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Eric Levitan with Vivo

December 20, 2021 by Jacob Lapera

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Atlanta Business Radio
Eric Levitan with Vivo
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Eric-Levitan-VivoEric Levitan is the founder and CEO of Vivo, the premier virtual small group fitness program designed specifically for adults 55 and older. He left corporate America after 25 years of working in technology and running software companies to try to positively impact people’s lives and make a difference in the world.

After witnessing the decline of his own parent’s quality of life as they got older, he learned that we naturally lose muscle mass as we age. This is a primary contributor to a reduced quality of life and loss of independence, as well as leading to numerous age-related maladies such as falls, type 2 diabetes, osteoporosis, and more.

However, consistently engaging in a strength training program reverses age-related muscle loss and is the number one factor in maintaining a high quality of life and independence as we age. This knowledge is at the heart of why he created Vivo to be an impactful program to guide older adults to a better life.

Eric holds a B.A. in Mathematics from Duke University. He resides in Atlanta with his wife and 2 daughters, and he is deeply involved in his community.

Follow Vivo on LinkedIn, Facebook and Twitter.

What You’ll Learn In This Episode

  • The importance of strength training as you age
  • Adult children giving the gift of health and wellness to their aging parents or loved one to help keep them stay independent

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio brought to you by onpay built in Atlanta. On Pay is the top rated payroll and HR software anywhere. Get one month free at Onpay. Now here’s your host.

Lee Kantor: [00:00:31] 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 on pay. Without them, we couldn’t be sharing these important stories today on the Atlanta Business Radio. We have Eric Levitan with Vevo. Welcome, Eric.

Eric Levitan: [00:00:49] Thanks, Lee, for having me, I appreciate it.

Lee Kantor: [00:00:50] Well, I’m excited to learn what you’re up to. Tell us a little bit about Vivo. How are you serving, folks?

Eric Levitan: [00:00:55] So Vivo is an online but live and interactive fitness program for adults 50, five and older, with a real focus on building strength. And the important elements around that to really think about are the fact that this is online but live and interactive. So much of what we see in the digital fitness landscape today is video based or a live streamed class. When we think of Peloton, you know, participating, you could be one of 10 or one of ten thousand. Those work really well for individuals who are really self-motivated, who are probably on the Morphett side and know what they’re doing. For those of us who are less comfortable with exercise and eat a little bit more guidance, having some live and interactive aspect of what we’re doing is critical to the success. And that’s really what we’re all about is how do we engage people and meet them where they’re at and get them to consistently participate in a fitness program that’s going to have real health outcomes for them?

Lee Kantor: [00:01:52] So now when you say it’s kind of live and interactive, what does that experience going to look and feel like for that participant?

Eric Levitan: [00:01:59] So what we do is we actually have small it’s referred to as small group personal training, and we do it all online over Zoom. So we cap the classes at eight people, which is this fabulous? No, that’s small enough that everybody gets individualized attention. So if something hurts, if your form is bad, if you need an exercise modified because of an existing condition that you have, if you’re not working hard enough, it’s small enough that everybody can get individualized attention from a live trainer that can see you. You can see the other participants. No one’s muted, no one’s everyone’s showing their video. But it’s also big enough that we create this very socially engaging, community driven experience. And what happens is that’s where the magic is that gets people coming back. It makes it fun, it makes it lively, and it ends up being an appointment in your calendar. And so if you’re late for a vivo class, you’re probably going to get a few text messages saying, Hey Lee, where are you? And that’s a fabulous motivator to keep doing exercise and look at the end of the day. We all know exercise is good for you. The question is, can you create it as a as a habit and behavioral change that you do it consistently because that’s what really generates outcomes and improvements in your life.

Lee Kantor: [00:03:14] So it’s similar to a group exercise class I would take if I was in the gym, but I’m doing it in my living room.

Eric Levitan: [00:03:22] That’s right. And we make sure to keep it small enough that it’s got this level of intimacy and high touch that is really important, especially for older adults who are coming in with almost certainly one or more conditions that they’re dealing with today.

Lee Kantor: [00:03:36] So in the case of I’m doing class with one of your trainers, the trainer might come up and say, Hey, Lee, you’ve got to bend down more when you’re doing those squats or keep your back straight or something like that. I’ll get that level of customization.

Eric Levitan: [00:03:51] One hundred percent and even one step further, they’ll say, Lee, I know that you are still recovering from your knee replacement surgery. When we go do this exercise, I want you to do something a little bit different from everybody else. And that’s an important element. Again, because for those of us who are who are in that age group, we are all battling something. Whether it’s a chronic condition or whether you just woke up that day and your knee hurts or your back hurts and having the ability to have that level of communication with someone who understands you and how to continue to engage and challenge you but modify it for your needs, it’s a really important element.

Lee Kantor: [00:04:29] Now is the service only these live classes or if I participate in a class, do I get a recording of it? So if I want to do it on my own later, I can do it again.

Eric Levitan: [00:04:39] So for the right, for the time being, everything that we’re doing is a live and interactive experience. It’s actually a part of what we’re working on. We’re beginning to get requests exactly like that. Lee So part of what we’re doing is beginning to create a library of exercises that we can provide to you, and you can continue to do them on your own.

Lee Kantor: [00:04:58] But right now it’s am I paying per session? Is it per month? Like how? How does the membership work?

Eric Levitan: [00:05:05] It’s actually a monthly membership and you can choose to go once a week, twice a week or three times a week. The science of strength training is that it should be done two to three times a week to make progress once a week is more about maintaining or you’re currently at. Given the fact that we all lose muscle mass as we age, it’s a really significant problem that does not get enough attention doing a program, any strength training program, but in particular a program like Vivo two to three times a week is really desirable if you’re going to sign up for once a week. We absolutely encourage you to do more strength training on your own.

Lee Kantor: [00:05:39] Now, am I going to need any equipment or is this bodyweight exercises or use stuff around my house

Eric Levitan: [00:05:45] So we actually provide every new customer we actually do? Two things. We provide everyone with a welcome kit, and in that welcome kit, we deliver two resistance bands and it’s the the tubes with the handles, which is a little bit more substantial and we leverage those resistance bands quite frequently throughout the class. And what’s great about those is they’re really flexible in terms of the kinds of exercises you can do. You can do chest press, you can do back rows, you can do bicep curls, you can do shoulder press and on and on and on. And it actually creates a level of challenge to get outcomes. But on the flip side, they’re really gentle on the body. You can be really specific around how you control these. So to safely protect your joints, your tendons, your ligaments, et cetera. The other thing that we do in a new customer signs up is we actually conduct an assessment. We have a team at the Duke School of Medicine where we actually have every new customer meet with one of our our team members there who conducts a baseline of your strength and balance. And then we reassess every two months so we measure your progress and we share that progress with you. It’s a fabulous motivator to see how much strength and balance you increase after just two months. And then to continue to watch that increase as you keep having these assessments is a really cool thing. And I can tell you, Lee, one hundred percent of everybody that has ever participated in our program and had a baseline assessment and a reassessment two months later has shown improvement literally one hundred percent. And it’s not rocket science. If you consistently do strength training, you get stronger. That’s just what happens. But it’s pretty amazing to see and having the progress be measured and really tangible. Data capture ways is a very cool thing to be a part of.

Lee Kantor: [00:07:34] Now is this a service that you expect people to stay with this kind of forever? Or is this something that it gets them to a certain point? And then they join a gym where they have access to more equipment and more challenging workouts?

Eric Levitan: [00:07:47] So at the end of the day, we want this to be a part of everybody’s habit. The the way that we all age is you naturally lose muscle mass and it’s progressive. So the older you get, the faster you lose it. This is not something you can do for eight weeks and you’re done or 12 weeks or 16 weeks. This has to be something that every human being on the planet does for the rest of their life. Now that’s a pretty intimidating thing to hear, but it’s also the truth. And so helping create that awareness and education is important to know that just like you want to incorporate walking into your daily routine, you want to be doing strength training two to three times a week for really as long as you humanly can. And that will have a significant difference on your quality of life and independence. And if people need a program like Vivo to continue and create that accountability, we absolutely want to be that partner. If you need vivo to get started and then you develop the motivation to do this on your own and join the gym, that is certainly something that will encourage. But this is creating the awareness and education around the need to do strength training as a really significant part of your health and wellness profile for really the rest of your days. So that’s it’s an important thing to understand.

Lee Kantor: [00:09:00] Now is the buyer of the service, the actual senior or the adult. That’s fifty five and older who says, You know what? I have an exercise. I see the importance and value of this, so I’m going to sign up. Or is it the kid of somebody maybe who has just fallen or is having some sort of issues that they believe that health and wellness might be, you know, might help them age a little better, maybe keep them in their house a little longer so they can stay independent?

Eric Levitan: [00:09:28] It’s a great question, Lee, and the answer is actually both. We have probably 60 percent of our current customer base. Maybe sixty five percent of our current customer base are individuals that came on their own. They are driven enough that they want to continue to age in place, maintain their independence and quality life, and they join a healthy dose again. That remaining kind of thirty five to 40 percent are actually adult children or family members or caregivers of older adults who join with them. And it’s this really cool experience. I’ll give you a very personal example of this. I do veeva with my dad twice a week, and we have done vivo together twice a week for the last 18 months. And not only is an amazing experience to watch my dad, who’s 80 years old, participate in a program like this and make just an unbelievable amount of progress and how it’s changed not only his strength and balance, but his quality of life and his other health outcomes, but it’s actually improved our relationship. We have a shared experience that we do twice a week together. You know, we used to talk on the phone once a week before the pandemic.

Eric Levitan: [00:10:36] What did you do this week? What did you do this week? It was kind of a very rote conversation. Now we actually see each other. My dad lives in Philadelphia, I live here in Atlanta. We get to see each other twice a week. We get to participate in this facilitated. Variants together, he sees me working hard, I see him working hard. There are elements of what we’re doing that get everybody talking. I’m learning more about my dad. He’s learning more about me. It’s this really incredible experience that I would love everybody to kind of have. That opportunity is not only helping your parents get healthier, but really furthering your relationship through a shared experience. And you know, the other kind of side effect of exercise is it releases endorphins. And I think when you’re done with an exercise class, you feel better. And I think the people that you do this program with, you naturally associate with more positive feelings because of what is happening on a chemical basis. And there’s something really profound about that, and it’s something that I’m glad you asked.

Lee Kantor: [00:11:33] Now, is it is it possible like you and your father have participating in the same class? Is it possible for me to get a family membership where me, my dad, maybe my brother can all be in the same class at the same time, and it’s under one kind of family membership?

Eric Levitan: [00:11:51] Absolutely. And we also see that where we’ll have four or five, six, even eight people who are all friends and family participating together. And quite honestly, that is an incredible experience to to witness because it’s one thing when strangers come together and begin to build community and the stickiness that that can create. It’s another thing entirely when an existing community or family and friends in this case join together and the camaraderie that happens right away. And it’s a really cool thing to witness. So yes, if if adult children and their respective parents and brothers and sisters and aunts and uncles join together, it’s a really cool experience to watch.

Lee Kantor: [00:12:34] So what’s next for vivo? How do you kind of forecast next year? Is it just getting the word out and getting more people involved? Or are you partnering with different organizations to help grow the the brand?

Eric Levitan: [00:12:48] So it’s really both. I think from a direct to consumer perspective, we absolutely want to get the word out about what we’re doing. We were really fortunate to get connected with a journalist who wrote an article featuring us in the New York Times last year, and we saw the power of of exposure and awareness and what that can do in terms of of getting people to sign up and look again. This is something that literally whether you do, you know, vivo or not, everyone needs to be thinking about strength training. And so as we continue to promote this, get the word out and attract more customers, that’s that’s something that’s very much on our on our radar. But in parallel, how do we continue to develop those relationships with other businesses that are promoting health and wellness, whether they be health care providers, insurance companies, senior living communities, home care agencies, corporate wellness and employee benefits? There’s an awful lot of opportunity to really develop relationships and partnerships with organizations that this can provide some significant added value, help improve health outcomes, help reduce costs, and I think there’s a fabulous opportunity there.

Lee Kantor: [00:13:57] So if somebody wants to learn more, what’s the website?

Eric Levitan: [00:14:00] The website is Team Vivo team. As in Tim, when you join Vivo, you become a part of a team and what you will see is an opportunity. A because of the holidays, there are some really attractive gift packages that are out there, but just as importantly, if not more importantly, we offer free intro classes. And that’s a really important thing to note because for a lot of us, when we think about the term, whether you’re, you know, fifty five and older or younger, the term strength training can sometimes conjure up an image that feels a little scary and feels like something that isn’t us. And really, the truth of the matter is it’s again not to belabor the point. It’s something that we all need to be thinking about and doing as we age. And so we want to show people that this is something that is accessible for anybody. Regardless of your age or fitness level, you can engage in a strength training program at any point in your life and build strength and function and change the course of how you’re aging. You can regain your quality of life, you can maintain your independence and age in place, and we want to allow people the opportunity to experience that for themselves. So you’ll see a button to join a free class, and it’s a great way to experience in a very non-threatening way, very accessible to just experience a class. Understand how this works and the fact that you know what? You can do it. You may think that you can’t, but everyone can do it, and it’s a really cool thing to watch.

Lee Kantor: [00:15:28] Well, congratulations on all the success, and thank you so much for sharing your story today.

Eric Levitan: [00:15:33] I really appreciate the opportunity. Lee, Thanks. All right,

Lee Kantor: [00:15:35] This is Lee Kantor. We’ll see you next time on Atlanta Business Radio.

About Our Sponsor

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Tagged With: fitness for adults 55 and older, virtual small group fitness program, Vivo

Rajesh Tedla with VRT Management Group

December 20, 2021 by Jacob Lapera

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Coach The Coach
Rajesh Tedla with VRT Management Group
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Rajesh-Tedla-VRT-Management-GroupRajesh Tedla is CEO & Chief Transformation Officer, VRT Management Group, LLC.  Described as “personable, insightful, effective, motivational and results-oriented” by his clients, Rajesh (Raj) Tedla offers wisdom, experience, and proven processes to move executives, leaders, entrepreneurs, and individuals to heightened awareness and effectiveness.

Raj respectfully provokes and partners with his clients to help each define and develop authentic, strengths-based success. Since 1990, he has coached and trained more than 11,700 senior leaders and executives from GE, Diageo Group of Companies, DELL, IBM, Microsoft, AI Engineers, Sun Microsystems, Bank of America, Accenture, Deloitte, United Health, Pepsi, Avon, KPMG, Laticrete, iTi, ITC, Ash Brokerage, MedPro, Princeton Insurance, Jersey City Medical Center and many more. Raj is an international leader who has traveled extensively to train executives and managers in 38 countries.

Raj’s expertise include leadership and organizational development, executive coaching, marketing, six sigma, Lean, and customer insights. He has researched, written, trained, and consulted extensively within these disciplines, as well as designed several high-impact programs, including:

  • EGOS: Entrepreneur Growth Operating System™ – A unique program designed to develop the next generation of entrepreneurs and businesses who successfully transform their people and businesses for profitable growth.
  • Executive Leadership Team (ELT) Coaching: A critical coaching program to transform CEO/Business owner and his/her C Suite executive leaders reach their full growth potential with tangible results and measurable effectiveness.
  • Executive Excellence Coaching: a critical coaching program to transform C Suite, executive leaders, and managers reach their full potential one leader at a time.
    Corporate Growth Alliance: a “next-generation” corporate leadership development program.
  • Business Growth Alliance: a transformation process to help entrepreneurs achieve breakthrough results.
  • Integrated Problem Solving: an innovative problem-solving method to help companies deliver faster, more successful business results.
  • LSS 4.0TM: a dynamic methodology to help companies harness the power of emotional intelligence and analytical tools to solve complex business problems.
  • Leadership Development for Human Resources (LDHR): an innovative program to develop future strategic HR leaders

Raj’s passion and focus are on transforming small and medium businesses and their executives who want to take their business and their lives to the next level and has been actively working with business leaders and clients across 28 countries. His current focus areas are:

1. Business Growth Aliance™ – BGA™ An exclusive program to help start-ups and micro-businesses with less than four employees.
2. Corporate Growth Aliance™ – CGA™ An exclusive program to help small businesses with 34 employees or less.
3. Entrepreneurial Growth Operating System™ (EGOS™) – An exclusive program to help small and medium businesses with employees between 35 and 500.

Raj brings over 32 years of outstanding experience and expertise to everything he does. Before founding VRT Management Group, LLC, he was senior vice president, marketing/growth leader, Capital Markets, GE Capital. In his twelve-plus years with GE, he created, led, and implemented.

Connect with Raj on LinkedIn and Facebook.

What You’ll Learn in This Episode

  • SMB Businesses – Strategic planning is a critical step for survival and scaling your small and medium business.
  • The 5 critical strategy steps that will help you to make 2022 an outstanding business growth year

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Coach the Coach radio brought to you by the Business RadioX Ambassador Program, the no cost business development strategy for coaches who want to spend more time serving local business clients and less time selling them. Go to brxambassador.com To learn more. Now, here’s your host.

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one today on the show, we have Rajesh TDA with VRT Management Group. Welcome, Rajesh.

Rajesh Tedla: [00:00:44] Thank you, Lee.

Lee Kantor: [00:00:45] I am so excited to learn what you’re up to. Tell us a little bit about VRT. How you serving, folks?

Rajesh Tedla: [00:00:52] So we have the management group really predominantly serve small and medium sized companies. So anywhere from one employee to five hundred employees, that is a sweet spot. We have been serving them for the last approximately 14 years

Lee Kantor: [00:01:07] And then we have what kind of work are you doing with those small to midsize businesses?

Rajesh Tedla: [00:01:12] So we predominantly do three things for them. One is strategy transformation. One is people transformation and one is process transformation.

Lee Kantor: [00:01:23] And then how did you get into this line of work, what’s your back story? What makes you good at that?

Rajesh Tedla: [00:01:27] So I basically come from predominantly a very big large Fortune 10 company that is where I spent a lot of my time. I come with a very, very varied background. I come with a mechanical engineering bachelor’s degree, master’s in industrial engineering and an MBA in strategy and finance. And I have worked with several different manufacturing and capital businesses where I have quite a lot of strengths. And the interesting term was when I was with Jim, we had a program where we were helping small and medium sized companies as mentors. This was an initiative way back in nineteen ninety nine by the Vice President Al Gore. And that is where I became very fascinated with the small and medium sized businesses. The first company I worked with in way back in 2001, in less than a few months, we could take a company which was losing money for three years and made them a profit of one million. And that was a huge turning point where I said, man, we have a lot of skills that we have learned which are missing in the small and medium sized companies. And that was the turning point when I started thinking about it. And eventually in 2008, I went back and started my full time management business.

Lee Kantor: [00:02:43] Now how? What types of things transfer from a large enterprise like a GE to a small business? I mean, is it kind of the philosophy and foundational core values? Is that what transfers or or because the tactics can’t really, I wouldn’t think, transfer as well. So how do you kind of attack it coming from that large enterprise background to a kind of a smaller micro business?

Rajesh Tedla: [00:03:10] So it’s a very, very interesting question. If you go back and look at it, the systems, the processes, the knowledge, everything is very well built for the large companies and they need to be somebody who can take those things, distill them into simple things and really go back and bring it to the small businesses. And the part of the small business is, even if you look at the small business starting with one person all the way to 500 employees, they go through seven different distinct stages of growth within that 500 employees by the time. And there are certain processes and stuff which I leverage from the big companies and then applied some to stage one, applied to stage two, some of like the stage three. And that is the expertize that got distilled to really help small and medium sized companies. Let me give you one example. Sure. And stage two company, basically, they have between 11 and 20 employees. And it is still focused on the business owner or the advocate of the status of the company. But the one big thing is if he or she doesn’t identify two or three key people to start developing and start delegating things once they get into the 30 to 35 employees, they get into trouble. And that is one thing I learned, so. Stage two or what I’m working with when they have between 11 to 20 employees. The biggest thing I advise them is, Hey, have you identified one or two critical people whom you can start delegating some work now?

Lee Kantor: [00:04:39] Right. And that’s a great learning that you were able to pick up. And then, like you say, distill it down into something actionable for for that stage to company. Now, at the heart of most businesses and probably all of the businesses you work with is to have some sort of strategic planning to make sure that they are aiming at a true north that makes sense for them culturally and what their, you know, so their expectations are so they know when they get there, right? So how do you how do you help them kind of put on a strategic planning hat where a lot of people are just kind of immersed in doing the work and the strategy part really isn’t at the fore.

Rajesh Tedla: [00:05:22] So if you go back and look at it, strategic planning can be as complicated with the big companies. It goes on for months and there are several pages to a small business where it can be a simply a one page plan. And that is the difference. There are some wonderful, wonderful one page strategic plans available for small business to take. All but part of the piece of it is there are about five critical elements they need to about every small business in the owner’s mind. They feel like they can go back and serve it. Yes, the product might be required by most of the customers across. But when you are a growing company, you need to be really focused. And the first piece I tell people is focus on the geographic area where your customers. Like, I’m a coach, I can serve customers across anywhere, but do I have the resources to go back and market and communicate with the customers across the. No, I cannot do that, so I need to identify where I can really go deeper and work with the customers, and that’s who’s my ideal customer because coaching is something I can serve a one person business or a fortune. But I really have decided and I’m going to work with small and medium sized companies. Up to five hundred employees, 90 percent of my revenue comes from companies within.

