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Zahir Ladhani, Velocity Strategic Consulting

July 6, 2022 by John Ray

Velocity Strategic Consulting
North Fulton Business Radio
Zahir Ladhani, Velocity Strategic Consulting
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Velocity Strategic Consulting

Zahir Ladhani, Velocity Strategic Consulting (North Fulton Business Radio, Episode 468)

Zahir Ladhani is the founder of Velocity Strategic Consulting and teaches strategy at Kennesaw State University.  Zahir visited host John Ray in the North Fulton Business Radio studio to discuss how his firm coaches businesses on scaling up, what’s required of leadership to take that path, the vital role of cash, leading vs. lagging metrics, a company’s core values, their best fit clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Velocity Strategic Consulting

Velocity Strategic Consulting works with leaders who have the willingness and desire to move their companies from where they are now to where they think they can be.

We help teams create and execute on a vision of what it looks like to win so they can:

+ Manage and accelerate their growth

+ Grow faster and more profitably

+ Generate more cash flow

+ Build high-performance teams and drive accountability

+ Spend less time in the business and more time on the business

Velocity Strategic Consulting’s proven formula of 4 Decisions, 3 Habits, and 1 Catalyst provides their clients with measurable results.

Four Decisions: People, Strategy, Execution, and Cash.

Three Habits: Priorities, Metrics, and Meeting Rhythms.

One Catalyst: Coach.

Company Website | LinkedIn

Zahir Ladhani, Managing Director, Velocity Strategic Consulting

Velocity Strategic Consulting
Zahir Ladhani, Managing Director, Velocity Strategic Consulting

Zahir Ladhani brings more than 30 years of ‘in the trenches’ experience with SaaS, Consumer, Human Capital, Pharmaceutical, and Management Consulting industries. A talented communicator and proven leader who has grown businesses and product lines and was a key member of the executive leadership team in the sale of a company to a Fortune 100 company. Zahir works with senior executives and leadership teams to scale up businesses by improving their discipline around people, strategy, execution, and accountability for sustainable growth. He has worked with numerous clients in easing the complexity that growth often brings, allowing leaders to focus more time on building their businesses, by leveraging transformative tools, processes and principles.

He holds a Bachelor’s degree in Mathematics and Accounting from the University of Waterloo in Canada and a Master of Arts in International Relations from Fletcher School of Law and Diplomacy at Tufts University in Boston.

LinkedIn

Questions and Topics in this Interview:

  • Why do so many companies stall in their growth?
  • How do you define growth for a company?
  • Tell me more about what you mean by having the Right People in the Right seats?
  • Why is being the best not a good strategy?
  • What is more important – Strategy or Execution?
  • What do you mean by Revenue is vanity?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, cash, growth, North Fulton Business Radio, renasant bank, scaling, strategy, Velocity Strategic Consulting, Zahir Ladhani

Erick Olson, Olson Associates

July 6, 2022 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Erick Olson, Olson Associates
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Olson Associates

Erick Olson, Olson Associates (North Fulton Business Radio, Episode 467)

Erick Olson is a Certified Financial Planner™ with Olson Associates, a family firm celebrating its forty-second year in business. Erick and host John Ray covered the “Financial Maxi-Miser Process,” multiple options for retirement, estate planning, how they work with clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Olson Associates

Olson Associates is a comprehensive financial services firm committed to helping its clients improve long-term financial success.

Their customized process is designed to grow, protect, and conserve a client’s wealth by delivering an unprecedented level of personalized service and competence.

Olson Associates is helping responsible adults pursue fiscal fitness through “THE FINANCIAL MAXI-MISER PROCESS,” helping them eliminate dangers that they may not see and capitalize on the opportunities that they may not know.

Larry Olson founded the firm in 1980 after a 22-year career at Sears headquarters in Chicago. Larry was looking to expand his career. He figured he could use his corporate experience building comprehensive business plans as a foundation to help people create their personal financial plans. He started an independent firm after gaining experience at several larger institutions because he saw a need for unbiased financial advice in the comprehensive financial plans for his clients.

Erick joined the firm in 1998 to learn how to help people retire from the toughest mentor out there, his dad. Erick now leads the firm with “The Financial Maxi-Miser Process” sm, developed by Larry, as the foundation for creating and implementing plans. He also continues the core value legacy that began with his father’s approach to planning and defines the way the Olson Associates team operates and prioritizes each day: Integrity, Objectivity, Diligence, Competence, Fairness, Sincerity, and Compassion.

Company Website | LinkedIn | Facebook

Securities are offered through Securities America, Inc. Member FINRA/SIPC.
Advisory services are offered through Olson Associates, a Registered Investment Advisor. Securities America and Olson Associates are separate entities.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Alabama (AL), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Louisiana (LA), Maine (ME), Michigan (MI), Missouri (MO), Mississippi (MS), South Carolina (SC), Tennessee (TN), Texas (TX), and West Virginia (WV).
Specialties: Pre and Post Retirement Planning needs, Survivorship needs, College Funding needs, Small Business planning/needs, Estate Planning issues/needs.
www.finra.org
www.sipc.com

 

Erick Olson, Certified Financial Planner, Olson Associates

Erick Olson, Certified Financial Planner, Olson Associates

With 20 years of experience in the Financial Planning business, Erick leads the firm in strategically helping clients reach saving and investing goals. Erick builds a financial plan based on all aspects of their financial lives including Retirement Empowerment, Children’s Education, Survivor Needs Planning, and Estate Planning.

Erick’s genuine interest in his clients creates relationships founded on friendship and professionalism. With a belief that planning and executing financial goals are fundamental for families, Erick ensures that clients remain on track to Retirement while preserving and building their savings. Financial Planning is not just about saving and investing, it is about forecasting and accommodating for lifestyle, milestones and goals on an ongoing and consistent basis.

Erick is a CERTIFIED FINANCIAL PLANNER ™, which is a certification requiring a rigorous exam and adherence to a proven record of professional standards. In addition to regular continuing education, Erick has a fiduciary responsibility to always act in his client’s best interests.

Erick is a graduate of the Oglethorpe University Certified Financial Planner program. He earned his Bachelor of Business Administration (BBA) with a major in Marketing from Valdosta State University in 1998.

Erick has volunteered as a “Money Matters” teacher providing financial education to people seeking financial assistance. He also donates his time to important causes like Angel Flight of Georgia. FAMILY & INTERESTS Erick, his wife Liz, and 2 daughters, Maggie and Claire, live in Woodstock, Georgia. The Olsons enjoy traveling to beach destinations and historical learning trips across the U.S. Erick also loves music, cooking, and shooting sports.

LinkedIn

Questions and Topics in this Interview:

  • The Financial Maximiser process
  • Client Curves of Retirement
  • Collaborative Financial Planning
  • Unique Possibilities Pre and Post Retirement strategies
  • Estate Planning- Family Legacy

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, certified financial planner, CFP, Erick Olson, financial planning, North Fulton Business Radio, Olson Associates, renasant bank, retirement, Social Security

Shawna Woods, Atlanta Divorce Law Group

July 5, 2022 by John Ray

Shawna Woods
North Fulton Business Radio
Shawna Woods, Atlanta Divorce Law Group
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Shawna Woods

Shawna Woods, Atlanta Divorce Law Group (North Fulton Business Radio, Episode 466)

Shawna Woods, managing partner of Atlanta Divorce Law Group, joined the show to discuss the firm’s work in family law and their unique approach with their clients. The firm’s attorneys span many areas of experience, and they are committed to matching a client with the best attorney for their case. Shawna and host John Ray talked about the values the firm is founded on, the value of a prenuptial agreement, how the firm works to resolve issues without drama, empathy and active listening for their clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Atlanta Divorce Law Group

Family law is about helping individuals and families manage the emotional struggles of facing an uncertain future.

It is about their legal team being human and sensitive and empathetic to this big change that is occurring in their clients’ lives.

The Atlanta Divorce Law Group has been founded on a history of helping families through the most challenging times of their lives. This is really the niche in which their Alpharetta divorce and family law attorneys and staff have become experts.

And since they take such a holistic approach in how to help a family get through a transition, they have been involved with all aspects of the family’s life as they deal with a crisis.

The Atlanta Divorce Law Group team and its attorneys are guided by their mission and a strong set of values to bring each client their Happily Ever After Divorce®. Every divorce is unique to each client, so they strive to let compassion and growth guide an organic process of divorce.

Company Website | LinkedIn |  Facebook

Shawna Woods, Managing Partner, Atlanta Divorce Law Group

Shawna Woods, Managing Partner, Atlanta Divorce Law Group

Shawna Woods is the Managing Partner of Atlanta Divorce Law Group in Alpharetta, Georgia. She recently celebrated her second year anniversary with the firm this June.

Prior to being with ADLG, Shawna was working on her own after having worked and built several other firms in the Metro Atlanta area. Shawna has over 18 years of Family Law experience, which lends itself well to the legal team that she oversees. One of Shawna’s most vital roles at ADLG is preserving the firm’s culture and guiding values.

Problem-solving through the lens of ADLG’s culture and guiding values, she is able to be a successful servant leader to her clients and employees.

LinkedIn

Questions and Topics in this Interview:

  • Who they are, their mission, and culture
  • Their holistic approach compared to the average family law attorney
  • What to expect from a consultation with them
  • The diverse background of their legal team
  • As a family law attorney, what is your biggest piece of advice for newlyweds or couples planning to get married?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, Atlanta Divorce Law Group, custody cases, Divorce lawyer, Family Law, North Fulton Business Radio, prenups, prenuptial agreement, renasant bank, Shawna Woods

Workplace MVP LIVE from SHRM 2022: Denys Pratt, David Raines Community Health Centers

July 5, 2022 by John Ray

Denys Pratt
Minneapolis St. Paul Studio
Workplace MVP LIVE from SHRM 2022: Denys Pratt, David Raines Community Health Centers
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Denys Pratt

Workplace MVP LIVE from SHRM 2022: Denys Pratt, David Raines Community Health Centers

On this episode of Workplace MVP, live from SHRM 2022 in New Orleans, Denys Pratt was in the R3 Continuum booth with host Jamie Gassmann. Denys is the president of the Northwest Louisiana Chapter of SHRM for 2022, and the Human Resources Director at David Raines Community Health Centers. Denys and Jamie talked about Denys’s journey to HR and DRCHC, the opportunities to learn at SHRM, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast live from the 2022 SHRM Annual Conference held at the New Orleans Convention Center in New Orleans, Louisiana.

