, like, you know, I think we started at like a three in terms of kind of how she felt. And she’s like at an eight right now, which is farther, way farther than she thought she was ever going to get. So she’s like, right now icing on the cake in terms of her journey, just because she’s realizing what’s actually important to her. And by the way, she’s still incredibly successful at work. She’s still getting all the recognition. People are respecting her even more because she’s setting boundaries and she’s showing her team what it looks like to lead at home and to lead at work. So there’s all these benefits that happen when you’re willing to let go of the person that you were and step into this other type of person that you can be that feels more fulfilling and shows people what’s possible, including yourself. Um, and so as you can hear it, like I get excited talking about it because I see this kind of stuff every single day, no matter what the situation is.

Lee Kantor: Now, can you share some advice for our listeners when it comes to maybe, what are the buckets that should be prioritized in your I’m assuming it’s a 1 to 10 kind of, uh, is that your rating system that you’re using?

Shayna Bergman: It can be sometimes I use that. Yep. Sometimes.

Lee Kantor: So so what are the buckets that a listener right now could start going. Okay. These are the 582 whatever. They are buckets that define my life. And I’m going to rate, you know, where I’m at today in each one and where I’d like to be, you know, In a few months.

Shayna Bergman: Sure. So I don’t know if I’m allowed to do this. Lee. I have a tool. Like I have an actual worksheet that anybody who wants to reach out to me and say, I heard you can I have this worksheet, I’m happy to send it to them. But for those who don’t want to do that, I will try to explain it. Um, so I actually have a worksheet. It’s a wheel. It’s like a circle with pie pieces in it. And every pie piece is a part of your life. And so somebody might want to look at things like health. They might want to look at things like spirituality. They might want to look at things like professional achievement. Um, family. Um, it could be, uh, friends and relationships. It could be personal, you know, professional relationships, intimate or social relationships. Um, they might look at financial stability. Um, so those are some examples. But think about what is important to you in your life. You know, for me, like health is very important. And so I think of that in terms of sort of my physical health. But I think of that in terms of my mental health. And I look at those two things differently.

Shayna Bergman: Um, but if anybody would like that pie chart, I am happy to send it to them. And that might be sort of a start for them to see where am I on this pie chart and where would I like to be? And look, the goal is not to be at a ten in every place. That would be unrealistic. And that’s why I say there’s no balance. But to say right now in this season that I’m in, if I could just, you know, be at like a five in terms of my, um, ability to give time to my friends, that would be better than I am right now because I don’t see them at all. And I’d like to see them more. And so a five would mean maybe I do one happy hour every month with them. Maybe that means I, I walk and I get to talk to a friend. And so now I’m getting at two of the pieces on my pie chart. Um, and so that’s the way that I like to think about it. If somebody wants to get started just having some of that self-reflection.

Lee Kantor: And baby steps not we’re going to get from a two to a ten. Like that’s not realistic, like 2 to 3, Three. 2 to 2 and a half.

Shayna Bergman: Yeah. And you know what you find. Even when you make one tiny change and you hold yourself to it, or you have an accountability buddy or a coach or somebody that can help you hold yourself to that and sustain it, momentum starts to pick up because you show yourself, wow, I can do better than I thought. What else can I do? And that’s the fun part is somebody says, I only want to get to a two from a zero, and then they’re like at a three and they’re like, what else can I do? And then they’re at a five and all of a sudden it picks up. And then eventually they say to themselves, I’m so much further than I ever thought I could be. This is incredible. Where else can I do this in my life? But it takes having that moment to stop and reflect, which is what most of us don’t really get a chance to do or allow ourselves to do.

Lee Kantor: Yeah, I think it’s so important. Um, I think coaching is so important. Um, even, like you said, just as an accountability partner, because people break promises to themselves every day, but they usually keep appointments.

Shayna Bergman: Mhm. I love that. 100%. That’s very, very true. And it’s amazing how we prioritize everybody else instead of what we’ve told ourselves is important.

Lee Kantor: But you can use that to your advantage by hiring a coach and showing up, and you’re going to improve your situation like that. Like use that and kind of for you, for you, for you instead of against you now?

Shayna Bergman: Absolutely.

Lee Kantor: What is something that’s happening in your clients right before they contact you?

Shayna Bergman: I mean, it really spans the gamut. I think a lot of them, um, maybe don’t even realize that there’s a problem. And all of a sudden something happens at work or at home and they say, I don’t I don’t like who I was in that moment. I don’t like that I snapped at my team member. Um, I’m finding myself doing that a lot. Or it could be I feel like I never see my family in time is flying by. We just celebrated another birthday. It could be I am so strung out that I am so reactive everywhere and I don’t. I don’t know how to prioritize anything. I feel lost, it could be I don’t even know who I am anymore. I’m. I’m just like this robot who wakes up and goes to work. And then I come home and I see my kids, and I put them to bed, and I do it again the next day. Um, I’ve got people that are really burnt out or on the verge of it. I’ve got people that want something like a promotion, or they want to pivot careers, or they want to be more organized in how they think about their day to day. Um, so it’s usually something has shifted for them for a lot of them. A lot of my business is based on referrals. So it’s just another friend talking about the successes that they’re experiencing. And somebody saying, where’d you get that? I want some. Um, and so I get people in a lot that way or somebody, you know, maybe they hear something that I say and it strikes a chord with them and it opens up. Gosh, I think I need help.

Shayna Bergman: But we are. So I think, um, accustomed to especially, especially women parents to doing everything ourselves, we are so reluctant to ask for help and get help and like, this is a helping profession. You know, I’m not a therapist, so I’m not looking backwards. I’m not I’m not, you know, undoing things or diagnosing or anything like that. But to be able to say to somebody, what do you want? And to help them go from where they are today to what they want. And maybe further, that is what I do and anybody can have it. And that’s it’s like I want to sometimes scream it from the rooftops because this is not it’s hard work. But there are people like me who are trained to do this, and I am living proof. I’ve done it myself. I did it with the help of a coach. I still have a coach, and I’m far beyond where I ever thought I could be, personally and professionally. Um, but it’s just incredible to know that this exists for somebody to get help. So lean into it like a lot of people have this ability to to do it, and they don’t because they just want to stay stuck. Well, if you want to stay stuck, then you’re not going to get a lot of the things that you want because stuck is comfortable. It’s fine. It’s easy. Um, but it’s probably not working for you. And so to be able to say, gosh, if I really examine my life and say there are certain things I know I could be doing better and I could be more fulfilled, we’re here for you. We’re happy to do that.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation. What is the website? What’s the best way to connect?

Shayna Bergman: Yeah, so they can come find me at Shayna bergman.com. It’s s h a y b e r g a.com. I’m also on LinkedIn. I am on Instagram and Facebook at Shayna Bergman Coaching, and I put stuff out in all the different places pretty regularly. I also send a weekly newsletter and it is purely like pouring information out and helpful tips and tools. That’s what I send every single week. Um, I probably should charge for it because it’s literally like out of my head what I’ve learned and experienced and seen. And so but I’m happy to share it because it impacts people. So if you want that, you can sign up for that on my website. I have freebies on my website, giveaways, and if anybody just is curious how I can help them, they can just send me an email to, um, Shayna at Shayna Bergman Comm. I’m very accessible. I don’t want anybody to be afraid. We can just talk about it and see if it’s even a fit. If not, I’m happy to find somebody else for you or send you on your way. And hopefully our conversation sparks something. Um, so I want people to feel like this is this is maybe I’m the person that that they feel comfortable talking to, just to even explore it. I would love to be that if everybody could be a better version of themselves. To me, I believe in the ripple effect. When you do that, you impact your family. You impact your community, your neighborhood, your organization, your team, and you impact the world. And so if I can play a little role in helping you do that, please reach out. Please don’t be afraid. I am happy to talk to anybody.

Lee Kantor: Well, Shaina, thank you so much for sharing. Uh, today, it it’s just such important work. And we appreciate you.

Shayna Bergman: Thank you. Liz. My pleasure. Thanks for having me.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

The Transformative Power of Vision

September 10, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
The Transformative Power of Vision
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In this episode of High Velocity Radio, Lee Kantor interviews Stephanie Puente, a certified coach and professional speaker. Stephanie shares how she helps clients transform limiting beliefs, gain clarity, and take bold action to create fulfilling lives. She discusses her journey into coaching, the importance of mindset shifts, and her structured approach to supporting clients through transitions in health, relationships, career, and time freedom. Stephanie illustrates her methods with client success stories and emphasizes the power of vision, gratitude, and intentional living. Listeners are invited to connect for a complimentary vision breakthrough session.