Rajesh Tedla: [00:06:44] And if I take 60 percent, it comes from employees with about thirty five employees, two hundred employees. So I have targeted that customer segment because I can bring the most value to. So every single business should really look at their customer base and try to narrow that to that point. That is the second piece of it from a strategy perspective. And if you look at the products and services, any startup, I would say, should not offer more than maybe two at the most three sources. Because that way, they can be really good at it. They can really serve their customers very well and become excellent in what they. And the third piece of it is how do you reach them? You need to have a consistent way of communicating with your customers. We are almost like the social media plays a big role right now, but if you are not consistent in social media that it becomes very difficult for them to do so, they need to be consistently identifying one two three ways of communicating with their customers and consistently. And the last two aspects of their strategy is what Mr. And then the brand bonds in the value proposition, what is the value you can expect your customers to receive from? Like, if you go back and an example would be Cuba, one of the biggest things when you think of Cuba is convenience.

Rajesh Tedla: [00:08:06] And when you look at the brand promise, the biggest part of it, you think of it, let’s say FedEx. If you think of FedEx, what you think of next year, if you think of GEICO, spend 15 minutes and basically you would say $15. So these are the kind of things the small businesses need to go back and really understand and build their plan around. If you start looking at these five things, then they get a real big clarity around who they are and what their businesses. And then they move into the next part of it is what are my 12 months in the next 12 months? What are the specific two or three goals that I need to accomplish? And then to go back and put all of the ideas efforts into making sure those three or two boats are, if you have more than three to four goals or five goals at the MAX, you are spread so thin that it becomes very difficult for them to go back and they would not accomplish anything. So those are a couple of ideas from a strategy point I always tell people to go back and focus on.

Lee Kantor: [00:09:12] Now, you and one of those points you brought up the importance of kind of owning your backyard. I don’t think you said it in those terms, but that’s what I heard you say. And and this show, we deal with a lot of coaches and this is we’re trying to share a lot of information with coaches out there, other coaches to be better. And and I found a lot of coaches think the world is their oyster. So, you know, any client can come from anywhere. And what I’m hearing you say that it’s maybe focusing on an area that you know, people in real life and then have relationships with and you can kind of have coffee with and get to know and then maybe try to start selling from there and then work your way out from that rather than take on the world and compete with every other coach on the planet as a competitor.

Rajesh Tedla: [00:10:06] That is exactly correct, at least in the initial stages, until you go back and get your foothold, it is always easier to work with people in a specific geographic location. And there is one caveat I would like to add is basically because of these social platforms like LinkedIn, especially LinkedIn, that is where I work. And if you have a good followers and people really trust you and believe in you, that that can be one place where you can go back and part because you’re already having your connections. And geographically, they might be dispersed, but you still have a focus and a way to communicate with them, so that can be the other.

Lee Kantor: [00:10:47] Now, I think this goes a line in alignment with the philosophy of kind of rather than be a jack of all trades, be a go to resource in one area and be kind of known for the being the person that is an expert in a niche rather than, oh, I’m just kind of a general purpose all around. Great consultant or coach.

Rajesh Tedla: [00:11:11] Yes, that is very true, if you look at it, I focus on three things, and that is what I have been doing. When I started my business in 2008, I had almost like 15 services I put off. But as I became learning and I became smarter about it, I have three things strategy, transformation, people transformation and process transformation. And when that is something which we are very, very good at and we can deliver that.

Lee Kantor: [00:11:35] And then when you do that, you get a depth of knowledge in that area that it’s hard to compete with you because you’ve seen so many cases and seen so many kind of issues that people have dealt with it. You truly do become an expert. You truly are able to solve people’s problems faster than if they were to do it themselves or read a book or just have a kind of a generic coach help them. You have depth of knowledge in that space. So that makes you an expert in a go to resource. That’s a better positioning.

Rajesh Tedla: [00:12:04] I think you are 100 percent right. That is exactly why I have so much referral business coming to me now and because people are seeing the results and they really love what I do with them and they go back and send in their friends, their referral network.

Lee Kantor: [00:12:20] So and that’s counterintuitive to a lot of people. They think like, I have to be available for everybody. But when you’re available for everybody, you’re really available for nobody because nobody thinks of you when that specific pain occurs.

Rajesh Tedla: [00:12:34] Exactly, exactly. Very, very valid point. Basically, I would reinforce what you just said is basically become very good at what you do. One, two three at the most. And then really, really become that go-to person, just like what we was addressing. And your business will take off.

Lee Kantor: [00:12:54] Now, can you share a story of maybe you worked with somebody don’t name the name of the company or the individual, but explain what the challenge is that they were having. They brought you in and how you were able to kind of help them overcome that and get to a new level.

Rajesh Tedla: [00:13:08] So basically, I will talk about one of the customer, basically they were approximately a million dollar company when I met them in 2000. Said currently, they are close to 18 billion dollars. I just wanted to show the growth of the top. And in the process, they were twenty seven years in business when I met them first and the founder was pretty close to retiring and basically she wanted to bring the son into the business. So I went there to help them transition the ownership. And as soon as the ownership of that changed, it took us two years and that slowly now I had to implement the strategy piece of it first, then help him develop his people. Number two, because he was a growing company and there were people being added to the system. And third, as they were then doing to 40 50 employees, we had to go back and double up and help them with the process transportation. So each one of those things took us approximately 12 years to go back and help them get. I’m not saying that this is a long example of where consistently companies grow. And the reason I share this example is there were approximately 12 employees when we started. They are pretty close to about 90 employees. So there’s a lot of change that happens through the different stages of the growth. And that’s the reason why I wanted to share this example. They’re very, very profitable. And right now in the next three year plan, they want to be around twenty five million dollars. So that is how aggressively they are going and that’s making some changes.

Lee Kantor: [00:14:44] And if somebody if somebody wants to learn more about you or get on your calendar or speak to somebody on your team, is there a website for your practice?

Rajesh Tedla: [00:14:54] Yes. Basically, they can go to W WW Egos Egos LLC dot com.

Lee Kantor: [00:15:02] And then that talks about your operating system that you implement when you work.

Rajesh Tedla: [00:15:06] Yes. If they want, they can definitely send me an email to Raj at VRT Mine dot com. And one of the things I offer all the business owners is I offer them a one hour complimentary session to help them understand where they are. They get a lot of value from the session, and if they’re serious about their business and if they want to grow, just send an email. They can go back and use the reference of this radio show and just say Strategy Plan. And then definitely I will send them a meeting invite in the calendar and they will get 60 minutes of my time completely complimentary.

Lee Kantor: [00:15:39] Now, before we wrap, is there any one piece of advice you would recommend or some action you would recommend an entrepreneur or small business owner take before the end of the year?

Rajesh Tedla: [00:15:50] So one thing I definitely want them to go back is really reflect on what happened. So let us say they grew their business by five percent or they lost their business by 20 percent. It doesn’t matter. But really, take the time to understand what worked very well for what did not work for them and what are some of the changes things? That is one piece of it from a reflection perspective. And the second piece of it is I really want them to think of two to three major goals. They can go back and verify their success in 2022. So if I have a business, I set up a goal and say by Christmas of 2020, do I need to breach X dollars in sales? I need to reach X number of new customers. I need to serve X number of this. So they need to go back and look at those two or three critical metrics that can be measurable and then do a SWOT analysis. So what are my strengths to accomplish these goals and what are my weaknesses to accomplish this goal? If they identify the goals and do the SWOT analysis, identifying the strengths and weaknesses that would do them a real, real methodology or understanding and seeing if I need to do this, these are my weaknesses. What can I do to overcome those weaknesses, to accomplish them? Once they identify the weaknesses, they can start looking for the resources to really help them and accomplish them. So that is one exercise I tell a lot of people. Identify your goals, do your SWOT analysis, identify your weaknesses and get the resources to go back and overcome your weaknesses. That can be done. If you’re a small business in two to three hours or if you are 200 300 employees, it can be done in a day. Either way, I advise all the entrepreneurs and CEOs to really focus on.

Lee Kantor: [00:17:37] Well, Raj, thank you so much for sharing your story today. One more time on the website

Rajesh Tedla: [00:17:42] Website is W W W E Goes LLC dot com os LLC dot com

Lee Kantor: [00:17:51] Raj. Thank you again for sharing your story. You’re doing important work and we appreciate you.

Rajesh Tedla: [00:17:56] Thank you very much. It was a pleasure joining you and the listeners today.

Lee Kantor: [00:18:00] All right. This is Lee Kantor. We’ll see you next time on Coach the Coach radio.

Tagged With: EGOS: Entrepreneur Growth Operating System™, Leadership, SMB Businesses, strategy, VRT Management Group

Andrew O’Shea with Wellspring

December 20, 2021 by Jacob Lapera

Andrew-OShea-Wellspring
Atlanta Business Radio
Andrew O'Shea with Wellspring
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Andrew-OShea-WellspringAndrew O’Shea is the Founder & CEO of Wellspring, a health & wellness gift box and care package company providing turnkey solutions for Human Resources professionals across the globe around the Health, Wellness, and Fitness space through the utilization of existing wellness funds provided through their corporate insurance carrier.

Andrew has previously served as a Senior Executive Recruiter and Account Manager within the Human Resources, Staffing & Recruiting industry, only after serving as Director of Public Affairs for a global digital media marketing & strategy firm as well as serving as Founder & Managing Partner of The Grand: Public Affairs Consulting.

As a Certified Wellness Program Coordinator (CWPC, The Chapman Institute) and National Sales leader, Andrew & Wellspring are uniquely paired to provide the tools necessary for employers to engage their workforces in a meaningful conversation around Health, Wellness, and Fitness.

Follow Wellspring on LinkedIn and Facebook.

What You’ll Learn in This Episode

  • The meaning of Certified Vendor Partner for Top Health Benefits Providers
  • Emerging and Local Brand Partners and why that is special
  • About Signature & Themed Wellspring Kits
  • Solving culture issues in the new hybrid/remote workspace environment
  • About providing a platform for meaningful dialogue in all phases of the employee lifecycle – e.g. onboarding, open enrollment, engagement, etc.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Atlanta Business Radio brought to you by onpay built in Atlanta. On Pay is the top rated payroll and HR software anywhere. Get one month free at Onpay. Now here’s your host.

Lee Kantor: [00:00:31] 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 onpay. Without them, we couldn’t be sharing these important stories today on Atlanta Business Radio. We have Andrew O’Shea with Wellspring. Welcome, Andrew.

Andrew O’Shea: [00:00:49] Hey. How are you doing, Lee?

Lee Kantor: [00:00:50] I am doing great. I’m so excited to learn what you’re up to. Tell us a little bit about Wellspring. How are you serving, folks?

Andrew O’Shea: [00:00:56] Well, sure. So Wellspring is a health and wellness gift box provider, and we partner with great organizations to engage, help them engage with their own scattered and remote workforces and provide a meaningful dialog around their own health and wellness. So we love being able to send appreciation, gifts and little things to employees on behalf of employers and introduce them to new wellness pathways, whether it’s around their own mental health, physical health, emotional health or spiritual health.

Lee Kantor: [00:01:26] So now, now that a lot of the workforce has gone remote in some manner, how has that impacted your business? I would imagine that it opens up a lot of opportunities in terms of the companies that are trying to serve those folks who they’re not seeing in person as much anymore.

Andrew O’Shea: [00:01:42] That’s exactly right. And what we’re trying to do is create a virtual water cooler, if you will. You know, we’ve taken the office out of the workplace. So what is actually left, whether it’s compensation or certain benefits that we’re receiving, we’ve got to somehow create a virtual culture, if you will, where we can let them feel like they’re a part of something larger than themselves. And that’s really where we found our stride is is helping employers engage with their employees and let them know that they’re loved and cared for right now. We’re all looking for direction from our employers, our managers, oftentimes even in the country. And when we’re not getting clear direction, it can be tough sometimes in this isolated feel of remote work. Employees can start to feel dejected, disengaged or discouraged, and that’s the exact opposite feeling that we’re trying to evoke among these folks. So, you know, at the beginning of the pandemic, this certainly was something that was was very pivotal before the pandemic. But once everyone went home and was working in a remote or scattered capacity, this took on a whole new meaning of how can we actually create meaningful dialogs, connections and engagements between an employer and employee?

Lee Kantor: [00:02:56] Now are there any kind of symptoms or clues that an employer is having that maybe their culture is suffering somewhat? I would imagine for some folks, it’s not. This is kind of something that they had never done before, especially to this extent. And when you’re in person, some of these kind of things that you take for granted that build culture just aren’t there anymore, and there can be some disconnection and maybe they feel like they’re on an island. Some of these folks. So are there signals or signs that maybe there is trouble brewing that people can pay attention to?

Andrew O’Shea: [00:03:31] Well, sure, we have a number of clients who have come our direction, who have been open and honest and saying that they have retention difficulties, or that they are having a harder time and talent acquisition because their competitors are offering other incentives to their employees that maybe they can offer. Where we find the most bang for our buck here is that we are a certified vendor partner with all of the large insurance carriers such as Cigna, Aetna, UnitedHealthcare, Humana and Anthem Blue Cross Blue Shield, so that we are able to partner and leverage existing wellness funds as attributed as a part of your insurance plan. So this doesn’t necessarily have to come out of the bottom line. It’s a company, and that’s where we really saw the best value. During the pandemic, revenues were down. Furloughs were imminent and layoffs and whatnot, and morale was at an all time low. So to be able to tap into existing wellness funds is provided as you through your insurance carrier. I mean, it puts you in a pretty unique position to be able to offer a gift that you might not have been able to offer before, and we’re able to meet the employee wherever they are. I mean, we all know that there are mental health issues, new anxieties, stressors at home, whether it’s a new employee or, excuse me, a new coworker in my wife or spouse or husband.

Andrew O’Shea: [00:04:45] Or is it the kids in the other room? Or is it a new deadline that is looming? And I don’t have the the tools in front of me to accomplish this. This is something that you can put in front of an employee. Let them know this is just for you. Take a moment for yourself. Hit the pause button. And we don’t hear that enough from our employers because at the end of the day, the productivity is the bottom line. They’re looking for the ROI that they’re seeking. But we all know that if our productivity in the workplace isn’t at one hundred percent, then the whole company is suffering. By putting something like this in front of an employee and letting them know that there are options out there for their own personal wellness and to take care of themselves suddenly absent. Ism is not as high as it was PTO days that are being filed aren’t the same that they were. And maybe it is that their productivity levels and percentages are at a higher rate and that helps with overall function of the company, as well as the cost of trying to onboard new employees to backfill positions of folks who have left for greener pastures.

Lee Kantor: [00:05:50] Now, can you share kind of what it is that Wellspring is providing? Like what are those kits look like?

Andrew O’Shea: [00:05:57] Yeah, absolutely. So we we operate in a customizable fashion, so we have a three tiered offering. It’s almost a good, better, best. We call it curiosity, prosperity and enlightenment and curiosity is an introduction into the wellness arena really fit for putting? Maybe, maybe we’re starting at the starting line at the starting blocks instead of further on down the road, introducing brands and items that they can use that affect their daily habitual habits and routines. Maybe it’s a plant based protein bar or a hydration multiplier, or even adaptogen, mushroom, coffee or B12 caffeine alternatives to help with more mindful sleep. We take these products and we help them customize their own kits for whatever engagement they’re looking to achieve. And we’re able to deliver that directly to their employees doorstep or to their offices to be individually distributed among them. And that’s really where allowing the employer to create this on their own with us, we can help guide that process, but we want to make sure this is about them. It’s much more than about Wellspring. We see ourselves as a vehicle to accomplish their goals and make them the heroes in these situations.

Andrew O’Shea: [00:07:15] Now, if you come in and you are interested in learning more about mental health or about UV skin care, sun protection, or maybe it’s around love and gratitude. We have a number of promotional kits to start from and that that library serves as kind of a base, but we see that over time, maybe it’s a company is looking for their accountants to eat better, or maybe they want their salespeople to sleep better. And we’re able to customize these kits and programs on a frequency that hits their employees in a way that maybe after three months or six months, it is that they start to understand gluten free options or vegan options. What what paleo really means keto Whole30. These things that we might have heard of, but we don’t really have the education in front of us to understand what it is that we’re consuming, and the more educated a consumer is, the better off that they are, especially in an emerging market like health and wellness. So we we really strive to both educate the employee as much as we actually show them the love and support that they need.

Lee Kantor: [00:08:20] Now, if an employer has maybe offices in multiple locations, is there a way to customize the offering so that you spotlight maybe some of the local brand?

Andrew O’Shea: [00:08:33] Absolutely, and we’re based here in Atlanta, Georgia, and we’ve we’ve really embraced the Georgia grown community and trying to give them a level up to help them market some of their goods and services. But whether it’s Thunderbird real food bars out of the outskirts of Austin, Texas, or if it’s a lesser evil popcorn up in the northeast or Seattle chocolate up in Washington state, we try and get a very good breadth of brands that we are utilizing in these kits so that maybe it isn’t something that you’ve ever heard of before. I mean, as much as we like to support local, we like to support local everywhere by introducing thoughtfully curated brands so that maybe it is something that I wouldn’t normally run into on a daily basis. It is a large market that’s health and wellness market, and we want to be as much of a service to our vendors as we are to the actual employees and employers.

Lee Kantor: [00:09:29] Now is there a story you can share? Don’t name the name but explain the challenge that we’re having and how after partnering with you, you were able to help them kind of solve the issue that they were dealing with?

Andrew O’Shea: [00:09:40] Yeah, absolutely. So about a year ago, as we were getting closer to the seasonal holidays, a company was struggling with some of their retention issues and really trying to put their best foot forward. How do we compete with our rivals here? How do we retain good talent, attract new talent if it’s not paying gobs and gobs of larger compensation to our employees? So they started to explore different gift options and ideas that they could give the normal holiday party that they have with switch to virtual. The morale again was very low at that time, so they needed something that was going to have a bang. So they they decided that they were going to send some Apple Watches with customizable, customized bands to all of their employees. And what a great gift to be able to give to your employees. Not everybody can do that sort of thing, but how do we deliver this and how do we have the biggest impact so that all of the employees are feeling the same way at the same time? So they arranged to send this and we kidded those watches for them, along with health and wellness brands and items, so that we could actually have that opened up at their virtual holiday party. And when they did that in unison unison, you saw some camaraderie and some fellowship that maybe you hadn’t seen in 20 20 during a very difficult time. So that was something that we helped them with their employee retention tactics. But we’ve replicated that a number of times since then. I mean, people are always looking to treat their employees as best as they can and if they’re able to give a gift, but also get critical messaging across about open enrollments, virtual health fairs, biometric screening, telemedicine options through our customized insert cards that are a part of these kits. Then suddenly we’re putting a little bit of peanut butter on the medicine. It’s making the whole transaction just a little bit easier. And what we like to call a win win win scenario.

Lee Kantor: [00:11:38] Now, what is the typical rhythm of these kits, is it something that just happens once when they’re on boarded or during a like a gift giving period of time? Is it like, could it be monthly? Is there a rhythm that makes sense or that’s something customizable by each employee or employer?

Andrew O’Shea: [00:11:56] So we offer a number of different use case scenarios. We certainly work with a lot of clients who utilize this as an onboarding tool where we’re able to actually, for a small fee, take their sweat and company swag, if you will, whether it’s a mug or a T-shirt or a tumbler of sorts. And we’re able to pair that with health and wellness items so that we can start that dialog from onboarding all the way to off boarding. Now, beyond that, we we customize these programs based on your needs. One thing that I’ve learned in wellness endeavors that I’ve gone through is that no two employees are the same, and the more individualized we can get this for our folks, the better. So what we do love doing this is a one time purchase for everyone at the same time. We want to keep that conversation in that dialog going so we can do this at either a frequency of once a month for three months, once a month, for six months, really, depending on the information and the education that you’re trying to provide for your employee. As mentioned previously, you know, if you’re if you’re trying to bring mental health to the forefront and mindfulness and teach teach some some good mindfulness practices, we can develop a program that fits your needs. Maybe it is a retreat in a box. Maybe it is b 12 and other caffeine alternatives paired with blue light blocking glasses to understand the stimulation that you receive from white light and to get more in touch with your circadian rhythm. We’re really able to meet your needs wherever you are on that path. So for that reason, we try to steer clear of really stock programs because we really want to create this around you and not make the employer come to us and have a one size fits all model.

Lee Kantor: [00:13:44] So then that’s why the importance of those initial conversations are to really understand the culture that they’re aspiring to have and the the benefits that they want to give to their employees. And together, you kind of coauthor a program that you feel will give them the most bang for their buck.

Andrew O’Shea: [00:14:02] That’s exactly right, and we’ve got a thorough team of engagement advisors here who are who are ready and waiting to assess whether it’s an insurance broker, whether it is the specific carrier who is providing this, or if it’s the HR professional. We understand those pain points, and we want to make this as much of a turnkey solution for all three of these individuals as possible.

Lee Kantor: [00:14:23] So if somebody wanted to learn more, have a more meaningful conversation with you or somebody on your team, is there a website?

