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How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum

January 19, 2021 by John Ray

doxing
North Fulton Business Radio
How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum
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doxing

How Doxing Can Have a Ripple Effect on Organizations, with Hart Brown, R3 Continuum (North Fulton Business Radio, Episode 323)

Doxing is the malicious activity of researching and releasing personal information in an attempt to harass or intimidate individuals and organizations with whom a hacker disagrees with or dislikes. Hart Brown of R3 Continuum joins host John Ray to discuss how organizations can monitor this activity and address negative PR, the wider effect on employees, why even the smallest businesses are not immune from doxing, and much more.  “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

R3 Continuum

R3 Continuum (R3c) is a global leader in behavioral health and security solutions for workplace well-being. Annually, R3c responds to more than 18,000 catastrophic events in the workplace, with an average of 1,500 per month. Some notable events that R3 Continuum has provided immediate and ongoing support in the wake of are: 9-11, the Las Vegas shooting; Hurricanes Katrina, Andrew, Harvey, Maria, Irma, Sandy and Florence; the Japan Tohoku earthquake and tsunami; the Boston Marathon bombing; the California wildfires and many other disruptions in the workplace (e.g., mass layoffs, rioting, death of an employee, catastrophic injury, etc.).

R3c has the ability to provide support at all levels of an organization, simultaneously and at scale to promote workplace well-being and performance in the face of an ever-changing and often unpredictable world.

Learn more at www.R3c.com.

Hart Brown, Senior Vice President

Hart Brown serves as Senior Vice President for R3 Continuum, a psychologically based crisis management firm that responds to 18,000 event each year. He brings over 20 years of experience in both the public and the private sectors. Hart has provided crisis and risk management services across 50 countries, to hundreds of events including the World Cup, one of the largest bankruptcies in US history and one of the largest mass shootings in US history.

Mr. Brown regularly responds to organizations involved in crisis events, security events, threats of violence and cyber incidents. Because of that, Hart works closely with insurance programs in commercial, personal, benefits and specialties markets supporting risk modeling and financial assessments as well as emerging risks, reputation protection, crisis management, active shooter and assault protection, and business interruption. He has an M.S. from Texas A&M University and holds certifications in organizational resilience, business continuity, loss prevention, as a commercial lines coverage specialist and as an ethical hacker.

Questions and Topics in this Interview:

  • What is doxing?
  • What should organizational leaders watch for to identify if doxing is taking place?
  • What do you do with negative PR that may occur as a result?
  • What risks does that present to the organization?
  • What kinds of things are necessary to return to productivity?
  • Why is this a concern now and hasn’t been before with political unrest incidents?
TRANSCRIPT

Intro: [00:00:05] Live from the Business RadioX studio inside Renasant Bank, the bank that specializes in understanding you, it’s time for North Fulton Business Radio.

John Ray: [00:00:19] And hello again, everyone. Welcome to another edition of North Fulton Business Radio. I’m John Ray. And we are not back in our normal haunt inside Renasant Bank in Alpharetta in North Fulton, but we look forward to that day soon. But the folks at Renasant are busy right now, and they’re working on a second-round PPP. And if they do what they did on the first round, they’re going to end up helping a lot of business owners, and a lot of them that weren’t even their clients.

John Ray: [00:00:50] So, that’s the philosophy they have at Renasant Bank. If you’ve got problems with your big bank that you’re tired of voices that are generated by computers, and phone trees, and all that kind of stuff, and it’s hard to get a live person to speak to, go to RenasantBank.com and find their local office, and give them a call, and you’ll talk to a real person, and they’ll set an appointment, and deal with you like face to face and the way these things work. So, I’ve worked with them for some time and delighted with the experience, and I think you will be too. Renasant Bank, understanding you. Member FDIC.

John Ray: [00:01:38] And now, I want to welcome Hart Brown. And Hart is a Senior Vice President with R3 Continuum. Hart, welcome.

Hart Brown: [00:01:46] Thank you very much. Thank you for having me.

John Ray: [00:01:48] Great to have you, Hart. Tell us a little bit about you and R3 Continuum. How you serving folks out there.

Hart Brown: [00:01:55] Sure, sure. So, as you mentioned, I’m Senior Vice President with R3 Continuum. I’m responsible for their crisis management services, but R3 more broadly service as a critical service for organizations as it relates to behavioral health, psychological services, as well as crisis response services. So, one of the key things I think is helpful for people to know and get a sense of, we’re responding to roughly 18,000 crisis events each year. So, roughly in that range of 75, up to 120 potentially every day. And those run the spectrum of anything from natural disasters to the types of things that we’re seeing right now related to unrest, and through cases of mergers and acquisitions that may be problematic for integration purposes and, ultimately, workplace violence as well.

John Ray: [00:02:55] Now, the topic at hand is fairly specific around doxing and the effect doxing can have on organizations. So, first of all, let’s set this up and explain what doxing is.

Hart Brown: [00:03:11] Sure. So, it’s a unique term that I think represents what many of us are seeing right now play out in real time. So, it’s just how we categorize what we’re seeing. So, one of the things that’s continuing to play out, and doxing has been around for some time, traditionally, it’s been housed within the hacking type of community. Now, it’s being used more broadly. And the way it’s being used now is if someone is identified in a protest or somebody is identified making a statement, somebody has done something to gain the attention of the individuals that may not agree with them, what they’ll do is they’ll go on a digital campaign for civil disturbance.

Hart Brown: [00:03:56] And that digital campaign is intended to get all of their personal information, their families’ information, anything that they can gather from those individuals. And it may start from just a picture, and then researching that picture on social media. And then, from picture, getting a name; and name, getting residence; and a residence, getting a vehicle. And then, they start to publish that information both within communities of interest that they have, as well as more broadly across the internet, trying to put a negative spotlight on that individual and, potentially, even the organizations they work with.

John Ray: [00:04:35] And presumably, that individual’s family, and loved ones, and all those close to them, and that kind of puts pressure on the individual themselves.

Hart Brown: [00:04:44] Absolutely. So, even though there is not necessarily a direct threat against that individual, or family members or others, there’s an implication. There’s something that’s implied that says, “If I’m releasing this information out on you, I have an expectation that other people may take that information and do something against you.” Maybe in the cyber domain, they may start a hacking campaign or something against you and your family, the organization you work for, or others or it may actually be physical, where someone makes an effort to approach you at your home or your family.

John Ray: [00:05:22] What you’re describing is something that strikes me. The word that comes to mind is a loose confederation of bad actors, one of which gets the ball rolling. And without any necessarily coordinated communication, they kind of feed on each other with this effort. Did I describe that correctly?

Hart Brown: [00:05:53] Yes. And what the term we assign to that is something called “cause stalking.” And many of us may remember, certainly, watching political figures or other high-profile individuals, they may gain negative attention by people that want to follow them, be close to them, be around them, stalk them, whatever it may be. And that includes issues related to relationships that may not have ever developed or where they may have developed and then ended. You have these stalking types of situations. Then, there’s a subset of stalking that’s related more to group stalking. And so, they’ll start to recruit their friends to start stalking a single individual.

Hart Brown: [00:06:39] And then, we have this issue of cause stalking. So, somebody does something that’s against, potentially, a cause that I believe in, and I’m going to recruit more and more people – it could be all around the country, it could be all around the world – to start doing things and following whatever they can to harass or cause problems for that person. So, the cause stalking is really where we see this increase right now.

John Ray: [00:07:07] Now, there are some obvious answers, I guess, to this question, but maybe some less obvious ones as well, which is why I ask it. How do leaders of organizations know that this is taking place? What do they need to watch for?

Hart Brown: [00:07:26] Yeah. So, this is where you start to play off both the physical space and the cyberspace at the same time. Somewhat difficult for many organizations. But one is just understanding and getting a sense for the sentiment of the individuals that you work around every day. Is there unrest? Are there things going on? Is the culture not at a point where you would want it to be, where people may be acting out in certain ways? You just want to be aware of that potential. Then, starting to look at what’s going on in the overall environment. Is there targeting coming out? And most of this does have a tendency to come out in the news. Is there targeting of companies like yours? All right. So, that would give you an indication that, potentially, that spotlight may start to turn around and hit you. So, that would be another one.