Denys Pratt, Human Resources Manager, David Raines Community Health Centers

Denys Pratt, Human Resources Manager, David Raines Community Health Centers

Denys Pratt is Human Resources Manager for the David Raines Community Health Centers. She joined the staff in May, 2020.

The doors of David Raines Community Health Centers opened in 1971 as the Cooper Road Medical Clinic, a satellite of Louisiana State University Medical Center (LSU). Medical care was provided for the underserved, low-income, and uninsured families. In 1992 David Raines Community Health Centers was established as a federally qualified health center under the medical leadership of Dr. Larry Daniels.

Since its inception David Raines Community Health Centers has provided quality and affordable primary care services while expanding access to services at six community clinic locations in five cities throughout northwest Louisiana corporate headquarters in Shreveport.​​

DRCHC has evolved from a small clinical team to a vibrant company that employs approximately 150 staff members throughout the organization and has a board of directors that provides oversight for the direction and growth of the organization.

DRCHC is continuing. the legacy of Mr. David Herndon Raines by serving Louisiana communities, yesterday, today, and tomorrow.

Company website | LinkedIn | Facebook |Twitter

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:03] Broadcasting live from SHRM 2022 at the New Orleans Convention Center, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:20] Hi, everyone. Your host, Jamie Gassmann here. And we are coming to you from SHRM 2022’s Exhibit Hall, and I am sitting in R3 Continuum, our show sponsor’s booth. And with me is Denys Pratt. Welcome to the show, Denys.

Denys Pratt: [00:00:35] Awesome. Thanks for having me.

Jamie Gassmann: [00:00:37] So, Denys, share with me who you work with and a little bit about your background in HR.

Denys Pratt: [00:00:44] Okay. I work for David Raines Community Health Center. We are a Federally Qualified Health Center throughout Northwest Louisiana. We offer medical, dental, and behavioral health services throughout five – well, about to enter into a sixth city – cities at this time for schools or communities of the underserved rural areas.

Denys Pratt: [00:01:07] As far as myself getting into HR, I was one of those I went to school for something completely different. I’ll tell you what it was, because it’s funny we’re doing this. I went to school for mass communications originally. And while I was in school for mass communications, I took a class, it was like the heart of an institution or a heart of an organization, and it really resonated with me and made me want to jump into HR.

Denys Pratt: [00:01:32] And at that time, I was working my way up in banking, and I didn’t know I was doing HR when I was doing HR. Like, I was doing orientation. I was doing training and development. I was doing development and talent recruiting and attending recruitment events for them or whatever was needed. And they didn’t know that was HR until I started learning more into HR, because I just thought, as most people think, HR is just for hiring and firing individuals. It did not involve all the other avenues of HR. And so, I kind of just worked my way up into an HR role.

Denys Pratt: [00:02:08] I did break away for ten months and then I said, “No. I really like HR.” I got back in there specializing in training and development specialist. I worked my way up into governmental agency, where I worked my way up from an entry level to their Assistant Director of Human Resources. Once I hit that thick glass ceiling at that organization, where I could no longer progress or grow, or it became kind of like a habitual pattern of, “Oh. This is my day. I’m just doing this.” I felt I needed to grow and develop a little bit more, and that’s where I ended up at David Raines Community Health Center.

Denys Pratt: [00:02:46] It’s still kind of on that same lines of being a public servant, just not technically a public servant, because we do serve a lot of the underserved, underpopulated, rural area communities. And I help in that way by bringing the workers to those areas. And so, making sure I’m on top of that recruitment and making sure people want to work at our organization to continue in that mission.

Jamie Gassmann: [00:03:08] Oh, I love that. And I mean, I’ve got to imagine that some of the classes you took in mass communications has got to help in HR because I think there is a lot of communications that goes on in HR.

Denys Pratt: [00:03:21] I will honestly say, yes, it did help me in my communication skills and, basically, giving me a foundation of how to communicate and articulate and pronounce my words to where it makes sense for everyone who’s around me, regardless of who’s listening.

Jamie Gassmann: [00:03:36] Yeah. And, now, you’re here at SHRM, and I know you’re a chapter president, so which chapter of SHRM are you a president of?

Denys Pratt: [00:03:44] I am in the Louisiana State, so I am Northwest Louisiana SHRM President for 2022. And I’ll be the president for 2023 as we prepare for our incumbent to take over.

Jamie Gassmann: [00:03:56] Wonderful. What a great honor to be able to run that chapter.

Denys Pratt: [00:04:01] It is.

Jamie Gassmann: [00:04:01] And I got to imagine just hearing you talk and that drive to learn and grow in your career, that’s got to be a huge step in helping with that as well.

Denys Pratt: [00:04:09] It is. I do like the opportunity that being a local volunteer provides me. It gives me access to, not only just what our local chapter is offering, but also we have a very strong and present state chapter. So, it gives me that opportunity. And then, being in SHRM generally just gives you access to so much opportunities to learn and grow, to become credentialed in many areas to where you can really push yourself forward in your career.

Jamie Gassmann: [00:04:40] Yeah. There’s definitely a lot of areas I know that the conference is covering. So, you know, I know this isn’t your first time at the conference, but what are you excited to learn about this year? Like, what’s the hot topic in kind of your HR space that you’re like, “I got to learn a little bit more about that.”

Denys Pratt: [00:04:55] I’m going to be honest with you, every time I come to these conferences, it’s always my one thing is just to take something from everything. Even if it’s something I already feel like I know, I don’t want to be the smartest person in the room, I want to be someone whose continuous learning from in the room. So, everything in SHRM is something I’m taking away.

Denys Pratt: [00:05:15] I went to the general session with Johnny Taylor and I really liked that crisis accelerates change, and that we matter, and you matter. And so, I’m really hoping that every session I go through kind of gives me or resonate something within me to where when I go back, I’m resonating change and I’m better.

Jamie Gassmann: [00:05:35] That’s awesome. I love that. Those are great closing words to our interview. I’m so excited to have you on our show and thank you so much for sharing that. That’s some great wisdom that everybody, I think, listening can take with them.

Denys Pratt: [00:05:45] Well, thank you for having me.

Outro: [00:05:51] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show, and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

 

Tagged With: David Raines Community Health Centers, Denys Pratt, DRCHC, Human Resources, Jamie Gassmann, Lousiana, SHRM 2022, SHRM Lousiana Chapter, Workplace MVP

Sarah Patton, Social Bliss Events

July 4, 2022 by John Ray

Social Bliss Events
North Fulton Studio
Sarah Patton, Social Bliss Events
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Social Bliss Events

Sarah Patton, Social Bliss Events (Time Well Spent with Julie Hullett, Episode 3)

On this episode of Time Well Spent with Julie Hullett, Julie talked with Sarah Patton, owner of Social Bliss Events. Sarah moved to Nashville for college from a small town, and shared her journey which led to starting Social Bliss Events, and eventually also Hill Rentals. They discussed Sarah’s love of Nashville, her infectious joy, how she spends her downtime, and more.

Julie closed the show with a Quick Tip about how to cultivate “nothing time.”

Time Well Spent with Julie Hullett is presented by Julie Hullett Concierge, LLC and produced by the North Fulton studio of Business RadioX®.

Social Bliss Events

Social Bliss Events is a Nashville-based event planning company that specializes in customized weekend itineraries and extravagant events.

They are known for extravagant baby showers and luxury weddings. The company has been featured in People Magazine and The Nashville Guide.

Company website | Facebook | Instagram

Sarah Patton, Owner, Social Bliss Events

Sarah Patton, Owner, Social Bliss Events

Sarah Patton loves all things Nashville. She is a Vanderbilt University alum and passionate about relationship-building. Sarah quit her corporate job 7 years ago to build Social Bliss Events – an event planning company that cultivates celebrations with bliss.

Sarah believes in equality for all regardless of age, industry, ethnicity, and relationship status. She loves coffee dates, receiving snail mail, hiking at Radnor, and sunny days at the lake. Sarah is a first-generation college student who loves empowering women to chase their dreams. She is an encourager, public speaker, and believes we thrive in community.

You can follow Sarah on Instagram @sarahcharlottepatton.

LinkedIn

About Time Well Spent

Time Well Spent with Julie Hullett features stories from busy professionals who have created more time to do what they love. Every other week, your host and personal concierge Julie Hullett speaks with entrepreneurs, community leaders, and influencers to answer the question: What would you do if you had more time?

The show is produced by the North Fulton studio of Business RadioX® and can be found on all the major podcast apps. The complete show archive is here.

Julie Hullett, Host of Time Well Spent with Julie Hullett

Julie Hullet, Host of Time Well Spent with Julie Hullett

Julie Hullett is the host of Time Well Spent with Julie Hullett.

Julie Hullett is a personal concierge and entrepreneur in Nashville, TN. She founded Julie Hullett Concierge, LLC in 2011 to give people their time back so they can do more of what they love. No stranger to big ideas and pursuing passions, Julie left corporate America to create her business. She capitalized on her skills—multi-tasking, attention to detail, and time management, to name a few—to build a successful business that gives back. Her clients enjoy ample free time. They’ve traveled more, spent more time with those they love, and have even created their own businesses.

Connect with Julie:

Website|  LinkedIn | Instagram . Sign up to receive her newsletter.

 

Tagged With: Hill Rentals, Julie Hullett, Julie Hullett Concierge LLC, Nashville event planner, Nashville events, Quick Tips for Time Well Spent, Sarah Patton, Social Bliss Events, Time Well Spent with Julie Hullett

North Fulton Hotel Industry: Ted Basco, Visit Roswell, and Xavier Etcheberrigaray, Atlanta Marriott Alpharetta

June 30, 2022 by John Ray

Atlanta Mariott Alpharetta
North Fulton Studio
North Fulton Hotel Industry: Ted Basco, Visit Roswell, and Xavier Etcheberrigaray, Atlanta Marriott Alpharetta
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Atlanta Mariott Alpharetta

North Fulton Hotel Industry: Ted Basco, Visit Roswell, and Xavier Etcheberrigaray, Atlanta Marriott Alpharetta (GNFCC 400 Insider, Episode 76)

Host Kali Boatright welcomed Ted Basco, Director of Sales for Visit Roswell, and Xavier Etcheberrigaray, General Manager of the Atlanta Marriott Alpharetta, in a conversation about the hotel industry in North Fulton. They had a lively discussion about how the industry adjusted to the changing conditions of the pandemic, the need for resilience, the rise of Airbnb and VRBO properties and how hotels differentiate themselves, labor shortage issues, trends they see coming, and much more.