Andrew O’Shea: [00:14:29] Absolutely. And we actually just launched a new website that we’re very excited about, and it is located at WWE Dot Try TR y Wellspring. And there you can learn as much as you would like about our products, offerings and services, but also to reach out and contact us directly to set up a consultation with our engagement advisement team.

Lee Kantor: [00:14:52] Well, Andrew, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Andrew O’Shea: [00:14:57] Well, thank you, Lee. It’s a pleasure and you have a good rest of your day, OK?

Lee Kantor: [00:15:01] All right, this is Lee Kantor. We’ll see, y’all next time on Atlanta Business Radio.

 

 

About Our Sponsor

OnPay’sOnPay-Dots payroll services and HR software give you more time to focus on what’s most important. Rated “Excellent” by PC Magazine, we make it easy to pay employees fast, we automate all payroll taxes, and we even keep all your HR and benefits organized and compliant.

Our award-winning customer service includes an accuracy guarantee, deep integrations with popular accounting software, and we’ll even enter all your employee information for you — whether you have five employees or 500. Take a closer look to see all the ways we can save you time and money in the back office.

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Tagged With: Culture, Health Benefits Providers, Wellspring, Wellspring kits

Matthew Haller with International Franchise Association

December 20, 2021 by Jacob Lapera

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Franchise Marketing Radio
Matthew Haller with International Franchise Association
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Brought To You By SeoSamba . . . Comprehensive, High Performing Marketing Solutions For Mature And Emerging Franchise Brands . . . To Supercharge Your Franchise Marketing, Go To SeoSamba.com.

Matthew-Haller-Internation-Franchise-AssociationMatthew Haller is President & CEO for the International Franchise Association.

Matt has been a key member of the IFA team for 10 years, building extensive relationships with all three segments of the IFA membership: franchisors, franchisees & suppliers. During that time, he has held a number of roles including Communications Director, Vice President of Public Affairs, Chief of Staff to the CEO and Senior Vice President, Public Affairs. In 2017, he was promoted to Senior Vice President, Government Relations and Public Affairs: the leadership role he has held until today.

During his tenure leading IFA’s advocacy strategy, Matt expanded the association’s lobbying, coalition building, grassroots, research and communications capabilities and took on some of our more difficult challenges, including defending the business model against the joint employer threat and significant legislative and regulatory issues at the federal, state & local levels. During the pandemic, he led the team’s focus on helping the franchise business model survive, ensuring the Paycheck Protection Program and other relief efforts included eligibility for franchise businesses, while working with the internal team to innovate how to provide IFA members real value for their membership in the association.

Prior to joining IFA in October 2010, Matthew was director of industry relations at the Pharmaceutical Care Management Association, where he developed PCMA’s member and affiliate initiatives surrounding key industry issues. Previously, he served as manager of political affairs at the U.S. Chamber of Commerce, where he managed the Chamber’s $20 million budget for political and issue advocacy campaigns during the 2004 and 2006 election cycles. Matthew has also held positions as legislative assistant for UPS Corporate Public Affairs and as a director of public affairs at Levick Strategic Communications, LLC.

Matthew received a bachelors degree in Political Science from North Carolina State University in Raleigh, NC. He resides in Washington, D.C.

Connect with Matthew on LinkedIn and follow IFA on Facebook.

What You’ll Learn In This Episode

  • The mission of the International Franchise Association (IFA) and how the organization serves the franchising sector
  • How the franchising sector evolved
  • The most important legislative issues facing the franchising sector today
  • Important trends or insights for the franchising sector
  • Who should join the IFA and what they should expect to gain from membership
  • How listeners can get involved with and follow the IFA

This transcript is machine transcribed by Sonix.

TRANSCRIPT

Intro: [00:00:07] Welcome to Franchise Marketing Radio, brought to you by SeoSamba Comprehensive, high performing marketing solutions for mature and emerging franchise brands to supercharge your franchise marketing. Go to SeoSamba.com. That’s SeoSamba.com.

Lee Kantor: [00:00:32] Lee Kantor here, another episode of Franchise Marketing Radio, and this is going to be a fun one today on the show, we have Matthew Haller and he is with the International Franchise Association. Welcome, Matt

Matthew Haller: [00:00:44] Hi Lee. Good to be with you. How’s it going today?

Lee Kantor: [00:00:46] It is going great. I am so excited to be talking to you for the folks who aren’t familiar. Can you tell us a little bit about the IFA? How are you serving, folks?

Matthew Haller: [00:00:54] Yeah. So IFA is a trade association. We’re based in Washington, DC. We’ve been around for sixty five years and franchising was getting off the ground when IFA became an entity and we were created by some of the sort of godfathers of franchising as a way to create a regulatory infrastructure that made sense so that brands at that time Dunkin Donuts, McDonald’s, Midas, you know, could could grow using the franchise business model and do so the right way and then to teach new concepts as the business model was just coming into its infancy. How to do franchising the right way so that occurs through advocacy, it occurs through education, and it occurs through networking and relationships, through events and programing that I have puts on. So we’ve been doing this for sixty five years. We have eleven hundred brands who are members of our organization, everybody from the largest franchise systems on the globe to somebody that’s just got a new concept and wants to figure out how to become the next big thing. And everybody in between. We also have hundreds of thousands of individual owners who are members of the IFA in every community around the country and around the globe, and then around six hundred supplier member companies that serve franchising in areas of from technology to marketing to law and elsewhere. So that’s who we are, what we do, and we’re here to make franchising good as it evolves and help our members solve challenges.

Lee Kantor: [00:02:29] Now you mentioned that your organization serves the entire ecosystem in and around franchising, not just the franchise stores, but also the franchisees and the suppliers. What do you do to kind of help each of those constituents? Because while they’re all complementary, they each have their own kind of needs and desires?

Matthew Haller: [00:02:50] Yeah, it’s it’s a unique challenge, but franchising only works when you have all three legs stools, I like to say, going in the same direction. So for franchise owners, you know, it depends on the size of the system. So if you’re a smaller emerging franchise or you want to learn about how to grow, how to make the right choices about which franchisees to bring into your system. So we do that through mentorship. We do that through a program that we have called Certified Franchise Executive Program, a sort of training program that teaches people about franchising for a founder or a small company with building out an executive team. You know, we do it through events. So we had an emerging franchise or conference that wrapped up in New Orleans. Two hundred people attending, networking and learning different areas of developing a franchise system. So that’s kind of on the small side of the franchise or universe on the big side. The large systems, they mostly are with us for advocacy. They’re established. They they by and large know how to do franchise and kind of do it the right way. And they want us to protect the business model, a bit of promotion of the business model to their in terms of educating the public and stakeholders about why franchising is a force for good. Now everybody is kind of coming to Iorfa also to think about industry trends. You know how they’re benchmarking your franchise or system against others in your category. Either you are the sector that you’re in or by system size, as well as just broader economic trends and how they apply to franchising, whether it’s challenges and the supply chain right now, challenges with the labor labor force recruitment and filling filling jobs at franchisee locations or at the franchise or side.

Matthew Haller: [00:04:46] So that’s that’s a bit of a sketch on the franchise side for suppliers. I mean, at the end of the day, we’re here to help suppliers connect with brands and franchisees as potential clients and many suppliers are. Also, experts have been on the franchise or the franchisees side. So we want to elevate those who really know and understand franchising in various ways of thought leadership. So through publications that we produce or speaking at IFA events or hosting webinars, white papers, things like that. And then for franchisees, our value proposition is is a couple of fold for larger, more sophisticated multi-unit franchisees who are interested in continuing to diversify. You know, it’s a networking and deal making opportunity. You’re learning and making contacts with executives and franchise systems, and that can be valuable as they think about adding new franchisees to their system. You know, a lot of it is also on advocacy, getting franchisees, telling their stories to policymakers and as the individuals who are really in the crosshairs with with government in a lot of ways operating at the local level. And and also as as speakers and thought leaders around with our events. So we always try to put a franchisee perspective on everything that we’re doing because our mission is to protect, promote and enhance franchising. Not just franchisees or it’s not just franchisees, it’s the business model. So a bit of a thumbnail sketch now.

Lee Kantor: [00:06:24] How has in the years that you’ve been with the organization and been involved in franchising, how have you kind of seen the industry evolve? You mentioned, like, you know, at the beginning, there was a handful of pretty large players today, and at least in today’s lens, maybe at the time they weren’t as large. But how has kind of the franchise business changed over the years?

Matthew Haller: [00:06:48] Well, I think the different types of businesses that are using the business model just continues to amaze me. I’ve been with the organization 10 years and. You know, you come into franchising, you think about franchising is restaurants, maybe hotels, maybe a little bit of retail, but you know, the diversification of concepts and sectors that are using franchising as a growth strategy continues to amaze me. One of the newer trends is is the use of platform companies and providing shared services to multiple brands and also the increased involvement of private equity in the franchise sector in the impact that can have in many ways as a force for good. But again, only if if as a new leg of the stool, so to speak, understands how to do franchising the right way without taking too many costs out of the system to provide that infrastructure and that support for the brand and franchisees so that everybody can fulfill their promise through the franchise relationship.

Lee Kantor: [00:07:58] Now I’ve been doing this show for maybe a couple of years now, and I’ve seen something that I’m calling like the professional franchisee, where they’re kind of building a portfolio of brands that are complementary to one group. And are you seeing that as kind of a way that is spurring growth for franchises?

Matthew Haller: [00:08:20] I am, and I touched on that a little bit in terms of the multi-unit multi concept owner in our franchisee membership base. And you know, we’re seeing it both in people who are or sometimes groups of individuals that are putting together a fund and owning multiple locations or brands sometimes operated within the same portfolio company. And then other times where they are going outside that industry. So, you know. Maybe you have all restaurants in one model, but others are looking at non-food retail and service as as other ways to diversify. But at the end of the day, you understand what what drives a good franchise system and its good unit economics at the franchisee level and good steady growth at the at the franchisor level, with the right leadership team providing that that infrastructure and not something that’s overly kind of, you know, a passing moment kind of trend. So I think that’s where we see a lot of really more sophisticated operators and investors coming into the franchise East Side now.

Lee Kantor: [00:09:38] So that is that’s a trend that you’re seeing as well, whereas maybe at the beginning of the growth of franchising, it was that individual who’s like, I want to have this kind of a place in my town. And now it’s more sophisticated groups of people that

Matthew Haller: [00:09:53] Are, I mean, I wouldn’t. Yes, we are definitely seeing more of the more more larger, more sophisticated, more well-capitalized franchisees. I don’t. I don’t. It’s not. It’s not a rule. It’s not across every brand. Some brands are still very focused on onesie twosies, and that can work for certain concepts. But I think on balance, we’re seeing a greater trend towards consolidation at both the brand, franchise or side, as well as the franchisee side.

Lee Kantor: [00:10:25] Now, when that kind of level of sophistication enters into an industry like this, this is where I would think then that the value of the advocacy and the government relations of what your work is becomes that much more important. How has that impacted your work on that side?

Matthew Haller: [00:10:45] Yeah. Certainly, the more sophisticated a franchisee, the more they care about the work that we do to protect franchising. On Capitol Hill or in states or city halls. So it impacts it. But I will. There’s a there’s a there’s a negative component to it as well, which creates a challenge because you’ve got this perception that has been real and is somewhat eroding over time. That franchising is this individual mom and pop person in a community. And you know, that’s not always the case. It is the case in many cases, still. But as I said before, franchising is not just small business, it’s small, medium and large businesses. All, I think, doing good things for the economy and for in most cases, the workforce. But it is not. You can’t pay franchising with one broad brush,

Lee Kantor: [00:11:48] I guess, is what I’m saying. Right. But but also it’s inclusive and there is a place for everybody.

Matthew Haller: [00:11:53] Correct. That is correct. It’s still at the end of the day, a way for somebody who isn’t going to develop a new concept or start their own. Lee’s coffee shop gives them a pathway to build wealth and start a business. You know, we like to say you go into business for yourself and not by yourself and franchising. And if if that’s something that you want to do at any stage in your career from any walk of life, franchising, you know, creates that opportunity. It’s just a matter of finding the right concepts that fit with the right capitalization, the right growth strategy.

Lee Kantor: [00:12:26] Now is there anything from a legislative standpoint that is kind of in your front burner right now?

Matthew Haller: [00:12:34] Yeah, there’s a couple of things that I think is worth flagging for the audience. I mean, the number one threat to the franchise business model has been this expansion of what’s known as joint employer liability. And that’s still out there. It’s it’s less of a legislative threat in terms of Capitol Hill going in that direction. But on the regulatory side, we do expect to see some changes in twenty twenty two in that area and that will have an impact on the way franchise owners and franchisees are able to interact. I think something that’s been a little bit below this radar is a more activist. Federal Trade Commission in the new FTC chair has mentioned that the franchise sector is one of her top three priorities for additional regulation. We query whether this is there’s really something that she’s trying to solve here, as well as if the FTC even has the authority to do what she seems interested in doing, which is getting more at the franchise relationship less, you know, efforts to improve the sales and disclosure process, which we would actually be very supportive of. And then at the state level in California, which, you know, tends to be one of the more aggressive states in terms of. Regulations on all types of businesses that that state is is going down the pathway of pursuing a fairly aggressive franchise bill focused only on the restaurant sector that would create a wage board effectively a wage and benefits board established by the governor’s office so it would effectively serve as a labor union for workers in any quick service restaurant franchise with 30 or more locations nationwide. And it would also require brands to operate using a franchise model to be jointly liable or violations of labor law with franchisees. So it’s a pretty aggressive proposal, one that we stopped in twenty twenty one in the California Assembly, but it’s coming back with a vengeance in 2020 to.

Lee Kantor: [00:14:56] Now, from a membership standpoint, I know you serve all those constituents, is this something that you’re actively looking for members in each of those constituents or is it primarily focused on the franchise or franchisee? You mentioned the three legs of the stool, but is this something that everybody that touches franchising should be a member of this? Because number one, you’re doing all this work with advocacy and legislation that’s going to keep them in business. But also this is where a lot of the connections and learning takes place.

Matthew Haller: [00:15:30] Yeah, both of both our reasons why appear in franchising and you’re not an IFA member. I think that it’s really something that you ought to take a look at. We are actively recruiting. We have a whole sales and marketing team that’s out promoting what we’re doing. You’re getting the benefit for it. But this is about supporting something that helps support your business model. And for a rather modest investment, dividends pay off tremendously. Not to mention, it can also help you grow whether you’re a franchise or franchisee your supplier and establish new connections. So I really encourage people who aren’t aware of IFA to check out our website and some of our work at franchise org, as well as think about attending our IFA convention, which is coming up at the end of February in San Diego. We’ll have over 4000 people there from all three categories of our membership. We’re about to announce a few of our keynote speakers next week right before the holidays. We’re excited about some of that coming online and bringing the industry back together. And for first time IFA members, you actually get a free convention registration. So in effect, you know it pays for itself year one. But we are fairly confident that once you drink the Kool-Aid, you’re going to be back for more the year after that and over the long term. Now it’s a go ahead.

Lee Kantor: [00:16:47] No, I’m sorry. Go ahead, finish.

Matthew Haller: [00:16:49] No, I to say it’s a it’s a great organization. When I’ve been a part of for 10 years and never really does a lot of good for the franchise.

Lee Kantor: [00:16:57] Now a lot of our listeners are thinking about franchising and thinking about, you know, going this path. So they’re checking out a lot of the franchise laws that we have as guests here. One of the things one of the places to look for franchise is your website, right? Like there you have a listing of franchises on the website.

Matthew Haller: [00:17:18] We do so any of our member brands can can list their franchise offering on the website, and we have a portal that we funnel leads back to our franchise members. And you know, it’s not it’s not a top reason why people come to IFA, but it is one of the things that we do on behalf of our members. There are lots of other IFA members and others in the franchise community that have very active portals. I think for us, what we’re more focused on is educating the public and prospective franchisees with good quality information about how to make a healthy decision in their franchise journey. And, you know, we don’t necessarily want everybody in franchising. The last thing that a brand wants is somebody that doesn’t understand all of the obligations that come with being a franchisee to get into the system. And so that due diligence process, we strongly believe that we’re a good site that offers healthy and good information from an unbiased perspective about how to make a good decision about is franchising right for me? And then if I cross that threshold, what are some of the brands? Certainly, brands that are involved with the IFA are more well established or working through our education and and learning from the best about how to be good, good franchise owners.

Lee Kantor: [00:18:46] Right. I agree 100 percent. I guess if I’m considering buying a franchise, I would rather go to Franchise Dawg and get my information from you before I go into one of these businesses who are in the business of selling me franchises like You’re You’re kind of advocating for franchises, but you’re kind of a trusted source for all kinds of information in and around it. So I’d rather start with you and then find the right path for me. But you have all the information I need. You talk about how to get funding. Do you talk about, you know, the the types of franchises that are out there, you know, even the basics of what is a franchise or what is an FD? I mean, this is a great place to begin your journey.

Matthew Haller: [00:19:28] Yeah, I mean, there’s a difference between a dot org and a dot com, right? We’re not a for profit entity. We are a nonprofit organization that’s advocating for for the franchise business model and can be a bit more of a white hat as people search out different information about franchise opportunities and different brands. And we certainly believe strongly that if a brand is willing to make an investment in IFA as a. Dues paying member, they’re doing it because they want to do franchising the right way. And so finding brands that are affiliated with an organization, I think helps a prospective franchisee identify those those companies that are doing it at a level above others that may not be involved in our organization.

Lee Kantor: [00:20:16] Well, Matt, thank you so much for sharing your story today. One more time, the website,

Matthew Haller: [00:20:21] Its franchise morgue. And you can check out our membership area. You can check out our events with our convention coming up in February. And some of the work that we do to protect franchising through government relations.

Lee Kantor: [00:20:33] All right. Well, thank you again for sharing your story. You’re doing important work and we appreciate you. Thank you, Lee. All right, this is Lee Kantor. We’ll see you all next time on Franchise Marketing Radio.

Sara Webb With InTandem Promotions

December 15, 2021 by Jacob Lapera

InTandemPromotions
GWBC Radio
Sara Webb With InTandem Promotions
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SaraWebbEver since she can remember, Sara Webb has been a juggler. Juggling activities, career, family, friends, and volunteering. Sara has learned through all of this juggling that she can do it herself. But it’s far easier (not to mention more fun) to juggle with a partner.

And it was on this premise that InTandem Promotions was born! With over 20-years of experience in the promotional products industry and working with a wide range of companies and organizations building their brand stories, Sara is excited to build upon that experience and meet our clients’ needs.

In 2013, InTandem Promotions open its doors. And from there, Sara has built the organization to over 12 employees, numerous online stores, national and international reach, fulfillment and warehousing, safety and recognition programs, and custom-designed products.

Sara received her undergraduate and graduate degree from Kennesaw State University in both Marketing and Finance (because one degree was not enough, neither was one major). Sara believes that only through continued education can she continue to develop not only herself but InTandem Promotions.

In 2017, Sara was awarded the CVS Supplier Diversity training (a 6-month mini master’s program) and in 2018, she was selected to participate in Launchpad2X for Women-Owned Businesses. In 2018, Sara was thrilled to receive the Trailblazer Award given by the Greater Women’s Business Council. Sara was awarded the 2019 Advocate of the Year Award.

Sara currently serves on the board of The Partnering Group. The Partnering Group is a buying group representing over $100MM in promotional sales. Additionally, she serves on the Marketing Committee of The Greater Women’s Business Council. She is also a member of EO – Entrepreneurs’ Organization.

She lives in Dallas, Georgia with her husband, Matt Webb and 2 daughters – Riley and London. Her family is highly entrenched in the success of InTandem through their support, weekend help, and late-night work and brainstorming sessions. Sara’s passion is to be a role-model for young women entrepreneurs (including her daughter’s) and loves building up the next generation.

Connect with Sara on LinkedIn and follow InTandem Promotions on Facebook.

What You’ll Learn In This Episode

  • Creating Great for 2022
  • Moving from Salesperson to CEO
  • Importance of being Diversified in all aspects of your life (finances, business, team, hobbies)
  • Creating opportunities in a saturated market
TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for GWBC Radio’s Open for Business. Now, here’s your host

Lee Kantor: [00:00:18] Lee Kantor here. Another episode of GWBC Open for Business. And this is going to be a good one. Today, on the show, we have Sara Webb with InTandem Promotions. Welcome, Sara.

Sara Webb: [00:00:29] Thank you so much for having me. I’m so excited to be here.

Lee Kantor: [00:00:32] Well, I’m excited to learn what you’re up to. Tell us a little bit about InTandem Promotions. How are you serving folks?

Sara Webb: [00:00:39] So, InTandem Promotions focuses on creating those emotional connections through tangible products, and we do that through over a million different products in our industry. We leverage online capabilities, including online stores, employee recognition and fulfillment, and just having a fun, great time packaging and all of the things.

Lee Kantor: [00:01:02] So, what’s your backstory? How did you get into this line of work?

Sara Webb: [00:01:06] It actually is a funny story. So, it was in the early 2000s, and I was working for another firm, and I thought I was going to be a project manager. That company ended up laying off, and I found myself going full-time in college, full time in work, and needed to find a job. And so, I faxed – yes, I am that old – my resume.

Lee Kantor: [00:01:30] Faxed?