Hart Brown: [00:08:20] Then, you start to look for things related to social media. So, is your name, is somebody else’s name, is the organization’s name being put out in social media in a negative way? And there are many different tools – some quite easy, some very elaborate – to be able to do that social media monitoring and give you alerts that say, “Hey, something is going on in this space. You may want to look or read the actual post.” Things like consumer sentiment as well. What’s going on in the consumer space? Is there, potentially, any sort of backlash or something that may be going on there?

Hart Brown: [00:08:53] And then, issues related to hacking. So, are there increased number of hacking attempts on your site that you may get an alert on? Is there increased efforts to get your personal information, which, now, we all know the term phishing, but there’s also spearfishing, which is highly specific dedicated to certain individual to try and get them to click and hack; or wailing, which really is targeting more the leaders of an organization, the top of the organization, and focusing specifically on them. So, you’ll see all of these start to happen at the same time, potentially, if somebody in your organization is being singled out or doxed.

John Ray: [00:09:37] We are chatting with Hart Brown. And Hart is the Senior Vice President with R3 Continuum. Hart, I’m curious why now, why this has not been a feature. We’ve had political unrests before, maybe not quite like what we’re having now, but we’ve had it before. We’ve had protests before. Why now? Why is this so prevalent now versus before?

Hart Brown: [00:10:12] So, it’s a great question. And there’s a number of trends that are coming together all at the same time to generate the situation we’re in. One is from a traditional protest type of environment, a typical rally type of environment that you might see that goes on virtually every day at different parts of the country, different parts of the world. You’ll see throughout the day, it has been very common that in the afternoon time frame, people will start to gather and build up. They’ll do their marches, rallies, whatever it is, and the vast majority of them being peaceful in nature. As you go later on into the night, things have a tendency to potentially change. And so, the risks related to hostility and others begin to increase.

Hart Brown: [00:10:59] What we found over the last six months, and this is a relatively recent trend, and the trend comes more from Europe than it does from the US, is that these protests have a tendency to go on for months and months and months in that same fashion and have not really resulted in any major change. And then, we had a protest in Kyrgyzstan, and that protest built up very, very quickly during the day, and they immediately made an effort and were successful in making entry into government buildings. That day or the day after, the president, at that point in time, resigned. And so, in the protest community, what they saw was this idea of speed has a tendency to make a change, where the traditional approach didn’t. So, that was one indicator.

Hart Brown: [00:11:50] The next indicator is you see security apparatus start to build up, which is natural in this process. And so, now, you start to see more and more of a balance between those that may want to do something and the security apparatus, at least, as we see it today, is starting to balance out. That means that group of individuals that might want to do something are going to have a harder time. And the natural progression there is you’ll see more bomb threats, you’ll see more incendiary threats, you’ll see those kinds of things. Because I can’t get in, because I can’t get close, I’m going to try other ways to harass or be a problem.

Hart Brown: [00:12:32] The next one is we’ve seen an increase in personalization throughout this time frame. So, it’s not just an ideology that we’re talking about. We’re really starting to see more and more that there’s a focus on certain politicians, on certain CEOs, on the actions they take, on the votes that they put forward. All of that now is highly individualized, which is different from what we’ve seen before. And so, you put all of that together, those individuals that want to harass or do something, the inability to do so from a physical sense, from a security perspective, the highly engaged, personalized approach, and now, this idea of doxing, “Let’s just go after those individuals, their homes, their families,” is becoming more of an increased trend than we’ve seen before.

John Ray: [00:13:24] What you’re describing in some of the various examples you mentioned is something that goes beyond particular movements, or points of view, or strands of protest, however you want to term that. I mean, you’re describing something that comes from the left, comes from the right. It comes from a lot of different places, right. So, to identify this activity with one particular individual, party, movement sounds like a mistake.

Hart Brown: [00:14:02] Correct. And the reality is information is everywhere. And it’s very difficult once your information is out there to do much to try and bring it back. So, as these types … And all of the movements learn from each other. And so, those that are more inclined to become hostile or use harassment as a means to an end are more likely to use this kind of tactics. So, I think this is sort of going into not only the first half of this year but, really, at least, through 2021, we’ll see this continuing to occur.

John Ray: [00:14:41] So, negative PR is obviously the goal. So, what should company executives, board of directors, business owners, what should they do when that negative PR occurs?

Hart Brown: [00:14:59] So, great question. And a lot of organizations, unfortunately, going through this in real time right now and having to make decisions – what they do with certain employees that have been doxed, and do they make a statement, or do they not make a statement? The first thing to understand in this process is … and I sort of go back historically to the world of crisis PR. Historically, there was this move to say we have to get ahead of the message. We have to say something. We have to engage. And what you find in today’s social media and media environment, it’s incredibly difficult. You’re just not going to be able to get ahead. You’re certainly not going to be able to create the message going forward in the first few minutes or few hours. It is going to go the way it wants to go.

Hart Brown: [00:15:46] So, the first thing to realize is you don’t have to jump out and say something right up front. It is important to do a risk assessment. So, what is being said? How many people are saying it? Why they’re saying it? All of that becomes very important. That helps to gauge when and how to potentially make a statement. Organization may never make a statement if the risk assessment says, you know what, the risk is very low from this event overall, any push, anything we do to put a spotlight on this case is likely to bring more negative attention on us, not necessarily positive. So, that’s the first big step.

Hart Brown: [00:16:29] Then, understand how the case occurred. So, a quick after action, a quick investigation as much as you can. Is this a single individual and has his or her information was easy to get by somebody outside the company, and they’ve put it forward, or is this something that is incredibly difficult to get this person’s information and publish it? Important to know potentially who. And in our world, we refer to it as an adversary. Who is this adversary? Is this somebody that just did it on a Saturday to do it, or is this something that’s really likely to potentially become an extended or elongated process? Are they going to do more? It would be an important part of that that risk assessment.

Hart Brown: [00:17:13] And then, creating a bit of a response plan with triggers or we call them triggers, if-then statements. If we see this, then we’re going to put out this kind of a statement. If we see this, we’re going to put out this kind of a statement. And create three or four potential scenarios, so you know what to do in these cases. And then, ultimately, you have to monitor how those statements are going. If you’re going to make a statement, important to get that feedback to make sure it achieves what you wanted to achieve.

John Ray: [00:17:43] Hart Brown is with us, folks. And he is a Senior Vice President with R3 Continuum. Hart, clearly, the concern for companies and other organizations is that the effect within the organization, these attacks may be aimed toward one individual, maybe a CEO, but there’s got to be ripple effects within the organization to employees and other constituencies of that organization.

Hart Brown: [00:18:18] Absolutely. So, we generally break these up external and internal type of situations. External, if you’re a publicly traded company, we’re looking for if there’s negative publicity, is there a stock drop? Is there an activist investor potential issue that’s going to be raised by this? Other types of things, what’s happening to reputation? Is there a potential hit there? Is there a potential issue related to maybe a product boycott, depending on what type of organization you’re looking at? Defacement, whether it’s defacement of a website or something along those lines, or advertising that may be out in communities. We’re seeing that more and more. And ultimately, threats. So, as you said, what we see is while one individual may be singled out, the rest of the employee population, potentially, has a tendency to feel that and recognize the potential that they’re all now, on a broad basis, under some kind of threat.

Hart Brown: [00:19:18] So, internally, some of the things we see, obviously, fear, anxiety, those are natural reactions when these kinds of things occur and your employer’s name is now involved. And that’s the leaders, that’s employees, and that’s their families, right. You can envision the conversations at home. I don’t necessarily want you to go to work today because your employer’s name is all over the news. We see issues, potentially, with hostility within the organization itself. So, some employees may believe differently from other employees, and that may generate some hostility or customers against the employees if you’re in retail, or restaurant business, or something along those lines.

Hart Brown: [00:19:57] So, polarization is an issue. Now, individuals are recognized as to where they are on the potential list of issues. And you see that play out back and forth. Walkouts. If you have leadership that are involved for one reason or another, and the employees don’t necessarily believe in leadership any more, walkout, sickouts and others. So, a number of things playing out internally and a number of things, potentially, playing out external.