Stephanie Puente is the President of CoreFactor Transformative Coaching and a Certified Coach with over a decade of experience helping professionals break through self-doubt, limiting beliefs, and the push to make things happen so they can live and lead with greater freedom, authentic confidence, and fulfillment.

With nearly 30 years of study in transformational principles, Stephanie has a deep understanding of what it takes to turn dreams into reality. She has delivered more than 100 presentations to organizations, businesses, and professional groups worldwide, inspiring audiences with proven and practical tools for growth and possibility. She also served as a trainer for the Brave Thinking Institute, mentoring new coaches to confidently create transformation in the lives of others.

Her passion is empowering individuals and teams to clarify their vision, align with their values, and take bold steps to welcome new possibilities in business and life.

Based in Colorado, Stephanie treasures time with her husband of 27 years and their two daughters. She also loves traveling, hiking scenic trails, and the playful company of their mini dachshund, Dash.

Connect with Stephanie on LinkedIn.

What You’ll Learn In This Episode

  • Her journey into coaching
  • The power of vision
  • Navigating challenges
  • Favorite tools and habits
  • The inner game of success
  • Client success stories
  • Connecting with listeners

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.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Stephanie Puente. She is a professional speaker and certified coach with CoreFactor Transformative Coaching. Welcome, Stephanie.

Stephanie Puente: Hi Lee, thank you so much for having me today.

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

Stephanie Puente: Well, thank you so much. It’s such a privilege and an honor to get to be here with you today. And I really celebrate all that you are doing to support business owners through through the work that you’re doing. So thank you again for having me. And I help people to create new desired results that they would love. And through that process, we are transforming limiting beliefs and doubts that typically hold people back. Helping people then to live from a greater place of ease and confidence and fulfillment. And through the process, they are learning proven frameworks and tools to really help them create impactful and lasting change towards living a life that they love.

Lee Kantor: Can you share a little bit about your backstory? How did you get involved in coaching?

Stephanie Puente: Thank you. Well, I’ve always been inspired to really help people. I’ve always been interested in transformation, how we move past limiting beliefs, how our thinking impacts our results. Even from a young age, I was interested in that and really always working in my own life to overcome limiting beliefs. But I never knew exactly what I would speak and teach on. And my first dream in my profession was to do event planning, helping people to create transformational experiences through events. And that evolved into a desire for even more deeper, meaningful work. And in 2013, I learned of the Life Mastery Institute. And when I heard Life Mastery, I was immediately inspired by that. This idea of learning how to master living this one precious life that I have. And from there I learned that I could get trained and certified the transformational principles I had known about and read and seen and other books and from other speakers and teachers. But it was all put together in a way that really helped me to apply it to my own life, but also a framework that I could stand on a foundation that I could stand on to support others and really transforming their lives and creating results that they would love. And so I became certified in 2014, and I have been doing this work since then.

Lee Kantor: Can you talk about kind of the early days, when you’re going from someone who is on kind of a journey of knowledge for themselves, and then you’re transitioning to, now I am going to be the coach, and I’m going to be showing other people how to do what I’ve just experienced. Can you talk about those early days of mentally the mindset shift that had to take in order to now you were doing this initially just for yourself and for your own knowledge and wellbeing, and now you’re going to kind of evangelize these principles to others. And now you have to convince somebody else to, you know, write a check and pay for your services now.

Stephanie Puente: Right. Well, that’s a really great question. And and one of the, the, the values that I endeavor to live from is the idea that I am living what I teach. And so in my own life, learning how to lean in to what it is that I would love and be willing to notice the limiting beliefs, notice the thoughts that might hold me back, and be willing to feel that fear and take the bold action. Take the step that I can take and really, through that process, discover that I am way more than maybe my history has said or my experience has said, that there is power within me that is bigger than any circumstance or situation. And in the process of growth, as we’re leaning into one dream and we take steps to build that, a new dream emerges. And so it’s been a continual process of leaning into my own dreams and taking bold steps to create those. And then helping people to really get clear on, even in even in the early days of just discovering, you know, where may they be, where might they be feeling some longing? Where might they be feeling some discontent and really helping them to understand that that longing and discontent is really signals coming from life, signaling to us to grow, to expand, to become more.

Stephanie Puente: So really helping people to get clear on that and understanding the cost in terms of allowing that discontent or that longing to continue. And when they’re ready, when they’re ready to recognize that that cost is greater than taking some bold new steps and facing some fear. That’s when I support them and really helping to take those bold steps and to lean in and create a vision for what it is that they would love if they could resolve and dissolve that longing and discontent. And then through that process of taking the bold steps, what they’re really investing in is, is their dream a new way of thinking, more empowered tools to support them, and living a life of greater fulfillment. And the support is really putting structure around us so that we can more and more consistently think in a new way and act in a new way to welcome those new results in their lives. And so, in the process of connecting with people, I invite them to consider these things. And and if they feel ready for something more, we move forward and taking the step that we can take.

Lee Kantor: And what are those? Those. So when you’re having these initial conversations to kind of, I guess, kind of vet each other to make sure it’s the right fit and that you can help them achieve whatever outcome they desire. What are some of the do you give them kind of pre-work before you even begin? Like some questions to answer to be ready to answer, or maybe some homework after you begin working with them. Some things that some actions they actually that you recommend taking.

Stephanie Puente: Yes, that’s a great question. When when I’m meeting with someone who is looking to make a change in their life or they’re having a desire for something more, they may not know what it is, but they know that there’s something more that they would like to experience, whether it be in their health, their relationships, their career vocation, or in the area of their freedom, their freedom with their time, with their resources. Typically someone is seeking to make a change or they have a desire for something more, or they’ve been trying to make a change and they’re not seeing the results that they would love. We would then have a conversation, and that conversation would help them to get clear on, even more clear on the area of their life or areas of their life that they’re wanting to improve. Then we design a clear vision of what it would look like if those challenges were resolved, that longing and discontent were resolved, and they were absolutely living a life that they love in that area of their life. And then I help them to get clear on the next steps that they can take. And prior to that first session, I do send them a questionnaire that gets them beginning to think about what they’re desiring to make a change on. They begin to take some steps to write out a vision for what they would really love to be experiencing.

Stephanie Puente: And also, it invites them to get clear how how ready are you to begin to take steps to move in this direction? So that helps them, uh, get the ball going, so to speak. But sometimes, even if a if a prospective client doesn’t fill out that questionnaire, we cover that in that initial session. And then as we’re going through that process, if we find that we’re a good fit to work together, then I will make a recommendation on a structure of support that will help them to achieve those results. And if we find that we’re not a good fit for that initial session is a really powerful session for people, because it already sets the ball in motion of giving them clarity on what they would really love. And just by having that awareness, it opens people up to new opportunities, new actions, new ideas that they otherwise hadn’t been aware of. Just by investing some time and getting clear on what it is that they would really love, and also understanding what’s holding them back from really experiencing those results. So that initial session can be very powerful in and of itself. Now I’m sorry. And then if we and then if we do begin to move forward with coaching, there’s absolutely life work that clients do to apply the principles and tools that we’re learning in our sessions to their unique visions they are creating.

Lee Kantor: Now right before they contact you. What do some of these kind of areas of discontent look like? What what are some of the signs, symptoms, or signals that are that a person might be experiencing but they haven’t connected the dots of, hey, maybe a coach can help me here. Like, this isn’t just normal, you know, kind of feelings. Maybe there is a path out of this.

Intro: Yes.

Stephanie Puente: Yes. Well, again, there there’s four main domains of life where someone may be feeling a desire for improvement. They might be wanting to improve their health. They’re not taking good care of themselves. And they’re really wanting, you know, to have a greater sense of wellbeing and self-care. So they may be having a longing or discontent and their health and their wellbeing. They might be feeling challenged in relationships where they would really love to improve their relationship with their spouse or with their kids, or they’re seeking to call in a romantic relationship. And up until now, they haven’t had those results that they would love. They might be seeking to increase their income and their business, build their business, start something new, retire. And they’ve got some fears and doubts about moving forward with that. Or they may be feeling challenged with their time freedom, where they’re working all the time, and the other areas of their life feel like they’re constantly on the back burner, or they’re ships in the night, so to speak, with their kids or with their significant other, and they’re really wanting to create more time freedom so that they can pursue other areas of their life that they would love. So typically, it’s one of those one or more of those quadrants where they’re seeking to make a change or an improvement. They may also be in a transition where they have been divorced for a period of time, and they’re looking to call in a new relationship, or they’re retiring, but they know that they want to continue doing something creatively, but they’re not sure what it is.