Sara Webb: [00:01:30] I know. Who does that anymore? I don’t even have a fax machine. And I sent my resume to about a million different companies, and I ended up working for a promotional products business, and I had the pleasure of working there for over 15 years. I started out as an administrative assistant. And then, worked on some global accounts and just had a really great time. My first day on the job, I received a goodie bag, and I was hooked ever since. So, that happened. And then, in 2013, I decided to go out on my own and venture into this crazy world, and I started InTandem Promotions at that time.

Lee Kantor: [00:02:09] Now, for people who aren’t familiar, can you explain how the industry works? Like promotional products, how are your clients typically using your services?

Sara Webb: [00:02:20] Well, that’s what I love about our industry is that there is no “You have to buy products this way and do it that way.” We leverage name brands. So, companies like Corkcicle and Carhartt, and even some of the other name brands like Marmot. The sky’s the limit. We use Ghirardelli chocolates and Starbucks. So, you’re leveraging brands and then co-branding, creating these amazing experiences for our clients where it has the company’s name and brand imprinted on it.

Sara Webb: [00:02:56] What’s cool is that there are a million different products in our industry. So, not only do we have retail, but we also have products that are produced and made all over the world, globally. So, Mexico, China, here in the US, all over. And what we do is we take the brand, and then imprint the brand on the best form and fashion.

Sara Webb: [00:03:19] What’s cool about our industry and what’s changed over the years since I’ve been in this industry is that it used to take forever. So, when you think about it, there used to be camera-ready artwork, and you’d do the artwork, and then you’d create the product, and there’d be a proofing process, and it would take this extensive amount of time. And now, it’s cool is that the technology has really changed how the industry goes to market. And so, you’re able to produce one-off of this fully beautiful custom speaker and have it produced in a reasonable amount of time. And so, I think that’s some of the cool parts that have changed and updated over the years.

Sara Webb: [00:04:01] And then, also, how we go to market – packaging and fulfillment. So, whether you’re doing like a new hire kit, we really take a look at the demographics of who’s going to be receiving that gift. So, it could be for some really cool hip millennials that are in the technology sector. And so, then, you have a different approach to the products that are going to go into that kit versus something that’s going to go to maybe a traditional type of firm that is looking for a different level of experience, the leathers, and the deboss, and things like that. And that’s what I really love is that we can market to and brand based off of who the recipient is, creating that emotional connection.

Lee Kantor: [00:04:45] And then, when your clients are working with you, is it something that they say, “Okay, I know exactly what I want and like, I have a trade show coming up, and I need stuff to give away at the trade show,” or “I want all my salespeople to use this briefcase,” or “I want all my reps to wear this polo”? Is that how it is, or is it something like do they even know what some of the opportunities are to leverage your skills?

Sara Webb: [00:05:15] It’s absolutely a mix, Lee. So, we’ll have individuals that come that have something very specific in mind where they want a particular brand, or a particular look, or have a special or specific budget; in which case then we go out into the industry and we find exactly what meets the needs. My favorite are the clients that want us to literally go shopping for them. And so, those are where our brains go crazy, and we’re so excited to come up with all of these different solutions and suggestions for them. And that can be anything.

Sara Webb: [00:05:50] So, again, it just depends on what they’re looking for and what their end result could be. So, anything from, “I have a budget of $30 a gift, or “I have an upcoming trade show. What’s something cool?” We just had a trade show that was for the pipeline industry, and that’s what’s really cool about what I do is that we work with industries all over. So, everything from pipelines, to technologists, to law firms, to CPAs, to the energy industry, to car manufacturing. So, it gives us an opportunity to really be the experts in what the recipient is looking for.

Sara Webb: [00:06:32] So, for example, this one for the pipeline, I know one of the solutions that we put together for them was we did fishing, custom fishing lures because the individuals that are attending the event, they had a high demographic and interest in the fishing industry. So, their booth was swamped. They actually sold out. They weren’t selling them; they actually ran out the first day, and we’re calling me to overnight blank fishing lures because they were such a hit. So, based off of what their target is, we’re hunting down products that are going to be the most appropriate and impactful to get that type of response. When everybody is running to a booth, that’s a huge win for us.

Lee Kantor: [00:07:19] Now, that’s part of what separates you from others, right, is you really get to know what the client, who they are, who their clients are, like a client’s client thing, and they don’t know what you know, and you obviously don’t have the depth of knowledge of their industry, but together, when you’re sharing and brainstorming and coming up with these ideas, you’re going to come up with something that may not be obvious to either one of you until after you’ve had this kind of deep dive conversation to really understand them.

Sara Webb: [00:07:50] A hundred percent. What’s great about the internet is that you can search and seek out products that might be the top 10 fit. You can find blogs that say, “I’m looking for work from home products,” and they give you a pretty good foundation. Where you can make the most impact is by partnering with InTandem, and us really having an understanding of going to market with you. So, we have an in-house showroom where we have over 20,000 different products, where we can show samples you can feel and you can touch.

Sara Webb: [00:08:28] Because that’s the key to our industry. It is the only industry that leverages all five senses. So, we have sight, and sound, and taste, and touch. And you’re able to really provide that full experience. So, by inviting our clients to our showroom, but then also we’ve done a number of Zoom calls, and then we do go-sees as well. So, going to see them, and sharing what are the top 10 products, and then having that conversation, and deep diving into what are you actually hoping to accomplish. If it’s something where you want to blanket the whole world with your brand, we can do that. If you’re looking to create an experience, then we can do that. But what is the ROI that you’re trying to accomplish on this branded product?

Sara Webb: [00:09:17] Because branded products have a tendency to stay around long after the event? I mean, just looking at my desk, and I’m in this business, but I have at least 20 different branded products. And I have speaker, I’ve got a post-it note cube, I’ve got a pen, I’ve got a journal, and I can tell you when and where I received all of those items. And I’m pretty sure that your audience is going to have a similar experience. Products that they brought home that they use on a daily basis, cooking or a charging pad. So, those have lasting staying power beyond just a particular event or a moment.

Lee Kantor: [00:09:53] And that’s an important consideration when you’re thinking about choosing the appropriate product that you’re co-branding with because it has to be congruent with your brand. If you’re like a super high end, classy organization, you can’t have like the least expensive, cheapest pen, right? Like when it comes to that, everything has to kind of look the same way or feel the same way. If your brand is premium, then these co-branded products have to be premium. You can’t skimp in that area.

Sara Webb: [00:10:26] A hundred percent. So, one example is we started working with a financial company, a set of financial advisors, and that started this year. And we built their online store for them. Throughout the entire process, it was a conversation of what is the look and the feel. How should a pen feel? Is it going to be heavy? Is it going to be plastic? Is it metal? What are the quality of the journals and the notebooks? But then, also being conscious of price. How do you blend the price point, so that you can give it out if you have an event that has 15 or 20 people, and do that economically?

Sara Webb: [00:11:08] So, when working with them, we went through, and shopped and picked out product that was going to be appropriate. We got a call about two weeks into the program and the client was very upset. “This is not the image that we were looking for. I’m not happy with this product.” When we dug back into it, and realized that the product was purchased online, they didn’t have the relationship, they read the price, they saw the description and they ordered it. And so, the client came back and said, “Obviously, I’m so sorry. Obviously, we didn’t order this from InTandem.” But sometimes, having those conversations and the understanding of what is behind the product versus just saying, “I’m going to put this online,” can really have a tremendous impact.

Lee Kantor: [00:11:57] Right. And that’s why having a partner like your firm that’s kind of watching my back, I know that you’re not going to let me pick something that isn’t the right fit. Like, you’re going to say something. That’s part of why I’m working with you is you’re watching my back.

Sara Webb: [00:12:12] Yes, A hundred percent. And sometimes, you’re not going to like the words that I say, and that’s part of the conversation. Lee, I love this product. You’re right, it’s got a great, great brand. But I promise the feedback that I have gotten has not been up to par up to your brand. And just having those authentic moments where you’re stating the facts. “Look, the zipper on this stinks or it doesn’t hold all as it says it does,” or “I know that you want the Yeti, but I have three other brands that are just the same quality and I can get them to you faster.” So, having a personal shopper that’s literally they’re focused on the brand and the integrity of it.

Sara Webb: [00:12:55] And that’s the other key, too, is that we really pride ourselves on being the branding police. Understanding what your PMS colors are and actually matching them. There’s a lot of digital overlays and color changes. And then, what is it going to be printed on? What is the background? When you’re doing stitching, is the material going to come up through the logo? There’s different techniques that you have to do beyond just embroidering a logo or slapping a logo on a product because again, it has tremendous staying power. And that’s the impression that they’re going to have of the brand. And it’s definitely something that we pride ourselves on in ensuring that the quality.

Sara Webb: [00:13:35] One of the things that we do is we make sure that we receive one overrun of all of the products that ship out, so that if when we get it, we know what our client received. And there’s some things that we can catch or stop after we’ve received it to help prevent any kind of concerns. So, for example, if something’s come off of the press and it’s crooked, which you have a proof, you prove the proof, but things do still happen. There are humans and machines that are involved in this. And so, if the imprint is crooked, that’s a conversation I can have with the client before they’ve even received it because I’ve received my sample first. And so, there’s opportunities like that and things that we do on the front end to make sure that every brand impression is going to be met with a positive response.

Lee Kantor: [00:14:25] Now, let’s talk a little bit about your journey into entrepreneurship. You mentioned that you started as an administrative role, and it’s obviously evolved into now a CEO role. Can you give advice to maybe these emerging CEOs or emerging entrepreneurs out there that are making a similar transition? Is there anything that you would like to share about that journey on, maybe save them some scar tissue that you experienced?

Sara Webb: [00:14:56] I’ve got a lot. I probably need surgery to remove all the scar tissue. I think a lot of things that I didn’t know. I didn’t know how to scale. So, I was a salesperson. I started out as a salesperson. I knew the back end, so I assumed that I could just start my business. And here you go, and I’m just selling. But the role of the CEO is leadership. It’s leading a team, it’s training a team, it’s developing the team. And yes, I do still sell, but the majority of my job is determining what direction are we going in, establishing partnerships, growing the company.

Sara Webb: [00:15:37] And so, a lot of things that I didn’t do were and included. I didn’t have processes established. I’ve been doing this for so long that for me, it’s inherent, it’s innate, it’s part of who I am. The processes are very clear because I’ve always done them that way. So, creating processes and having that separation of what the next steps are.

Sara Webb: [00:16:01] The second thing was is that individuals cannot wear multiple hats. Some people are absolutely born and bred, and they can manage and multitask, but in business, you really need to make sure that your team is not pulled in a million different directions and distracted. And that was one of the key challenges that I learned in 2020, and then 2021, is really separating out role-specific responsibilities to ensure that the team wasn’t going crazy.

Sara Webb: [00:16:35] And then, the third thing I would say is just make sure that your team has an understanding of your vision. A lot of times in the entrepreneur role, you see things, and you’re driving the business, but your team behind you might not necessarily know what that looks like. And so, you have the opportunity to really teach your team and let your team be part of what you are building as a company and organization. And those are three things that I didn’t realize their importance until I didn’t have them and until I actually did them.

Lee Kantor: [00:17:11] That’s great advice. And as we end this year, how does 2022 to shape up for you guys?

Sara Webb: [00:17:20] I’m really excited. I name all of our years. So, last, in 2020-.

Lee Kantor: [00:17:25] What was this year? Do you name it before the year? You name it ahead of time?

Sara Webb: [00:17:30] I do, believe it or not. So, 2020, it was the year of intention, which, 100 percent, it turned out to be the year of intention because I had to be intentional in all of the actions that we were going through. 2021 was the year of traction. So, our focus was on building out the team, separating out processes. And then, actually, we’ve expanded into overseas. So, we’re now in London. And then, we’ll be expanding into Birmingham in 2022.

Sara Webb: [00:18:01] And so, I think, with that and naming our years, 2022 will be our year of onward. So, this past year, our focus again was just on making sure that we had the strong foundation, so that we could move forward. So, 2022, now that we’ve done a lot of hard work, I’m excited about what’s to come because, hopefully, the supply challenges are going to not be a situation, my team is going to feel like they can breathe again. And then, as we continue to grow and expand, I’m excited to be able to to do more for them, and then for the industry as a whole.

Lee Kantor: [00:18:43] Now, speaking of which, where you’re having kind of — I don’t want to use the word balance because I know a lot of people don’t like to create or use the word balance in terms of a life because it’s so difficult. How do you help lead your clients, your people, or yourself when it comes to all of these different things pulling on you and requiring your attention?

Sara Webb: [00:19:12] I think the biggest thing for me is to not listen to the voices, to make sure that I don’t give in to fear. That has been a challenge, especially during all of the uncertainty that the past two years have brought. And just really allowing the fear to wake me up versus shutting me down. And with that, if I can stay the course and not be distracted, being consistent has been the key. So, waking up at the same time every day, going ahead and getting my workout in the mornings, every morning, preparing for the day accordingly, and then really making sure that my team and everyone knows when I am available and then when I’m not available.

Sara Webb: [00:20:08] And when I’m not available, that doesn’t mean that if there’s a fire or something going on that we can’t address it, but it does mean that I need to block off certain times of the day to manage what is going on, so that I can be a better leader for the team. So, whether that’s doing quotes, or that’s finalizing contracts, or whatever the case may be, they know that there are certain times where I’m just simply not available. But then, also making sure that the team has been trained up, that they are autonomous and are able to handle what is going on, so that we’re not running around with fires happening, and that they feel confident enough in what their day should look like to be able to run and manage their roles and responsibilities accordingly.

Lee Kantor: [00:20:57] And it’s like you said earlier, having these processes in place kind of makes things a lot easier for everybody because there’s a way we do things, and everybody knows the protocol. And then, you’re prioritizing things by blocking time on the calendar, and that’s your process to make sure the important things are getting done. So, kudos for you for creating such a wonderful environment.

Sara Webb: [00:21:23] Well, we’re having a a lot of fun, and it has definitely been — we’ve had our highs, the highest of highs. This is what I tell anybody coming in, it’s going to be the highest of highs and the craziest of crazies, but just trying to find that opportunity to leverage and balance is the key for all of this.

Lee Kantor: [00:21:43] Now, talk about GWBC. Why was it important for you to get involved with that organization?

Sara Webb: [00:21:49] Oh, it was definitely tremendously impactful for us. So, as soon as I was eligible, I think we had to have a year’s worth of sales. As soon as we were eligible, we were signing up because, number one, I don’t know anything. I started out in sales. I wasn’t going to be an entrepreneur. I wasn’t going to be a CEO. I had no idea what I was doing. And so, having the friendships and the connections that we’ve made through GWBC has been tremendously impactful. The learnings, the trainings, the the events, the networking, all of that.

Sara Webb: [00:22:29] Through the pandemic, I mean, that really enabled us to continue to move forward because I knew that I wasn’t in it alone; and what I was experiencing, so was someone else. And so, together we were able to help manage the situation and move forward successfully.

Sara Webb: [00:22:47] And then, in addition to all of that, just the tremendous opportunity is like we’ve got a client that we received because of our certification. We’ve had several clients because of our certification, but one is a global client and that enabled us to also open up locations overseas and in multiple locations as we continue to grow and build. So, GWBC has been a tremendous impact, and so much so that we are also now have our certification with WEConnect, which is also a sister company to GWBC. So, the global impact of having the certification, and the support and the family has really enabled us to continue to move forward.

Lee Kantor: [00:23:34] Now, who is your ideal fit client? Who out there listening or maybe somebody who knows somebody that’s listening is the ideal fit client for InTandem?

Sara Webb: [00:23:47] My best friends and my favorite clients, they’re the ones that are looking for us to be an extension of their marketing and branding needs. So, a company that has usually multiple locations or has a sales team where they’re needing brand merchandise and products, and we can help in all avenues, whether it’s with your HR, your uniforms, your new hire gifts, anything for your online stores, your trade shows and events, or just some employee love. We work with businesses that are small, medium and large domestically, globally and nationally, and that’s really what gives us our special sauces that we’re familiar with, a variety of different industries. So, in terms of different verticals and target audiences, we’re able to support your many needs.

Lee Kantor: [00:24:40] Well, if somebody wants to learn more, have a more substantive conversation with you or somebody on the team, what’s the website?

Sara Webb: [00:24:47] Check us out at intandempromotions.com or intandem.shop.

Lee Kantor: [00:24:54] Well, Sara, thank you so much for sharing your story today. You’re doing such important work, and we appreciate you.

Sara Webb: [00:24:59] Thank you, Lee. Thank you, Lee, for having us and thank you GWBC for sponsoring.

Lee Kantor: [00:25:04] All right. This ad Lee Kantor. We will see you all next time on GWBC Open for Business.

About GWBC

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

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

 

Tagged With: InTandem Promotions, Sara Webb

Anuradha Rathore With Moonshot Collective

December 14, 2021 by Jacob Lapera

MoonshotCollective
Coach The Coach
Anuradha Rathore With Moonshot Collective
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Anu RathoreHer background is International Public relations and marketing. Anuradha Rathore with Moonshot Collective started her career as a marketing consultant, moved on to branding and business development.

In 2008 at peak of the biggest financial meltdown, she joined the financial services industry. She has been in finance since but then she also started consulting in Change Management. Somehow moving through change comes easily to her and she found it hard to understand why it’s so difficult for most of everyone she worked with.

The human struggle of change pushed her into coaching and now she work with and support people who are on massive missions, have lofty goals but may be holding themselves back due to various reasons.

Connect with Anuradha on LinkedIn.

What You’ll Learn In This Episode

  • The power of unbridled human potential
  • Elevating careers
  •  Find a balance to go through change.

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia. It’s time for Coach the Coach radio brought to you by the Business RadioX Ambassador Program, the no cost business development strategy for coaches who want to spend more time serving local business clients and less time selling them. Go to brxambassador.com To learn more. Now, here’s your host.

Lee Kantor: [00:00:33] Lee Kantor here, another episode of Coach the Coach Radio, and this is going to be a fun one today on the show, we have Anuradha Rathore with moonshot collective welcome.

Anuradha Rathore: [00:00:43] Hi Lee, thank you for having me.

Lee Kantor: [00:00:45] Well, I am excited to learn what you’re up to. Tell us a little bit about Moonshot Collective. How are you serving, folks?

Anuradha Rathore: [00:00:52] Well, I’m actually a business performance coach. I help businesses and individuals working with them one on one, helping them get past anything that is holding them back to get them to their next level of success or mission that they’re on. So, yeah, that’s what I do.

Lee Kantor: [00:01:12] So what’s your back story? How’d you get in this line of work?

Anuradha Rathore: [00:01:16] Well, my back story is pretty interesting because now when I look back, I have my background is international public relations and marketing. I moved from India in 2005, traveled across the world, was very fortunate. So I went through a lot of changes in my life. In 2008, I had to leave my job. As the recession hit, I joined the financial industry. So all the years I worked in different industries and primarily what I did without knowing I was coaching a lot and I was helping folks, you know, succeed in their careers and their projects. But at the time, I didn’t know it was called coaching, and very recently, about four years ago, I started consulting on my own and change management. And that’s where I started to see a huge gap between strategy and mindset and the limiting beliefs people have. Because, as we know, 70 percent of change management projects fail. And I just kept thinking what was going on there, and that’s where I started noticing the gap and that pushed me in this direction that I wanted to deal with the human struggle of movement and change.

Lee Kantor: [00:02:35] Now are you working primarily in the enterprise level or are you working with entrepreneurs, solopreneurs or small firm leaders?

Anuradha Rathore: [00:02:42] I work with enterprises, I do work with individuals, I work with executives. So yes, it’s the people that are primarily what I’m looking to work with and I work with. So yes, it’s pretty sporadic depending on who needs assistance and in what way

Lee Kantor: [00:03:02] And what is the typical kind of catalyst for the conversation with you or somebody on your team? What is happening in there in this person’s life that they’re like, you know, I better call anew and her team

Anuradha Rathore: [00:03:13] Mostly what is happening is if my clients are people who are looking to amplify their impact, whether it’s in business, whether it’s in their jobs, whether they are looking to launch something, whether they are transitioning from job in a nine to five thing to an entrepreneurship. So they are amplifying, they’re really elevating their they’re looking to elevate their impact, they’re looking to elevate their careers. And that’s what I help them with, helping them find that balance so they can go through that change.

Lee Kantor: [00:03:48] So what are some symptoms they’re having where this kind of frustration is manifesting and they may not realize that they need your help, but maybe that there are signals out there that they do need your help, but they’re just not seeing it this time. Is there anything that you see like collectively happening among your clients or past clients where you were like, Oh, they were struggling with this? Or they were frustrated by that? And that was kind of a missed signal that if they were paying attention, they could have started working with you sooner and maybe gotten to the where they wanted to go faster.