John Ray: [00:20:25] I’m interested in … because I know R3 does a lot of work not just in crisis, I guess, after the event, if you will, has occurred, but in trying to help your clients with the prevention side of things. And so, one of the issues around prevention here with this issue is you’ve got so many companies that want to be further engaged in various causes, right? I mean, that’s become a trend here in recent years. And what kind of counsel do you give your clients when it comes to how they weigh the risk of doxing, the effects that might come from the cause-related marketing and other activities that they want to engage in?

Hart Brown: [00:21:26] Yeah. So, it’s a great question. Obviously, looking through and thinking through both from a risk perspective, as well as a financial perspective, right. So, the risks may be incredibly high to focus only on one part or one part of your customer base, but the financial return on that might be high depending on the situation. So, there’s always that balancing act of, is there a financial return for doing that or not?

Hart Brown: [00:21:56] And then, the second is from a leadership perspective, how closely do they want to be aligned or are they already aligned with a specific cause? And, again, we see that on all sides of the spectrum and what that means for four organizations. So, it is a challenge. It’s something that has to be really well thought out, both from a financial and risk perspective. And there are a number of campaigns that have been highly successful that have made a statement that have been able to establish themselves with a cause and have been able to walk that line very successfully without alienating other parts of their business.

John Ray: [00:22:42] Folks, we’re here with Hart Brown, Senior Vice President with R3 Continuum. Hart, I’m curious, as we kind of wind down here, where is all this going? And what do you see ahead in terms of the kind of activity that companies need to be and organizations need to be watching out for going forward related to this?

Hart Brown: [00:23:11] So, yeah, again, a great question. So, here’s one of the things, we started off early last year when COVID-19 really started to have an impact, certainly, in the US. We took a look at all of the information we had available at the time, and what we realized was that most of the research that has been done on major crisis events, major disruptive events, major traumatic events are point in time. So, they’re geographically separated and time separated from other potential events. So, you can think of a hurricane or a situation like that, it occurs, it’s over, and we recover.

Hart Brown: [00:23:49] What we realized pretty early on was we’re in a very long duration crisis event. The question then becomes, what does that mean for individuals and how do organizations leverage the situation we’re in to make sure that individuals are getting the help they potentially need in reestablishing productivity? And so, we went on this study and we referred to it as the emotional comfortability index. What we realized during that time is there’s the stacking, there’s this compounding stressors on top of COVID-19, on top of isolation or lockdown, stay-at-home measures, on top of financial concerns, economic concerns, layoffs, terminations, furloughs. There’s lots of these types of things. Then, you can add the food insecurity and others. That compounding stress type of environment lends itself to a higher risk for civil unrest. It’s just one more thing that people have a tendency to take on and say, “You know what, enough is enough,” and they begin to voice their concerns.

Hart Brown: [00:24:52] The underlying conditions that we saw throughout last year for heightened unrest, and to give you a sense, unrest is really somewhere around three to five times baseline in 2020 over what we saw in 2019. The underlying conditions are still there, and they’re really not going to let up until, potentially, in the summer when the vaccine becomes a bit more available to us. So, as we start to peel away the compounding stressors, unrest or issues related to unrest will likely decrease as well, but not necessarily go to zero. So, for the first six months of this year, unrest, doxing, targeted harassment, those kinds of things are highly likely to be occurring on a daily basis. The second half of the year, we might see a slight reduction in those, but we do see that, at least, through 2021, these kinds of issues are going to be front and center, and will be a challenge for organizations.

John Ray: [00:25:51] We were chatting before we came on about the size of companies that are subject to this, and you made an interesting point that there’s really no company too small to be immune from this activity.

Hart Brown: [00:26:09] That’s right. While we may see large companies making very big decisions on who they’re going to do business with or not do business with, the reality of the situations that the targeting of individuals reaches all different types of organizations. So, we’ve seen everything from very, very large social media companies be in the spotlight, all the way down to real estate agents, small or regional insurance companies and others that just an individual made a decision, they were then put into the spotlight because people went and researched them. And now, they see these cascading events where they have issues potentially with customers and clients, they have issues potentially with banks wanting to do business with them, they have issues with payment processors that may not want to do business with them. And it becomes quite difficult for them. And that’s really all the way down to one and two and three people and family businesses. So, it’s tough for everyone.

John Ray: [00:27:14] Hart, this has been great and very timely and important information for businesses or their organizations. I would love it if we could get to the most important question, which is if someone has heard something that makes them want to be in touch with you and the other professionals at R3 Continuum, how can they do that?

Hart Brown: [00:27:38] I would love for anyone who has an interest to obviously go to the website. The website is www.r3c.com. That’s just the letter R, the number 3, the letter C, dot com. Or they can always reach out to me directly. And that’s Hart.Brown@R3C.com.

John Ray: [00:27:59] Hart Brown with R3 Continuum. Hart, thanks so much.

Hart Brown: [00:28:02] Thank you. Appreciate it.

John Ray: [00:28:05] Yeah. Folks, just a quick reminder that you can find this show on all the major podcast apps. North Fulton Business Radio is the search term. We’re coming up on show number 320 or 330. I’ve lost count. But the point is we’re out there, and I would love it if you would go find the show, and give us a five-star review. It’s not about me, it’s not about Business RadioX, it’s not about the show per se. It’s about the guest on our show. It enables folks to find the show, so that they can potentially plug in to folks like Hart, who offer the services they need. So, if you could do that for us, we’d greatly appreciate it. And connect with us on social media. We’re on LinkedIn, Facebook, and Twitter, North Fulton BRX. So, for my guest, Hart Brown, I’m John Ray. Join us next time here on North Fulton Business Radio.

 

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® 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.

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.

Tagged With: Crisis Management, cyber incidents, doxing, ethical hacker, hackers, Hart Brown, negative PR, organizational resilience, R3 Continuum

Mark Lakis, Southern Dental Alliance

January 18, 2021 by John Ray

Mark-Lakis-DBR
Dental Business Radio
Mark Lakis, Southern Dental Alliance
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Mark-Lakis-DBR

Mark Lakis, Southern Dental Alliance (“Dental Business Radio,” Episode 11)

Southern Dental Alliance CEO Mark Lakis joins host Patrick O’Rourke to discuss how his DSO allows doctors to be doctors and provide better access to care for patients. Mark also discusses the partnership operating model of Southern Dental Alliance and its advantages for both doctors and patients. “Dental Business Radio” is underwritten and presented by Practice Quotient: PPO Negotiations & Analysis and produced by the North Fulton studio of Business RadioX®.

Southern Dental Alliance

The mission of Southern Dental Alliance is to assist Founder Doctors with the day to day business functions of owning a company, without changing the integrity of the practices they have nurtured and developed. Our focus is to help great doctors, with great practices continue to grow and succeed. We want doctors to be doctors. We provide non-clinical support services to our Affiliated Dentists to enable them to focus on providing the highest quality of care to their patients.

The company has completed 14 acquisitions, expanded services in our affiliated practices, centralized administrative functions and built an exceptional management team to support further growth. We can help doctors run their offices more efficiently, make it possible for them to provide expanded care, increase access to care and make their teams life easier.

Website

Affiliate Practices:

  • Georgia:  Vital Smiles Georgia, Children’s Dental Center, PC, Aberdeen Dental Group, Coweta Dentistry Associates, Choice One Dental Care
  • South Carolina:  Carolina Dental Alliance, Carolina Dental Docs, Novus Orthodontics, Foster Orthodontics, Joseph Orthodontics, Choice One Dental Care of Greenville
  • Tennessee:  Zoo Crew Pediatric Dentistry

Mark Lakis, CEO, Southern Dental Alliance

In Mark’s current position as CEO of Southern Dental Alliance, he helped build the company from two dental practices with $7 million in revenue in one state to a fully functional regional DSO, with 43 practices in three states and over $70 million in revenue.

Prior to Southern Dental Alliance, Mark was President of Children’s Dentistry/Dentistry for Children, where we drove rapid revenue and EBITDA growth then led the company though a successful sale to private equity investors.

Prior to his experience in healthcare services, Mark had a highly successful career in the financial and operational management of global companies.

Connect with Mark on LinkedIn.