Stephanie Puente: It could be a parent who is now an empty nester, and they’re in that question of what’s next? And so there’s a desire for something more. But they but they’re not sure what it is. And so coaching can be a great way to gain clarity about what that looks like, shape that into a vision and then work with a framework to begin to think and act in alignment with those changes that they want to make, so that they are a match to those results that they would love to see in their life. And that’s a process that takes time, because we all tend to think a certain way and take certain actions. And when we are leaning in to something more for ourselves, that is beyond what our current results are. Our familiar way of thinking and acting is going to rise up. And without awareness, it can keep us stuck. And we’re pretty much going in circles with the same experiences and results. But actually, through coaching, we can learn that those limiting beliefs are coming into our awareness. And it’s good news because now is the time. This is the moment to release those limiting beliefs, those old patterns, and lay down some new habits, some new ways of thinking that welcome the new results that we want to see in our lives.

Lee Kantor: So, um, so these kind of points of transition are, are, are a good jumping off point to begin coaching. So if you’re in a transition of some kind, any kind really, it’s a good idea to talk to you or to a coach to help navigate that, maybe, and look at the situation through fresh eyes to open up some thinking that maybe you have a pattern that you might have missed just in just as you’ve been living your own life.

Stephanie Puente: Yes, coaching is a great way. It’s really a bridge that helps people go from where they are to where they want to be. That supports them. It’s like putting a structure of support around them so that they will consistently and repeatedly begin to think in new, more expansive ways which welcome in new actions that lead to new results, and it takes time to think and live into a new way of being, because all of us have some familiar ways that we tend to think and operate. So coaching is a great structure of support around us that helps us to consistently install, if you will, some new ways of being and acting that welcome the changes that we want to see. And so being in transition is is a great opportunity to have some coaching if there’s a desire for a change or an improvement, but there’s a lack of clarity around what that, you know, exact image of the ideal relationship or the time freedom that you would love or a shift in your vocation. There’s you’re desiring clarity. Coaching can help bring about clarity and helping to discover a life giving vision that you can practice living into. And also, coaching is great if you have been trying to create certain results and you’re not seeing those transpire. Coaching can help accelerate the process. Oftentimes we try to make changes on our own, but it can be hard for us. There’s a saying one of my mentors says it’s hard for us to see the picture when we’re in the frame, because we’re not aware that it’s actually our thinking and our beliefs and our perspectives that are actually limiting us and blocking our awareness to the opportunities that are all around us. So coaching can help expand a person’s awareness to open up to new opportunities.

Lee Kantor: Do you find that a mistake people make sometimes are that they stumble upon a tool or, um, a method, but they really don’t address the mindset shift or belief shift that has to occur in order for any tool really to be effective.

Stephanie Puente: Yes, that’s that’s a really great question. And and I’ve experienced that myself. Where, where I’m deciding to use a tool or a strategy. But I’m coming from a mindset of maybe there’s a belief, let’s say I’m welcoming in, um, a loving relationship. But my attitude and my mindset is things never work out for me. You know, my experiences, you know that, um, I always attract the wrong person. You know, my relationship always goes down in flames, and we’re not even aware that that’s in the background. But if we’re taking an action or we’re using a tool or trying to employ a strategy from an energy of constriction and our thinking, then that can only bring about constricted results. And so it’s so important when we’re utilizing a tool or a strategy that we also assume a mindset of, even though, you know, my past experience has been X. I’m open to a new experience. Something as simple as that, where we endeavor to hold that this use of this tool and this strategy going forward is bringing about positive change. So it’s important the attitude and the energy with which we’re taking the action or employing the strategy so that we inside ourselves are a match, if you will, to that expanded result if if we’re looking to fall in love, but inside we’re filled with, you know, you know, constricted energy about ourselves or our past experiences. We’re not a match, if you will. So, so much of it is that inner work that we must do so that we’re aligned with the outer results that we want to see and coaching can the coaching that I, that I support people with helps them learn how to be in alignment with the results that they would love.

Lee Kantor: Now, speaking of tools or maybe daily practices, are there any? Do you have any favorites that you like to recommend to your clients?

Stephanie Puente: Well, one of the most important tools is having a clear vision, knowing what it is that we want. And so often it can be really challenging to really let ourselves know what we really want. Or we’ve had a lot of past experiences that shape what we believe is possible for us, or we allow current circumstances and conditions to determine what we think is possible. So really spending some time getting clear on what it is that I would really love and knowing that that that isn’t just a fantasy, but actually when I am living from a place of expansion and I’m leaning in to what is most life giving to me, that that not only benefits me, but it benefits everyone else around me as well when I’m when I’m coming from an expanded place. So letting ourselves know what we would really love is so important, because in order for those results to occur, that vision can help us today to know, how am I showing up today? Who am I being today? That is a match to those results I want to see in my life. And the vision is also a navigation point to make decisions from today. Saying yes to things and saying no to things that are in alignment with what matters most to me. So that is a number one tool. And, um, supporting people and learning how to live from that vision because we’re we’re creating our day.

Stephanie Puente: We’re creating every moment that we’re in. And we’re either creating our experience by design, where we have a clear picture of who we want to be and what we want to create. Or we’re creating our day by default where we just we just wake up and we create from the same patterns of thinking, the same mindset, the same attitudes, the same beliefs, and all of that brings about similar results. So that would be my number one invitation for people is begin to really experiment with letting yourself know what would I love? And it doesn’t mean I necessarily have to act on it today, but just by becoming aware of what is it that I would really love, it opens our awareness to begin to to recognize that there is a step I can take today. There’s there’s an action I can take. There’s opportunities all around me that are here supporting me. Because when we’re leaning in to what’s life giving, you know, life is life is happening through us and and there is support here that that we presently can’t see because we may be tuned in to a limiting belief. So the clear vision begins to open our awareness to ideas and opportunities and solutions for steps we can take to begin moving in that direction.

Lee Kantor: Yeah, it’s one of those things where you can be proactive and and move with intention, or you can just, you know, kind of just let things happen as they happen. You know, there’s choices. There’s a choice every day, in every moment.

Stephanie Puente: Absolutely. That and I think that is such an important awareness is to recognize that we do have a choice and it doesn’t matter, you know, if we’ve tended to think a certain way for 50 years, it doesn’t matter what the circumstances and the conditions are, we can’t we may not control what’s happening outside of us, but we have a choice on what’s going to be going on inside of us, how we want to relate to what we’re going to make things mean. And I like to say, if you know, I’m already making meaning of what I think is happening, so why not choose an empowered meaning, not to deny the circumstance, but to deny the power of the circumstance, getting inside of us and causing us to feel limited or constricted?

Lee Kantor: Yeah, I agree 100%. It’s one of those things where your day is your day, and you could look at your day through a lens of, this is everything terrible is happening to me, and you can find something horrible every hour on the hour. Or you could look at it as this is a day, and look at it through the lens of gratitude and find the good thing that’s happening every hour on the hour you can decide where to put emphasis and, uh, and attention. You don’t have to. And I’m not saying to, you know, be Pollyanna about it, but there are good things happening every single minute of the day. Just like there might be bad things happening every minute of the day. But you can decide where you want to spend your time. You don’t have to marinate in one more than the other unless you want to.

Stephanie Puente: Yes, absolutely. And and just becoming aware begin to really notice. So, so many of us, myself included, were not even aware that we are letting our day. We are running our day through that familiar lens of, you know, everything bad is happening, so to speak. But as soon as we become aware that, oh yeah, this is what I’m giving my attention to, that’s the opportunity where we can now shift, as you were saying, and move to gratitude. Or I also love celebrating. Celebrating, you know, the progress that is happening and that the more that we celebrate, even if it’s like a teeny tiny little movement forward, we’re making room for more things to celebrate, and we’re raising our inner state to where we can shift our perception and and see more that we can do to keep moving forward.

Lee Kantor: Yeah. Somebody said something to me that really resonated. They said that if, uh, if today you ran into someone that was a jerk, you ran into someone’s a jerk. But if every day you’re running into lots of people that are jerks, you might be the jerk.

Stephanie Puente: Yes, yes, yep, I heard I believe it was Wayne Dyer once, uh, was talking in a in a talk that I was hearing him speak on, and he was asking someone, oh, my gosh, I’m so sorry. Just one moment. I’m about to cough. He he was asked he was talking with someone and she was asking him, you know, what are the people people like in Chicago. And he said, well, what are the people like where you live? And she said, and the person said, oh, they’re grumpy. They’re not very nice. They’re this or that. Uh, they, you know, they don’t they’re not super friendly. And he said, well, that’s how the people are going to be like in Chicago. Um, and then someone else said, what are the people like, you know, where you live? And he said, well, what are they like where you live? And she said, oh, they’re so friendly. They’re kind. They make an effort to this or that. And he’s like, well, that’s how they’re going to be. You know, where, you know, when you move. And so the idea is, you know, that life reflects to us oftentimes who it is that we’re being and that we can make the changes with ourself first to welcome what we want to see in the outer.