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce and produced by the North Fulton studio of Business RadioX®.

Visit Roswell

Visit Roswell is the convention and visitors bureau for the City of Roswell, Georgia.

Often referred to as a destination marketing organization (DMO), their organization incorporates targeted advertising and marketing programs with sales and public relations efforts to build the image of Roswell as a travel destination and increase visitation to the city.

Company website | LinkedIn | Facebook | Twitter | Instagram

Ted Basco, Director of Sales, Visit Roswell

Ted Basco, Director of Sales, Visit Roswell

Ted Basco is a seasoned veteran of the tourism & hospitality industry. He has extensive hotel experience with major worldwide brands like Hyatt Corporation, Starwood Hotels and Resorts, Marriott International, and IHG Hotels and Resorts. The bulk of Ted’s career includes roles as Director of Guest Services, Director of Operations and Director of Sales & Marketing at numerous hotels in San Francisco, San Diego, Los Angeles and Atlanta.

Today, Ted is in his 3rd year on the DMO’s side of the business as Director of Sales & Film Liaison for Visit Roswell – the Roswell, Georgia Convention & Visitors Bureau. Ted currently serves as an active member of the MPI Georgia Chapter, co-chairing their Community Outreach Committee where he recently was awarded the Phoenix Award for MPI Georgia Supplier Member of the Year.

Ted also is also a recent graduate of the Leadership North Fulton – Class of 2022, a year-long class facilitated by the Greater North Fulton Chamber of Commerce. Ted’s true personal passion is in sports, as he was a former student-athlete at San Francisco State University, majoring in Broadcast Communications and Sports Journalism. He also serves as a long-time volunteer and advisory board member with the Chick-fil-A Peach Bowl in Atlanta.

Ted is married to Wendy, his wife of 14 years, who is also in the hospitality industry as an executive with The Ritz-Carlton Hotel Company. They both have two amazing and talented children (11, 8).

And congratulations to Ted for being a 2022 MPI Georgia Phoenix Award Recipient as Supplier of the Year.

LinkedIn

Atlanta Marriott Alpharetta

Experience attentive service in a prime setting at Atlanta Marriott Alpharetta. Ideally situated near business centers and popular attractions such as Top Golf, their updated hotel offers a modern yet warm and inviting ambiance that welcomes every traveler. Relax in the comfort of their spacious guest rooms or suites, each with deluxe amenities and products.

Savor delicious dining in the hotel’s restaurant or stop by the coffee shop to pick up drinks and treats to take along on your adventures around Alpharetta. If a business meeting, wedding, or social event brings you to Alpharetta, you’ll be delighted with their sophisticated venues, custom catering and unparalleled services. When it’s time to explore, you’ll find shopping, dining and entertainment nearby, including Ameris Bank Amphitheatre, Avalon, and more.

Whether staying with Atlanta Marriott Alpharetta for work or enjoying a getaway, they look forward to greeting you.

Company website | Facebook | Instagram

Xavier Etcheberrigaray, General Manager, Atlanta Marriott Alpharetta

Xavier Etcheberrigaray, General Manager, Atlanta Marriott Alpharetta

Xavier Etcheberrigaray serves as a GM for the Atlanta Marriott Alpharetta.

Previously he was the Corporate Director of Hotel Operations at Caesars Entertainment, based in Las Vegas. In this role, he was responsible for the development, implementation, and execution of hospitality-related initiatives for Caesars’ Brands in the Americas, including Caesars Palace, Paris, Flamingo, and Harrah’s properties.

Prior to joining Caesars, Xavier spent the last decade working overseas, for both Rixos and Kempinski Hotels. As the Corporate Director of Strategy and Development at Rixos, he oversaw the company’s strategic, long-term goal planning function and development pipeline for luxury resorts in emerging markets.

Xavier embarked on his career as a Management Trainee with InterContinental Hotels, working as a Food & Beverage MT in Miami and subsequently a Sales & Marketing MT in Atlanta, before assuming roles of increasing responsibility outside the company. He later pursued an MBA in hospitality from Glion in Switzerland.

Xavier graduated from Ole Miss with a degree in Political Science. Xavier is a polyglot and serious foodie, speaking French, Spanish, some Portuguese, and English, and enjoying the food from those countries in that order.

LinkedIn

About GNFCC and The GNFCC 400 Insider

Kali Boatright, President and CEO of GNFCC

The GNFCC 400 Insider is presented by the Greater North Fulton Chamber of Commerce (GNFCC) and is hosted by Kali Boatright, President and CEO of GNFCC. The Greater North Fulton Chamber of Commerce is a private, non-profit, member-driven organization comprised of over 1400 business enterprises, civic organizations, educational institutions, and individuals.  Their service area includes Alpharetta, Johns Creek, Milton, Mountain Park, Roswell and Sandy Springs. GNFCC is the leading voice on economic development, business growth and quality of life issues in North Fulton County.

The GNFCC promotes the interests of our members by assuming a leadership role in making North Fulton an excellent place to work, live, play and stay. They provide one voice for all local businesses to influence decision-makers, recommend legislation, and protect the valuable resources that make North Fulton a popular place to live.

For more information on GNFCC and its North Fulton County service area, follow this link or call (770) 993-8806. For more information on other GNFCC events such as this North Fulton Mayors Appreciation Lunch, follow this link.

For the complete show archive of GNFCC 400 Insider, go to GNFCC400Insider.com. The GNFCC 400 Insider is produced by John Ray and the North Fulton studio of Business RadioX®.

Tagged With: Atlanta Marriott Alpharetta, GNFCC, GNFCC 400 Insider, Kali Boatright, marriott, MPI Georgia, North Fulton Hotels, Roswell, Ted Basco, Visit Roswell, Xavier Etcheberrigaray

Decision Vision Episode 175: Should I Overhaul My LinkedIn Profile? – An Interview with Angela Dunz, Cowgirl Creative Consulting

June 30, 2022 by John Ray

Angela Dunz
Decision Vision
Decision Vision Episode 175: Should I Overhaul My LinkedIn Profile? - An Interview with Angela Dunz, Cowgirl Creative Consulting
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Angela Dunz

Decision Vision Episode 175: Should I Overhaul My LinkedIn Profile? – An Interview with Angela Dunz, Cowgirl Creative Consulting

Angela Dunz of Cowgirl Creative Consulting says that even though LinkedIn is the smallest social platform, 72% of the time it’s the place a potential client will contact you. Given the efficacy of the platform, is it worth the work to overhaul your profile? Angela and host Mike Blake look at the effectiveness of LinkedIn, how to know if it is working for you, how to make the most of it, and much more.

Decision Vision is presented by Brady Ware & Company and produced by the North Fulton studio of Business RadioX®.

Cowgirl Creative Consulting

Cowgirl Creative Coaching is inspired by the spirit of adventure and grit that both cowgirls and entrepreneurs have.

It takes speed and agility to get your ideas to market.

Safety and success for horses is in the herd. More eyes, more wisdom. Small business is the same. Together we thrive and create rich communities of collaboration and innovation. Small business is the backbone of what carries great communities. Cowgirl Creative has the grit and spirit to shift quickly in response to changing needs and conditions. They have the boots on the ground ability to address short-term situations. And, the vision and creativity to shape the future. They help their clients see beyond what they think is possible.

Angela works with coaches, consultants, and small businesses building a personal brand and business development using LinkedIn. What does that mean? Establishing a strong brand, building your networks, expanding your influence, increasing opportunities, strengthening referral partnerships, and discovering new ways to reach your ideal audience with connection and content strategies that get results. Her personal mission is to change the awkwardness of “self-promotion” to an act of service.

Company website | LinkedIn | YouTube

Angela Dunz, Owner, Cowgirl Creative Consulting

Angela Dunz, Owner, Cowgirl Creative Consulting

Angela works with coaches, consultants, and small businesses, building a personal brand and business development using LinkedIn. What does that mean? Establishing a strong brand, building your networks, expanding your influence, increasing opportunities, strengthening referral partnerships, and discovering new ways to reach your ideal audience with connection and content strategies that get results.

Angela’s personal mission is to change the awkwardness of self-promotion to an act of service. Angela is a former high school rodeo champion. She is a rock climbing guide and a current NFL fan, and she’s a big fan of the Packers.

LinkedIn

Mike Blake, Brady Ware & Company

Mike Blake, Host of the “Decision Vision” podcast series

Michael Blake is the host of the Decision Vision podcast series and a Director of Brady Ware & Company. Mike specializes in the valuation of intellectual property-driven firms, such as software firms, aerospace firms, and professional services firms, most frequently in the capacity as a transaction advisor, helping clients obtain great outcomes from complex transaction opportunities. He is also a specialist in the appraisal of intellectual properties as stand-alone assets, such as software, trade secrets, and patents.

Mike has been a full-time business appraiser for 13 years with public accounting firms, boutique business appraisal firms, and an owner of his own firm. Prior to that, he spent 8 years in venture capital and investment banking, including transactions in the U.S., Israel, Russia, Ukraine, and Belarus.

LinkedIn | Facebook | Twitter | Instagram

Brady Ware & Company

Brady Ware & Company is a regional full-service accounting and advisory firm which helps businesses and entrepreneurs make visions a reality. Brady Ware services clients nationally from its offices in Alpharetta, GA; Columbus and Dayton, OH; and Richmond, IN. The firm is growth-minded, committed to the regions in which they operate, and most importantly, they make significant investments in their people and service offerings to meet the changing financial needs of those they are privileged to serve. The firm is dedicated to providing results that make a difference for its clients.

Decision Vision Podcast Series

Decision Vision is a podcast covering topics and issues facing small business owners and connecting them with solutions from leading experts. This series is presented by Brady Ware & Company. If you are a decision-maker for a small business, we’d love to hear from you. Contact us at decisionvision@bradyware.com and make sure to listen to every Thursday to the Decision Vision podcast.