About Dental Business Radio

“Dental Business Radio” covers the business side of dentistry. Host Patrick O’Rourke and his guests cover industry trends, insights, success stories, and more in this wide-ranging show. The show’s guests will include successful doctors across the spectrum of dental practice providers, as well as trusted advisors and noted industry participants. “Dental Business Radio” is underwritten and presented by Practice Quotient and produced by John Ray and the North Fulton studio of Business RadioX®.

Practice Quotient

“Dental Business Radio” is sponsored by Practice Quotient. Practice Quotient, Inc. serves as a bridge between the payor and provider communities. Their clients include general dentist and dental specialty practices across the nation of all sizes, from completely fee-for-service-only to active network participation with every dental plan possible. They work with independent practices, emerging multi-practice entities, and various large ownership entities in the dental space. Their PPO negotiations and analysis projects evaluate the merits of the various in-network participation contract options specific to your Practice’s patient acquisition strategy. There is no one-size-fits-all solution.

Connect with Practice Quotient:

Website

LinkedIn

Facebook

Twitter

Tagged With: Aberdeen Dental Group, Carolina Dental Alliance, Carolina Dental Docs, Children's Dental Center, Choice One Dental Care, Choice One Dental Care of Greenville, Coweta Dentistry Associates, dental service organization, DSO, Foster Orthodontics, Joseph Orthodontics, Mark Lakis, Novus Orthodontics, pat o'rour, Pat O'Rourke, Patrick O'Rourke, PPO Negotiations & Analysis, PPO network contract, PPO network contract analytics, Practice Quotient, Southern Dental Alliance, Vital Smiles Georgia

Success Tips for Job Seekers in 2021, with Gregg Burkhalter, Personal Branding Coach and “The LinkedIn Guy”

January 18, 2021 by John Ray

Gregg-Burkhalter
North Fulton Studio
Success Tips for Job Seekers in 2021, with Gregg Burkhalter, Personal Branding Coach and "The LinkedIn Guy"
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Gregg-Burkhalter

Success Tips for Job Seekers in 2021 with Gregg Burkhalter, Personal Branding Coach and “The LinkedIn Guy”

John Ray: [00:00:01] And hello again, everyone. I’m John Ray with Business RadioX, and I’m here with Gregg Burkhalter. And Greg is a personal branding coach and the LinkedIn guy. Gregg, what advice would you give job seekers in 2021?

Gregg Burkhalter: [00:00:18] The number one tip would be to embrace LinkedIn. Don’t be afraid of it. LinkedIn is your friend. LinkedIn is not only your friend in looking for a job, LinkedIn is going to be one of your valuable tools in succeeding in your professional career. Just like in real life, relationships matter on LinkedIn. When you’re looking for a job, they really, really matter. So, you should be networking on LinkedIn.

Gregg Burkhalter: [00:00:43] Step one, a good thing to do would be, to go to your privacy and settings on LinkedIn, print out your connection list and reconnect with people that care about you, people who could help you in your job search. The next thing I want you to do is look at your LinkedIn profile. Does it represent you in the manner you want? Because believe this or not – don’t take it personally – but your LinkedIn profile is actually working harder than you are to help you find a job, because it’s working 24/7, 365. When you’re [inaudible], you’re online, you’re discoverable by potentially your next employer. So, make sure your profile is buttoned up.

Gregg Burkhalter: [00:01:25] Also, LinkedIn is offering free courses right now until the end of March for job seekers, check out opportunities.linkedin.com. Also, LinkedIn has stepped into the program to help you in the interview process. Make sure you check the jobs tab and check out the artificial intelligence interview tools that are embedded there. Also, if you have the free version of LinkedIn, I’m going to recommend you get the career version of LinkedIn. It costs $29 a month and it will help you raise your profile in the eyes of recruiters. But just like everyone on LinkedIn, you’ve got to be present. You’ve got to be active.

Gregg Burkhalter: [00:02:04] One way on LinkedIn you can be active is engaging with hashtags. Hashtags are big on LinkedIn. Search a hashtag, say, an industry you work in. And when you search the hashtag, you get a news feed of all the conversations on this topic in your industry. A great way to find new names to build relationships with and a great way to share your knowledge with the LinkedIn community. But most of all, be positive. Keep moving forward. You will succeed at finding your next job. And focus on helping others, too, along the way.

Gregg Burkhalter, “The LinkedIn Guy” and Personal Branding Authority

Gregg Burkhalter is a recognized authority on Personal Branding and LinkedIn. He has helped countless professionals in the U.S. and abroad define and grow their Personal Brand using LinkedIn.

Gregg spent the first part of his professional career behind the microphone at radio stations in Savannah, Jacksonville, Charleston, and Atlanta. Following his radio years, Gregg worked in national music marketing and distribution.

Today, Gregg is known by many as “The LinkedIn Guy”. He provides Personal Branding Coaching and LinkedIn Training via one-on-one and group training sessions, corporate presentations and webinars.

To learn more, visit Gregg’s website. You can also connect with Gregg on LinkedIn, or call him at 770-313-2385.


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Paul Sansone, TechCXO

January 15, 2021 by John Ray

Paul Sansone
North Fulton Business Radio
Paul Sansone, TechCXO
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Paul Sansone, TechCXO (North Fulton Business Radio, Episode 322)

Paul Sansone of TechCXO joins host John Ray to discuss his work with medium-sized businesses and non-profits as a fractional CFO, the wider suite of fractional services provided by TechCXO, and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Paul Sansone, CEO, TechCXO

TechCXO is a professional services firm that provides experienced, C-Suite professionals to deliver strategic and functional consulting services to small and mid-size companies. TechCXO partners combine practical experience, comprehensive resources, and best practices to deliver objective, high-value results.

Paul Sansone is one of TechCXO’s subject-matter experts in the establishment of financial controls, processes and organization for start-ups, and turnaround and restructuring for more established entities. He has more than 20 years of executive financial leadership experience in the e-commerce, enterprise broadband, hi-tech R&D and manufacturing, and non-profit industries.

Paul is also a CPA licensed in Georgia and a Certified Management Accountant. He holds an MBA in Finance from Duke University’s Fuqua School of Business.

Company website

LinkedIn

Questions/Topics Discussed in this Show

  • What is TechCXO?
  • What types of services do you provide?
  • What types of companies do you work with?
  • Issues for non-profits to contend with in 2021
  • Liquidity and capital for businesses in 2021

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “North Fulton Business Radio.”

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.

Tagged With: consulting services, financial leadership, Fractional CFO, Non-Profits, Paul Sansone, TechCXO

Meg Levene and Scott Siegel, MomentumCPG

January 14, 2021 by John Ray

MomentumCPG
North Fulton Business Radio
Meg Levene and Scott Siegel, MomentumCPG
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Meg Levene and Scott Siegel, MomentumCPG (North Fulton Business Radio, Episode 321)

Sometimes emerging and even high-growth consumer packaged goods companies have product lines with lackluster sales. That’s where MomentumCPG comes in. MomentumCPG Founding Partners Meg Levene and Scott Siegel join host John Ray to discuss reasons why this occurs for even the best companies, and the experience and strategies they bring to the table to jumpstart sales. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Meg Levene and Scott Siegel, Founding Partners, MomentumCPG

Meg Levene and Scott Siegel are two of the four founding partners of MomentumCPG.  The other two are Tim Byrd and Chris Cocca.  MomentumCPG creates momentum for CPG (Consumer Packaged Goods) companies to reach next level sales.

They are Outsourced/Fractional Vice Presidents of Sales working with emerging and high-growth CPG companies.  They help companies that are struggling to scale or grow in a competitive environment.

With over 120 years of sales and leadership experience, managing every channel, retailer, market, and category—they have worked with both the industry’s largest companies and small emerging brands. 

Working with the leadership and sales teams, they create expansion strategies, new growth opportunities, and capabilities that focus on strategy, process, people, and partnerships. 

Providing trusted leadership and industry experience, they help companies work smarter by developing a customized strategy and plan that will position companies to own their future.