Anuradha Rathore: [00:04:22] Sure. Sure. I’m going to share an example with you. I hope that that clarifies it a little bit without giving away too much about the client. But I do have a client who launched her own business about three years ago for the first year when I met her right before we started working, all I heard was, You know, I want to start my own thing, I want to do my own thing and. I will do it someday one day and things like that, and finally, I sat down with her one day just over coffee and I said, So what is this thing that you want to do? Why? What is it that and she was she seemed very passionate about it. She just was not coming out. So she shares her, her business plan with me, sort of an outline. And right after she shares that with me, she gives me all the reasons why she’s not doing it. Why can’t she does? Why can she move forward? So all these, you know, psychological barriers that she was living with? And I said, and it was how overwhelming it is. I was like, OK, so we started having more conversations. And over the period of time, I helped her take small steps towards moving into that entrepreneurial journey so she can actually launch. Mostly, that’s what happens. People have these big ideas and they’re scary enough where they don’t want to move forward even thinking, You know what, if I fail, I have this nice cushy job or all my business is doing well. You know, you stay in that status quo and not even move forward thinking. If I make any changes, I’ll break what I have. So those are some of the symptoms. If you’re feeling trapped, if you’re at the point where thinking, you know what, there’s more out there for me, but I just can’t take that next step because I’m so in my head and it happens to a lot of people. It happens to the most successful I’ve seen them, then. Yes, I would love to hear from you now.

Lee Kantor: [00:06:33] Isn’t this kind of a is this kind of a human condition? Or maybe it’s a human condition in a country like America that is pretty affluent by and large where you know you would like to take a risk? Mm hmm. But you hear stats like you. You mentioned a stat earlier, 70 percent of change management projects fail. The stat of, you know, 80 90 percent of small businesses fail. There’s a lot of data that says that whatever you’re attempting to do is not going to work, and it takes kind of this fearlessness and courage from an entrepreneur to say, You know what? I’m going to bet on me and I believe in me and and I’ll just power through this and that may not reach. You know, I may not reach what’s that saying? I may not reach for the the Moon, but I’ll still land among the stars if I try. How do you kind of help a person work through that fear of? The odds are against me in pretty much any thing that I’m doing here, and I’m just trying to have the courage to go for it.

Anuradha Rathore: [00:07:46] So while the main premise that I work around is and rich elevate embark and this comes from my own struggles of going on my own. So everything that you just said, Lee, is absolutely true. We don’t want to rock the boat because that’s my paycheck. That’s my life. That’s my title. How do I do this? So I did a program not too long ago, actually, I just wrapped it up. So these people are from very diverse backgrounds who wanted to go into the entrepreneurial world. And I told them right in the beginning that there are three different outcomes three possible outcomes that will come. The first one is so that they have an open mind. First one is your idea is validated. You’re good, you’re good to go be launch. Second one is you realize that it’s just a big idea. The grass is not greener. On the other side, you may want to water the grass roots. Standing on the third one is you might come up with something completely different that you never thought about. So those were the three things going back to enrich, elevate and embark.

Anuradha Rathore: [00:08:55] It’s very important, and I’ll talk about the enriched part a little bit more here is to really enrich yourself with the knowledge, with the mindset, with the, you know, the correct belief system even before you go out in the world. It’s like saying, you know, I want to run the marathon. That’s a great mission. Are you treating your body right? Are you eating the right foods? Are you training yourself right? Once you have enriched yourself, the fears start to go down. You start to see the world with a different lens. Yes, there is negativity, but you also start to see there’s more positive way of doing things. And you will also see that, OK, you know, maybe my idea the way I’m thinking, it doesn’t have to be so rigid and we take when I work with clients, I go step by step and, you know, I’m not attached to the idea of being right. So we always alter the path. It has to be about them. So yes, that’s how I work. That’s the premise. And rich elevate and then embark.

Lee Kantor: [00:09:58] I think it’s critically important for folks out there that are contemplating some sort of a change that you don’t want to live a life of regret. And it’s much better to have tried something and seen how it played out rather than wonder what could be or what could have been. So I am a big fan of taking action even without with incomplete information, because I don’t think anybody ever has complete information. So if you have an inkling of an idea, I think it’s worth partnering with folks like you anew that can help them have the confidence and put systems in place to help them increase their chances for success.

Anuradha Rathore: [00:10:43] For sure, absolutely. Like you said, you know, it’s not worth living in the in the place of regret and saying, I wish I would have tried that or I wish I would have taken that promotion or I wish I would have done, you know, build that house, whatever it is that they want to do. So that’s going through that change is hard. Going through that change is scary because we don’t know what’s on the other side. But if you really talk to people, they have a good idea. You know what’s on the horizon. They just don’t have a clear picture. So I would definitely encourage them to take that chance at a comfortable level. You don’t have to go all out and put yourself in a completely stretch out ourselves to a point where we can’t even function, but at a comfortable pace. Absolutely.

Lee Kantor: [00:11:31] And I think that’s an important point that it doesn’t have to be all or nothing. You don’t have to put all your chips on the table at one time and risk everything. You can kind of dip your toe into a lot of things, but take some positive action a little bit. Every day is going to compound over time and you’re going to get to where you want to go eventually. And if you want to put all your chips in the table, that’s a choice as well, but just make it an informed choice.

Anuradha Rathore: [00:11:54] Absolutely. Absolutely. That’s where the enriched part comes. You know, you want to launch this business. How much idea do you have about this? What kind of research have you done? Things of that nature?

Lee Kantor: [00:12:05] So now what are ways that folks can interact with you? Do you do private coaching group coaching? You do online courses. What’s the best way for someone to engage your services?

Anuradha Rathore: [00:12:16] So I primarily do private one on one coaching. The engagements are anywhere from six months to a year. And then we revisit to see, do we want to continue working or are we going to take a break depending on what needs to be done? I do some group coaching for larger enterprises that their management, the their executive leadership team and things like that, but primarily I do one on one coaching.

Lee Kantor: [00:12:42] And if somebody wants to learn more, what is the best way to get a hold of you?

Anuradha Rathore: [00:12:46] I would say LinkedIn, that’s the best way to get hold of me. So if you just go on LinkedIn and find my name Anuradha Ratau, that’s where you find me.

Lee Kantor: [00:12:57] And that’s a. And you are a a and last name is R80.

Anuradha Rathore: [00:13:03] Ari, that is correct.

Lee Kantor: [00:13:05] Well, annu. Thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Anuradha Rathore: [00:13:11] Thank you. It’s an honor to be here.

Lee Kantor: [00:13:14] All right. This is Lee Kantor. We will see you all next time on Coach the Coach radio.

 

Tagged With: Anuradha Rathore, Moonshot Collective

Thomas Cantley With Stream MOKO

December 14, 2021 by Jacob Lapera

Woodstock Proud
Woodstock Proud
Thomas Cantley With Stream MOKO
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ThomasCantleydpThomas Cantley is the CEO and Founder of Stream MOKO, a brand-new, innovative streaming platform focused entirely on positivity. It includes uplifting and inspiring content as well as original shows designed to help viewers live their best lives.

Top influencers and major celebrities are among the artists creating 10-minute content for Stream MOKO. A full 20% of all Stream MOKO subscription revenue is donated to charity. Thomas, a cancer survivor, is also a globally recognized men’s health advocate and influencer who received national attention for his personal documentary, ‘Mr. Ballsy’.

 

This transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from the Business RadioX Studios in Woodstock, Georgia. This is Woodstock proud, spotlighting the individuals, businesses and organizations that make Woodstock one of the premiere destinations in metro Atlanta to live, work and play. Now here’s your host.

Jim Bulger: [00:00:28] Hello, and welcome back once again to Woodstock, proud here on Business RadioX, I’m your host, Jim Bulger. We appreciate you coming back and spending some time with us as we celebrate and spotlight the individuals and the businesses that are making a difference here in the Woodstock community. So here we are. We’re in the month of December, well into the holiday season. And, you know, this time of year, you kind of regularly hear people say, if only we could harness, if only we could capture the feelings we have during the holidays, the kindness, the joy, the generosity, if only we could capture that and have that all year long. Well, our guest today is determined to do just that. Thomas Cantley is the CEO and founder of Stream Moko, a newly launched and very innovative streaming platform that focuses on positivity. Thomas, welcome to Woodstock, proud.

Thomas Cantley: [00:01:27] Pleasure to be here.

Jim Bulger: [00:01:29] Well, now there’s a lot I want us to talk about, but for those who aren’t yet acquainted and you’ve been everywhere, you’re getting a lot of buzz right now. But for those who haven’t heard about Stream Moko, let’s start with just an overall description of the platform, what it is and how it’s different from. What people may be used to seeing on Facebook or YouTube or Netflix or other platforms?

Thomas Cantley: [00:01:53] Yeah, so Moko is two things that I’m super passionate about and love is just this positive content. Feel good content. Inspirational content that we’ve curated and it’s all it’s it’s narrative. It’s production quality, and it’s all in one place. So it’s a lot of stuff that are based on, you know, we’re in this new generation of content creation and creators like everyone can be a creator now, you know, and everyone has a story. And, you know, if they have a really good camera, even an iPhone 13, they can create content, right? Absolutely. So for us, Netflix and Hulu, they have this standardized quality. It’s just a different elevation of quality that isn’t. It’s still, you know, it’s just it’s a different level, you know, and it’s a lot of its narrative. It’s it’s really built out where us, we have authentic stories and authentic content by creators. So some of it you may find on YouTube and some of it is is an is being created exclusively for us. So but it all has to have a similar mission of taking back some form of message feel good. And it’s all about like when you’re watching it, when you’re taking away from it, it can affect anyone negatively. So our height not only just focusing on the quality of content and the narrative of episodic content, it has to have a takeaway that isn’t impactful negatively on anyone.

Jim Bulger: [00:03:25] So when someone views these, I mean, obviously, you want them to feel better about the world around them and themselves after they view this, but it has a contagious aspect to it too, because when when someone walks away with those feelings, they’re probably going to treat the people around them a little bit differently. And that positive outlook, that optimism is contagious, right?

Thomas Cantley: [00:03:49] 100 percent, you know, and there’s this, you know, we’ve talked before and these conversations and it’s just about positivity, you know, is a weird word, you know, and the holistic community they’ve originally we actually were called positive TV, and then we had to switch it to Moko because positive, you know, our our definition of positivity is more based off a mood how you feel. That feeling of positive aspect is just that energy that you give off first. The word of, you know, just positive, like, everything’s just positive, because then it just opens you up to, you know, just some negativity and just going, OK, you can only be positive. That’s the only way that you can do that. So we just kind of pull back and we say it’s about the feeling, the feeling you feel of just hope happy. It’s more of that. So when you think positivity, it’s more about that emotion versus the word.

Jim Bulger: [00:04:42] Well, in these days, you know, when you consider the ongoing pandemic concerns, the general unrest, general divisiveness, that’s we’re all subjected to. We seem to need that now more than ever. And unfortunately, it seems that positivity has been kind of relegated to a side column in the newspaper the last couple of minutes of a newscast. And you’re really putting it front and center. That’s what it’s all about.

Thomas Cantley: [00:05:10] Yeah, and that’s and that’s the thing we it’s it’s about reprograming people, you know, and there’s a show called I call it the Ted Lasso effect. I don’t know if anyone see Ted Lasso, but Ted Lasso kind of throws people for a loop because he’s this super positive, good energy, human and all these people around him because we’ve been subjected, subjected by so much negativity. News wasn’t like this 15 years ago. You know it was. Now you turn on the news and it’s just it’s about no matter what you can turn on at any time. And it’s like a death or a killing or this. And it’s you people don’t realize the power of energy that you take in. So for just and even if you go on Netflix, you see, it’s there’s you can’t control that automatic play of that horror thing like, you know, my son is in the room and I turn it on. It’s the last thing that I played, you know what I mean? And then it’s we’re watching stranger, you know, whatever, whatever show we’re watching and Game of Thrones. And you know, you can’t control this. So being in a place that like we don’t, we truly don’t understand. I mean, we do understand. But I mean, there’s such a severe complexity to the energy that we take in. So even just from the simple images, we have it down to a science of just going our colors, our vibrant. They make you feel good and they make you feel happy. So we’re just looking down to a deeper, contextual level of just going like, we’re going and we look at the creators we have and we dove deep into them and going, how what is the consistency of their content? What are they doing? How are they reflected out to the community? What is their mindsets? What are they doing? So we’re really deep diving and curating that aspect of going, how are they going to impact our people?

Jim Bulger: [00:06:53] So let’s go back for a minute to the roots of Moko. Mm hmm. I mean, I’m I’m going to guess that even though the platform launched in late October, this is an idea that was percolating with you for a while.

Thomas Cantley: [00:07:06] Mm hmm. Yeah.

Jim Bulger: [00:07:07] Talk about the initial spark that started this and how you turned it into a reality.

Thomas Cantley: [00:07:14] Yeah. So this has been a brainchild for about three years. You know, I came from the corporate world. You know, I was in it all the Fortune 300 companies working at, you know, Cox Media Group and Home Depot and Coca-Cola and being a senior video producer there. And I started to see that the amount of money that was put into influencer marketing. And when I was there at that time, about three years ago, I just started seeing that going, Wow, people are the ad spend and the partnership spend is anywhere. But, you know, some people were paying twenty four million a month. You know, Cox Media Group was bringing about 20 million a month and combined money into it towards partnerships with these influencers. And I’m going, wow. And this is only short form content and it’s only for ads or it’s integration or post and social media posts. They start at 25 grand, you know what I mean and like and just I don’t know if you saw like there was this. It was called the Squid Games, and Mr Beast did this huge campaign and an ad for just a mid roll, a ten second mid role. I mean, they got their return because he’s just on a whole other level, but they spent two point four million on a mid roll.

Thomas Cantley: [00:08:28] So these brands are just so reliant on these influencers and they’re throwing money at them, and they don’t truly know how they can monetize that. They’re just going, OK, that’s Mr. Beast. Or that’s whoever marketed a third 25 grand, a hundred grand, a million, just because they have a social media following. So we really wanted to see and then then the creators were going, no one’s really monetizing the creators in a way that positively reflects them because they’re on this cycle of going, OK, I need to post, I need to post every day and I need to do this, and they’re subjected out into this world of commenting and negativity. That’s one big thing that a lot of creators can’t stand. And because and they can’t control it because YouTube is a robot, you know, Instagram and all these other things, because they’re so ginormous, they have no control. So that commenting, you can’t shut that off. It takes you like a week or two weeks to even get rid of that. And then again, what I mentioned before is you’re affected by that energy immediately that one comment will throw you off. You see it in movies and stuff like that.

Thomas Cantley: [00:09:28] It throws high suicide rates. It’s just terrible for the consumer and other people to even pick that up, as well as the creator. So when they’re putting their whole efforts and energy into something and then they get that one comment when they’re doing it for the people because you have those wolves out there and you cannot help that. So we’re protecting our people. So when I came at MOCA, I said, Wow, why don’t I create a place that’s for creators, by creators? And then for consumers just going like with everything going on in the world with all this negativity and COVID and our last two years have been just terrible. I mean, but we’ve been thriving. You know, you can you just you take it and then the hair’s thing, you just flip it. Covid. We go, Hey, we’ve been. And these past two years have been really stressful, but it gives you an opportunity to slow down. And that’s how Moko is born, because when we started it, we said, Oh, Kogut hit. We shut down originally, and then we lost a couple of people in our crew. And then I just said, Well, let’s let’s re pick this up because people need this.

Jim Bulger: [00:10:27] Well, it seems like such an admirable ideal, but I’m sure in the beginning there were some people who just didn’t get it or didn’t see how it could become a viable business. And with any business starting out, you have some initial people who aren’t totally on board or are questioning it a little bit. How did you overcome that?

Thomas Cantley: [00:10:49] Well, we had a lot of things going against us because like I mentioned, you know, positive media, it doesn’t buy because, you know, you have the Desperate Housewives and you have all these other things that people want conflict, they want that energy. And it’s and the thing is, is actually in actuality, they don’t. It’s just been what they’ve been subjected to. So coming back to the Ted Lasso effect, he turns around, you know, I’m not giving away anything in the show for those of you who haven’t seen it, but it’s just really like they come around because people really, truly when you look at it, they want to be happy. So our our battle, which we’ve had in the beginning with it, is going Thomas. All this positive feel good content. People aren’t used to this yet. And then also you’re creating a paywall because what we did is I mandated a paywall so that we’re contributing back. So I made it. I said, in the world, we don’t get back enough. You know, when we are given a choice, we won’t. Give that extra dollar in that grocery line up. We’re going up to the line and we’re like, Oh man, I got to do this person’s going to ask me for this damn doll, you know, and I’m going to have to do it or I’m not. But it’s like, you’re pressured. But and but the thing is, it’s like consciously like with this business model is we want to I wanted to create a mandate. So that’s my two things against me. It’s going, here’s positive content, and then I’m creating that grocery store person saying, you have to pay this dot or a dollar, essentially. I mean, you don’t have the grocery store, but we’re making it happen because we’re able to with one dollar. As little as that is a monthly, we’re able to contribute to causes that are going to be changing the planet in the world. So by you subscribing, you’re making a difference.

Jim Bulger: [00:12:27] Well, and you mentioned earlier positivity, and yeah, it’s kind of a subjective term, I mean, in different people’s minds, it’s going to mean different things. How do you filter the content? I mean, obviously you’re taking in submissions from people. You’re obviously going out and actively soliciting, you know, content from other people. What are the filters? I mean, how do you decide what content is proper for stream moko?

Thomas Cantley: [00:12:54] Yes, my my team is really high level. So my wife, who’s my co-founder, she’s a celebrity talent producer, also two time Emmy Award winner. She is the level, the senior level of that curation, bringing that in. So and we have a talent director, Anders Group, who is from New York. So a lot of our people are remote. There’s only a couple of people here in Atlanta. But we came from New York, so we hired a lot of the people that are really used to this talent recruitment. And so I’ve built this culture and this and this kind of demographic of going, this is what we’re looking for. This is who we need and this is what they need to fill. So they deep dove. So the two of them are just on a on a hunt. And I approve a lot of it. Like if they have questions, they go through it. But like we, we launched with twenty six shows and now we’re at 60. Wow. So our growth is great, but they really know they’re looking for that. It has to hit all those marks. It has to be really good quality. It has to have a narrative that connects so an episodic feel and has to and they have to deep dove into. And Ashley is a genius at deep diving into their history. So seeing we’ve had to deter people away. And I actually said no to Logan Paul because of, you know, some of the stuff that was on social media and certain things. You know what I mean? It wasn’t Moko, you know what I mean? So we’re really defining this culture of like your moko or not Moko.

Jim Bulger: [00:14:25] That’s great. No. And I think in the in the early going, you can do that. I mean, you can set those guardrails, you can set those standards that are going to be part of the fabric of the organization going forward. Mm hmm. So for someone who isn’t acquainted with it, I mean these the content we’re talking about, unlike Netflix documentaries that are longform, these are short form, right? These typically run how long?

Thomas Cantley: [00:14:55] Yeah, they’re they’re ten minutes like some documentaries we have. So here’s the thing, too. It’s like we have our content’s high level like it looks like Netflix looks like HDTV. We have house flipping shows. We have a little bit of everything. So it’s it’s very high quality. That’s the other thing, too. When you see that high quality footage or their shows on YouTube or HDTV, our stuff is that exact same. It’s just short form. So we were in the space of like when we saw the failure of Quibi happened to is a great case study for us because they were on to something, you know? But the thing is, is they’re about everything that they’re raised and their money. They were putting too much money out because they were getting celebrity talent rates. They weren’t creating any preexisting content and it was all originals and they were paying for it. So they raised $2 billion and they’re doing short form content because everyone is in this phase of short form consumption. So whether you’re on a subway or anywhere podcasts, anything, they like that short form. You know, I mean, in podcasts are different because I like podcasts longer, but it’s just it just depends. But I mean, for video consumption, the data is that it’s short form. So that’s what we kind of design that because we’ll take documentaries, we just chop them up. So just a different it’s giving people an opportunity to not have to sit through an hour, you know, because when you watch these shows, Yellowstone or anything else, you’re like committed for an hour. So we’re us, we’re breaking up ten minutes.

Jim Bulger: [00:16:15] Well, and I suspect what may happen is even though somebody may come in. Planning to spend 10 minutes watching something. They’re going to get a certain feeling from that, and they’re going to watch another one and they’re going to watch another one. These men may spend an hour or more on the site just because it does have that feel good effect to it. Yeah. And you’ve already had some really notable people post content on streaming. Talk a little bit about some examples of the contributors you’ve had and the type of content somebody might see.

Thomas Cantley: [00:16:50] Yes. We’re growing every day, you know, and some of our too original shows, because we I didn’t I didn’t plan to get into originals. So that was one of the cool things about our business model is with all the preexisting content, we’re not paying anything for it. So I’ve designed this really cool business model to be able to get this content for free. But I do a shared revenue opportunity, so I’m giving a percentage of the subscription not only to the charities, but also to these creators to enable and getting that. That’s why our business model has been successful. Now Quibi throwing money out. So some of our great notable people for originals because they fell into my lap and I was like, Oh man, we got to do these originals because so I ended up meeting and becoming friends with Beverly Mitchell’s manager. And so I was talking to him and she was telling. She was saying, Oh, I want to do this cooking show. And so I was like, All right, I was on board. And then he was. He happened to be on speaker with Stephen Baldwin, who he also represents. So he represents the Baldwin family. And so Stephen’s like, what’s this whole giveback philanthropic thing? Blah blah.