Past episodes of Decision Vision can be found at decisionvisionpodcast.com. Decision Vision is produced by John Ray and the North Fulton studio of Business RadioX®.

Connect with Brady Ware & Company:

Website | LinkedIn | Facebook | Twitter | Instagram

TRANSCRIPT

Intro: [00:00:01] Welcome to Decision Vision, a podcast series focusing on critical business decisions. Brought to you by Brady Ware & Company. Brady Ware is a regional, full-service accounting and advisory firm that helps businesses and entrepreneurs make visions a reality.

Mike Blake: [00:00:21] Welcome to Decision Vision, a podcast giving you, the listener, clear vision to make great decisions. In each episode, we discuss the process of decision making on a different topic from the business owners’ or executives’ perspective. We aren’t necessarily telling you what to do, but we can put you in a position to make an informed decision on your own and understand when you might need help along the way.

Mike Blake: [00:00:44] My name is Mike Blake, and I’m your host for today’s program. I’m the managing partner of Brady Ware Arpeggio, a data-driven management consultancy which brings clarity to owners and managers of unique businesses facing unique strategic decisions. Our parent, Brady Ware & Company, is sponsoring this podcast. Brady Ware is a public accounting firm with offices in Dayton, Ohio; Alpharetta, Georgia; Columbus, Ohio; and Richmond, Indiana.

Mike Blake: [00:01:08] If you would like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, Clubhouse, and Instagram. I also host a LinkedIn Group called Unblakeabble’s Group That Doesn’t Suck, so please join that as well if you would like to engage.

Mike Blake: [00:01:25] So, today’s topic is, Should I overhaul my LinkedIn profile? And I’ll be very candid with you listeners. I wasn’t necessarily planning to do this topic. It’s not something that I sort of woke up and said three weeks ago, I got to do this topic. But then, last week I heard our guest speak and I attended her webinar, and I was just blown away by how good it is and how informative it is.

Mike Blake: [00:01:56] I say this in the perspective of somebody who’s been on LinkedIn for quite a long time. I actually generate a lot of business over LinkedIn, thankfully, and develop a lot of important relationships over LinkedIn. And, nevertheless, I thought I was pretty good at this stuff until I heard her speak. And then, I realized, “Oh my God. I’m probably leaving all this business on the table.” And I didn’t want to keep it to myself, frankly. And so, I wanted to bring her on and, thankfully, she agreed to do so.

Mike Blake: [00:02:29] And so, it is my pleasure to introduce Angela Dunz, who’s founder of Cowgirl Creative Consulting. And we’re going to learn why Cowgirl in a second. But they’re inspired by the spirit of adventure and grit that both cowgirls and entrepreneurs have. It takes speed and agility to get your ideas to market. Safety and success for horses is in the herd. More eyes, more wisdom. Small business is the same. Together, they thrive and create rich communities of collaboration and innovation.

Mike Blake: [00:02:59] Small business is the backbone of what carries great communities. They have the grit and spirit to shift quickly in response to changing needs and conditions. They have the boots in the ground ability to address short term situations and the vision and creativity to shape the future. Cowgirl Creative Coaching helps their clients see beyond what they think is possible.

Mike Blake: [00:03:19] Angela works with coaches, consultants, and small businesses, building a personal brand and business development using LinkedIn. What does that mean? Establishing a strong brand, building your networks, expanding your influence, increasing opportunities, strengthening referral partnerships, and discovering new ways to reach your ideal audience with connection and content strategies that get results.

Mike Blake: [00:03:39] Angela’s personal mission is to change the awkwardness of self-promotion to an act of service. Angela is a former high school rodeo champion. We have never had a rodeo champion on this program, and this is podcast number 174. She is a rock climbing guide and a current NFL fan, and she’s a big fan of the Packers – a team that broke my heart as a Patriots fan back in 1996. She is also the author of Conversations with Skunks #LinkedInBadAss, which I just love. LinkedIn Badass, Angela Dunz, welcome to the Decision Vision podcast.

Angela Dunz: [00:04:13] What an intro that was. And thank you so much for the comments about the webinar, Mike. I find that to be true about a lot of people. We don’t know what we don’t know if we don’t stay on top of things.

Mike Blake: [00:04:27] Well, it really was fantastic. Not good. Great. And LinkedIn is now such an important tool. I think the pandemic certainly underlined how important social selling is. And I’m going to use Brandon Lee’s term, he was a guest on our program about 20 weeks back. It’s such an important tool. And it starts with your profile, doesn’t it? I mean, that is sort of your shingle, that is sort of the doorway into the restaurant, so to speak.

Angela Dunz: [00:05:00] Yes. That is where you start to make an impression. So, if somebody Googles your name, the first thing that’s going to come up is your LinkedIn profile. So, often, their very first impression of you is whatever they see on your profile. And you only get five seconds before they decide “Yes. I want to look further” or “No. This isn’t the person.”

Mike Blake: [00:05:24] So, there are, of course, skeptics out there of social media. There are skeptics out there of LinkedIn. Make the case that LinkedIn is so important today.

Angela Dunz: [00:05:39] LinkedIn is the smallest social media platform out there. The smallest.

Mike Blake: [00:05:45] Huh? I didn’t know that.

Angela Dunz: [00:05:47] They are about 15 times smaller than YouTube. If you take all the traffic driven by social media put together, more is driven from LinkedIn, 52 percent of all social traffic to websites comes from LinkedIn, the smallest platform. HubSpot does not even include LinkedIn in their top ten platforms for social media. It’s too small.

Mike Blake: [00:06:17] And so, that enables you to stand out, I guess. And it truly is still fairly business focused, we’re going to get to that a little bit later if we have time. But it still is pretty business focused.

Angela Dunz: [00:06:27] It is. You know, personalization has definitely changed the way we look at professionalism. And communication has changed a lot in the newsfeed. But the reason why driving traffic to your website or a calendar link is so important is because, when we’re on LinkedIn, we have that “I will not be sold to” face on. And so, driving traffic to some place they’re more likely to make a purchasing decision is really what you want LinkedIn to do for you.

Mike Blake: [00:06:59] And I’d like to talk about what LinkedIn can do for me. And I know we’re talking about profiles, but I think we also have to make the case that LinkedIn is an exercise worth doing before we talk about investing in the profile. And I think LinkedIn sort of gets a bad rap, and I’m sure you’ve heard this a million times. I have. I’ve been on LinkedIn for six years. I’ve never gotten a bit of business on it. What have you actually done with it? Nothing. But I’ve never gotten any business, so therefore it’s a waste of time.

Mike Blake: [00:07:30] And I know you coach a lot of clients in this, so what is a realistic set of expectations for what LinkedIn can do as a business development tool? It’s not exactly just sort of set up your profile and then just sort of aggressively wait for the phone to ring or emails to pop-up, right?

Angela Dunz: [00:07:49] Right. Right. And that’s an excellent question. But statistics say that 72 percent of your potential referral partners and prospects look at your LinkedIn profile first. So, number one use is attraction. You want to make sure that you’re getting them to your profile. And once they’re there, your profile is not about you, but it’s client focused. It’s talking about what you can do for that client.

Angela Dunz: [00:08:18] Another thing that LinkedIn can help with is visibility. You know, there’s a lot of traffic in the newsfeed, but are you in the mix providing value and staying top of mind with your referral partners and your prospects?

Angela Dunz: [00:08:34] There’s quite a few things that LinkedIn can do for you. Thought leadership is definitely an entire strategy. And then, using influencers to expand your brand. So, find out who are the movers and shakers in your field, and then go to their posting, and comment and join the conversation. Definite credibility builder.

Mike Blake: [00:09:00] And so, there are so many ways we can go, we can go with this. I want to start with this because I think this is a really important point, that writing the LinkedIn profile from the clients’ or customers’ perspective, extremely important. But in my experience, also deceptively hard to do. And I hope you’re laughing because you agree. Maybe it’s –

Angela Dunz: [00:09:28] Yes.

Intro: [00:09:29] As I’ve tried to do that with my LinkedIn profile and copy in our website, it is painful to do, not because I don’t believe in client centrism, I do, but we’ve all been trained in sort of an egocentric method of, “Not here’s what you need, but here’s what I am. Do you want some?” Writing in that way from the second person – we’re not even trained in school to think about second person perspective. It’s first or third – it’s really hard. It’s a challenge to write in that client perspective, isn’t it?

Angela Dunz: [00:10:03] Yes, it is. And, you know, I’m an introvert and I’ve been a marketer forever. And I’m of the school of thought that you should never be allowed to write your own copy. Because sometimes we’re so close to it, it’s hard to be objective. And market research is just so critical. It’s like, “What is the problem that you’re really solving for your client?” Because it may not be obvious to you, it may be something altogether different. So, you really want to find out what are the things that keep your clients up at night, and how is it that you’re solving that problem for them?

Angela Dunz: [00:10:44] Your LinkedIn profile is not about you until you can communicate clearly to your client. Who is your client? Name that audience. And then, number two, tell them what results you can bring for them and what problem you’re going to solve for them. That’s really what it’s all about.

Mike Blake: [00:11:05] So, I mean, a LinkedIn profile, is it reasonable to even consider hiring somebody to write your LinkedIn profile for you? Because you’re suggesting that somebody trying to write their own collateral material, that’s just very difficult to do. Does a LinkedIn profile rise to the level of potentially even outsourcing that copy?

Angela Dunz: [00:11:30] Well, it really depends. That’s an awesome question. And it’s one of those things where it depends. I work jointly with my clients on writing that profile, so it’s something that we craft together. And I sort of trick them into the kind of copy that’s going to be client focused with a writing activity that I have them do. And they don’t even realize that it makes it easier for them to start talking about the problems that they solve. And then, we incorporate that into the About section.

Angela Dunz: [00:12:08] So, the About section, that very first paragraph really has to be client focused. And I have two ways I like to have people start that. You either use some qualifying questions so that they can say, “Oh, yes. That’s me.” Or you tell a story. What was the challenge that you solved for somebody, and what were the results that they were able to enjoy because of working with you. Anybody can read themselves into a story and stories are memorable.