Lee Kantor: Now, speaking of changes, uh, is there a story you can share about how you were able to work with somebody? Don’t name the name, but maybe share the challenge they came to you with and how you were able to help them change or transform into a new level.

Stephanie Puente: Yes. Thank you. Yes. One of my clients prior to coaching Ching was feeling challenged in pretty much every life. She wasn’t taking good care of herself physically. She, um, had several bad, you know, several habits that weren’t really serving her with her physical health and her relationships. She was in a romantic relationship that was toxic that she wasn’t happy in. She really had a desire to improve her communication with her adult children. Those tended to be explosive, and she really wanted to have a deeper connection with her kids and her business. She had a desire to bring more order and organization to our finances. When she would walk into her office or sit down to do her bookkeeping, she would just immediately get overwhelmed and walk out, uh, and, you know, go and, you know, eat or do something to avoid the feelings of overwhelm and In relationship to that. And then in her creative expression, she really had a desire to dance. She felt this deep desire to dance, but up until that point, she had always held herself back and just told herself she was a horrible dancer. And through the process of getting clear on a vision for what she would really love and over time and, you know, navigating that bridge from where she was to where she wanted to be, she was able to transform that and began to install new habits for taking good care of herself, employing meditation and time in nature as she connected to seeing herself in vibrant health, she welcomed in some resources that really supported her.

Stephanie Puente: With her diet and her nutrition. She was able to really begin to work through the challenges in her communication with her adult kids to where her adult her adult kids, but had had children and they she became the matriarch of the family and her kids began began to come to her to really, you know, use her support and love to not only be with the grandkids, but just for that advice as parents. And the communication was restored and healed, she was able to let go of that toxic romantic relationship. She was able to create a system for how to work with her bookkeeping and little by little, spent as little as five minutes in her office and built up from there to create a momentum of of bringing order and organization to her her finances. She also is the manager of, uh, an apartment building. And there was a long period of time where many of the tenants would be delayed in their payments.

Stephanie Puente: Um, they wouldn’t respect the The property. But as she got clear on the kinds of tenants that she wanted in her building, and she also took steps to create even more beauty, um, and, um, up leveling and the, uh, the space. It attracted really wonderful tenants and a beautiful community of people renting from her. And with her dancing, she started with just five minutes dancing alone, uh, in her room to then, you know, filming herself to then doing some videos online, to then having the courage to go and take some private lessons, to then joining a dance school, to then performing with her dance school in live performances, to becoming, um, an aide to the instructor and helping with the beginner classes. And dancing has become such a beautiful like metaphor for her life, and has just brought so much joy to all aspects of her life because she, you know, is really experiencing the joy of life through the joy of dance. And so this is one example of transformation that came about from longing and discontent to living in and from a life giving vision.

Lee Kantor: Yeah, the impact is real and not necessarily just on her. I’m sure it affects all of us, her loved ones around her.

Stephanie Puente: Absolutely. When, as I mentioned earlier, as as we live in to what we would truly love and we make decisions coming from what feels life giving. It absolutely lifts up and raises everyone around us. And as our awareness expands, as we realize that we’re not limited to our history or current circumstances, although it’s really wonderful to manifest those results, if you will. The greatest gift of really and, you know, we call it like building a dream. The greatest gift of that process is who we become in the process, who we discover ourselves to be. And as we transform in our thinking, that absolutely lifts up and raises and positively impacts everyone in our life as well.

Lee Kantor: Well, Stephanie, if somebody wants to learn more, have a more substantive conversation. What is the website? What is the best way to connect with you?

Stephanie Puente: Thank you. The best way to get in touch with me is through my website. It’s Stephanie train.com. And you can find their information, uh, about coaching as well as the opportunity for people that would love to, you know, have some time to invest in themselves to gain clarity about what they would love, the changes they would love to make in the next empowered steps they can take. There’s an option there on the website to sign up for a complimentary Vision Breakthrough session. And I have time in my schedule every month to offer some of those for people that are are ready to move forward and would love to take a next step. I invite you to sign up for that complimentary Vision Breakthrough session.

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

Stephanie Puente: Well, thank you as well. Again, I really appreciate this opportunity to be here today, and I celebrate the great work that you are doing, supporting people like me to help spread the word about all of the impact that that the business owners that you are meeting with are making in this world. So thank you so much for this opportunity.

Lee Kantor: It’s my pleasure. All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: CoreFactor Transformative Coaching, Stephanie Puente

The Best Strategies for Creating a Strong Brand Identity

September 10, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
The Best Strategies for Creating a Strong Brand Identity
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In this episode of High Velocity Radio, Lee Kantor interviews Cynthia Maselli of The Brand Strategist. Cynthia shares her journey into branding and discusses the critical role of brand identity, business structure, and customer trust in today’s fast-changing market. She explains the difference between brand and branding, introduces her “Iconic Brand Blueprint” workbook, and offers practical advice for entrepreneurs. Cynthia emphasizes building a strong foundation, understanding customer perception, and the value of ongoing education and support for business owners seeking to create impactful, enduring brands.

Cynthia Maselli is a sought-after Brand Strategist and founder of Her Mentor®, a faith-infused platform for women building intentional lives and purpose-driven businesses.

With nearly two decades in creative design, brand development, and strategic marketing, she turns scattered ideas into stand-out brands through strategic listening and intuitive planning, and for 25 years has coached women toward self-awareness, growth, and decisive leadership.

The first in her family to earn a master’s degree and a proud granddaughter of Mexican immigrants, she is a pastor’s wife, mom, entrepreneur, and trusted mentor at the intersection of vision, faith, and family—creating transformation through strategy and soul.

Connect with Cynthia on LinkedIn.

What You’ll Learn In This Episode

  • What women really need when starting a business (Hint: It’s not just a website)
  • The mentor every ambitious woman needs: faith, strategy, and building a purpose-driven Life
  • Coming soon – raising a family, running a business, and leading with faith: The real behind-the-scenes of a pastor’s wife entrepreneur

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.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Cynthia Maselli and she is with The Brand Strategist. Welcome.

Cynthia Maselli: Thank you so much, Lee, for having me on.

Lee Kantor: Well, I’m excited to learn what you’re up to. Can you share a little bit about the brand strategist? How you serving folks?

Cynthia Maselli: Absolutely. So the brand strategist is an agency, and the agency is focused on servicing clients with brand identity, website design and business and brand consulting.

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

Cynthia Maselli: Well, it all started when I was a new mom, and I was having a conversation with a friend of mine, and we were talking about some business things, and she just suddenly said, you know, Cynthia, I think you really should start an agency because you tend to give all your advice for free. And at that time, I was pretty overwhelmed with just being a new mom and figuring all of that. But I had heard of that before because my husband had actually encouraged me when we first started dating. And he said, you know, I think you should have a marketing agency one day. And I just thought, I don’t know. I mean, it sounds great in theory, but it’s a lot of work and commitment. I’m not sure if that’s the direction I want to go. And so now, all these years later, here I am. And I’m so grateful because it’s been such a fun adventure, quite honestly, being able to help business owners and then also getting to do what I love, which is a mix of business and branding.

Lee Kantor: Now, since branding brand is in your name and strategy is also in your name, can you talk about the importance of brand nowadays, where it seems like we’re in a climate with marketing that, um, it’s in flux a little bit and it’s changing so rapidly. Can you talk about the importance of brand?

Cynthia Maselli: Absolutely. Well, I think one of the most important things about brand and branding is to actually know what it even means. Words are often used interchangeably, especially in branding. And so I would say that the first thing is to understand that a brand is really the perception that your target audience has about your business or company or services, and branding is the ongoing process of how you continue to execute your brand and the perception that you want. It’s so important to know what branding is because it isn’t the foundation of a business. The business structure, the core services or products and everything behind the scenes that you don’t necessarily see. If you’re a consumer of, you know, a know, a specific company or you love a certain product, you don’t really actually know what’s going on behind the scenes. And that’s often what I have some really great conversations with my clients about. I really want to make sure that they have the structure and the foundation in place, which is, quite honestly, what inspired the brand. The iconic Brand Blueprint, which is my consulting level workbook that I created, because what I found is that through the years, my clients were missing gaps in their businesses that were quite common, and I noticed this as a pattern.