To learn more please contact:

  • Meg Levine – 215-450-8612 or meg@momentumcpg.com
  • Scott Siegel – 978-881-4069 or scott@momentumcpg.com

Company website

Meg Levene

Meg Levene, MomentumCPG

Meg spent her 25+ year career as a passionate sales leader and business builder in the consumer products industry. As an executive at P&G, Nielsen, Gillette, and J&J, she leveraged consumer and business insights to launch and build brands like Mach3, Tylenol, and Listerine worldwide. She led sales teams from 5 people to 500 people in the US, Canada, and the Caribbean. Meg also managed significant channels, including Food, Drug, Mass, and Club, and strategic customers, including Costco, Target, Meijer, CVS, and Ahold. In 2012, she joined Advantage Sales and Marketing, the largest outsourced sales agency in the U.S. where she helped over 100+ clients achieve double-digit growth. In 2019, Meg became a Certified Sales Consultant with Sales Xceleration, the pioneer in outsourced sales leadership.

Meg brings the experience of a Fortune 50 leader with the passion and resourcefulness of an entrepreneur. Today, she is focused on working alongside entrepreneurs to help scale the next generation of differentiated and high growth CPG businesses. When I am not helping my clients achieve breakthrough sales growth; she enjoys spending time with her husband and three teenagers, exploring the world from Salmon fishing in Alaska to Surf Camp in Costa Rica. These days, she spends my free time on my Peloton, cycling the hills and valleys of Vermont, and, when winter comes skiing the steeps.

Scott Siegel

Scott Siegel, MomentumCPG

Scott is a successful consumer products leader with broad experience that spans Fortune 500 to developing smaller brands and working with private equity backed small and mid-size organizations. As an executive at PepsiCo, Welch’s, and Keurig Green Mountain he leveraged his cross-functional experience to bring innovative solutions to brands, customers and building sales teams. Today, he is working with emerging brands creating winning sales strategies, sustainable sales processes, building teams and selling capabilities that allows entrepreneurs, owners, and leaders to focus on what they love most about their business.

Scott began his career as a Route Salesman for Frito-Lay. With 30+ years of progressive experience, he has held roles in national sales, field sales, operations, marketing, broker leadership, distributor management, DSD, omni-channel, and corporate strategy. He has proven success across a diverse set of organizations, channels, customers, categories and selling models with revenue responsibility from $5M to $3B.

Scott is a results-oriented, high integrity, creative and authentic leader who is passionate about driving growth, building teams, developing talent, engaging customers, and focusing on the fundamentals. His collaborative leadership style builds and strengthens internal and external partnerships to achieve long term growth and profitability.

Scott is involved in the community serving on the Education Committee for the American Foundation of Suicide Prevention, the Event Committee for XPX (Exit Planners) and as a Pitch Coach for TiE Atlanta.

He received a B.S. in Marketing from West Virginia Wesleyan and an M.B.A. from the University of New Haven. He is a former college soccer athlete, as the goalie for a nationally ranked team. He is an avid reader, and Yankee and Patriots fan. He enjoys spending time with his wife and four grown children.

Questions and Topics in this Interview:

  • Why did you start MomentumCPG?
  • When would a company need someone like you?
  • Who are your clients?
  • Can you tell me what services you provide to your clients?
  • What are some common mistakes you see clients making?
  • How do you engage a Buyer virtually?
  • What should you do if a Buyer won’t talk to you?

North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® 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, iHeart Radio, Stitcher, TuneIn, and others.

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.

 

Tagged With: consumer packaged goods, CPG, Fractional Sales Leadership, Meg Levene, MomentumCPG, outsourced fractional sales, Outsourced Sales, sales consultant, sales consulting, sales strategy, Scott Siegel

Better New Year’s Resolutions – Episode 48, To Your Health With Dr. Jim Morrow

January 14, 2021 by John Ray

Better New Year's Resolutions
North Fulton Studio
Better New Year's Resolutions - Episode 48, To Your Health With Dr. Jim Morrow
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Better New Year’s Resolutions – Episode 48, To Your Health With Dr. Jim Morrow

All of us make New Year’s resolutions, but what are the better New Year’s resolutions we should make for 2021 (or any year, for that matter).  The ideas Dr. Morrow shares in this episode of “To Your Health” for more healthy living can be started anytime! “To Your Health” is brought to you by Morrow Family Medicine, which brings the CARE back to healthcare.

About Morrow Family Medicine and Dr. Jim Morrow

Morrow Family Medicine is an award-winning, state-of-the-art family practice with offices in Cumming and Milton, Georgia. The practice combines healthcare information technology with old-fashioned care to provide the type of care that many are in search of today. Two physicians, three physician assistants and two nurse practitioners are supported by a knowledgeable and friendly staff to make your visit to Morrow Family Medicine one that will remind you of the way healthcare should be.  At Morrow Family Medicine, we like to say we are “bringing the care back to healthcare!”  Morrow Family Medicine has been named the “Best of Forsyth” in Family Medicine in all five years of the award, is a three-time consecutive winner of the “Best of North Atlanta” by readers of Appen Media, and the 2019 winner of “Best of Life” in North Fulton County.

Dr. Jim Morrow, Morrow Family Medicine, and Host of “To Your Health With Dr. Jim Morrow”

Covid-19 misconceptionsDr. Jim Morrow is the founder and CEO of Morrow Family Medicine. He has been a trailblazer and evangelist in the area of healthcare information technology, was named Physician IT Leader of the Year by HIMSS, a HIMSS Davies Award Winner, the Cumming-Forsyth Chamber of Commerce Steve Bloom Award Winner as Entrepreneur of the Year and he received a Phoenix Award as Community Leader of the Year from the Metro Atlanta Chamber of Commerce.  He is married to Peggie Morrow and together they founded the Forsyth BYOT Benefit, a charity in Forsyth County to support students in need of technology and devices. They have two Goldendoodles, a gaggle of grandchildren and enjoy life on and around Lake Lanier.

Facebook: https://www.facebook.com/MorrowFamMed/

LinkedIn: https://www.linkedin.com/company/7788088/admin/

Twitter: https://twitter.com/toyourhealthMD

The complete show archive of “To Your Health with Dr. Jim Morrow” addresses a wide range of health and wellness topics, and can be found at www.toyourhealthradio.com.