Thomas Cantley: [00:17:52] He’s like, I got a dog show I want to do, and he’s like, I want to do that. And I was like, All right, Steve. And and then and then I just got sucked in. So then I started to do to do these two original shows, and they’re excited because a lot of and we just started acquiring all these celebrities like Billy Blanks Junior and we have Marissa Piers, and we have a bunch of other great people and we’re actually in talks right now with Mr. Beast and a bunch of other big name people that are coming in, which has been really, really, really fantastic because they’re able to be them. That’s the thing, too is like a lot of these celebrities are going their shows that they created Beverly and Steven and stuff like that and Billy and everyone else, they’re going the word spreading. And we’re we were only focusing on these influencer like high level influencers. But now the celebrities are coming to us because they’re going, Whoa, I can do a show that I want and I have full control and we’re going, Yeah, you’re a creator. You know, so these two shows that, you know, just for example, Stephen Baldwin’s and Beverly’s were their brain shots.

Jim Bulger: [00:18:51] That’s great. Well, and you mentioned Mr. Beast a couple of times. And just for people who may not be aware, the leading YouTuber in the United States and one of the huge philanthropists, especially with environmental causes. And what else can you tell us,

Thomas Cantley: [00:19:10] Marketeer and money maker that ever existed like he’s, you know, his squid games like I mentioned that like that case study, like just looking at what he’s turned around for people’s profits to. I mean, he has one bill. I think he has like one or two billion views, the amount of money that this kid makes, and he’s only 23. They know a different business aspect and science to a whole different marketing level. So that’s that’s an exciting relationship that we’re really passionate and subscribe and and developing there because every brand is just wants to be involved with him. So being able to be associated with him is going to be very beneficial for us.

Jim Bulger: [00:19:52] Well, you know, it’s funny. I mean, people throw away this throw around this term influencer a lot. Mm hmm. And it seems like anybody with a web cam and a ring light thinks they’re an influencer. But I mean, you have really true influencers who are supportive and connected with stream moko who have huge followings before they even met you.

Thomas Cantley: [00:20:15] Yeah, and that’s the thing too is like. So that’s a weird. It’s also another weird, weird thing. So influencers don’t like being called influencers the certain ones because but it’s the only way to identify who they are to audiences because they’re going, OK. Because when you say a creator, they love to be called creators because the ones that we’re dealing with are true. Not to say the other ones aren’t, but they’re true artists because they’re filmmakers who who are making this incredible content and they’ve either hired people. They put their own money into it and they make this high level content that we’re taking. That’s the only stuff we’re taking and nothing against the I would call them. The true influencers are the ones who are doing the makeup tutorial videos. The the certain things they have to set up set is just literally talking to camera, you know, and those are and it’s nothing against them. It’s just they’re only the only the capabilities that they have that are in front of them that they’re using. Those are the influencers who are making big money. But our people have that narrative of follow series drone shots in the sky. You know what I mean? Like, true, like like follow documentary type content.

Jim Bulger: [00:21:20] Well, and they have credibility there. Walking in the door with and they wouldn’t have the followings they have if it wasn’t for people trusting their authenticity, their genuineness. And so as we talk about positivity, I mean, there has to be a trust factor there where people say this isn’t window dressing, this is really coming from the heart. This is these are people who are really passionate and compassionate about what they’re doing. And I think just coming in with that credibility already helps to build your platform’s credibility as well.

Thomas Cantley: [00:21:58] Hundred percent, you know, these the quality like when you come to our platform and you look at our platform like people are actually stunning, people are surprised. They go, Whoa, this looks like Disney. And I’m like, Well, that’s because we have the Disney people behind it and the Twitter people and the Emmy Award winners. And you know, and so that’s the cool thing is is with these creators, we’re giving that them that elevation, too. So when they come over to us, we’re not on YouTube, we’re not an Instagram, we’re not a social media platform. We’re a beta version of the next Netflix. You know, that’s what we’re at right now. We’re web based right now. We’re scaling to getting into our app phase because we’re getting into our next round. But when you go to our platform, we’re true. I mean, I would say we most look like Disney right now. But yeah,

Jim Bulger: [00:22:43] Well, let’s talk about your team a little bit. I mean, you mentioned your wife, Ashley, who is a part of it. Yeah, but you’ve put together a real A-list of people working within the streaming echo who have some really exciting pedigrees and backgrounds. Yeah. Talk a little bit about your team.

Thomas Cantley: [00:23:03] Well, first off, I don’t know if I fully deserved them, but I guess I convinced them somehow to come over to the dark side or the light side or the bright side. But yeah, I first acquired Amy Emmerich, who was my old boss, so I came from Vice Media. I was a vice media producer and director. Way back in the day and early 2000s. And it sounds bad. It sounds weird. Like early 2000s is not way back in the day, right? You know, I should say the 90s, but now I was still in high school. Sorry to date myself, but not because I’m a young gun. But yeah, so I acquired Amy Emmerich, so she was actually the vice president and vice, you know, huge distribution platform. And so I was just a peon little producer. And later on, she was one of the first people I pitched and then she went on to, which was also owned by Biase Vice Refinery29, which is owned by It’s a female centric platform, which is globally huge. So she was the global president of Refinery29. So when she left, she left there. I messaged her and said, Hey, me, I got this really cool idea. What do you think? She goes, I’m intrigued, Thomas. So I harassed her for months. And then finally, she’s like, I love it. I love it. Let me be one of your advisors. So she came on was one of my advisors, and then through her, I acquired Doug Usam, who is was the one of the hundredth employee at Twitter. He was working with the CEO of Twitter, and he created. He was their CRM and he created ad integration, which was crazy. So he’s and now he’s actually back at Twitter, and he’s the global head of events and production and content for Twitter.

Thomas Cantley: [00:24:53] So he’s also my other advisor. And then I have Kelly Summers, who’s my CMO, advisor and head of all my marketing, and she was responsible for taking Disney and making it go digital powerhouse. So and then I got my wife and then I have, ah, another local, Tom Cox, who everyone knows everyone’s actually kind of sad that I officially took him. He’s off the market and he’s officially only mocha, except for, like special projects within Woodstock. But he is the brand genius. He came from Coca-Cola. He did the Reformation logo. He’s done everything. He’s I call it Tom Town here, and he’s done the all McAfee logo. He’s literally done everything here. Maybe that in Woodstock, one to, I mean, he’s probably done it all. So just having him be the brains of he’s my co, my creative, my chief creative officer, and he’s also a partner who’s come in. That’s the only way I got him for free. For two years, I had to give him some equity and that’s my team other than my talent director in New York, who he’s on staff. And we actually have a young gun here from Woodstock, who is I think you graduated from Etawah High School, who is my editor. So he’s uploading content. His name’s Tommy Dickenson, a fellow local Woodstock Ian who’s like been a crucial component of us of like he was uploading every single video to our platform. And because we’re in beta phase, he had to do one video at a time. So he had two computers running, so thank you, Tommy, if you’re listening, but yeah, so we have an incredible, awesome, amazing team.

Jim Bulger: [00:26:31] Well, and each one of them has such an. Interesting story of the things they’ve accomplished. And you have a pretty interesting story yourself, so let’s let’s talk about your early career and kind of the events in your life that got you to where you are today.

Thomas Cantley: [00:26:48] Yeah. Oh, I totally forgot it just because it’s really quickly my finance guy. I totally forgot Bret. My guy who came aboard. I can’t.

Jim Bulger: [00:26:55] I’m sorry to be a problem.

Thomas Cantley: [00:26:56] I love you. I love you. Brett was my guy. He’s my CFO. He’s been in it with me and my first rays. Everything. I’m sorry, Bret. You are my. My other half. My other half. Bret. But anyways, yeah. His story is, I mean, he came from tech background and he owns a financial firm in Woodstock. I’m giving him the like, crappy like, thank you. But Bret, please bear with me. But anyway, so. So yeah, me. My my background. You know, I’m originally Canadian and and moved to the states because that’s where the opportunity was, you know, and married an American because I had to. That’s the only way I could stay here and and had a very fruitful career. I was in the space of I was I had a true coming up and true coming up age of story. You know, I started as a fashion photographer. You know, I went to New York City. And in 2000, right after I finished film school in 2005 and I became a celebrity fashion photographer, I shot with Lady Gaga. Katy Perry. I have. I won’t. I’ll spare you those stories because those are really long. You don’t have enough time for the podcast. But yeah, I worked. I ended up getting into a really crazy scene. You know, I partied with Lindsay Lohan, Heath Ledger.

Thomas Cantley: [00:28:18] I was there, you know, at the moments when Heath Ledger, right before he died. I was in the drug scene and I spiraled. And if you ever seen basketball diaries, that was me. I was actually I lost my job. I was evicted from my house and I was a drug addict. And at night I was shooting photography and shooting shows and doing that and and during the day I was living in a bush in Central Park, and that was two years of my life. And then no one knew I was homeless. My family didn’t know us homeless until my ex-girlfriend at the time she was living with. Because she was in transition, she was living with a woman by the name of Monica Noelle, and she ran a cancer organization. And she, she said, Whatever happened to your ex-boyfriend? It’s like I was living in a bus in Central Park. She’s like, What’s she’s like? So they ended up I was on, I was on a bender and I was just laying in a bus. And I just remember last thing, I woke up. I woke up at a bathroom like basketball diaries, locked the door and heard a woman on the other door or on the other end and heard my ex-girlfriend and I knew I was like, somewhat safe. And she cleaned me up.

Thomas Cantley: [00:29:31] And she had a cancer organization called Cancer One on one, and she rehabilitate me. And two weeks later, I got stage three testicular cancer, and it was a sign from the universe, from God that just said Thomas. You need to wake up. You’re meant to do bigger things in your life. And I started volunteering for her and she never had bigger sales ever, except for with me. She passed and I got a tattoo of her in 2011. I was diagnosed in 2009 and it just completely flipped my wife. My life I was. I’m looking back because actually my documentary about ballsy is on my platform, and I’m looking at the old me and I have this footage. It’s like crazy flash of the past and just how superficial I was. And I’m not the same guy today. And we’ve I’ve talked to you about it about like Wayne Dyer, Wayne Dyer is a huge inspiration of mine and just going, we’re not in the same bodies from 10, 20, 30, 40. So when I look back at him, I’m going, I feel sorry for him, you know? But I don’t live in the past. I live in the present because I’m going. I needed that growth because of all this. This is the man I am today, and I wouldn’t change anything.

Jim Bulger: [00:30:49] Well, you know, people talk about. Those life events that changed their life, and, you know, you’ll hear people saying, well, you know, this is version 2.0 of me, I think I’m on version ten or eleven point zero. And most of us are, as you say, we go through those transitions. And whether it’s with experience, whether it’s with age, whether it’s with hardship or tragedy, it does change us. And one thing I love about your story is that. You’ve always been one of those people that has taken the road less traveled and when you had your cancer diagnosis and thank God, you went into remission, but you decided, OK, I need to bring more awareness to testicular cancer patients. And tell us what you decided to do.

Thomas Cantley: [00:31:48] Yeah. So I, you know, this is, like I said, dating myself, but it’s it’s truly dating yourself in the technology space because back when I was diagnosed and I was doing this, I was an original influencer, you know, because in two thousand, if you think about it, so two thousand nine, Instagram wasn’t created, Facebook just started. So this was and it’s weird to even think of that. So we’re going, Wow, you guys are a little bit older than me, but it’s going like, wow, two thousand nine is nothing right, but it’s like, you know, but in technology, that’s a long time. So two thousand nine, there was only YouTube, really. So I just started putting myself out there and like I mentioned to, it’s like it was selfishly trying to go, Oh, because I’m a documentarian, I’m going, Wow, now I have my first documentary, I’m going to document my whole cancer experience, you know what I mean? But that was also the way that I was dealing with my cancer. I didn’t know how to do it any other way. Being twenty six years old at the time diagnosed with cancer, you only think that old people usually have it, you know, truthfully, you know, and then I learned that testicular cancer is in a young man’s cancer, so it’s between 15 and 35, you know, so I was like, Whoa, this is a whole different world for me.

Thomas Cantley: [00:32:57] And then as I started posting videos and stuff like that, I broke down the superficial guy because I started getting these videos and responses like it was funny back then. On YouTube, there’s no emails connected. So like someone had to write in the comments and it just was so weird because, yeah, it’s just like communication. I saw a comment on one of my videos and said, Wow, you changed my life. And I went to the doctor and got early detection because I was feeling something and it saved his life. And then that moment I just cried for like hours and hours and hours because I said, Wow, this is a sign. My initials are TK, same as testicular cancer. And it was just this like signs that I was like, I have a bigger purpose to make a difference, to be a voice for men because there’s so much stigma and a Superman complex that we need to be like tough and taking away our only thing that gives us power. You know what I mean? Our manhood. It’s tough for young men, so being inspiring and being that they call me the legend in that in that space because in the cancer community, because I was one of the first men’s health advocates in that. So.

Jim Bulger: [00:34:02] Well, in the campaign that you had the Cross Country campaign to build awareness, and I mean, I know you were getting national TV exposure and a lot of press about the campaign because you did what?

Thomas Cantley: [00:34:18] How many miles pushed the giant testicle across two countries, Canada and U.S. Canada? I mean, now they’re both around. What is it? More than 3000

Jim Bulger: [00:34:28] Miles, it was actually around 8000.

Thomas Cantley: [00:34:30] Yeah. Yeah, yes. How long? Along a long way?

Jim Bulger: [00:34:34] Well, and. Thank you. I mean, thank you for sharing your story and. You know, the fact that you’re now doing stream Moko, I mean, some people might say, Oh, well, yeah, Thomas was always this positive guy and that was always a part of who he was. Not true, right?

Thomas Cantley: [00:34:53] Exactly. I was the opposite. You know, I was I was 100 percent not positive. I was, you know, I was just so down on myself, you know, having a rough past and an upbringing and stuff like that. I was someone who didn’t appreciate me or love myself as why I was going down this dark path. And I was everything was superficial. So everything that I was doing, I wasn’t doing it for me. I was doing it for other people to impress other people. So it wasn’t coming from a positive place, you know? And then I was hard on myself. I was beating myself up over it. So the person I am today, like we mentioned Wayne Dyer fact, you know, I’m completely different because now I’m going, I realize I’m like, Whoa, all this testicular cancer stuff, all this ballsy stuff has given me now the power to create this platform. Of the two things that I love storytelling in people and philanthropy and marrying them together is, is his moko.

Jim Bulger: [00:35:44] So let’s imagine that person that’s, you know, having a bad day. That person that’s having a bad stretch right now. And they go on stream Moko. I mean, you’ve had a huge turnaround. I’m sure you’re hoping that through the content on Stream Moko. It’s going to help other people have that same turnaround in their feelings and their emotions and their self-worth.

Thomas Cantley: [00:36:13] Yeah, I mean, it’s the content that we’re curating is, you know, it’s inspirational. We have Kyle, who’s a famous comedian, and he he’s got a book and his documentary is called The Illusion of Money, and he’s got an incredible doc series on our platform that can truly inspire you of just, you know, your self-worth. And we have other documentaries on that that like that we have meditations, we have yoga, we have a little bit of everything, just things that you just want to even have mindless things that make you, you know, like Steven Shell. You know what I mean? Love Steve and show, you know, it’s just and that’s coming soon in January because we just finished editing it. But it’s all about people and their passion and love for dogs. You know, Beverley’s is just being a real mom. You know, outside the celebrity aspect of the regular struggles and it’s comedic, it’s fun. So we have things that are really lighthearted and watching that aspects. But then there’s a lot of takeaways. There’s things where we have we have a reality. We have like a a ex military EMC cop that helps people learn how to invest in real estate, you know, other metrics and certain people in those spaces. So there’s a lot of takeaways, like I said. So these things where anything that you’re coming to our platform, you’re either going to, you know, you’re not going to cry in a bad way, you’re going to cry in a good way because it’s either going to transform your life or help you or make you laugh or make you feel good.

Jim Bulger: [00:37:36] So how often are you posting new content?

Thomas Cantley: [00:37:41] Yeah, that’s that’s that’s the thing that’s just happening on a daily. So the cool thing is is we have episodes uploading new episodes from these series every day and we have new shows acquiring every week. So we’ve only been up. So here’s the thing we’ve just been up a month now. And like I said, we launched a 26 shows. Now we have 60 and we have between eight and 10 episodes per those 60. That’s a lot of content and it’s just growing every every day. We have sustainable farmers and how to how to garden and how to do bouquets. You know, there’s but it’s done in a not a you. Like I said, like an influencer way right in front of a camera. It’s like really stylistically well shot. Great stuff.

Jim Bulger: [00:38:27] Now, we talked about your team before, and obviously having the right people in place is important, but it’s also vital that you instill the right internal culture in a company now you just started a company. And the easiest time to do that is usually when the company is first starting, you can really kind of decide what that internal culture is going to be. Describe the workplace culture for Stream Moko.

Thomas Cantley: [00:38:57] Yes. Yes. Yeah. I know you’re going to love this part because I know you are all about culture. So that was the biggest thing that I found. What I wanted to create it within my ecosystem is that people love to work for Moko. So I said in every single role I wanted, I’ve talked to every single person. I said, Well, what do you want to do? What do you actually want to do? And how do you want to grow and where do you see yourself? And I sit down with them and I go, This is what are your objectives? What are your goals? And I go, Let’s get there. And then I say within the culture, so so I know that first and I go, What do you want to do? And they’re like, Oh, I want to be in the C-suite or I want to be a VP of this and I’m going great. Love it. Let’s work towards that. And then the culture I’ve just created is like, if you know, Google had a baby with Patagonia, you know, so just just making it a loving environment where, you know, like if you have family issues and these things go to families first, go take care of that, go do that, you know what I mean? And then because I have someone right now who’s going through some issues right now with with their mother and just really going to it, that’s first.

Thomas Cantley: [00:40:11] There’s no ours. We don’t have ours and we’re going, it’s just project based. As long as you’re keeping your flow, we have our weekly meetings, accountability meetings like Elon Musk does just drills like, Here’s my five minutes. What do you got from marketing? What do you got this? This this? And then just staying on top of your game and being able to communicate, but going like saying you need to be hiking, you need to be outside. What do you love? Like figuring out, like what they’re passionate about and making sure that they’re doing that. Giving back philanthropy going lets community service like, What are you doing there? Like everyone that we’re bringing in to, we’re making sure that they’re culturally fit for MOCA. We’ve had to get rid of people that culturally haven’t fit well.

Jim Bulger: [00:40:50] And that and that’s as important because that can also be contagious in eroding the culture if you have the wrong people in place that don’t really fit. And you know, you talk about aligning with people’s goals and their ambitions and. I had somebody share their culture goals with me not long ago, and I thought it was great and what they said is. When these people retire and somebody were to ask them, at what point in time were you at your best? I want them to be to be able to say that it was when they were here.

Thomas Cantley: [00:41:27] Mm hmm. Yeah. You know, that’s my goal. I love that. Yeah.

Jim Bulger: [00:41:31] So we talked about Moko being a subscription service. Talk a little bit about the rate structure and how that works.

Thomas Cantley: [00:41:39] Yes, it’s funny. I was actually looking at an article this morning. It was sent to me from Tom and it was just about how subscription basis subscriptions are really falling off. So and we designed our subscription status because the Netflix and the Hulu’s and all these other ones, you know, the crazy thing is is like my wife and I were talking this morning, we’re going, OK, we’re watching Yellowstone on Peacock. We’re watching, you know, who are we mentioning earlier with Ted Lasso on Apple? You know what I mean? Then we have Netflix, Hulu. I mean, it’s everything’s a write off for us because it’s our industry, so all the streaming things are right up by the end of the day. Like these streaming costs go up and up and up and up, and we’re looking at our bills and we’re like, spend two hundred fifty bucks a month on all of our stuff and we’re like, Holy smokes, you know what I mean? It’s like, Let’s go back to basic cable. You know, I think our satellite TV, right? You know what you mean to get all these shows, but it’s like we’re in the streaming world. But there’s this interesting article that’s saying that people are dropping off all the big ones, but they’re looking for new ones. You know what I mean? So we’re in this really cool, sweet spot. You know where we’re not going to fluctuate our prices to the to the height of, you know, in affordability, you know, so we’re only three point ninety nine and then a dollar of that goes to the influencers or sorry, the influencers, a percentage that does go to the influencers, which we’ve allocated to. That’s why we’re getting our free content. But then twenty five percent, which might some of my investors think I’m crazy. Twenty five percent of my revenue is going towards these charities.

Jim Bulger: [00:43:12] So a dollar from every three point ninety nine monthly subscription charge, a full dollar of that is going to charitable causes

Thomas Cantley: [00:43:20] Some right away. Yeah, circulating charities. So we right now we have four charities. We have Lonely Whale, which is founded by Adrian Grenier. So we mentioned some big names, stuff like that. Adrian Grenier from Entourage. She’s a huge actor and stuff like that. He’s a major. He’s a philanthropist. He’s like one of my dream men, just what he does for the planet and everything. So his organization is lonely whale. We’re so fortunate to have him on board and then we have kissed the ground, which is all about sustainability and and and soil. So it’s an amazing organization. There’s actually a documentary on Netflix about it with Woody Harrelson and all that. It’s just it’s this incredible documentary, so here I am promoting another platform, but it’s like it’s all about the environment and it’s like, I’m fine with it, you know what I mean? Like, check it out. Like and and we have Rachel’s Gift Group, which is about Chilton’s loss. My wife and I, we actually lost our child, one of our daughter. And so we support them. That’s a personal organization that we support. And then we have the Sheldrick Wildlife Trust Foundation, which is in Africa, and it’s about supporting and protecting the elephants and the animals over there. So we’re always we’re always bringing in new charities and stuff like that. But we’re we’re leaving the opportunity for the consumer to pick the charity that they want to donate that dollar to.