Mike Blake: [00:12:39] And that’s sort of next level writing, right? I mean, frankly, not everybody can write a story to begin with.

Angela Dunz: [00:12:47] It’s a joint project.

Mike Blake: [00:12:50] Yeah. So, you’ve actually started to answer the next question, but I want to make that explicit. Is the name of the game on LinkedIn to position yourself as the best at what you do or simply differentiate it in some way?

Angela Dunz: [00:13:07] Great question. And I really think – I’m of the school of thought, again – that there is an unlimited number of people who want to work with you. You know, it’s not I’m not taking business away from somebody else by attracting business to me. What LinkedIn is really good for is what is your special something, something.

Angela Dunz: [00:13:29] Now, I belong to a networking group that has four immigration attorneys in it. And a lot of people would say, “That’s insane.” But they each work on different pieces of the pie. One of them works on people who want to get married. And that’s very different than people who are trying to get visas.

Angela Dunz: [00:13:48] So, there’s lots of LinkedIn consultants. One of my specialties is optimization. So, if what you’re looking for is more inbound inquiries and people finding you for the right thing, then I’m the person you want to talk to. Now, if you’re a job seeker, I’m not going to be your best bet. There are other people that are much better at that. So, it’s two pronged, Mike. You want to make sure that people are creating an emotional attachment to you that you’re a real person and you’re very clear about what your specialty is.

Mike Blake: [00:14:31] So, I want to switch tacks here, because one of the challenges of all social media platforms, LinkedIn is certainly no exception, is that their algorithms will change periodically. And some would even argue, just when you think you got the thing figured out, bam, they’re going to change it up on you. But at least LinkedIn is fairly good about announcing major changes to its algorithm. Places like Facebook/Meta will just sort of do it, then you got to figure it out. When LinkedIn makes an announcement like that, should that prompt all of us to run back to our profiles and make sure that it’s now consistent with what the algorithm is going to find?

Angela Dunz: [00:15:17] And that’s another question where the answer is it depends. So, they did a major shift on algorithms for the newsfeed about a year ago, and one of the things that they had been doing is if you re-shared third party articles, like Harvard Business Review or E Ink, it was not going to get as spread around as something that was original material.

Angela Dunz: [00:15:45] Now, Harvard Business Review and E Ink said, “Hey, you attracted us exclusively to post our content on your platform and now you’re penalizing us?” They said, “That’s not playing fair.” So, they evened the board. So, I told all my clients that are sharing content, “Go ahead and share third party articles now because you’re going to get the same juice that you do from original content.” So, yes, adapt to the changes with that.

Angela Dunz: [00:16:13] Now, the way profiles are served up in searches doesn’t change significantly. Where the algorithms change the most is definitely the way content is served up in the newsfeed. And that’s some place where you do want to anecdotally observe what’s going on and adapt to those changes. But I wouldn’t say every time something changes, run out and change your profile significantly.

Mike Blake: [00:16:40] Okay. So, LinkedIn in the last year, I believe – I think it was late last year – introduced something called Creator Mode. And has Creator Mode changed either the opportunities or at least best practices in terms of how we position our LinkedIn profiles? And if so, how?

Angela Dunz: [00:17:01] I don’t think it’s made that big of a difference, to tell you honestly. Because for all the people that I do social media posting for, I kept all kinds of KPIs on exactly what was happening with their profiles and I did not see a significant change. Now, where I think the advantage of Creator Mode is, is that when people read your headline, just below it, are your five quintessential hashtags. Now, if you read that, that should really tell me the flavor of who you are.

Angela Dunz: [00:17:36] So, for me, I don’t work with job seekers, and that’s not included in my Creator Mode hashtag. So, you’ll very quickly be able to differentiate me from another LinkedIn consultant and what they do. So, Creator Mode, I think it has given us an opportunity to be more clear about what it is that we do. And it definitely is a part of the optimization. If somebody uses one of those search terms to find you, you’re going to get served up preferentially for that specific hashtag or those keywords, either way.

Angela Dunz: [00:18:17] So, there are three places in the profile that are more heavily weighed for keywords, Headline, Creator Mode, and the Skill Section. So, that’s where you really want to focus your optimization efforts.

Mike Blake: [00:18:32] So, let’s sort of open the floodgates here. In your mind, what are the most important best practices for creating and maintaining a great LinkedIn profile?

Angela Dunz: [00:18:48] Get some wonderful optimization and use every single one of the pieces and parts of the optimization. That is going to increase your inbound. So, any keyword that’s anywhere in your profile for something that you don’t do any longer, find a way to change that, so that you’re found for the current things that you do by the right people. So, the optimization would be the number one thing that I would work on for someone.

Angela Dunz: [00:19:18] The second thing that I would think about is –

Mike Blake: [00:19:20] Can I pause you there? Can I pause you there because I want to ask a follow up question on that? Sorry to interrupt, but if I don’t ask you now, I’ll forget. When you describe optimization, it sounds a lot like web page optimization, SEO optimization, is that a fair statement?

Mike Blake: [00:19:39] And if so, is building an optimized LinkedIn profile – and I sort of touched this before, but I think it’s worth going back to – a sophistication around LinkedIn search engine now becoming such that there may be a cottage industry, just like there is for SEO and web page optimization of optimizing your LinkedIn profile? Because this is starting to seem like a lot of stuff that’s away from the pay grade of the typical outside of the realm of technical capability for the typical LinkedIn user.

Angela Dunz: [00:20:12] It is a fair analogy. I mean, I try to explain to people that LinkedIn is kind of like an internet, because they have their own formulas for how people are served up in searches. Now, just like SEO, it’s a very complex formula. Density, do you have media, and video, and photos, and infographics incorporated into your featured section and your work experience? Those are really big pieces.

Angela Dunz: [00:20:45] You know, if you imagine your LinkedIn profile is just words, texts, the crawlers don’t care about that so much. It’s looking for density. Do you have video there? Do you have chunky stuff that are going to be so much more attractive to the crawlers and you’re going to get served up more quickly? So, it is a complex formula, and you’re right.

Angela Dunz: [00:21:12] You know, I have a friend who schedules an appointment with herself once a quarter to work on her LinkedIn profile. And that’s one of the first things that she does. Now, for my social media clients, every single week I add more media to their featured section. I add something new. Because it’s very similar to a website, you add a blog, and Google is like, “Ooh, fresh content. We’re going to go get us some of that.” So, there are similar things. You just have to think about it from a different point of view on LinkedIn. It’s not the same as a website, but it’s very similar.

Mike Blake: [00:21:52] That’s interesting. I think that’s an important learning point. So, I did interrupt you. So, after optimization best practices, you’re about to start a number two.

Angela Dunz: [00:22:00] And there is professional branding. You know, if somebody looks at your profile, are they going to ghost you forever or are they going to actually be attracted and engaged by your profile? If you are winning this optimization game, once they arrive at your profile, you want to stay there. So, do you have a profile photo that is up to date, and friendly and approachable, and professional looking? Are you using that banner space in an appropriate way to really draw people in? And if it’s really just a logo or words, no one cares. You want to try to incorporate people in. It’s the biggest piece of real estate on LinkedIn, use it well.

Angela Dunz: [00:22:49] And then, your Headline. Are you speaking directly to your entry level ideal client and piercing them through the heart with the problem that they have? And then, the About section, are you talking to them about what their problems are and how you can fix that? So, that is definitely number two.

Angela Dunz: [00:23:11] And then, are you staying visible? Linkedin’s best use is as a relationship building tool. It is an extension of networking. And whatever you’re doing to attract prospects and referral partners, it’s an extension of that. It’s social. Are you using it in a personalized social way to stay top of mind? And a lot of people think, “Oh, I post every day.” Well, if it’s generic posting, no one’s paying any attention. If you’re not saying, “Hey, happy work anniversary” or “I saw that you just got an award for the chamber,” or whatever it is, that’s personal. Posting every day is not personal.

Mike Blake: [00:23:58] And, again, it’s also egocentric, right? So, when you post every day that’s transactional. But when you’re engaging with somebody else, that’s relationships.

Angela Dunz: [00:24:05] Yes. Yes.

Mike Blake: [00:24:08] So, we talked about the good. Let’s talk about the bad. What are some things that are just obvious Linkedin profile killers? Things you look at and you just say, “Oh, my gosh. That’s just a minute of my time I’m not getting back.”

Angela Dunz: [00:24:25] Well, my biggest pet peeve is the people who are extreme extroverts, and it’s just all about them. You know, you’ve got their profile photo and their banner has six more pictures of them. Those are usually pretty much a killer. Or, “I just won this award. And I just appeared on TEDx,” and all of that. The killers are really talking about yourself.

Angela Dunz: [00:24:55] I think that the pandemic has changed LinkedIn forever. You know, you never used to see really personal posting and really personal things on LinkedIn. And, now, it’s part of the hyper-personalization. So, you really want to be careful about how far you go into the compassion and empathy and speaking directly to your ideal client. But you also do not want to be egocentric and bragging about everything that you do.

Angela Dunz: [00:25:25] The focus is, are you adding value to that person or are you wasting that one minute that they spent looking at your profile? Is there a resource in the featured section that’s actually going to be something that either inspires them, or educates them, or causes them to take some sort of action? Those are rules of thumb that are really good for, Are you wasting people’s time or are you actually engaging with them?

Mike Blake: [00:25:54] And, you know, you bring up a really interesting point, and I’m intrigued by how you link that to the pandemic. That doesn’t mean that I’m arguing with you at all, just I hadn’t thought that through. But I have noticed in the last six months to a year, and it may be happening longer, but this is just my noticing it, that Linkedin is kind of becoming a little bit more Facebook-y. And you’re seeing people share things that border on TMI. You’re seeing people that are now more willing to share political views, which, to me, I think is putting a fork in a toaster while standing in a rain puddle, by the way.

Angela Dunz: [00:26:36] They have no place on LinkedIn, in my opinion.

Mike Blake: [00:26:38] But why do they do that? And I speculate they’re doing that because a lot of those people are being canceled on Facebook. Or they, themselves, are leaving Facebook because, for whatever reason, they can’t take it. Some people see LinkedIn as more of a captive audience, where you don’t want to shrink your network, you don’t want to abandon the platform because of the professional ramifications. Or is it something totally different? What do you think is going on there?