Dr. Morrow’s Show Notes

Better New Year’s Resolutions

  1. Eat more whole foods
  • One of the easiest and most sustainable ways to improve overall health is to eat more whole foods.
  • Whole foods, including vegetables, fruits, nuts, seeds, whole grains, and fish, contain a plethora of nutrients that your body needs to function at an optimal level.
  • Research shows that following a whole-foods-based diet may significantly reduce heart disease risk factors, body weight, and blood sugar levels, as well as decrease your risk of certain diseases, such as type 2 diabetes
  • What’s more, adding more whole foods to your diet can be done slowly and consistently.
    • For example, if you’re not used to eating vegetables, start by adding one serving of your favorite veggie to your diet every day.
  1. Sit less and move more
  • Whether it’s due to having a sedentary job or simply being inactive, many people sit more than they should. Sitting too much can have negative effects on health. In fact, it may be linked to an increased risk of overall mortality
  • Making a resolution to sit less is an easy and attainable resolution that can be tailored to fit your lifestyle.
  • For example, if you have a desk job that requires long periods of sitting, make a resolution to go for a 15-minute walk at lunch or to get up and walk for 5 minutes every hour.
  1. Cut back on sweetened beverages
  • Cutting back on sweetened beverages is a smart idea considering that sugary drinks are linked to an increased risk of obesity, fatty liver, heart disease, insulin resistance, and cavities in both children and adults
  • Though quitting sweetened beverages cold turkey is always an option, gradually minimizing your intake may help you kick your sugary drink habit for good.
  1. Get more quality sleep
  • Sleep is an essential part of overall health, and sleep deprivation can lead to serious consequences. For instance, lack of sleep may increase your risk of weight gain, heart disease, and depression
  • There are many reasons why people don’t get enough sleep, so it’s important to focus on your schedule and lifestyle to determine the best ways to improve sleep quantity and quality.
  • Decreasing screen time before bed, reducing light pollution in your bedroom, cutting back on caffeine, and getting to bed at a reasonable hour are some simple ways to improve sleep hygiene.
  1. Find a physical activity that you enjoy
  • Every New Year, people purchase expensive memberships to gyms, workout studios, and online fitness programs in hopes of shedding excess body fat in the year to come. Though most people start strong, the majority don’t make their new routine into a lasting habit.
  • Still, you can increase the chances of making your fitness resolutions stick. To get started, choose an activity  based on enjoyment and whether it fits into your schedule.
  • For example, taking a half-hour walk, jog, or bike ride before work, or swimming at a gym that’s on your way home, are simple and sustainable exercise resolutions.
  • Then, set an attainable goal, such as planning to walk a few specific days per week instead of aiming for every day.
  • Making a more realistic goal can enhance the chances of making your new routine last, especially if you’re new to working out.
  1. Take more ‘me time’ and practice self-care 
  • Taking time for yourself is not selfish. In fact, it’s imperative for optimal health and wellbeing. This is especially true for those in caretaker roles, such as parents and healthcare workers
  • For people with busy schedules and limited time, making a resolution to engage in self-care may take some planning. However, it’s well worth the time investment.
  • Self-care doesn’t have to be elaborate or time-consuming. It can simply mean taking a bath every week, attending your favorite weekly yoga class, preparing a healthy meal for yourself, going for a walk in nature, or getting an extra hour of sleep.
  1. Cook more meals at home
  • Research shows that people who cook more meals at  home have better diet quality and less body fat than people who eat more meals on the go
  • In fact, a study in 11,396 adults found that those who ate 5 or more home-cooked meals per week were 28% less likely to be overweight, compared with those who ate fewer than 3 home-cooked meals per week
  • Start by making one meal a day, then increase the frequency over time until you’re making the majority of your meals and snacks at home.
  1. Spend more time outside
  • Spending more time outdoors  can improve health by relieving stress, elevating mood, and even lowering blood pressure
  • Making a better New Year’s resolutions to spend more time outside every day is a sustainable and healthy goal that can benefit most everyone, no matter where you live.
  • Taking a walk outside during your lunch break, hiking on weekends, going camping with friends, or simply soaking in the beauty of your backyard or local park are all ways to incorporate nature into your daily routine.
  1. Limit screen time 
  • Many people depend on their phones and computers for work and entertainment. However, spending too much time on electronic devices — particularly on social media — has been linked to depression, anxiety, and loneliness in some studies
  • Setting a resolution to cut back on the time you spend scrolling through social media, watching TV, or playing computer games may help boost your mood and enhance productivity.
  1. Try meditation
  • Meditation is an evidence-based way to promote mental well-being. It may be particularly helpful for people who have anxiety or depression
  • Trying out this practice is part of better New Year’s resolutions because there are many ways to meditate, and it’s easy to find books, podcasts, and apps that teach you how to start a meditation practice.
  1. Rely less on convenience foods 
  • Many people rely on convenience foods, such as packaged chips, cookies, frozen dinners, and fast food, for a quick meal or snack. Though these items may be tasty and readily available, they can have detrimental effects on your health if eaten too often.
  • For example, frequent fast food intake is associated with poor overall diet quality, obesity, and an increased risk of numerous conditions, including heart disease and diabetes
  • To cut back on your consumption of convenience foods, make a resolution to prepare more meals at home using healthy ingredients.
  1. Rethink dieting 
  • Chronic dieting is harmful to both physical and mental health. Plus, most people who lose weight through restrictive dieting regain up to two-thirds of the weight lost within 1 year
  • Dieting can also make it harder to lose weight in the future.
  • Rather than setting a New Year’s resolution to lose weight by using restrictive measures, such as a fad diet, try a healthier, more sustainable method of weight loss by focusing on increasing physical activity and  eating healthier foods. 
  1. Go grocery shopping regularly 
  • Having a well-stocked pantry and fridge is necessary to prepare healthy, home-cooked meals.
  • If you’re not used to going grocery shopping, make a New Year’s resolution to go to the supermarket or farmer’s market more regularly to stock up on nutritious ingredients.
  • Depending on your schedule, it may be helpful to designate 1 day each week as your day to shop. Ensuring that you have time to buy the groceries you need to make tasty, nourishing meals is a savvy way to improve your diet quality.
  1. Use healthier household products 
  • It’s obvious that what you put into your body can significantly impact your health. However, what you choose to put onto your body and what products you use in your home matter, too
  • Make this part of your better New Year’s resolutions:  purchase more natural beauty products, household cleaners, laundry detergents, and personal care products to create a healthier environment for yourself and your family.
  1. Add more produce to your diet 
  • Adding more cooked and raw vegetables and fruits to your diet can go a long way towards improving your health in the new year.
  • Numerous studies have shown that eating a diet rich in produce helps protect against various illnesses, such as diabetes, heart diseases, certain cancers, and obesity, as well as overall
  1. Cut back on alcohol 
  • Though alcohol can certainly fit into a healthy diet, imbibing too often can negatively affect your health. What’s more, drinking alcohol frequently may keep you from reaching your health and wellness goals (32Trusted Source).
  • If you think cutting back on alcohol may be helpful for you, set a reasonable goal to keep yourself on track, such as limiting drinking to weekend nights only or setting a drink limit for the week.
  • If you need a non-alcoholic beverage idea to replace your usual cocktail of choice, try fruit-infused sparkling water, kombucha, or one of these fun mocktails.
  1. Be more present
  • Research shows that being more present may improve life satisfaction by decreasing negative thoughts, which may thereby improve psychological health
  • Making this part of your better New Year’s resolutions:  be more mindful and present may help you feel more content in your everyday life.
  • Spending less time on your phone, stopping to notice your environment, and listening intently to others are simple ways to be more present.
  1. Take a vacation
  • Taking a vacation — even a short one — may have significant and immediate positive effects on stress levels and may enhance well-being
  • In the new year, make a resolution to take a vacation with friends or family members, or on your own. Whether you travel to an area you’ve always wanted to visit or simply plan a staycation at home, taking some time for rest and relaxation is important for health.
  1. Try a new hobby
  • It’s common for adults to let once-loved hobbies fall by the wayside as they get older due to busy schedules or lack of motivation.
  • However, research shows that partaking in a hobby that you love can help you live a longer, healthier life
  • Make a resolution to try out a hobby that you’ve always been interested in — or pick back up a hobby that used to bring you joy.
  1. Stop negative body talk
  • Talking negatively about your body can lead to feelings of body shame. In fact, research shows that engaging in and hearing negative body talk is associated with higher levels of body dissatisfaction and decreased self-esteem in both women and men
  • Make a healthy New Year’s resolution to engage in positive self-talk regularly and reduce negative body talk. This may not only help improve your relationship with your own body but also encourage others to stop talking negatively about themselves.
  1. Visit your doctor 
  • Getting examined regularly by your healthcare practitioner is important for many reasons. Having regular blood work and necessary screenings can help spot potential problems before they turn into something more serious.
  • Though your pace of doctor’s visits depends on many things, including the type of medical care, your age, and your medical history, most experts recommend seeing your primary care physician at least once a year for a checkup.
  1. Take care of your teeth 
  • Maintaining your oral health is a New Year’s resolution idea that can and should be sustained for life.
  • Brushing and flossing your teeth regularly can help prevent oral conditions like gum disease and bad breath
  • What’s more, some research suggests that gum disease may be associated with serious health conditions, such as Alzheimer’s and heart disease, making oral care all the more important
  • In addition to regular brushing and flossing, most dentists recommend a checkup and cleaning at least once a year
  1. Create a sustainable, nourishing diet
  • You may be making a resolution to eat healthier or lose weight year after year because you’re prioritizing short-term changes over long-term health benefits.
  • Instead of making a plan to follow yet another restrictive fad diet, this New Year, make a better New Year’s resolution to break the dieting cycle and create a sustainable, nourishing eating pattern that works for you.
  • The healthiest diet is one that’s rich in whole, nutrient-dense foods and low in heavily processed, sugary products. A healthy, long-term diet should not only be nutritious but also adaptable, meaning you can follow it for life — no matter the circumstances.
  • A sustainable eating pattern can be maintained on vacation, during holidays, and at parties because it’s unrestrictive and suited to your lifestyle.
  • Check out this beginners’ guide to healthy eating to get started.