Cynthia Maselli: And I realized that, you know, quite honestly, most entrepreneurs don’t start off with a business degree, and many of them kind of end up having a business, kind of like the story that I just shared about my own. And so they’re not often equipped with the things that they need to have, and they tend to try to piece it together, which, you know, it’s very admirable. And I think all of us do when we don’t. There wasn’t a kit, I guess, essentially. Centrally, and I wanted to really come alongside of entrepreneurs in that kind of a way and be able to create at least a starting point, that blueprint. And that is essentially what my book is all about. And it’s been helping entrepreneurs, which has been such a great joy for me to hear with the feedback and to see the differences that it’s making in businesses.

Lee Kantor: And the company’s brand is something that is going to happen, whether they’re proactive about it or not. Right? Like, people are going to have opinions and thoughts and, um, and they might think the brand is one thing when the people in the company might think the brand something else, and it’s important to be proactive about it and not just let kind of, um, the world decide what your brand is, right? You should have some say in it if you want to be successful.

Cynthia Maselli: Yes. So there are a few things that I even listed out in the iconic brand blueprint, and that is building Brand trust. It’s not just the visuals which we refer to as brand identity, where you think of immediately the logos, the colors, the fonts, the visuals, the tone, and even the copy or the language that you use. But it’s the consistency as a company, internally and externally. It’s the brand personality, it’s credibility. It’s establishing that credibility with those that are working with you behind the scenes and also those that are purchasing from you. It’s transparency, um, with a company, with your products, with your services and it’s customer service. And that is something that I cannot emphasize enough, is it’s really what the people are saying about your brand, your products, your services, or who you are. If if you’re the one that’s interfacing with the public, um, it’s word of mouth that really still is to this day, the best form of marketing.

Lee Kantor: Now, um, how did you get to be so passionate about this subject matter. Did you is this something that you kind of grew up learning, or how did you kind of become the expert that you are about this? Did you have a mentor? How did you get to where you’re at?

Cynthia Maselli: I didn’t have a mentor, but I just became really passionate as I have had all these years of experience working behind the scenes. You know, before I had my own business, I was working for other businesses, from small businesses, start ups to an international corporation, and I really could see the difference that it made behind the scenes and how things would run. And, you know, at this point I can pretty much I don’t want to say I know what would happen in the future to a business, but I think there are strong indicators of the future of a business. Just by observing how an owner runs their business and how things are set up, or lack thereof, um, to even just the interactions that people are having with the business owner or with a company. Um, if you’re really looking to be in the business game for the long haul, there are so many important factors that come into play. And I think that maybe even today, culturally, there is more of a romanticism behind starting a business and having a business. Then there is an understanding of what that actually entails and what success really means.

Cynthia Maselli: And of course, success is going to be defined differently by everyone. Um, but for the most part, I think success would it would be safe to say that everyone who’s in business to some degree is interested in, of course, having a revenue and, um, increasing that year by year. Uh, you don’t go into business thinking you’re going to lose money because there would be no appeal to that. And so you really try to do your best. And I have found that with just my background, um, with business and marketing and advertising and also, uh, a degree in psychology, all of those things kind of come into play because businesses really come down to the consumer behavior and the perception. Again, it’s what a brand is actually all about. It’s how someone views or perceives a company, a business, or even an owner of a business. And that’s why we have conversations now about, um, just your own personal brand and who should have a personal brand. And what does that even mean? Or what does that entail?

Lee Kantor: Now, when you’re developing the brand or building it out and communicating it, how important is it to articulate the why, the true north behind what you’re trying to accomplish and what you do?

Cynthia Maselli: I think it’s important to really convey your mission and your vision, because it is what becomes a relatable piece for a business or a business owner to connect with the audience. As a business owner, you’re really trying to connect with your target audience, which first needs to be identified as to why are you going into business? It’s not just if you’re passionate about a product or service, but what is it that can be a game changer that maybe someone else is not doing already? And with so many products and so many services, it really it really does matter. And so, you know, for example, my business, there are many out there that are designing websites that are designing brands. Um, but a couple of the things that I focus on, of course, is customer service, the experience that my clients have with me, the process that they have while walking through what can sometimes feel very overwhelming to someone who isn’t familiar with, you know, all of this brand conversations and what do I actually need? And I think that’s, uh, figuring out what it is that your target audience really needs and then conveying or communicating to them why you’re being able to offer them something that isn’t already in existence or already out there, or how you’re doing something better than maybe a competitor of yours, um, to be able to show them why it is that they need to trust you and, you know, purchase from you and build your brand, um, trust at the end of the day.

Lee Kantor: So if you were to advise somebody right now listening, what is some low hanging fruit they can be doing to kind of make their brand a little better?

Cynthia Maselli: I think one of the most important things is really evaluating your business structure. And if you have one, um, did you kind of just, you know, throw stuff together, uh, because you had a great product or idea for a service, and your business is kind of hanging by the seams. You know, if if there was to be exposure behind the scenes, what does it look like? What does it communicate about you as the business owner? And, you know, if you have goals for the long term, uh, for the big vision, how are you going to be able to sustain where you’re at right now to that point in time? Because every business will face challenges inevitably, whether it’s internally or economically. And there are factors that we can’t control. And so, um, evaluating how is my business set up number one. And number two is what are people saying about my business today? Um, sending out a survey, finding out what are people saying about your products or your services or about your business. And I think you can if you have employees that are working for you. I think that’s a great place to start, is how healthy is the environment where they’re working? Um, what are the things that they’re saying because they’re your first brand ambassadors, really.

Cynthia Maselli: They’re the ones that are having conversations about their job and their experience working with you. And then I would say, um, maybe a third one would be have an assessment done about the brand image. And so that would come down to your website. Um, is it easy to navigate, uh, is there an appeal to your target audience, your brand identity? Did you kind of just put it together. Did you have someone do it professionally? Is it still in alignment with your mission, your vision, the long term goals and, um, being able to kind of start there? As a few of you know, the examples really does go a long way. I think that once, many times that once we’re an entrepreneur, you just kind of get caught up in the rush of just having to get things done, that sometimes the most important things seem to be so small and as though we don’t have enough time for them. But really, they can be big game changers.

Lee Kantor: Can you share a story that, uh, about maybe one of the the clients that you’ve worked with and a lot of our audience are business coaches and in and around the coaching world or, you know, um, professional services primarily. Um, is there a story you can share in that area that demonstrates maybe how you were able to help someone? Don’t name the name of the organization, but maybe share the challenge they had when they came to you and how you were able to help them get to a new level?

Cynthia Maselli: Yes, absolutely. So my favorite stories are when a client comes to me for one service, and typically, of course, it’s going to be website or brand identity, and we end up working on other things internally in their business. Because when I’m walking clients through the process, whether it is for a redesign of their website or a new website launch or even their brand identity, I will send my client a questionnaire and it’s asking specific questions because I want to get to know their business. I want to get to understand their vision. Um, it’s easy for me to do the design part. I can easily just, you know, whip something up if you will. But at the end of the day, it needs to align with their business and their goals for their business. And so quite often, um, they, they start to realize that they haven’t thought about certain things, um, until we start having conversations. And so I’ve worked with clients multiple times where they start off with thinking that they need a new brand identity, they need a rebrand, or they need a new website. They need to redesign their website. But then they discover that there were other missing gaps. Um, there was one example where I was working with this client, and they started to realize that in their partnership, um, they didn’t have the clear communication that they thought they did.

Cynthia Maselli: And so there were unspoken misunderstandings that weren’t causing any issues, but they would down the line unless they began to address them early on. And so it was a really great experience to just be a part of that and be able to watch that unfold in real time. Um, because they became stronger as business partners. Um, because at the end of the day, again, a brand is great, but there are honestly a lot of brands out there that Maybe would even come to mind for even someone who’s listening right now. And it has baffled them, thinking, how in the world are they making so much money but their website is awful, or their packaging is not even that great, and they could even be comparing their own business to that said business. Um, but at the end of the day, perhaps the word of mouth is so strong that people will overlook those things. Um, because it isn’t all about the visual perception as much as it is sometimes, let’s say a product, if you have a house cleaning product, maybe you don’t really care what the packaging looks like as much as you do.

Cynthia Maselli: Is it effective? Is it doing what it’s promising to do? That’s why I’m willing to pay X amount of dollars for it. And at the end of the day, you’re sharing it with a friend and you’re saying, hey, you know what? Have you tried this product out? It’s great. And in that conversation, there’s no mention about maybe how you would prefer a different color of the packaging, or maybe the logo could have been better or their website’s not that great, but at the end of the day, if you’re sharing those links and people are going there, clicking it, adding it to their cart and purchasing it, that’s, you know, that’s the dream. You want your clients to just be able to go and purchase without hesitation. So everything working together, including the brand, it’s the goal is to just make it something that is a no brainer for your target audience to just go, you know what, I want to go ahead and just try this out. I want to go ahead and purchase this. And then hopefully the delivery and the execution of what they’re expecting will match their initial perception of your business or your product or your service, and they’ll continue to share about it or purchase it.