Angela Dunz: [00:27:07] I think it’s something totally different. And I’ll give you a couple of examples. Right after the pandemic started, one of my friends said, “Well, I guess we’re all going to be stuck at home for a while, I’m just going to give you a little video tour of my work from home desk. Here’s the birthday card I got from my mom last week. Here’s my plants.” I thought it was so endearing. And she had thousands of views. And people shared videos of their own. It was touching people in a way. Now, that is a very ephemeral thing. It only has a window of a couple of minutes. It was the beginning of the pandemic. But it was business people connecting with each other in a way that was real.

Angela Dunz: [00:27:55] Now, I’m going to give you another example, and I hope this will help. I post once a week video on LinkedIn, and some of them, I think, are like golden nuggets of LinkedIn tips. And I don’t get that many views. I just don’t. I wish it was a lot more. But the people that do watch actually look.

Angela Dunz: [00:28:18] Now, same week, I can post a pixelated picture of my sister and I snowboarding, and talk about passion and commitment and get 4,000 views on that post. It was me sharing something personal in a business context. And I got business from that post, which is shocking to me. It’s taken me a long time to be able to share on a personal basis.

Angela Dunz: [00:28:48] Now, the other day, I saw a post that really knocked me back in my seat. A woman had gone to a conference in Chicago from out here on the West Coast. And as soon as she got off the plane, they told her to go back home because her son had died. Now, she has not gone back to this specific conference in three years. So, she posted on LinkedIn what happened.

Mike Blake: [00:29:16] I read that. I read that exact post.

Angela Dunz: [00:29:19] And what she did was she said, “Please talk to me about this situation. I’m giving you permission to use my son’s name. I’m so excited to come back and reconnect with all the people that I miss.” She was informing people of what appropriate etiquette was for her in this situation. And for most of us, we don’t want to be wrong and we don’t want to be awkward, but invariably we are. And it was just a really good use of PMI, but in a way that was proactive and informative.

Mike Blake: [00:30:07] Yeah. I thought that was a very interesting post and it was so raw. And as a parent myself, I just think there but for the grace of God go I. So, you cannot imagine that. But I thought that was fascinating that rather than going to that conference and having people sort of stay away because I don’t even know how to start that conversation, like, “How are you doing?” “Terrible.” Or it’s a silly question.

Mike Blake: [00:30:41] By getting in front of that, that’s the opportunity to sort of basically have a virtual sandwich board saying, “Okay. We’re just getting this all out now. And now I’m trying to move on with my life, please help me do that, feel comfortable doing that.” Now, that post could have gone very wrong.

Angela Dunz: [00:31:03] In a hundred ways.

Mike Blake: [00:31:05] And that’s sort of the courage behind it. But as a LinkedIn expert, I’m curious, do you think that that individual had somebody reading it before they posted it? Do you think maybe they sat on it, marinade for two weeks before they did it? Or maybe it was just, “You know what? I’ve had a couple of glasses of wine, I’m getting on this thing at 11:00 at night. Because if I sober up tomorrow morning, I’ll never type this out.” What do you suspect went on there? And what do you think is best practices if somebody in the audience thinks they want to post something similar to that?

Angela Dunz: [00:31:40] All of the above. I would definitely write it out and probably have one of my besties look at it and give me a second opinion. I would probably sit on it for several days and not pull the trigger until I had a glass of wine or a good whiskey before I actually sent it out at midnight and went to bed.

Angela Dunz: [00:32:11] And I’ve done all of the above. And I’ve done all of the above on the same post. But I think it’s good to get opinions about things like that that are potentially oversharing, and vulnerable, and sensitive. But I’ll bet you, there are hundreds of parents that appreciated that share because it informed them about how they could possibly respond in similar awkward situations and not be isolated in whatever they were going through.

Mike Blake: [00:32:51] The topic here, Should I overhaul my LinkedIn profile, which presumes that we want to overhaul it because we think it’s not working very well. What are some signs that the LinkedIn profile is not working well, is not performing as well as it could be?

Angela Dunz: [00:33:09] Well, you know, the bottom line is, are you getting referrals? And, in marketing right now, we say that we don’t know anything. We really don’t. Because consumer behavior has changed so dramatically. We know nothing seriously. We just don’t know what is inspiring people and motivating people to purchase anything these days. We’ve gotten so much more discriminating and so much more sophisticated about all of that.

Angela Dunz: [00:33:37] But I would say, and we also say, it’s 12 to 20 touches before somebody picks up the phone to get a hold of you. Linkedin is one of those touches in many cases, 72 percent of the time it’s the number one place that they touch with you. So, you want to make sure that you’re asking people, How did you find out about me? Did you look at my LinkedIn profile?

Angela Dunz: [00:34:07] Now, sure indicators that LinkedIn is not working for you is you have very few profile views. So, the Who’s viewed your profile? is something that I look at all the time. And if nobody’s viewing your profile, then you haven’t been networking, you’re not adding new people, you’re not getting out and about. No one’s engaging with you. You’re not posting whatever it is. You have to stay visible in one way or another.

Angela Dunz: [00:34:33] Now, the second thing I like to look at is Search appearances. That tells me whether the optimization is working or not. If you’re coming up in a lot of searches and they’re the right searches, then your optimization is working fantastic. But if you’ve got just a few searches and they’re not the right people, you’ve got some work to do.

Angela Dunz: [00:34:56] Now, the other indicator that I like to look at is the social selling index. And it’s interesting because, today, I sent out my newsletter and I explained the importance of all three of those little KPIs that I use with clients. The social selling index is mostly for people who are in sales. But I find that solopreneurs and small firms, business development people, get a lot of great information from the four different categories in the SSI score.

Angela Dunz: [00:35:27] But at the end of the day, it’s, Are you getting inbound inquiries in some way, shape, or form? Is somebody picking up the phone? Is somebody sending you a message? Are they going to your website from LinkedIn? And Google gives us analytics for that.

Mike Blake: [00:35:47] You know, you brought something up here that I think I want to make sure that we hit because I think it’s important. The LinkedIn profile is a keystone to a larger strategy, right?

Angela Dunz: [00:36:02] I like to call it the centerpiece.

Mike Blake: [00:36:04] Okay. The centerpiece. Great. We’ll use your term because you know more about it than I do. So, it’s important to understand the limitations of a LinkedIn profile could be awesome. But if there’s no other activity behind it, it’s unlikely to generate a whole lot of results. It’s part of a broader commitment to the platform itself, right?

Angela Dunz: [00:36:26] Yes. And, you know, there are so many different ways to look at the LinkedIn profile. For attorneys, their end users, the client, usually don’t come to them directly. It’s usually a referral from another attorney. And so, for them, I have a different strategy than I do for coaches. Because they just need one that’s adequate that really lets people know, “Hey, I’m credible. I’m a leader in my field.” So, when the client actually looks at their profile, that they’re not being repelled, they’re being attracted, or they at least say, “Oh, he’s adequate. And he’s been recommended to me, so it’s going to be okay.”

Angela Dunz: [00:37:06] Now, a coach is a completely different situation. They have to establish immediate rapport. And have that person know, like, and trust them well enough to put their vulnerable self in a coach’s hand to solve a specific problem.

Mike Blake: [00:37:23] Well, let me rephrase this, my observation is I think LinkedIn as a platform is becoming a bit spammier than it has been in the past. I’m receiving more connection requests, more Inmail, more, frankly, people that I have to block. Because it’s okay if you want to sell to me, but at least be honest about it. Don’t tell me how interesting I am, connect, and then start to sell me whatever. Do you see the same thing? And is there anything that you can do to your LinkedIn profile that might deter spam?

Angela Dunz: [00:38:07] There isn’t a lot that you can do to deter it other than what you mentioned, the blocking. And I applaud you for doing that. They are repeat offenders. These are very aggressive people. Now, LinkedIn last year limited the number of invitations that can be sent in a week. It used to be 100 a day. It has been reduced to 100 per week per profile. And part of that was to eliminate third party automation and the spray and pray method of trying to get a hold of people.

Angela Dunz: [00:38:43] Now, I think that everyone should have a connection strategy. So, if you take five seconds and you look at who it is that sent you an invitation and you think that they’re going to tell you, “I’m going to make you a seven figure coach within the next nine weeks,” it’s an automatic no. But everybody should have a connection strategy. If they’re not a potential client or referral partner or just an influencer in your field, then it’s a no.

Angela Dunz: [00:39:13] And blocking them is very helpful because if somebody gets X number of blocks, and I believe it’s ten, they get their profile pulled for three days. They go in LinkedIn jail. So, by taking the time to actually block some of these repeat offenders, you’re doing all of us a favor.

Mike Blake: [00:39:35] Okay. I’m glad I’m contributing to the common good by doing that because I do like blocking people that annoy me. So, let me ask you this question, this is probably going to be it depends answer, but that’s okay. I found that one of the stronger features or more useful features of LinkedIn is a LinkedIn Navigator program, because I can see who’s visiting my profile. It ain’t cheap, 80 bucks a month is not an inexpensive investment. But on the other hand, for me, I find just knowing in terms of KPI, and then if there’s somebody that I could actually actively follow up on, it’s worth the price of admission. But I’m curious what you think of it as a true LinkedIn expert.

Angela Dunz: [00:40:26] Sales Navigator, if you are a sales professional, it’s an absolute must. There is no stronger tool for sorting through things on LinkedIn and really drilling into a specific industry, a specific type of relationship.

Angela Dunz: [00:40:44] You know, when I used to teach sales training, I would say, “Go back to anybody who lists some place that you used to work at as one of their former places that they worked, you’ve automatically got a connection. You have a permission to speak to that person sort of situation. There’s so many strategies that are so successful once you make the investment for Sales Navigator.

Angela Dunz: [00:41:15] Now, Sales Navigator is not a CRM. You want to use it in conjunction with something that really helps you sort through your different buckets of ideal clients, and where is that person at on the client journey. So, those are really helpful tags and things that you want to use to segment your lists. But there is no stronger tool than Sales Navigator.

Mike Blake: [00:41:42] Now, it’s my observation that LinkedIn, like almost every other social media platform, is increasingly promoting video content. For whatever reason, they’re doing that, and I’m not a social media expert. Tell our listeners, is there a way to actually integrate video into your profile. And if so, is that a worthwhile undertaking?