The bottom line

  • Though most New Year’s resolutions are only kept for a short period, the better New Year’s resolutions listed above are sustainable ways to improve your physical and emotional health that can be followed for life.
  • Creating a healthier relationship with food and taking better care of your body and mind can drastically improve your health in various ways.
  • This New Year, try out a few of the better New Year’s resolutions in this article to help make this year — and the years that follow — the healthiest and happiest possible.

Thank you to healthline.com

Tagged With: Cumming, Dr. Jim Morrow, Happy New Year, Milton, Morrow Family Medicine, new years resolutions, To Your Health, To Your Health With Dr. Jim Morrow

Kham Inthirath, inThink Agency and Mark Gottlieb, Office Evolution Roswell (Family Business Radio, Episode 16)

January 14, 2021 by John Ray

Office Evolution Roswell
Family Business Radio
Kham Inthirath, inThink Agency and Mark Gottlieb, Office Evolution Roswell (Family Business Radio, Episode 16)
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Kham Inthirath, inThink Agency and Mark Gottlieb, Office Evolution Roswell (Family Business Radio, Episode 16)

On this edition of “Family Business Radio,” host Anthony Chen welcomes Kham Inthirath, who discusses his firm’s marketing consulting for business clients. Office Evolution Roswell owner Mark Gottlieb also joined the show to discuss co-working and ancillary services offered to solopreneurs on up to local offices of major corporations. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Kham Inthirath, CEO, inThink Agency

Kham Inthirath, inThink Agency

Kham Inthirath is the Founder and CEO of inThink Agency, a hybrid marketing and business consultancy agency. inThink helps businesses achieve growth through ROI-based marketing, sales and customer success innovation. Kham concentrates on enterprise growth for local to international companies.

Under Kham’s leadership, inThink’s team of strategists, creatives, and solutions architects develop and execute marketing strategies that are guided by inThink’s unique Business Diagnostic program. The Diagnostic assesses six critical pillars for business success — marketing, creative, customer success, operations, technology, and strategy. With insight into the strengths and weaknesses within each of these pillars, inThink helps companies do much more than market their product or service. They provide a roadmap for marketing that supports unique brand positioning, customer experiences that delight from sales through purchase, and a technology stack that can support the full scope of the organization. Kham helps his clients tell their brand stories in ways that allow them to realize the immediate value in the marketplace.

Kham’s longstanding passion for marketing and dedication to client success is evident in inThink’s work ethic, collaborative style, and fierce problem-solving orientation. Kham’s clients have increased their bottom line revenues by as much as 96% and seen engagement improvements up to 2000%.

Specialties: Marketing Automation (Hubspot Partner), Inbound Marketing, Branding, UX/IU Design, Content Marketing, Local Search Marketing, Lead Generation, Search Engine Optimization (SEO), Website Design, Google Business Street View 360 Virtual Tour, Mobile Marketing, Pay-Per-Click, Digital Paid Advertising, Media Buying, Video Marketing, Email Marketing, Social Media Marketing, Graphic Design, Business Development, Client Relations, Google Adwords, Google Analytics, Consulting, Customer Service, Internet Marketing, Digital Marketing, Market Analysis, Needs Assessment, CRM, Product Marketing, Operations, Technology Stack Consulting, Business Planning & Strategy, HR/Employment Branding.

Company website

LinkedIn

Mark Gottlieb, Founder and Partner, Office Evolution Roswell

Office Evolution Roswell
Mark Gottlieb, Office Evolution Roswell

Office Evolution is a flexible workspace provider. Founded in 2003, Office Evolution has always approached private office space and virtual office space markets from a unique, entrepreneurial perspective. Their determination to offer sole proprietors and small businesses real business solutions has turned the idea of expensive executive offices and impersonal virtual office and co-working spaces on its head. Their efforts have resulted in a growing number of business centers located in key metro areas throughout the United States. They help individuals and businesses grow and expand by becoming an affordable and professional piece of their business plan. Office Evolution is gaining fast attention in the midst of the pandemic.

In a recent article, Commercial Property Executive cites Office Evolution, the nation’s largest coworking franchisor, as an “intriguing case study,” offering small to middle-sized businesses, remote workers, and entrepreneurs the ease and convenience of private, close to home workspaces where you can get work done safely, affordably, and effectively. No more working from your dining room or local coffee house! Dreamers, Risk-Takers, and Doers need a professional workspace where they can be inspired, be productive, all while staying safe and close to home.
The Colorado-based company boasts 72 coast-to-coast locations and growing! The company’s presence is expanding in markets such as Atlanta, where it sees high demand for flexible workspaces. Office Evolution is looking to have 80 locations up and running by the first quarter of 2021.
Enjoy the historic charm of Roswell, GA while cutting your commute time. Located near the Roswell City Hall, Canton Street shops and restaurants (Crazy Love Coffee Shop, Zest, Adele’s, Table & Main, Rock N’ Taco, and much more.) the Office Evolution office space and business in historic Roswell, GA is perfect for your business. Office Evolution is an executive and virtual office space franchise designed for small businesses, solo entrepreneurs, and corporate employees to work near home. In business since 2003 with 73 locations open, Office Evolution is the full-service office solutions authority, providing clients with a professional image, friendly service, and convenience at a practical price. Our members of Dreamers, Risk-Takers, and Doers are Inspired – Here.
Committed to helping business owners thrive by taking the work out of running an office, Office Evolution Roswell delivers quality service and amenities and opportunities to connect and share knowledge with like-minded professionals. Fully furnished offices, state of the art technology, conference and training rooms, business support services, prestigious Roswell business address, live answering, and call management offer the right mix of services to help business owners succeed. Combine that with the newly renovated redesigned single-story building on Hwy 9 with 24/7 access and plentiful dedicated parking and they are the perfect place for members to “do their thing.”
The facility in the heart of Roswell features 40 dedicated private offices, 2 conference rooms, a larger meeting/ training space, break room/kitchen, and drop-in and shared workspaces equipped for COVID realities. They are located steps away from the Canton Street as well as Roswell City Hall with walkable access to a vast array of restaurants, shops and services. In addition to a fantastic private office, other amenities include: Covid safety protocols Fully furnished private office spaces (the setup is simple…plug in your computer and you’re ready to work) Multiple meeting-ready conference rooms Flexible coworking space Front desk staff to welcome you and your guests Complimentary beverages – hot coffee & tea available all day Internet Access – High Speed Wi-Fi or ethernet options available 24/7/365 nationwide access to your office here and our 72 other business centers when you travel Free convenient parking just outside our door.
Founder and Partner Mark Gottlieb founded MetroGroup in 1997 with a pursuit for creative yet fundamentally-based retail development. Through his leadership, vision and entrepreneurial spirit, the company has developed 5 million square feet of commercial development throughout the Southeast. Mark’s relationships with premier retailers, combined with his creative development approach, position MetroGroup as an accomplished real estate company respected for unique design and quality product.
In 2020, Mark became Franchise Owner for Office Evolution Roswell. The facility offers sole proprietors and small businesses flexible workspace solutions, including private offices, coworking, virtual offices and conference rooms, serving the Roswell community and surrounding neighborhoods. Mark is responsible for the company’s overall health and growth in this market.
In 2013, Mark joined forces with Frank Hall to launch Metro-Hall Retail to deliver on-point and on-task development, construction and advisory solutions to retailers and service providers.
Company website
LinkedIn

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, inThink Agency, Kham Inthirath, Mark Gottlieb, Office Evolution, Office Evolution Roswell

Why Leading Metrics are so Important, with Lance Knight, ConnectALL

January 14, 2021 by John Ray

ConnectALL
North Fulton Studio
Why Leading Metrics are so Important, with Lance Knight, ConnectALL
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ConnectALL

Why Leading Metrics are so Important, with Lance Knight, ConnectALL

Lance Knight: [00:00:00] Leading metrics is an interesting thing. And this is more than just technology. This is business in general. Thinking about what metrics are really important to your business. Now, we’re ending 2020. What a what a crazy year. It’s just been one of those years where you just couldn’t plan for all the things that got in your way as you’re driving forward. But you can plan and look at leading metrics.