Jim Bulger: [00:44:38] That’s great. And I mean, was that part of the initial model?

Thomas Cantley: [00:44:44] So it’s funny. In the beginning, it wasn’t because we started off as a free. We were starting off a free and then we were going to be doing ads. But then I was like, Everyone hates ads because when we started hitting the marketing team and they’re like, No, don’t do ads, don’t do ads. So we’ll be down the road. We’re going to get into like four revenue stream. You know, it’s going to be subscription, but we will be doing ad integration, so you won’t be seeing it’s essentially a fancy word for product placement, you know, so we’ll be doing it that way. We’ll never have ads, but there will be brand integration and also social media partnership relations, which we can, which is, you know, we’re bundling that up. What was the question? Did I answer it?

Jim Bulger: [00:45:20] He did just if the if the if the charitable giving was part of the original model,

Thomas Cantley: [00:45:24] Oh yes, oh yes, yes. So it wasn’t in the original model. But then I said circling back with Ball Z and everything like that, my testicular cancer stuff, I’m like, Gosh, like these amazing organizations we’re working with, we have to create this mandate. I have to because everything that I do, I always ask myself, Is it ballsy? Like when I when I did that first campaign of pushing those giant testicles across those countries, I got so much media. I was in over 260 major media outlets from Cosmopolitan Magazine Everywhere, Men’s Health everywhere. They said if they put a logo on me, I would have been a whole school, did a case study on me and they said, for marketing wise, they said I was a social media genius because if I put a Nike logo on my ball. But they said I was a genius, but also a dummy, because if I if I had a Nike logo on my ball, I would have been able to get a two million evaluation based off that. So just a brand deal. So, yeah, so, so, so circling back from there, I just definitely said that I wanted to make a difference and this was my ballsy effort going, Hey, I’m going to create a paywall 100 percent, but it’s going to mandate that people donate. So my goal is in two to three years that I’m going to be donating. You know, if we really drive our subscribers at the at the value that I’m looking at, my goal is between two to three years. I’ll be giving away 100 million.

Jim Bulger: [00:46:44] Good for you. That’s great. So again, launch the end of October, a month or so ago. Biggest challenges right now.

Thomas Cantley: [00:46:58] Oh boy. Biggest challenges right now. Like you said, the ecosystem, you know, we dropped a key role. We lost one of our CEOs due to culture, you know, and that was a big thing and an extreme vulnerability to we. We raised we did our first seed at two hundred fifty thousand and then we did a full deal at three point five million, which was our next. And then due to cultural choices and stuff like that, we had to turn down the three point five million because it was not aligned and didn’t work out. So our biggest challenge now is we have payroll. And Kelly was telling me last night for marketing, she’s like, You’re a true CEO CEO right now, like you have now your CEO and CFO. So our biggest challenge right now is just the cool thing is, is that we we officially raised three point five. So our valuations are in a good space, you know, and we can we can still sell that because we did a true a true deal on it and we just had to make that choice that it just wasn’t the right fit for us. And so our valuations are really attractive. So we’re just going after that next rays right now. That’s my biggest challenge.

Jim Bulger: [00:48:06] So actively looking for investors right now who want to get in on the ground floor of this?

Thomas Cantley: [00:48:10] Yeah, it’s like saying, here’s Mark Zuckerberg in his living room in Woodstock with all these powerhouses out there who if you had the chance to invest in Netflix at the beginning?

Jim Bulger: [00:48:23] Call me so those are the challenges. Let’s let’s look to the future, yeah. Talk about some of the goals and the future vision you have for Stream Marco.

Thomas Cantley: [00:48:35] Yeah. So the goals don’t get too emotional here is just like just that philanthropy aspect, like just being able to donate so much money and helping all these amazing charities out there will be just invaluable. You know what I mean? That’s that’s the goal. Like, if I’m hitting that, if I’m getting close to, they’re like even, you know, in the hundreds, thousands of dollars that we’d be donating these charities like, that’s a dream, you know, and being able to create this culture and this community. And like right now, it’s so amazing that we’re in this momentum of gaining content and it’s coming to us and being able to just create this amazing culture grow. And the thing is, too is with the money growing to an app, you know, I mean, that’s our next phase of like with that with that million dollar, you know, in the million dollar raise. We need two hundred fifty k for just our app built because that’s where we think to is one of our biggest challenges right now. We’re only Web-Based, you know, because we’re beta, but we really with that with that drive of getting more subscribers and that growth is truly being an app, you know what I mean. But yeah, I think like our foreseeable future is being an app, being everywhere on every single device possible and just being able to support all the communities, being able to fund projects to help nonprofits. Nonprofits don’t have the funds to be able to produce content. You know, that’s one way that what we’re doing right now with lonely whale and kiss the ground on all of them, we’re going to be getting their content so that you can see episodic series of what organizations are doing, what are their stories, even brands, brand stories. You know, the extension of how did a brand company start like you, even your story? You know what I mean, like giving an opportunity for a placement of like, everyone has amazing stories and we’re able to help support those and be a place for those.

Jim Bulger: [00:50:19] Well, and along the way, it seems like you’re also giving a real. Visibility and platform to some of these creative artists out there that are building some of this content for you. And I mean, we had a conversation a few months ago with Mike Levy, the co-owner of MetLife.

Thomas Cantley: [00:50:39] Oh yes.

Jim Bulger: [00:50:39] And about how Mike has such a real passion for developing artists and helping to give them a show place where they can really show what they can do. And it seems like you’re doing that, too, with your documentarians and your videographers that are providing content.

Thomas Cantley: [00:50:56] Yeah, and that’s a story right there. You know, I mean, that’s a show right there. And you know, and like with with Spencer from Reformation Brewery, like his growth there, that’s a short miniseries that you can do. And the thing is, too is like with all this content and stuff like that, it’s really exciting to be in this place because as a documentarian, I’ve been trying to make my documentary for seven years and now it has a home and all these amazing people who put all this time and money into these documentaries. And just because they don’t fit the model of Netflix or Hulu, it’ll never see the light of day other than YouTube. So for us to be able to support that community where that home for them.

Jim Bulger: [00:51:29] So before we finish up here, I want to ask you one question. I mean, obviously putting this all together, getting it launched took a lot of time, a lot of effort, a lot of commitment on your part based on your experiences. What advice do you have for someone out there who’s looking to transform their idea into a business for those new entrepreneurs out there? What advice would you share with them?

Thomas Cantley: [00:51:53] I love this thing. I love giving back truthful honesty and just and direction and just hopefully insight. I had this one guy at the circuit that I ran into all the time and he came up to me. He’s like, Thomas, how did you come up with your idea and you do this and you raised money and you just did this? And I said, I sold me. It’s all about you. I didn’t do a business plan. I didn’t do to the traditional roots. I just did it. I started making movements. I sold my passion, my vision. And that’s the thing that people invest in, you know, and that’s the biggest advice I can do is just make movement and this young guy at the circuit. He wanted to develop this app and it was like this. I don’t want to disclose what it is, but every time I saw him, I said, every time I see you, I need a new update. So it gave him a challenge, and every time I met him, he started making movements. I haven’t seen him in a bit, but hopefully I run into him soon around Woodstock, the Woodstock native. But just the biggest advice I could do is don’t sit on something. You know, I originally started this idea and I put it down because I didn’t think I could do it because I had someone who was running my sales and selling the selling moko, which was positive TV at the time. And because he dropped off, I hung up the coat and I let it sit for about almost a year. And then I didn’t have value in myself and thinking that I could sell it. But every single deal I’m making right now and every single person and all these all the money that we’ve gotten in. I’ve done it on my own, but not on my own with the support of the people around me. So that’s my advice. Don’t give up because you’ll live in regret.

Jim Bulger: [00:53:30] And don’t believe those messages you tell yourself because you were wrong.

Thomas Cantley: [00:53:34] Exactly. It’s a different part of your brain. It’s the reptilian brain telling you on a subconscious level like this is scary. This is danger. And they even say to when you get to this point of success, all this negativity will start hitting you. All these challenges and a lot of people, as soon as they get over that peak of that mountain, they give up. You know, and then that’s the true aspect of once you get over that hump, there’s always challenges in everything. So just as long as you keep driving. And don’t look back. Don’t listen to any of that negativity.

Jim Bulger: [00:54:06] So let’s give people a chance to get involved if they want to. Contact you about subscribing about submitting content, about investing financially, what’s the best way to reach you, investing anything?

Thomas Cantley: [00:54:21] I’ll give you my phone number. You can check me out on LinkedIn. Everything. Stream Okoh and all our streaming platforms when you go. We just designed it. We just revamped our new landing page, which gives more information. It’s at W-w-what Stream Moko Double M and that has everything there. Whether it’s like submitting to content, we have a help email. There’s also help or talent at StreamCam. You can email me at Cantley at Okoko. Personally, I answer every email. I’m open to jumping on zooms or anything, you know. I mean, only person that can’t stand it as my wife because I’m on the phone all day

Jim Bulger: [00:55:01] And you can register to be a subscriber. Write on the website.

Thomas Cantley: [00:55:04] Yeah, yeah. So you can go on there right now. 399, you can pick your charity. I mentioned a bunch of the charities right now. You can start going, you can and even you can drop off at any time. You can do one month. And here’s the thing one month, you know, hey, you’re at least contributing so

Jim Bulger: [00:55:18] Well, Thomas, thank you so much for your time. I know how busy you are and for what I think is an inspirational story both personally and professionally. You know, as we said earlier, it seems certain that we all could use more positivity right now and stream Moko is the place to get it. We wish you and your entire team continued success. This next chapter is going to be a great one for you and obviously best wishes for the holiday season. So thank you very much for being here.

Thomas Cantley: [00:55:51] Pleasure being here,

Jim Bulger: [00:55:53] And we thank you for listening to Woodstock. Proud. We hope you enjoyed getting to know our guests. Thomas Cantley a little bit better. Until next time, this is Jim Bulger saying Take good care of yourself. Please stay safe and we will talk with you again. Real soon.

Tagged With: Stream MOKO, Thomas Cantley

D’Loreyn Walker, MD With Momma’s Money Tree

December 13, 2021 by Jacob Lapera

MommasMoneyTree
High Velocity Radio
D’Loreyn Walker, MD With Momma’s Money Tree
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DLoreynWalkerMDD’Loreyn Walker, MD is a wife, mother, and retired General and Child-Adolescent Psychiatrist. In 2012, she asked God to show her His plans for her business. He responded with an in-depth introduction to biblical entrepreneurship, money management, community service, and wealth stewardship.

Dr. Walker is the founder of Momma’s Money Tree. Initially written for her children, The Proverbs 31 Millionaire was published to share the blessing of biblically debt-free business and finance with other mothers and entrepreneurs.

Follow Momma’s Money Tree on Facebook, LinkedIn, and Youtube.

What You’ll Learn In This Episode

  • Bible-based plan for business, money, and stewardship
  • Money Management
  • The Proverbs 31 Millionaire

This transcript is machine transcribed by Sonix

TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for high velocity radio

Lee Kantor: [00:00:13] Lee Kantor hear another episode of High Velocity Radio, and this is going to be a fun one today. On the show we have D’Loreyn Walker, MD, who is the founder of Momma’s Money Tree. Welcome.

D’Loreyn Walker, MD: [00:00:25] Hi Lee, thanks for having me.

Lee Kantor: [00:00:27] Well, I’m excited to learn what you’re up to. Tell us a little bit about Mama’s Money Tree. How are you serving, folks?

D’Loreyn Walker, MD: [00:00:33] I’m sorry. Basically, I’m serving moms who are trying to juggle the art of starting a business from home and at the same time meeting their responsibilities to both their creator, God and also their children and their families. It’s been an interesting adventure so far.

Lee Kantor: [00:00:51] So what’s your back story? How did you get into this line of work?

D’Loreyn Walker, MD: [00:00:55] My back story goes way back. It started with a practice that I began in 2012. My career training is actually in medicine. I’m trained as a general adult psychiatrist as well as the child and adolescent psychiatrist. So back in 2012, I was starting transitioning out into my own practice, and I had an interesting realization at that point in time that I had been very well trained in medicine with all that schooling, but I hadn’t really been taught much of anything about money management or starting a business. And that was just really frustrating to me considering how much education I’d had, and I think I pretty much wore up my husband’s ear with talking about the way it should be. So I started that process back then just reading, trying to understand more. Since I’m a Christian, I was also looking to learn more about what the Bible had to say about all of this, and I gradually started to realize that there was information available about a different way of approaching business and finance than I’d ever really been introduced to. And so I just started studying and exploring from there, and that put me down this pathway.

Lee Kantor: [00:02:15] Now you bring up an interesting point about how when you were in school to do the work that you did in your career, they neglected the element of kind of the business side of the work and they focused on. Sure. You know, kind of the work part of the work, and I’m sure it’s not just unique to psychiatry or psychiatrist that this is probably happening for a lot of other folks out there. Is there any advice you could share with somebody who is maybe a working for somebody else doing a professional job like you were at the time and then is thinking about going out on their own to do their own business? And this requires not only all the skills you learned and have been practicing for years, but now these new skills of how to be a business person.

D’Loreyn Walker, MD: [00:03:05] I think I’d say two things, one, be patient with yourself. For me, that was really challenging because I tend to have a classic medical perspective or a personality, which is a plus one everything now and do it yesterday. So when I realized that there was this need for me to try and expand my education in this respect, it wasn’t that there were no lessons, but I can count on one hand and only a few fingers. The number of classes that we had relating to medicine and business, and even those were not very thorough in relation to what you actually encounter as a private practice entrepreneur. For people who are trying to move in this direction, I would say start with the information that’s just readily available to you and use the algorithms. If you train Google and YouTube to bring you information or just simple information from people who are talking about business and money from a layperson’s perspective. Yes, there will be some misinformation in there, but it will at least start you thinking about different things and questioning learning some of the financial vocabulary and begin the. It will give you the opportunity to begin the process of thinking about these concepts and kind of turning them over in your own mind to start to formulate your own opinions and decide where you want to go with things.

Lee Kantor: [00:04:30] Now in your work, you mentioned faith is an important component of what you’re doing and and kind of leaning on Bible based resources, I guess, to help navigate through business money and things like that. Was that something that was intentional that you said, I am looking for that. So therefore I’m going to build something that looks like that and features that? Or was that something that just came about in your research that you stumbled upon this and said, You know what? This really resonates with me.

D’Loreyn Walker, MD: [00:05:02] It was a bit of both. One of the challenges that I had when I was starting my practice was I was very resistant to the idea of. Going after money at all costs or just finding a way to make the bottom line work, I wanted people to feel cared for. I wanted them to feel loved, appreciated, seeing validated. It wasn’t enough for me to just make the bottom line work, and I started to realize that from the perspective of my business, that was an approach that was strongly influenced by my belief system. And at the same time, since so much of my life was informed by my belief in the Bible. I have this curiosity to say, Well, what is in there like? Does it mention anything? Are there principles that can be applied outside of the Bible to finances? And then, with studying the Proverbs 31 woman and other parts of the Bible, I was pleasantly surprised to find that many of the principles were generalizable outside of religion into the world of finance and business. So that was pretty much how I started down that pathway and what caused me to actually move in that direction.

D’Loreyn Walker, MD: [00:06:16] The part that was actually kind of fun to realize over the years was that with making the adjustments that that matched with what I was learning, they worked. At first I was just kind of doing it because it made sense to me. But especially in 2020, I started to see some things in my family and finances that we would not have had the same outcomes that we had if we hadn’t have been years in the process of learning a different way to approach money in business. I know for my business when I was in practice, my patients really appreciated having someone who was willing to take an alternative approach to their care and think of them as people before the transaction. Sometimes that meant that we did things a little bit differently when it came to the financial end of things, but it really worked for them and it allowed them to feel like they were actually getting the type of care that they wanted. So I kind of felt like it was a win win on both sides.

Lee Kantor: [00:07:18] Now what do you tell the people who equate money in a negative way, like as greed or exploitation? And and that prevents them, maybe from making the leap into business where there has to be some money flowing in order to have the business keep providing the services that the business serves. But if they have a negative connotation with money, they might be doing things that self sabotage their efforts.

D’Loreyn Walker, MD: [00:07:50] Well, there, I forget exactly which verse it is, but there is a verse in the Bible that says the love of money is the root of evil. But people leave off the love part instead of using money as a tool. They kind of look at it as this thing that causes problems throughout the world. Whereas when you actually look at how people in the Bible use money, it’s a tool. It’s a tool that tends to amplify whatever your personality traits and character are. But it’s also a tool that allows you to be of amazing service to your fellow man. And what I very much saw while I was studying the Proverbs 31 woman was that her means were. Leveraged to a large degree, to be of service to the people around her, to the people in our household, to the businesses that were around her. She was very much oriented toward finding ways to be of service through her business and studying her actually caused me to realize that when you’re taking a biblical approach to your business, it doesn’t become that you’re chasing money as much as you’re finding ways to serve other people and your business becomes an extension of that desire to serve. Yes, you’re being paid for that. But in a lot of cases, people would be doing it anyway because they want to help and they want to to be a resource to others.

Lee Kantor: [00:09:20] And if your heart is of service and you have more resources that a lot of times means you’ll be able to serve more people, definitely.

D’Loreyn Walker, MD: [00:09:28] And in the case of the proverb Proverbs 31 woman, she ends up being of such service that her entire community is literally singing her praises like they’re hailing her at the city gates, which is very atypical for a woman in that period of time to be so well loved and lauded for the fact that she’s just serving people out of a desire to to generally genuinely see them do well. So in my mind, I start to equate business and money less with something to be hoarded as much as it’s something to be used to help others. Your future generations, your community, people of need. There are so many different ways this world is full of opportunities for people to serve, and so that’s how I start to look at money when I’m looking at it from the Bible’s perspective.

Lee Kantor: [00:10:18] Now in your work, are you doing working, coaching other people? Are you writing and just sharing the information that you’ve learned? Or are you helping people like rolling up your sleeves and helping people kind of manage their business? Like, what are the services you’re providing?

D’Loreyn Walker, MD: [00:10:34] I’m doing a little bit of both. So I do have some people that I’m working with to mentor at the same time, because I’m a mom, I can’t fully dove into that. So I have to automate some of what I’m doing, and that’s where people see the books and other things that are being generated to help them because I realized I have to find a way to multiply myself. There are options for group coaching things like that. I try to be hands on, but I have to go virtual just because I can’t travel as much as I might at this stage in my my life. So finding different ways to get the information out to people. Some of that is one on one. Some of it is one to many be a group coaching and then others is just there are some people that I’m just in communication, going back and forth with emails and things like that, giving them pointers and pointing them in different directions. So it’s it’s a combination. And then the the print and other materials are mostly just to give people who are saying, Hey, I want to go further an opportunity to do that without having to wait on me.

Lee Kantor: [00:11:43] Now have you retired from the psychiatric psychiatry portion of your career and are now full time in this portion or you’re doing a little of both?

D’Loreyn Walker, MD: [00:11:53] I am full time mom when it comes to the business and psychiatry psychiatry I had to transition out of. That was at the beginning of 2020. I had some things that were happening as far as my children’s health, and I really couldn’t juggle both my kid responsibilities and mom responsibilities and give good patient care. And I wasn’t willing to have my patients, even though there were amazing. Try and be patient with that sort of thing. I just had standards that wouldn’t let me do that. So I did close my practice at the beginning of January, in 2020. At this point, what I do is I’m full time mom and then on the side, I’m also working with Momma’s Money Tree and the people who want to learn from me

Lee Kantor: [00:12:38] Now from a from a personal level. Is this kind of work more rewarding than the psychiatry? It sounds like you’re touching people in little different ways.

D’Loreyn Walker, MD: [00:12:48] I wouldn’t say it’s more rewarding. It’s a different hat, and I would say they were both. They’re both rewarding. I saw a lot in my practice of psychiatry how the financial aspects of things can really make it really negatively impact people’s mental health. There were many times where I was just sitting listening to people’s story, and I was thinking, Really, if we could just get the finances, I know so many of these other portions would fall into place for you. And in those cases, you’re doing what you can to help that person transition through that tough time while also doing what you can to support them as as best you can toward fixing the financial aspect of things. So I wouldn’t say one is more rewarding or the other. I still have some patients that I. I’m not in touch with any of them, but I don’t regret the time that I spent as a psychiatrist at all, like I was very privileged to be able to interact with people, and I had some amazing patients who really took life by the horns and made the commitment to work on things and change themselves, which is not easy for anybody to do. So I was just honored to be along with them for the journey.

Lee Kantor: [00:13:59] Now, have you had any opportunity to work with any of the folks in this new hat you’re wearing to see that kind of impact?

D’Loreyn Walker, MD: [00:14:07] I’m starting to work in that respect, I because I’m so early in this process. I wouldn’t say that I’ve had a lot of opportunity to work as one on one as I would like. I have a couple of people that I’m working with at this point in time, and I’m just taking it slow because I’d rather make sure that I have the quality of information and the quality of infrastructure and process to make sure that people feel loved and cared for it, then to try and go whole hog and do things sloppily from my standard.