Lee Kantor: So who is the ideal client for the brand strategist?

Cynthia Maselli: We love working with entrepreneurs who are ready to get their hands in the creative process with us. Um, we’ve had experiences where clients come to us and they kind of just want everything done, which could be easy, but at the same time, the whole purpose of even just launching the brand strategist is really for the intentional business owner who understands perhaps, that they don’t know everything. Um, and they know, but they know that they need something or they’re starting to see the missing gaps. They’re starting to see or hear, hey, you know what? I might need to rebrand, um, my website, or I might need to expand my website. I might need to update this or that. And they come because they know that they don’t have all the answers. They’re looking for some professional experience. Um, people in the industry might my team and I, um, we have experience and we’ve been working with hundreds of clients at this point in time. And so what we focus on is really listening to our client and taking what it is that they’re saying, but also kind of filling in those gaps of maybe things that they’re just not aware of. And so education is a big part of the process with my clients. I really like to walk them through the process of not just what their goal is, um, for that project, but also just educating along the way.

Cynthia Maselli: Because whether they come back later for something else in their business or they need someone else because maybe they’re expanding in a different, um, form or capacity that I may not be able to help them with. At least they’re empowered and they’re equipped to know a little bit more than when they started working with me. And so, um, whether they’re a new business owner, they’re launching a business for the first time. Maybe there’s someone that’s been running their business for a few years, and maybe it’s time for that rebrand. Um, or they’re in a, in a point in their business where they just maybe can’t figure out what they need to do, but they know that there’s something missing at that point. Um, it would be more consulting, but, you know, focusing on the services around brand identity, website design and the consulting. And of course, I love connecting people. So if there is a service or something that someone is looking for, and if I don’t offer it because there are a lot of other services out there, whether it’s designing for email marketing or it’s SEO, etc., I always love connecting people with the trusted professionals that I know do a really good job at what they’re an expert at, and I love being able to help out people with referrals as well.

Lee Kantor: And so you mentioned the kind of the way you deliver the services, a combination of coaching, consulting, but you also have, um, kind of a book that they can do on their own.

Cynthia Maselli: Yes. So the iconic brand blueprint is really for, I would say, business owners between 1 to 7 years, um, whether they’re launching and they have no idea where to start, this is kind of your business kit, if you will, or if maybe you are considering a rebranding your business and you’re not really sure where to start. This book will cover all of the things. Um, and again, as I’ve mentioned before, a lot of the business owners really don’t have an idea what they need when they start out. So they’re kind of figuring out along the way. And this book was really inspired from working with business owners from different stages in their business and discovering that it’s actually quite common, um, in, in terms of the questions that were being asked. And so I realized, you know, I think I haven’t found a resource out there that really covers everything that I cover in the iconic brand blueprint. And so it was something that is accessible to anyone just by going to my website, the Brand Strategist, and being able to purchase it just in case someone’s not ready to work with me yet, or someone just trying to figure out what it is that they need. My hope is that they will be able to have a really good starting point with this book, and it’s reusable. So whether you’re building one business and you’re going to be reusing it for years to come because it’s it’s kind of like your, your brand and business Bible, if you will, um, or you’re going to launch a new business, at least you have this book that will be able to help you time and time again.

Lee Kantor: And if somebody wants to learn more, have a more substantive conversation with you or the team. Is the website, is that the best starting place?

Cynthia Maselli: Yes. The brand strategist Dot would be the best place. And then you can also find us on at the Brand Strategist on Instagram.

Lee Kantor: Well, Cynthia, thank you so much for sharing your story today, doing such important work. And we appreciate you.

Cynthia Maselli: Thank you so much, Lee.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: Cynthia Maselli, The Brand Strategist

Optimizing Team Dynamics: How Culture Index Can Revolutionize Your Hiring Process

September 9, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
Optimizing Team Dynamics: How Culture Index Can Revolutionize Your Hiring Process
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In this episode of High Velocity Radio, Lee interviews Tiffany Slowinski, CEO of Team Spark Advisors. Tiffany shares how she helps businesses optimize team performance by using the Culture Index, a data-driven tool that matches people to roles based on their natural strengths. She discusses the pitfalls of traditional hiring, the benefits of objective analytics, and practical strategies for aligning talent with business needs. Tiffany also offers actionable advice for business owners and highlights the importance of leadership buy-in for lasting team success. Listeners are invited to connect for a free consultation.

Tiffany Slowinski is the owner of Team Spark Advisors and co-owner of seven successful franchises. A former VP of Sales overseeing 200 markets, she now helps businesses optimize culture and drive results by aligning talent with roles.

With a Master’s in Psychology from Columbia University and deep expertise in human behavior, she blends data with empathy to help leaders build high-performing, purpose-driven teams.

She’s also a mom of four spirited daughters and brings both insight and heart to every conversation.

Connect with Tiffany on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • Discovering Culture Index—and turning it into a business
  • The most common mistake in hiring leaders

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.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show we have Tiffany Slowinski and she is the CEO of Team Spark Advisors. Welcome.

Tiffany Slowinski: Hi, Lee, thanks for having me.

Lee Kantor: Well, I am so excited to learn what you’re up to. Tell us about Team Spark Advisors. How are you serving folks?

Tiffany Slowinski: Yeah. So with Team Spark Advisors, I help business owners put the right people in the right seats. So I use data and analytics to look at who somebody is naturally. And are they aligned in the right role. And then once we have them in the right role, how do we best work with that person? How do we communicate with them? How do we motivate them in a way that’s going to serve them to maximize their productivity and keep them happy, and serving your company longer and longer.

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

Tiffany Slowinski: So I was actually a client first. Um, so culture index is the tool I use, and I was a VP of sales at a national magazine franchise. And we started using Culture Index to bring in the right franchisees, um, who are going to be these great salespeople who were hunters, who could go out and and close business and, and sign on new partners easily, who was made to do that? And so this made my job so much easier when I realized that there was a tool we could use to help align people into these roles, and then also then how do we build out the staff around them? These people who are often great at sales, were not the most detail oriented, weren’t the best at follow up and documenting and and taking care of clients. So who else did we need in that equation to make sure that once we got a new client in that they were going to be happy and and stay with us. And so I have a background in psychology, and I became so enamored with how well this was working that I eventually left that position to start team Spark Advisors and help companies use the culture Index to do what it had done for me.

Lee Kantor: So what were you doing before Culture Index? Was it kind of like gut feeling? Like how were you assessing people prior to working with Culture Index?

Tiffany Slowinski: Yeah. A lot of gut feeling. Uh, um, we used to call it the beer test. Is this somebody I would want to have a beer with? Right? I mean, it’s so rudimentary, but, yeah, I mean, the same things that a lot of companies are doing, right? You’re looking at resumes or do they have the experience you want and then they come in and do you like them? Um, how do they present themselves? Are they professional? Are they showing up on time? And those aren’t things you should ignore. It’s absolutely something you want to pay attention to. But what I learned through my experience with Culture Index is that social people are four times more likely to get hired for a position, regardless of whether or not they’re more qualified. And so for certain positions, yeah, it makes sense. You want social people, but there’s a lot of roles out there that, you know, you don’t need your accountant to be social. You don’t need your engineer to be social. And yet being social was getting people hired into positions that didn’t make the most sense for them. They’re kind of an obvious reason, right? Social people interview better. And so I love adding this data piece because this is what takes over when you can’t just get a hunch, right. I’m not 100% perfect with my hunches. Nobody really is. And now there’s a data point that can help you.

Lee Kantor: Now, there’s a lot of assessments out there that deal with, you know, personality and character and things like that. How is this different than some of those other ones?

Tiffany Slowinski: Yeah, there are a lot out there. And I had taken many of them throughout my career. And what I found different with the Culture Index was it was a couple of things. One, simplicity of the survey that we use of the tool. It only takes 5 to 7 minutes. So it wasn’t a big lift or ask for people to complete. Two. Um, it’s a free range response. So a lot of surveys out there will ask a question and then say, are you A, B, C or D? And there’s times you’re like, I don’t think I’m any of those things, or I’m more than one of those things, but I can only select one answer. So it’s sort of forcing you. It’s called forced choice response. With culture Index, the way the survey works, you could pick as many words or answers as you want. And so you could be a lot of something, a little of something, or somewhere in between. And so the way that the the surveys are measured is very different. It leaves all that gray area in there to not just stick people into these little boxes, but look at degrees of things, how people present you can be a little social or very social. Those are two very, very different humans who are going to present in different ways. So the way that the data is aggregated is completely different. And then the reliability rate is extraordinarily high at a 0.92, meaning, you know, if you take the survey 100 times, 92 times out of 100, it’s going to come back the same. So that was extraordinarily impactful to me.