Angela Dunz: [00:42:10] Yes. And there are a number of ways that you can do that. Actually, I think it’s two years ago, you can actually add a video to your profile photo and you could say, “Welcome to my profile and I’m so glad that you’re here. And please make sure that you read my About section,” or something like that. It’s a 30 second – I think it’s actually 29 – and you can only do it on your phone. So, that is one excellent way to include video. It adds some chunkiness to your profile.

Angela Dunz: [00:42:46] The other way is I really encourage people to add video to their Featured section, and add it to your posting, add it to your work experience. You know, it’s just like a welcome video on YouTube. You want to let them know who you are, who you work with, what you’re all about, and what problems you solve. And video is the fastest way to know, like, and trust.

Angela Dunz: [00:43:14] I love it when clients come to me and they say, “I watched a couple of your videos,” because I know that that appointment is probably going to be a slam dunk. They already trust me. They’ve already decided that the way I think and the way I operate is going to resonate with them.

Mike Blake: [00:43:36] So, I want to switch gears here. I think my sense is that one of the most overlooked components of the LinkedIn profile is the background image. And I think part of it is that it’s actually not all that easy to put a background image in. There are licensing issues. You’ve got to have the exact dimensions of the photo correctly. It takes some effort. Is it worth the effort?

Angela Dunz: [00:44:05] It is more than worth the effort. It is one of the most converting pieces of your LinkedIn profile. And best practices for that is pictures of people. And interestingly enough, the SSI score, one piece of that is, are you using that banner and are you using it well? So, LinkedIn, themselves, thinks that that is important enough to put into their Social Selling Index. And it is the biggest piece of real estate that you have on LinkedIn. You know, that is your first opportunity to create an emotional connection with your ideal client. So, if you can incorporate the know, like, and trust factor, that is an excellent use of that banner space. It is a very odd size. It’s really hard to get that right. But when it’s well done, it’s amazing.

Mike Blake: [00:45:07] I’m talking with Angela Dunz. And the topic is, Should I overhaul my LinkedIn profile? What about putting your complete contact information on the LinkedIn profile, is that a safe thing to do? Should you put your cell phone on there or limit it to a generic work phone number, for example? What in your mind is best practices in terms of contact information on the LinkedIn profile?

Angela Dunz: [00:45:33] One of the things that I advise my clients is, if you don’t feel comfortable sharing your phone number, make sure that you keep it out of the contact information. It is the little extra box that you click. If you put it there, it is a little more likely to get scraped by people who are scraping LinkedIn. So, if you want to keep it more secure, I have clients that actually put their cell phone number in their headline, and put it in as a call to action in the About section. It’s a little safer place to put your contact information.

Angela Dunz: [00:46:11] But what I recommend to most of my clients is a call to action that’s appropriate is a calendar link. And if they don’t share enough information or answer your questions, that might be a red flag for you. So, a calendar link is sort of keeping things a little bit removed from actually getting a hold of your cell phone number.

Mike Blake: [00:46:33] Okay. And one of the question I want to get to is, one thing that LinkedIn makes very easy, and I’m not sure this is good or bad or not, it’s very easy to update and to edit most of your profile. And I know people, and I am probably one of them, I am a serial tweaker of my LinkedIn profile. Is that a healthy thing? Or how much tweaking or updating is too much, if there is such a thing?

Angela Dunz: [00:47:03] I don’t think there is such a thing. And tweaking your profile, changing things, fresh content refreshes the algorithms. So, I don’t think there’s a downside. And I think there’s a huge upside to that. Now, people that don’t update their profile for a year or two, they’re just not coming up in searches. When I start working with the client, that’s the first thing I do, is I do a search of their name or I do a search of what their main function for their job is. And if they don’t come up, we have some serious work to do together.

Mike Blake: [00:47:40] So, that’s interesting. I mean, that gets back to really just old fashioned SEO is that fresh content is content. Everything else is constant. That’s going to be what gets to the top of the list. So, it sounds like that even a fair amount of tweaking or updating is actually a healthy thing, potentially.

Angela Dunz: [00:47:59] Yes.

Mike Blake: [00:48:01] Well, that’s cool. I would not have guessed that, so I learned something today as I expected to do. Angela, this has been a great conversation, a deep conversation on a fairly narrow topic. But, nevertheless, one that I think applies to a very broad audience. I’m sure there are people that wish I would have asked different questions or maybe that we would have spent more time on a particular question. If somebody wants to follow up with you for advice on how to improve their LinkedIn profile, can they do so? And if so, what’s the best way to do that?

Angela Dunz: [00:48:35] Well, of course, I would love for them to connect with me on LinkedIn, and send me a personal message that they listened to this podcast and that they’d like to ask some further questions. And your URL on LinkedIn needs to be a clean URL. Mine is my name spelled exactly the way I say, no dots, no dashes, no spaces. So, that’s the easiest way for somebody to get a hold of me. The second easiest way is to go to my website, angeladunz.com.

Mike Blake: [00:49:09] That’s going to wrap it up for today’s program. And I’d like to thank Angela Dunz so much for sharing her expertise with us.

Mike Blake: [00:49:15] We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next business decision, you have clear vision when making it. If you enjoy these podcasts, please consider leaving a review with your favorite podcast aggregator. It helps people find us that we can help them.

Mike Blake: [00:49:31] If you would like to engage with me on social media with my Chart of the Day and other content, I’m on LinkedIn as myself and @unblakeable on Facebook, Twitter, and Instagram. Also, check out my LinkedIn group called Unblakeable’s Group That Doesn’t Suck. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

 

 

 

Tagged With: Angela Dunz, Brady Ware & Company, brand building, Decision Vision, LinkedIn Badass, linkedin marketing, marketing, Mike Blake, Social Media

Workplace MVP LIVE from SHRM 2022: Xavier Cugnon, Arrow Exterminators

June 30, 2022 by John Ray

Arrow Exterminators
Minneapolis St. Paul Studio
Workplace MVP LIVE from SHRM 2022: Xavier Cugnon, Arrow Exterminators
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Arrow Exterminators

Workplace MVP LIVE from SHRM 2022: Xavier Cugnon, Arrow Exterminators

Xavier Cugnon, VP of HR Administration for Arrow Exterminators, joined host Jamie Gassmann in the R3 Continuum booth to chat about his experience at SHRM 2022 in New Orleans. He shared how he got into learning and development through his military career and his path to HR. He and Jamie also talked about the networking opportunities of being in person again, the thought leadership he was seeing around DE&I, and much more.

Workplace MVP is underwritten and presented by R3 Continuum and produced by the Minneapolis-St.Paul Studio of Business RadioX®.

This show was originally broadcast live from the 2022 SHRM Annual Conference held at the New Orleans Convention Center in New Orleans, Louisiana.

 Arrow Exterminators

Arrow is a full-service company specializing in Pest Control, Termite Protection, Mosquito Prevention and Control, Fire Ant Control, Wildlife Control and Exclusion Services, Handyman Services, Insulation Services, New Construction Treatments and providing documentation for Real Estate Transactions. They offer these services in both residential and commercial situations.

At Arrow, they pride themselves on going BEYOND THE CALL because this business is their calling and they are committed to protecting your family’s health and property while caring for the environment. They are large enough to offer a variety of pest control services at affordable prices and small enough to know their customers – the way a good business should.

Company website | LinkedIn | Facebook

Xavier Cugnon MS, SHRM-SCP, PHR, Vice President, Human Resources Admin, Arrow Exterminators

Xavier Cugnon MS, SHRM-SCP, PHR, Vice President, Human Resources Admin, Arrow Exterminators

As the VP of Human Resources Administration, Xavier works to lead the Human Resources practices at Arrow Exterminators in support of its business goals. Primarily, his team focuses on unifying Arrow’s human capital management systems and practices to effectively deliver on Arrow’s vision to hire, train, and retain rock stars and grow opportunities for generations to come.

Xavier Cugnon had an extensive career in Marine Corps aviation, manufacturing, and proposal writing which equipped him with a vast array of job skills.

He has a Master of Science degree in Human Resource Development from Villanova University. He also teaches the SHRM certification prep course for SHRM-Atlanta.

LinkedIn

About Workplace MVP

Every day, around the world, organizations of all sizes face disruptive events and situations. Within those workplaces are everyday heroes in human resources, risk management, security, business continuity, and the C-suite. They don’t call themselves heroes though. On the contrary, they simply show up every day, laboring for the well-being of employees in their care, readying the workplace for and planning responses to disruption. This show, Workplace MVP, confers on these heroes the designation they deserve, Workplace MVP (Most Valuable Professionals), and gives them the forum to tell their story. As you hear their experiences, you will learn first-hand, real-life approaches to readying the workplace, responses to crisis situations, and overcoming challenges of disruption. Visit our show archive here.

Workplace MVP Host Jamie Gassmann

Jamie Gassmann, Host, “Workplace MVP”

In addition to serving as the host to the Workplace MVP podcast, Jamie Gassmann is the Director of Marketing at R3 Continuum (R3c). Collectively, she has more than fourteen years of marketing experience. Across her tenure, she has experience working in and with various industries including banking, real estate, retail, crisis management, insurance, business continuity, and more. She holds a Bachelor of Science Degree in Mass Communications with special interest in Advertising and Public Relations and a Master of Business Administration from Paseka School of Business, Minnesota State University.

R3 Continuum

R3 Continuum is a global leader in workplace behavioral health and security solutions. R3c helps ensure the psychological and physical safety of organizations and their people in today’s ever-changing and often unpredictable world. Through their continuum of tailored solutions, including evaluations, crisis response, executive optimization, protective services, and more, they help organizations maintain and cultivate a workplace of wellbeing so that their people can thrive. Learn more about R3c at www.r3c.com.

Company website | LinkedIn | Facebook | Twitter

TRANSCRIPT

Intro: [00:00:02] Broadcasting live from SHRM 2022 at the New Orleans Convention Center, it’s time for Workplace MVP. Brought to you by R3 Continuum, a global leader in helping workplaces thrive during disruptive times. Now, here’s your host.