Lee Kantor: [00:14:41] So what do you need more of? How can we help you?

D’Loreyn Walker, MD: [00:14:44] I’d love for people to start to explore the information that I have out there if they want to get more information or coaching. I’d love to hear from people. As I said, I’m already working with a handful of people to start to give them more information. And then for those who are saying, Hey, I’m curious to know more about what the Bible has to say about this process. Then I would say, go ahead and grab the Proverbs 31 millionaire. Like, I poured everything that I could get into print media and have work for that type of media into that book because when I wanted my kids to have it, but once I saw just how powerful it could be for helping to get people stable and then move them forward in business, I really felt like I had to make it available to others as well.

Lee Kantor: [00:15:34] Now, as as 2021 kind of winds to an end here, is there any advice you can give an entrepreneur to maybe kind of be more service minded and as they kind of jump into the next year, is there anything you would like to share?

D’Loreyn Walker, MD: [00:15:51] Yeah. One of the things that I know people are struggling with right now is depending on what your business is like, this could be a really quiet time of year. And then you kind of turn the corner head into the beginning of the year and people are starting to want to move forward with different Leveson chapters of their lives. And if you’re looking to be of service, it can be interesting to know how to kind of keep up with that momentum and get in front of people to say, Hey, I’m here to help. And especially with so many moms at home saying, Hey, I could also use some income. One of the challenges is saying, OK, I’m at home, but how do I start to be in front of people? And so I’m just trying to encourage ladies to think about getting to our meeting people where they are. In some cases, you will have a group of people if there are three groups of people that I try to remind people of when they’re looking at prospective clients. There will be the population that’s looking for your services. And in my case, when I was in psychiatry, that was one of the easier populations to reach because they were already searching for a provider. So if you go and put yourself where they’re likely to look, then it makes it a lot easier for them to find you. So that’s where the search engines, Google places or Google. My business and big places, things like that, as well as professional and service directories can make a lot of difference.

D’Loreyn Walker, MD: [00:17:14] But then there’s another group of people who kind of know that they are needing your services, but they don’t necessarily know to go look for you, per say. And so those people, you’ll have to meet where they are, and if you know that that’s the population that you’re trying to reach, then it becomes very important for you to have an idea of what your prospective client avatar is and where they’re likely to be, and then put your information in front of them. One of the hangouts for entrepreneurs is that they tend to go straight to online because so much is done online nowadays, and I’m not saying not to do that, but don’t forget your offline resources as well. If you know that there’s a mommy group near you or a school near you that pulls a lot of people and you could be of service to them, then send them a card with your information and some cards them that business cards in there or find a way to reach out to them offline as well. The same with going in person. It’s not as easy now due to everything that’s going on, but you can use virtual interaction to start to bridge that gap and meet people where they are as well. And then finally, there’s a group of people that’s kind of like there’s a parable of the lost coin in the Bible where they don’t know that they need you. They would like to need you. They’re open to your services, but they don’t know they aren’t there yet.

D’Loreyn Walker, MD: [00:18:27] And so you’re going to have to find a way to speak their language, put information in front of them, use questions to help them start to think about what they help them see themselves. From the perspective of Hey, this person can actually help me. I like to use the example of a lady who’s thinking, Hey, I want to lose weight. Well, she may not be thinking of it from the perspective of she needs to work on how she deals with her emotional state and comfort eating in order to help herself lose weight as the person who’s going to be a best service to her. Your job is to get in front of her and then find a way to help her see that you can serve her in her area of need, which isn’t necessarily the weight loss that. Will come as she changes her approach to our emotions. So just coaching people in that respect and in the next couple of days, I’ll actually be producing or putting up a hand out for people if they want to download it from almost money tree so they can just pull that. It also lists for marketing skills that people can use to try and help them reach their population or their client audience, and to be memorable so that people will say, Hey, this is somebody that can be of service to me and allow your perspectives to know who that you’re actually there to help them and you’re the right pick.

Lee Kantor: [00:19:41] If somebody wants to learn more about your books and or your practice, is there a website?

D’Loreyn Walker, MD: [00:19:46] Yeah, they can just go to momma’s money tree. That’s W-w-wait Mama’s Mommy’s Money Tree.

Lee Kantor: [00:19:55] Well, thank you so much for sharing your story today. You’re doing important work, and we appreciate you.

D’Loreyn Walker, MD: [00:20:00] Thank you.

Lee Kantor: [00:20:02] All right, this is Lee Kantor. We’ll see you next time on high velocity radio. And.

Tagged With: D’Loreyn Walker, Momma’s Money Tree

Carolyn Kopf With C.E.K. & Partners

December 13, 2021 by Jacob Lapera

C.E.K.Partners
GWBC Radio
Carolyn Kopf With C.E.K. & Partners
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CarolynKopfIn 2008, Carolyn Kopf had been around the world—NYC, Boston, Madrid and Tokyo—working at top global agencies like Young & Rubicam, Arnold Communications, and Euro RSCG.

After moving to Atlanta while interviewing during the great recession of 2008, she started consulting. Upon the successful completion of several contracts, she saw the opportunity to establish a company to help businesses extend their expertise and capacity and thus C.E.K. & Partners was established.

C.E.K. & Partners, based in Atlanta is a woman-owned market research, branding and marketing agency that offers the following core services: market research, brand strategy, brand purpose, content marketing, creative design & web development. Today she manages a team of 14 across these core areas.

Today, the company continues to provide expertise and capacity to our clients.

They bring their clients big agency expertise with the heart and soul of a small marketing agency. Their clients are their top priority staffed with senior experts

Connect with Carolyn on LinkedIn.

What You’ll Learn In This Episode

  • Benefits of conducting market research
  • Planning for market research
  • When to consider a rebrand for company/product/solution
TRANSCRIPT

Intro: [00:00:04] Broadcasting live from the Business RadioX Studios in Atlanta, Georgia, it’s time for GWBC Radio’s Open for Business. Now, here’s your host.

Lee Kantor: [00:00:18] Lee Kantor here. Another episode of GWBC Open for Business, and this show is going to be a good one. Today on the show, we have Carolyn Kopf with C.E.K and Partners. Welcome, Carolyn.

Carolyn Kopf: [00:00:30] Thank you, Lee. I’m so excited to be here.

Lee Kantor: [00:00:33] Well, I’m excited that you’re here and I’m excited to learn what do folks at C.E.K. and Partners are doing. Share with us a little bit about how you’re serving folks.

Carolyn Kopf: [00:00:42] Yeah. Absolutely. Well, we’re here based in Atlanta as a woman-owned market research, branding, and marketing agency. So, what that means is, we help clients gather data to understand their customers and their marketplace develop brand strategy, and we do content marketing. So, we’ve got a team that supports clients as far as Australia to as close as down the street here in Midtown.

Lee Kantor: [00:01:12] Now, what’s kind of the genesis of the idea? How did you get involved in market research and the work that you’re doing?

Carolyn Kopf: [00:01:19] Sure. Absolutely. I started out on Madison Avenue. So, really, that’s my professional background, is, helping brands better communicate with their customers. And in order to do that, you have to understand them, so market research is a natural fit.

Lee Kantor: [00:01:38] Do you find that organizations are leveraging market research as much as they should?

Carolyn Kopf: [00:01:44] You know, that’s interesting because it’s really a mixed situation. Some companies just can’t get enough of the data and insights about their customers. And others want to skip that step and don’t realize how expensive it is to fail and not have the right information.

Lee Kantor: [00:02:06] So, if you’re an organization that maybe hasn’t leaned into market research enough, can you kind of share the pros and cons of kind of leaning into market research?

Carolyn Kopf: [00:02:15] Yeah. Absolutely. I mean, really, it informs business strategy, so it can really help a company get the right data and information to change their strategic direction and actually put them on the right course versus basing decisions on their gut or opinions. So, again, that leads into avoiding mistakes. Ninety-five percent of new product launches fail, that’s a stat from Harvard Business School. That’s expensive. I mean, product launches are hundreds of thousands, if not millions of dollars. And that could be avoided through making a comparatively small investment in market research.

Carolyn Kopf: [00:03:03] And then, I think the third piece is, it really offers credibility. So, if a board asks a marketing team why they made a decision, they can point to data and a real credible rationale versus, “Oh. It felt good” or “We wanted to go this direction.” So, it really offers credibility.

Lee Kantor: [00:03:26] So, now, on that stat of 90 percent of the launches failing, and everybody’s heard about, you know, 80, 90 percent of businesses failing, are those businesses that hadn’t done any market research or are those just businesses in general? So, even if they had done market research, there’s still a high probability of failing. But with market research, you’re kind of increasing your odds of success.

Carolyn Kopf: [00:03:50] With market research, absolutely, you are increasing your odds of success. It’s already challenging enough, to your point, to launch a new product or service. And if you have the right information, you’re going to increase the odds of success.

Lee Kantor: [00:04:09] Now, for some folks, though, they are afraid to take action. And this sounds like something that might make them feel more comfortable taking action because they have more research and statistics that kind of back an action to take. But how do you kind of work with your clients to not use research or kind of doing this research to kind of stall instead of taking an action?

Carolyn Kopf: [00:04:38] That’s a great question, Lee. I think part of it is, you know, research doesn’t have to be time consuming. I mean, we’re talking about a 12 week investment. Whereas, a product launch or repositioning project, that could be 18 months that a company is investing. And if they don’t take that initial 12 weeks to get smart, then they’re wasting 12 months of their time basing it on hunches and opinions, and that’s where the risk is.

Lee Kantor: [00:05:14] Now, is there kind of a right and a wrong way to do research? Like, I could see people feeling confident, like, “Oh, we’re doing research, so then this is going to glean that insight that we need.” But sometimes isn’t it difficult to really ask the right questions so you’re getting the right information so you can make these informed decisions? So, you need to partner with somebody who has kind of been there and done that when it comes to research, not just kind of getting in a room and saying, “Hey, let’s ask these six questions and see what people say.”

Carolyn Kopf: [00:05:46] You know, that’s a really great reminder for our listeners, is that, certainly, asking the right questions matters. The questions you ask are the answers you’re going to get. So, if you’re not asking the right questions, you’re not getting the right answers. So, certainly, we always counsel our clients to definitely identify what do you want to accomplish with your business objectives? And what do you need to learn from research to close your knowledge gap?

Carolyn Kopf: [00:06:19] And then, from there, there’s other areas and pitfalls that those who don’t have research expertise need to avoid. Everything from who participates in the research, do you have the right people involved to answer those questions? Do those people know who’s sponsoring the research? Does that matter? Because if they are a customer, they know that you’re sponsoring the research. They may just agree with everything you’re saying because they want to be polite or respectful.

Carolyn Kopf: [00:07:00] But when you bring in a third party, you can have the research be blind or you provide an objective conversation because the participants aren’t trying to please the moderator or who the survey is sponsored by. So, there’s all sorts of areas to fall down outside of asking the right questions.

Lee Kantor: [00:07:22] Now, even using the phrase market research, is that something that has changed over time? Like, I remember there was a period of time, like, when focus groups and people would come in person in a room, and there would be a moderator, and they’d ask questions in the group. Dynamic would come into play, and that would be a way to glean research. And then, now, you hear so much stuff about polling where people are calling, nobody’s on the phone anymore. So, that’s not really getting the right people to ask any of the questions. And to your point, they could be just saying yes just to get me off the phone so it can be done. How has kind of, you know, research changed over the years? And where are we at today in this regard?

Carolyn Kopf: [00:08:04] Well, certainly, I’ll tell you where we are today, because those are the techniques that are going to matter to our listeners. Really, what we’re seeing, we’re still, unfortunately, navigating wearing masks depending on the market you’re in and these different situations.

Carolyn Kopf: [00:08:25] So, the role of digital and virtual techniques has really advanced in the past five years. We have techniques where, of course, online surveys. You can be anywhere any time of day and complete an online survey, whether you’re on your computer or you’re on your mobile phone. So, those are fantastic and a tried and true technique.

Carolyn Kopf: [00:08:49] Of course, focus groups, that you mentioned, are still a fantastic way to gather information and to complement an online survey. And we’ve got great ways to do that virtually. The platforms that are available, whether it’s Zoom or Proprietary One to bring people together online for focus groups has really taken off in the past two years, as you can imagine.

Carolyn Kopf: [00:09:14] But, of course, there’s other techniques. When you think about social media and how we all may use these different platforms, market research has started to come up with some proprietary tools that look and feel similar to social media, and they’re called bulletin boards, they’re virtual bulletin boards. So, again, people can go in, they can interact with one of our moderators, they can interact with other like-minded participants invited into the research study. So, there are some really great tools out there now that are heavily digital and virtual.

Lee Kantor: [00:09:57] Now, you mentioned that some of the services you provide include rebranding. Are there kind of some signals for a company to pay attention to when it comes to rebranding? Like, just because I’m bored of my brand doesn’t mean my customer is bored of my brand. Can you kind of inform our listeners about that, like when is kind of the time to rebrand or consider rebranding?

Carolyn Kopf: [00:10:23] You know, I’m glad you brought that up because, obviously, research is a critical component to a rebrand. But like you said, how do you know if you need to rebrand? If you answer no to some of these following questions, you probably need to rebrand. Do you know your customer’s current attitudes and behaviors towards your brand and the category of solutions you offer? Another question would be, can you clearly articulate how your brand is special, better, and different from your competitors? If you answer no, you probably need to rebrand to work on that.

Carolyn Kopf: [00:11:03] And then, a third question I’ll share is, do you have a brand story and messaging that effectively connects and engages with your buyers and your prospective buyers? If not, you probably need to rebrand so that you can create that.

Lee Kantor: [00:11:21] So, if I answered in a way that it said, “You know what? Maybe I should be considering rebranding,” is this something that is super hard or is it something that takes, like, a year? What is kind of the steps to a rebrand?

Carolyn Kopf: [00:11:41] Yeah. I think that’s a really important question. And there’s often so many interpretations of a rebrand. So, when we think about a rebrand, we think of it as a complete overhaul. Think about gutting your house and working with an architect on designing new plans and room layouts, that would be a rebrand. Whereas, a brand refresh, you’ll leverage existing brand assets, you know, the colors, the logo. And that would be more similar to updating your kitchen. You’re replacing some countertop tile, backsplash, changing the cabinet colors. So, that would be a brand refresh.

Carolyn Kopf: [00:12:21] If our listeners really need to undertake a true rebrand, they would start with discovery. Getting smart, getting the information they need about understanding the perceptions of their brand, understanding their competitors, and understanding their customers. And then, from there, once they have that intelligence, it’s possible to articulate a brand strategy. Those key components of how are you going to compete? What is your story? What is the messaging that you want to consistently put out into the public realm?

Carolyn Kopf: [00:13:04] Once you have those pieces, you can then work on the step that everyone wants to get to, bringing the brand to life visually with those creative concepts of what will it look like. So, those are really the three core steps to summarize at a very high level.

Lee Kantor: [00:13:22] Because a rebrand isn’t just changing the name, right?

Carolyn Kopf: [00:13:26] That would be a renaming. And, certainly, that can prompt a rebrand, but you can rebrand your company and not change the name. Maybe the rebrand, you change the logo, the look, the feel, the positioning, and the messaging.

Lee Kantor: [00:13:45] So, like Netflix, Netflix was sending you DVDs in the mail and now Netflix is a streaming service. It’s still Netflix, but it’s really a different brand.

Carolyn Kopf: [00:13:56] Yeah. It’s repositioned itself as it now has different offerings that are broader than when we used to get those in our mailbox. Absolutely. That’s a great example.

Lee Kantor: [00:14:09] Now, another service you mentioned was content, and for a lot of folks they think they’re creating content, and they might be, but they may not be creating thought leadership. Can you kind of explain the difference between the two and how you help folks kind of elevate their content into the positioning of thought leadership?

Carolyn Kopf: [00:14:30] Absolutely. I mean, I think what’s important about creating content is, we are in a digital first era. You need to be creating content. And you need to be creating different types of content. Really, you’re developing content and blog posts that are going to support search engine optimization. Ensuring that your brand shows up when someone searches in Google for the types of services or products that you offer. Lead generation content to support moving prospects through that journey. Or, just educating existing customers and the industry through virtual or in-person trade shows.

Carolyn Kopf: [00:15:13] But the difference with content that promotes a product or a solution, it’s very focused on the company. Whereas, when you develop content to establish thought leadership, you may not be referencing directly your own solutions or products. But you’re purely forward thinking and thought provoking to show that you’re looking ahead, whether it’s a couple of years out, you’re focusing on trends and the future landscape. But why should you do this? It’s important to really reinforce that your company is a leader and not just pushing products and solutions. But they’re really looking ahead and understand the industry and category.

Lee Kantor: [00:16:05] Now, when you’re working with your clients in this regard, are the people that are doing this kind of thought leadership, content creation, are they only the leaders or is this something that can permeate the entire organization?

Carolyn Kopf: [00:16:17] Oh, absolutely. This is something that should be for the organization, the leaders. It’s really about positioning the organization. Some organizations may have leadership attribute their name to the content, but it’s not necessary in order to reinforce a company’s position of leadership in their industry.

Lee Kantor: [00:16:42] I would think this is an interesting way for organizations to really keep their employees by positioning them as thought leaders. They’re establishing them as kind of the go-to folks for that area of expertise, which could help keep that employee around the organization longer because they’re helping them become kind of the best them they can be.

Carolyn Kopf: [00:17:05] Absolutely. I think that’s a great reminder that it really positions different individuals as experts while still positioning the company in that role. The other piece is, it’s not just for supporting – certainly, it supports lead generation and business development – but it also validates existing customers and why they’re working with a company of, “Oh, I’m working with them. They know what they’re talking about. They’re the experts.” So, like you said, there’s quite a few ways to leverage this to improve the company.

Lee Kantor: [00:17:41] So, now, in your work, is there a story you can share of maybe doing in the framework of kind of a before and after company that you were working with? They had a challenge. You were able to come in and help them overcome that challenge and then take them to a new level. Obviously, don’t name the name of the organization but explain the problem they had and how you helped them solve it.

Carolyn Kopf: [00:18:04] Yeah. Absolutely. Gosh, I mean, there’s so many examples that it’s hard to choose. But I’ll pick one that is probably a simple and relevant example for today. In supply chain today, there’s really this need to move towards networks that are digitized. So, if a beverage company is moving soda, the supply chain company can say, “Hey, you know what? That truck load is in Atlanta, Georgia. The delivery is happening in a few hours or days, or whatever it might be.”

Carolyn Kopf: [00:18:46] So, when we work with companies that provide that type of technology, it’s often easy to get lost in the text and specs of the type of network, the capabilities, and features for containers, devices, and people to connect and talk to each other, if you will. Instead of elevating to a higher level – which is where we come in – we tell a bigger story. Really positioning for leadership around optimization and sustainability, and helping the company get out of the weeds with the text and specs. So, that’s been a real, wonderful example where we can just elevate a company to reposition them. You know, getting them away from making the containers, making the devices, but that end benefit of optimization and visibility.

Lee Kantor: [00:19:44] And then, working with an agency like yours to take kind of the mundane to them, the day-to-day stuff that they might be taking for granted that they do, and they have a storyteller like you and your team to come behind it and make it real and tangible and visceral, that can make all the difference in an organization.

Carolyn Kopf: [00:20:04] Absolutely. And I think that we talk about – I mean, just how you mentioned earlier – connecting and engaging the employees. I mean, when they have a bigger story of why they’re at the company and what the company is accomplishing, it increases productivity engagement satisfaction as well as clarifies for customers and prospective customers the offering and why organizations should be working with them.

Lee Kantor: [00:20:34] And it goes full circle back to the research where, when you have clarity of information and knowledge, then you’re able to make better decisions.

Carolyn Kopf: [00:20:45] I think that’s a great way to bring it back to the research. Absolutely. It all starts with getting the information, getting that intelligence to provide the clarity.

Lee Kantor: [00:20:56] Now, what was kind of the impetus for you and your team to get involved with GWBC? Why was it important for you to join their community?

Carolyn Kopf: [00:21:06] Absolutely. Well, you know, we are a woman-owned business, and we have been for – gosh – 12 or 13 years. We just recently completed the exhaustive audit to be properly certified, because we’re seeing more and more Fortune 1000 companies want to work with diverse suppliers. And so, really being part of this community has helped us navigate those conversations and how we can support companies with meeting their objectives while also growing our business and getting our team projects that they’re excited to work on.

Lee Kantor: [00:21:47] Well, Carolyn, congratulations on all the success. If there is a prospect out there or somebody who wants to learn more about your agency or your team or you, is there a website they can go to?

Carolyn Kopf: [00:22:02] Yes. Our website is C as in Cat-E as in Edward-K as in Kite, and that’s partners.com. So, it’s cekpartners.com.

Lee Kantor: [00:22:14] Well, Carolyn, thank you so much for sharing your story today. You’re doing important work and we appreciate you.

Carolyn Kopf: [00:22:20] Thank you so much, Lee. I’ve enjoyed this.

Lee Kantor: [00:22:22] All right. This is Lee Kantor. We will see you all next time on GWBC Radio.

About GWBC

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

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

Tagged With: C.E.K. & Partners, Carolyn Kopf

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