Lee Kantor: So when you started using it, how quickly did you have that aha of, oh, this thing works pretty well.

Tiffany Slowinski: Day two. Um, I mean, my initial reaction to it was, okay, this really describes me really well. That’s that’s sort of fascinating, but I already know myself. So it wasn’t telling me anything about me. I didn’t know, but it was giving data to it. It was like, this is why I am the way I am. I’ve always felt this way, but I’ve never had another survey capture it quite the same. But then when I started looking at at the people who worked on my team and my colleagues, and starting to understand them through a different lens that I didn’t necessarily know everything there was to know about them. And then, even on the next level, I started surveying, you know, my family and close friends, and I was amazed at how many times I literally would get the results and think, this must be wrong. This is not my brother. This is not how he operates. And I would go through the results with him and he’d be like, that’s exactly me. And I’m like, how have I known you for 43 years and not known this was you? Even people close to me in my life. So that was really my aha moment, literally within a day or two.

Lee Kantor: Now, um, when you’re kind of getting these results, how does that kind of fit into the culture of the given organization? Because like, do you have to now modify the role based on the results? Or do you get rid of the person based on the result? Like how? How do you make this actionable?

Tiffany Slowinski: Yeah, it could be all of the above or none of the above. Totally depends. Situation dependent. So my goal is to come in and work with who you have. It’s not to give out a survey and say, well, we clearly have all the wrong people. Let’s fire every person who works here, right? That’s not real life. So some of it is in some ways. Do we have the right person in the right role? Is there a modification to the role that would make more sense? Or do I need to instruct them or mentor them differently, knowing that somebody is very low detail? Are there things I need to put into place to help them tackle some of that, of that detail work? Or there are certain things I should take off their plate because it’s not working for a reason, right? And so we learn how to work with who we have, but then we also hire better. So now as new people come in, who’s going to fit into this role. And it’s in two different ways. One who’s going to fit into the job description of the role. What does the person need to be able to do. But then also who’s going to fit in based on the personalities of the other people on the team. Who are you reporting to? Who’s going to work best with me is different than who’s going to work best with you, Lee. And so knowing the dynamics of who else is there will also help me guide my advice on who to hire.

Lee Kantor: Now, does the advice, um, kind of trickle down to this is how we write this ad to attract the right person. Uh, like, do you help in that area as well, or do you just say, okay, you need a more a less social person here and a more detail oriented person here, and then good luck.

Tiffany Slowinski: Exactly. No. You want to attract the right people, right. So even in the ad process, there’s words we can use. Right? So I help with that. If we’re hiring a salesperson and we want a sales hunter who’s aggressive and outgoing and is going to turn over every stone and be relentless, but then also social and connect with people. The wording we’re going to use in that ad description, or that job posting is very different than if I’m hiring an administrative assistant, right? So yes, absolutely. You want to attract the people you need. And, you know, I had one client who was hiring. It was a small business, right? And so he was hiring. He called the position business development administrative assistant. And I was like, okay, I need some clarification here. What exactly is that? And he’s like, well, I need an administrative assistant, but we go to trade shows, so I need someone to go to the trade shows with me. And I said, okay, well, how often do you go to trade shows? He said, 2 or 3 times a year. I said, you need to hire an administrative assistant. The second you throw the word business development on there, you’re attracting a bunch of salespeople. And truth be told, your administrative assistant can show up 2 or 3 times a year to a trade show and help you hand out tchotchkes, collect contact information, and make some follow up calls. But if you hire a true business development person, they’re going to make a lousy administrative assistant for you. So there is a lot of that sometimes really figuring out these roles, because particularly in smaller businesses, there’s times you wear a lot of hats, but what’s the hat that’s going to make the biggest impact for his world? It was having a better administrative assistant was by far going to be more important to his success than getting someone who’s super good at standing at a trade show.

Lee Kantor: Now, um, when you work with your clients, are they primarily you mentioned earlier that your background was in franchising. Are your clients mainly in franchising, or are there, uh, business people or entrepreneurs of all shapes and sizes?

Tiffany Slowinski: I work with all different industries. It’s this is not franchise exclusive whatsoever. I love working with with sales teams as well. But I mean, this is something that can apply to all businesses. All businesses need the right people. I’ve yet to meet a business who said 100% of my staff is perfect? Couldn’t ask for anything more from anybody.

Lee Kantor: And then. So what’s the kind of that pain that a person’s having right before they contact you? Or are they just having trouble hiring people or are they having a lot of turnover? Like what is the symptom that they may need help in this area?

Tiffany Slowinski: Yeah. So sometimes it’s turnover. I’ll have people call me when they’ll say, I’ve hired two office managers in the last six months. I’m so frustrated with this. Or I’ll have people who are in a growth mode and they know they’ve got to bring on a lot of people. Um, or there’s company culture issues. People aren’t getting along, there’s growth issues. They can’t get the right people in leadership. And so they’re battling with them because they don’t have visionary people. So it really depends on the business and what they’re trying to achieve of of where where do they need this?

Lee Kantor: Now, I know in business a lot of times people, um, you know, ah, as soon as there’s a fire, they look to solve the problem. But I would imagine that in this regard, in the work that you’re doing, just taking the temperature of your team would be a good idea. And just getting some sort of a baseline of what everybody is, no matter how well your team’s doing, because these are the things that if there could be some quiet quitting, there could be some some people in the wrong roles that are frustrated, that have a foot out the door you may not even be aware of because they’re not, you know, well matched to whatever the work, they’re they’re being done. So I would think this is something that everybody would benefit from using, but they probably don’t proactively use your service until something you know bad is going on or they need to.

Tiffany Slowinski: Yeah. Lee, you you get it 100%. So that is part of what I do too. I have measures where I can look for disengagement, probability of quiet, quitting. Right. Stress. Are people getting burnt out? That is all part of this as well. And so you can have the right person. But if they’re under the wrong. The wrong leader, if they’re not being treated the right way, those are also things to look for and get ahead of. You don’t want somebody just. And a lot of times, like when you do an exit interview, they’ll just kind of give you the simple answer, oh, I found a position for more money. Well, what made them start looking for that position to begin with? There was already a problem. The number one reason people quit their jobs is their direct report, boss. The number two reason people quit their jobs are their colleagues. So people really quit people? Sure, people want more money and all those things as well. I’m not not recommending you underpay your team, but the biggest motivators that lead for someone leaving their position and going somewhere else is they don’t like who they work for or who they work with. And so getting an early read on that absolutely can help change the game. And it doesn’t mean, oh, this is not the right boss. Okay, well, we got to fire them. No, but are we communicating the right way? Just sometimes even just understanding this is a person who doesn’t want to be micromanaged. They want more autonomy. Give them a little freedom. And having that in your head or knowing, okay, I got I’ve got to compliment this person more. They really are going to thrive off of that. There’s little tweaks you can do that can help improve the environment without making a major modification on your side either.

Lee Kantor: Now everybody is always kind of searching for these a-players and surrounding themselves with eight players. Um, obviously there can’t be everyone can’t be an A player in everything. And I would imagine the Bell Curve tells you how many players there are, um, just in general. So how do you kind of identify the A players in your organizations, or at least put the right people in the right seat until you can find the, the the A players.

Tiffany Slowinski: Yeah. So there’s there’s other tools we use within Culture Index to help us identify what does an A player look like here? For this role, I could be an A player in one role and a D or an F in another role, because that’s not meant for me. So there’s not a finite number of a players. Anybody could be an A player in the right position for them doing what they are meant to do. So you’re looking for a players within different positions, which leads to a lot of different types of people that depending on the size of your organization, you’re going to need. I like to say there’s no wrong people, just right people for right seats. Everybody has something they’re good at. Everybody in this world has a place that they belong. And I also view this in a humanitarian way. When you set somebody free, sometimes they’re free to go do something where they’re going to be happy, where they’re going to excel. Nobody wants to come to work and lose every day and be stressed out every day, and not be able to hit their mark every day. And so you need eight players for your company, which might be different eight players than another company needs. It’s not limited thinking. There’s enough eight players to go around when we align them correctly.

Lee Kantor: So um, so how does the process work? Somebody raises their hand and says, Tiffany, I’m struggling, or we have turnover or we have some issue. Um, let’s get started. So how do you begin?