Jamie Gassmann: [00:00:20] Hey, everyone. You’re host, Jamie Gassmann here, coming to you from SHRM 2022 Expo Hall. And I am in the R3 Continuum Booth, our show sponsor. And with me is – oh, the last name. Oh, my goodness. X. I know it’s X, his first name.

Xavier Cugnon: [00:00:34] I’m going to help you out there. So, Xavier Cugnon.

Jamie Gassmann: [00:00:35] Yes. Help me out with your name. You covered up your – I was trying to like get that, figured out before they call you. It’s been a long day. All right. So, I’m going to call you X. You say your full name for me, please.

Xavier Cugnon: [00:00:46] Most people do. X is fine.

Jamie Gassmann: [00:00:47] Yeah. So, now who are you with?

Xavier Cugnon: [00:00:50] I am with Arrow Exterminators.

Jamie Gassmann: [00:00:52] So, talk to me and share with me kind of your background. I know you’re a VP of HR admin.

Xavier Cugnon: [00:00:57] Yeah.

Jamie Gassmann: [00:00:57] So talk to me, how did you get to that role? What’s your career journey look like?

Xavier Cugnon: [00:01:01] Okay. So, probably not the typical path or the conventional path. I’m also a former Marine, so I’ve spent a good bit of time with Uncle Sam’s Misguided Children; we would say USMC. And being a product of that, I spent my last war as an instructor, teaching my occupational specialty, which brought me into learning and development, which is my catalyst to my civilian career when I left the military. I went to grad school on my G.I. Bill in human resources. I found my current role and position as a product of grad school. And now, my day job, I’m the VP of H.R. for a wonderful company, and I twilight as an SHRM certification instructor for SHRM-Atlanta.

Jamie Gassmann: [00:01:46] Oh, that’s fantastic. So, using all those skills.

Xavier Cugnon: [00:01:48] There you go.

Jamie Gassmann: [00:01:49] You learned in the Marines and then now and then from your grad school. That’s fantastic. So, now I know this is not your first SHRM rodeo. You’ve been here a few times.

Xavier Cugnon: [00:01:59] Correct. Yeah.

Jamie Gassmann: [00:02:00] So what are you excited about this year? Are there some things or key challenges or areas of interest that you’re excited to get more information on?

Xavier Cugnon: [00:02:08] Sure. So, you know, I’m hesitant to say that this is kind of a post-COVID because I’m not sure if that’s reality, but we’re certainly past the initial wave. So coming here and, first of all, connecting with your peers to understand, to get some empathy from your peers, because we’ve all endured something quite unique. So to get those testimonials I think is a huge psychological benefit from coming to these conventions or conferences and meeting with the vendors.

Xavier Cugnon: [00:02:39] So, we interact with a lot of vendors, and one of my key responsibilities is understanding the technology that we use, but that technology is forever evolving. So, the product and services that we see from a lot of people in H.R. spaces, what they showed you last year is different from what they have available this year because it’s a constant race. I call it a race to the moon, right? You’re always trying to develop and enhance your technologies. So, my responsibility is to understand the capacity of the systems that we have, but then see what’s in the marketplace as well.

Jamie Gassmann: [00:03:06] Yeah. And make sure that you bring in some of those solutions back that help to kind of do your job better or enhance the workplace itself.

Xavier Cugnon: [00:03:14] You got it. You got it. And then, on top of that, of course, all the lectures and sessions that we have the privilege of sitting through, I mean, there’s some thought leadership going on. So, you know, I can’t pretend to be the smartest man in the room. That would just be untruthful. And I’m a man of integrity. We’re in H.R. So I love to surround myself with people who are just thought leaders in our space.

Jamie Gassmann: [00:03:34] Yeah. That’s fantastic. And I know there are a lot of thought leaders here.

Xavier Cugnon: [00:03:37] Absolutely.

Jamie Gassmann: [00:03:37] And, you know, it’s really exciting. So, you know, looking at some of the presentations that you have attended and some of the information that you’ve already obtained from being here, now it’s like day two but it’s like almost at the end of day two, what was your favorite like session or some of your favorite moments or key takeaways that you’re like, “Oh, I got to bring that back. That was just so powerful.”

Xavier Cugnon: [00:03:58] Yeah. Well, you know, I think personally, I look for diversity, equity and inclusion initiatives. I think the whole space in a whole – you know, there’s a lot of human nature that’s counterintuitive to the idea of everyone just being, you know, in a community that appreciates one another to, you know, productively. So, DE&I, it’s such a spectacular initiative. It has so much benefit but it’s also complete chaos. And it’s impossible to get it perfectly, and it’s so easy to get it wrong.

Jamie Gassmann: [00:04:36] Yeah.

Xavier Cugnon: [00:04:37] So, just again, sitting in these sessions, I sat through a few where we had some thought leadership. I mean, there’s a lot of common sense, but a lot of it is so personal. You have to do so much personal self-reflection. And as H.R. practitioners, you have to advocate that to your leadership. So you have to put your leaders in a space where they’re receptive to those concepts. And I think that’s a massive hurdle. So, you know, I’m listening. I’m very intuned.

Jamie Gassmann: [00:05:01] Yeah. Well, and you made a comment that I think is so interesting, too, is that human connection with your peers. I mean, because you have been through similar – I mean, not everybody’s story is exactly the same, but there’s so much power in being able to learn off of each other as well. So I know you mentioned the thought leadership and definitely there’s standouts in those that are, you know, those experts that have kind of a point of view on a topic. But the conversations I got to imagine that you’re having with some of your peers have got to be just as impactful and powerful as maybe some of the sessions you’re sitting in.

Xavier Cugnon: [00:05:32] Yeah. The water cooler talk so to speak.

Jamie Gassmann: [00:05:35] Yeah. Yeah. [Inaudible]

Xavier Cugnon: [00:05:36] The people tap me on the shoulder on the escalator and say, “Hey, where are you from? Who do you work with?” And then, you get into a little sidebar conversation. Yeah, you’re absolutely right. And then, there’s a lot of exchange of information between peers so that you have that network to lean on. So, I’ll always welcome somebody to give me a call and just to spar whatever they’re thinking, just to spar back and forth and say, “Hey, am I an idiot for being, you know, here by myself? Are you here with me? What are your suggestions?” Because I want that privilege, too. I want to be able to tap into some of my peers. So, it’s fantastic to come out here and meet new people.

Jamie Gassmann: [00:06:10] And you just never know when you might need somebody that you got to lean on and go, “Okay, I’ve got a situation. I’ve got to pick a brain of somebody who might have gone through that or shared a story with me somewhere.” So, you mentioned the DE&I. I mean, every workplace is going to be unique with that, too. So what works maybe over here may not work in the same capacity at a different location. So, it’s interesting that you kind of brought that up as like there’s the different technologies and things, or different approaches to it.

Xavier Cugnon: [00:06:38] Yeah, yeah, absolutely. Yeah. You know, again, DE&I is inherent to every culture. Every culture is absolutely unique. You know, it’s like a – you know, it’s like a family consultation. Every family is very different, right? So you have keen approaches and concepts, but, you know, every good shrink looks at every company or every family very differently. I think the same is true with DE&I.

Jamie Gassmann: [00:07:01] Yeah. Absolutely. It’s great. Were there any other wonderful topics or things that you were like just blown away by, I guess? It’s just like, you know, like you can’t wait to get back and like kind of put it into motion.

Xavier Cugnon: [00:07:12] You know, you have these amazing keynotes, so just getting in front of these keynote speakers. And again, you know, we had a keynote session this morning with the CEO of SHRM, what a dynamic personality. I mean, so fantastic to see. And, you know, that’s one thing you look for in a CEO is the human element. I mean, this gentleman is the personification of our profession. And to see him live and in the flesh, and I don’t mean to put him in a position of grandeur, but it was just so nice because you want to assume that his persona is reflective of our profession. And I was absolutely convinced of it. So that was a very successful session.

Jamie Gassmann: [00:07:55] That’s awesome. I know I heard. One of my other guests that stopped by had like a great quote that he had shared that was like, so it sounds like he gave some great leaving thoughts for the H.R. leaders that were in the room.

Xavier Cugnon: [00:08:07] Yeah. And you saw the human in him, which is great.

Jamie Gassmann: [00:08:09] Yeah.

Xavier Cugnon: [00:08:09] Because that’s what we are.

Jamie Gassmann: [00:08:10] Absolutely. He’s got the human back in human resource. I think that might have been the theme last year’s conference. This year is cause and effect, but yes, awesome. So if somebody wants to get in touch with you, further network, swap ideas from an H.R. perspective, how would they go about doing that?

Xavier Cugnon: [00:08:26] So, I am an email away. My contact information, you can get me at xcugnon – so, I’m going to spell that for you. So, it’s X-C-U-G-N-O-N @arrowexterminators.com. You reach out, briefly introduce yourself, and by all means, let’s get in touch.

Jamie Gassmann: [00:08:44] Yeah. Absolutely. And you heard it here, X is available to be that network away. So awesome. Great. Thank you so much for joining us on the show. [Inaudible].

Xavier Cugnon: [00:08:53] I appreciate it [inaudible]. Thank you.

Jamie Gassmann: [00:08:54] Yeah.

Outro: [00:08:59] Thank you for joining us on Workplace MVP. R3 Continuum is a proud sponsor of this show and is delighted to celebrate most valuable professionals who work diligently to secure safe workplaces where employees can thrive.

 

Tagged With: Arrow Exterminators, DEI, Human Resources, Jamie Gassmann, New Orleans, pest control, R3 Continuum, SHRM 2022, Workplace MVP, Xavier Cugnon

One of the Most-Googled Financial Questions, with Bill McDermott, Host of ProfitSense

June 29, 2022 by John Ray

Financial Questions
North Fulton Studio
One of the Most-Googled Financial Questions, with Bill McDermott, Host of ProfitSense
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Financial Questions

One of the Most-Googled Financial Questions, with Bill McDermott, Host of ProfitSense

In this commentary from a recent episode of ProfitSense, Bill notes that one of the most often searched financial questions is about insurance and estate planning. He lays out the kinds of insurance a business owner should be concerned with both personally and for the business.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Bill’s commentary was taken from this episode of ProfitSense.

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Tagged With: Bill McDermott, business insurance, disability insurance, estate plan, Financial questions, life insurance, ProfitSense with Bill McDermott, umbrella policy

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