Tiffany Slowinski: Yeah. So this is a top down program that starts with leadership. This is not I come in and just fix your company for you. Although plenty of people have kind of offered that because that seems like the simpler solution to them. They would love to hire me to just come in and do everything. But what I’m doing is I’m training leadership in surveying what to look for. You need to know what you need because a lot of times we’re hiring for the wrong things. We have a bias towards ourselves. And so a lot of times we’re looking for people just like us. And I’ll tell you right now, I’d be my own worst assistant. So it’s teaching them how to use the tool, what to look for now understanding their people. Who are they working with? And so it works its way down through the culture of the company. But if you don’t have buy in at the leadership level, it’s going to fall flat. And then the other piece is then also through that through training is they get better and better at doing this themselves. But I’m also there to be that accountability buddy, that little birdie on your shoulder who delivers the good and the bad news. I’ll tell you. One thing is that I’m not going to lie to you.

Tiffany Slowinski: I’m going to tell you what the data says, and you could try your best to talk me out of it. And people do all the time. But this, oh, this person is so experienced. And I will sit there and be that accountability buddy and say, this is what the data says. You are free to make your own choice about that. But I’m not going to fudge what I’m seeing here on paper. That’s what you’re paying me to do because it’s really hard to get out of our own way. I can struggle with this myself sometimes. When you really like somebody and you want to see the best in them, or there’s some reason there’s somehow connected to you in some way, and you want to give them the job. And when the data says otherwise, it’s having that self discipline to walk away and say, you know what, I’m going to gamble on data. Does it make it 100%? No. There’s other outside factors I can’t measure. You know what’s going on in somebody’s personal life or their ethics, right? There’s other factors out there. But when I’m looking at the data that that is a gambling point that I’m going to bet on every time.

Lee Kantor: So then the first step is kind of assessing the organization and seeing what the the roles are currently and what they could be. And then you plug the people into that to make sure the fits are correct.

Tiffany Slowinski: Yeah. So we start off by getting a baseline on who we already have there.

Lee Kantor: So you start with the people, not the role. Like I’m just trying to get the chicken and the egg here because, um, you know, like, they could have a person that is in a role just because, you know, when they were smaller, they were in the role and now they’re bigger and they’re still in the role, and they may not be the right fit for them. Like, I would think that you would have to get kind of an idea of what the roles are and then match the people to it. But you’re saying you start with the people before the role.

Tiffany Slowinski: Yeah, I’m looking at your people first. And or maybe I should phrase it this way, it’s being done concurrently. I’m looking at both people and roles at the same time. What’s the who’s the person and what’s their role? I’m not coming in and saying, let’s just okay, based off of let’s all just switch all your jobs tomorrow, right? We are looking at this by team. That’s why I want leadership in there with me. We’re looking at it by team. And so you might have a profile of someone who would make an excellent salesperson, but they’re killing it over in another department. I’m not going to say oh let’s just like put them over here because they’re fitting the criteria for another for another job you have. Right? Um, so it’s being done at the same at the same time. And there’s times, frankly, somebody’s going to come back and maybe they’re not 100% in alignment for a role, but they’ve been there a long time. They’ve learned they’ve they’ve adapted their their strengths to them. Okay. Are there things we could do to supplement it to get them up to an A player? Are there is there more training we need for this particular person, or is this a complete misfit where they’re totally, you know, in the wrong spot. And and depending on the position, there’s ones that this is a huge, huge issue to have. You know, when you’re talking about some of these higher level positions, having the wrong person align there could could be costing a company millions of dollars a year. So this is not one size fits all that I’m going to do the same thing depending on the position. Right. Um, it really is individualized and looking at what’s going on right now in that company, what’s what’s the most important pieces we have to get to first, and where does it make sense to make changes? And where does it make sense to focus on optimizing who we have at the moment?

Lee Kantor: Now, in kind of today’s working environment, everybody has to be kind of a salesperson to some degree. Um, how do you kind of maybe coach up a person that maybe that’s not their superpower, but it’s necessary in today’s business climate, especially in the smaller, leaner companies.

Tiffany Slowinski: How necessary is it to the role? Because I will tell you, having the wrong salespeople is really the number one factor that limits growth. These are the people who have to bring in your revenue, right? Um, so coaching up, it’s far easier to coach up somebody who innately has some of the traits of someone who makes a good salesperson than to try to take somebody who is absolutely not wired that way and tell them, okay, you got to go start selling to.

Lee Kantor: So that’s that’s.

Tiffany Slowinski: So much.

Lee Kantor: So that if you’re in any and every organization, the selling organization is that’s kind of the first thing you have to triage is to make sure you have the right kind of hunters on the team.

Tiffany Slowinski: Yeah. Well, depending on what there’s different types of sales. Right. Is this is this inbound sales? Inbound sales? Um, outbound sales, I mean, is like the word sales is thrown around pretty loosely. Um, but depending. I mean, do you need someone who’s cold calling and knocking on doors, or is this more of a relationship sale, people who are networking, or is this more of an order taker? People call in. Those are different people that could perform well in those roles.

Lee Kantor: And then, um, when you do the, uh, culture index, then you’re able to kind of, uh, discern between those. Maybe they’re subtle differences.

Tiffany Slowinski: So here would be an example. I work with a company that has a person who really great profile of someone who’s good at networking, absolutely relationship driven, lights up the room, knows everybody will call somebody they knew from kindergarten without feeling weird, but not a sales hunter in that they don’t like to ask for money. They’re not big on contracts. They’ll let people pay late. And when looking at I mean, this person brings tremendous value to the organization but is really struggling in some pieces of the role. And it’s like, okay, put him where he’s good, throw him in more networking groups, let him do that. But they’ve been trying for years and years to make this person good at collections. And he hates calling and collecting money. I’m like, grab one of your admin and throw them on that piece of it and let him just go out and meet people. He’s great at bringing in the leads. That’s where he’s going to better serve your company than him trying, you know, putting off all day that he’s got to call all these people and collect money. And now all of a sudden they’re literally hundreds of thousands behind because he just never seems to get around to doing that piece of the job.

Lee Kantor: And that goes back to what you were saying is aligning. Aligning the talent with their superpower, and then just filling in the gaps where they might struggle with somebody else’s. Whose superpower is closer to whatever that weakness is and that individual.

Tiffany Slowinski: Exactly. And in this instance, he’s strong enough in networking that this makes sense to, to to put somebody else in and take a little piece of this off his plate. If he was somebody who just innately was terrible at all of this, then the decision becomes easier to say, this is not an individual that belongs in this company, but he does have great strengths and is brought in a ton of business for them. So are we. Like, how many years can we sit there and pound on, like you’ve got to do money collection thing before realizing it’d be far easier to just slot somebody else in to do that, that small piece of his job.

Lee Kantor: So what’s something that a business owner right now could take today to get more out of their team?

Tiffany Slowinski: It can you repeat that? I don’t really understand your question.

Lee Kantor: Um, is there something that our listener. A listener right now could do, uh, to improve their team, to get more out of their team based on, you know, kind of the culture index and your, uh, expertise when it comes to just, um, kind of wringing out the most value from the people you already have.

Tiffany Slowinski: Yeah. I mean, anybody listening out there, I’m happy to do a free phone call with you to go over your team, give you some data points on them. I believe in the data because this will show you who people are, and it gives you a way to see it. Very clear. So happy to do that for any of your listeners. Because once you have that data, whether or not you choose to engage with me or not, I will give you information on your people that you’re going to be able to walk away from and immediately have insights to ways that you can improve their productivity.

Lee Kantor: Now, you mentioned that, um, any business can benefit, obviously, from this type of information. Is there a size company that is in your sweet spot? Is there kind of an ideal client profile for you?

Tiffany Slowinski: I like to say a minimum of ten employees. Um, but truthfully, I once had a client that only had it was a solopreneur who just wanted to build his team correctly from the very beginning. Um, so there’s not a specific size. If you value having the right people on your team, and sometimes with small businesses, it can be hard because if you only have a handful of people working there, one wrong person makes up a very large percentage of your workforce. There’s not a whole lot of room to absorb those missed hires, right? So there’s there’s really no no minimum. I’m happy to talk to anybody.

Lee Kantor: Now, do you work with kind of startups that are, you know, just at the idea stage and like you said, that they’re, you know, they have maybe they just got funding and there is a path, but they’re just not there yet.

Tiffany Slowinski: Typically, I’m not working with them as much. I certainly am open to a conversation, but usually the companies I’m working with, like I said, have a minimum of about ten employees.

Lee Kantor: And so they’ve been around for a minute.

Tiffany Slowinski: Mhm.

Lee Kantor: And then if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the website. What’s the best way to connect.

Tiffany Slowinski: Yeah. You can look me up at Team Spark Advisors. Com or I’m happy to connect on LinkedIn as well. Tiffany Slowinski.

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

Tiffany Slowinski: Thank you. Lee, I really appreciate you having me on.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: Team Spark Advisors, Tiffany Slowinski

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