Lance Knight: [00:00:27] So, if you have a particular goal, let’s use an easy one as for sales to understand sales goals, those are numbers and facts, and easy to understand. Let’s say you want to do a million in revenue. Well, if I’m not tracking what I’m doing all the way up to that million with some key metrics, all I’m going to know at the end, will I hit that number or not. I’m not going to be able to change course and look at things. So, if my outcome is that revenue target, what are the metrics I’m going to look at daily, monthly, weekly to make sure that I’m getting that? Is that salespeople activity? Is that market conditions? What are the things I want to look at to make sure that I can pivot and steer to make sure I still get that goal.

Lance Knight: [00:01:06] And some of the most successful people I know use leading metrics to drive their business. I use leading metrics at all kinds of places here that connect all from my marketing metrics, to my sales metrics, to all different types of metrics that I look at to see if we can pivot and do things. An example I can use internally is we were doing some pay-per-click advertisement and it wasn’t working. It wasn’t working. We could tell that. So, we made some changes, some shifts. We went, and we failed a little bit here and there, but we learned from that. And now, we’re doing really great with our pay-per-click campaigns. But if I had waited to say, “Hey, let’s do pay per click,” and somebody went and did it, and I realized I just spent a bunch of money to hit my goals, I would have never been successful at it.

Lance Knight: [00:01:52] So, those are leading metrics. It could be anything in any business. It depends on the company. Sales has some specific metrics, like I look at how many presentations do we do compared to my pipeline and things like that, which, of course, makes my salespeople a little crazy, but those are things you’ve got to look at to pivot. Maybe I have too many leads coming in that we can’t manage and I’m falling apart. That means I’ve got to hire a salesperson, of which I am. But the point is that it’s looking at those leading things to your business and breaking down. I prefer those compared to lagging metrics, because lagging metrics are telling me where I’m going wrong; where leading metrics, I can use to figure out where I want to go.

Lance Knight, COO, ConnectALL

Lance Knight is COO of ConnectALL, a software value stream management company, noted for its ability to accelerate software development and increase productivity. His responsibilities include sales, sales operations, customer success, and technical support. Previously, he held SVP/VP roles at LeadingAgile, Tasktop Technologies, and Accept Software, specializing in field operations, sales development, and customer success. Lance started his IT career with a large aerospace manufacturer where he learned about lean manufacturing and systems thinking.

He’s a published author of books and white papers on leadership, software development, and software sales. The Forbes article, referenced during the show, can be found here.

Company website

Lance on LinkedIn

You can find the complete North Fulton Business Radio interview with Lance here. 


The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Tagged With: ConnectALL, Lance Knight, leading metrics

Decision Vision Episode 99: Should I Hire a Consultant? – An Interview With Meredith Moore, Artisan Financial Strategies

January 14, 2021 by John Ray

Meredith Moore
Decision Vision
Decision Vision Episode 99: Should I Hire a Consultant? - An Interview With Meredith Moore, Artisan Financial Strategies
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Decision Vision Episode 99: Should I Hire a Consultant? – An Interview With Meredith Moore, Artisan Financial Strategies

Meredith Moore started hiring outside consultants very early to assist with her firm’s growth. She joins host Mike Blake to discuss why she has continued this practice, why she considers it so vital for her business, pitfalls you should avoid, and more. “Decision Vision” is presented by Brady Ware & Company.

Meredith Moore, Founder & CEO of Artisan Financial Strategies

Meredith Moore brings a passion for lifelong learning to her role as Founder and CEO of Artisan Financial Strategies. She is a class of 2017 leadership Atlanta graduate and has built a practice where clients and colleagues alike appreciate Meredith’s unflagging commitment to empowering others through knowledge, skills and insights that help them meet financial and personal goals through a comprehensive and bespoke process. In addition, she has mentored dozens of other financial advisors in the industry.

Her fresh approach and insightful observations combine with 21 years of professional experience to make Meredith a compelling and sought-after speaker. She has guest lectured at Georgia Tech’s Scheller College of Business, spoken at the Wall Street Journal’s Women in the Workplace and on the WSJ Secrets of Women of Wealth podcast. She is also a contributor to Medium and Thrive Global.

As someone who’s not only beaten cancer but kicked its ass, Meredith has a growth mindset and firmly believes that perseverance and a methodical approach allow individuals to achieve any goal.

You can connect with Meredith on LinkedIn.

Meredith Moore of Artisan Financial Strategies, LLC, is a financial adviser with Eagle Strategies LLC, a Registered Investment Adviser. Artisan Financial Strategies, LLC, is not owned or operated by Eagle Strategies LLC or its affiliates. Neither Artisan Financial Strategies, LLC, nor its advisors provide tax, legal, or accounting advice. This is for informational purposes only and should not be construed as investment advice.

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.

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 and broadcast by the North Fulton studio of Business RadioX®.

Visit Brady Ware & Company on social media:

LinkedIn:  https://www.linkedin.com/company/brady-ware/

Facebook: https://www.facebook.com/bradywareCPAs/

Twitter: https://twitter.com/BradyWare

Instagram: https://www.instagram.com/bradywarecompany/

 

SHOW TRANSCRIPT

Intro: [00:00:02] 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: [00:00:22] 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: [00:00:41] My name is Mike Blake, and I’m your host for today’s program. I’m a director at Brady Ware & Company, a full service accounting firm based in Dayton, Ohio, with offices in Dayton; Columbus, Ohio; Richmond, Indiana; and Alpharetta, Georgia. Brady Ware is sponsoring this podcast, which is being recorded in Atlanta per social distancing protocols. If you like this podcast, please subscribe on your favorite podcast aggregator and please consider leaving a review of the podcast as well.

Mike Blake: [00:01:08] Today’s topic is, Should I hire a consultant? And, you know, I think this is one of the more challenging questions that many of us, as business decision makers, face. And whether it’s your first time hiring a consultant or whether it’s something that you do in the routine course of business, it is difficult. And as we’re going to talk about today, it’s even more difficult, maybe, or difficult in a different way at a minimum than hiring an employee, because the power dynamic is different, the communication dynamic is different, the degree to which you and the method by which you influence the outcome of that decision to retain a consultant is different.

Mike Blake: [00:02:02] And as most of us know, our economy is becoming increasingly consultantized. We’re being more confronted with this notion of a gig economy. Many of you listening to this may be consultants now or you had been employees earlier this year or even five years ago. And so, I think there’s a lot of use to this conversation because we can get into the mind of somebody who’s been on the hiring side of consultants, has not been afraid to use them and work with them, and understanding kind of the mind of somebody who’s had a successful – and maybe we’ll find out unsuccessful – experiences retaining consultants.

[00:02:49] And I hope that’s going to give you a framework for deciding whether or not that that’s something that you want to do or if you are doing it, if you want to continue to do it. Because, you know, one of the things we’re going to cover today is whether or not you’re using a consultant for the right job. It can sometimes, I think, be so alluring this notion that you use consultants and we’re told now you need to outsource everything because that’s how you scale. And, you know, on paper, that’s all well and good. But, you know, there’s a difference between paper and doing this in real life.

Mike Blake: [00:03:22] So, joining us today to help us kind of talk through this is a very good friend of mine, Meredith Moore, who is founder and CEO of Artisan Financial Strategies. Clients and colleagues alike appreciate Meredith’s unflagging commitment to empowering others through knowledge, skills, and insights that help them meet financial and personal goals. Her boundless drive and curiosity are always evident, whether she’s creating a comprehensive financial plan, working to understand and advance women’s issues, or serving as a mentor for other professionals. Meredith holds a Bachelor of Industrial and Systems Engineering from Georgia Tech – by the way, that’s a big deal. Those of you who don’t know, Georgia Tech has still has a major gender imbalance. So, not many women graduate from that program – where she has served on numerous boards.

Mike Blake: [00:04:12] And is a 2017 graduate of Leadership Atlanta, the second best class ever. And her numerous awards and community leadership activities, including – I’m not going to read the whole thing because otherwise we’re going to be here for too long. But I am going to highlight certain things that I think you, as a listener, need to know about her. And I don’t want to highlight as well. She was named the 2018 Goodyear North Fulton Chamber Business Woman of Excellence. She is, as I mentioned, a Leadership Atlanta Class of 2017. I was a member of the class of ’14. And she’s on the Leadership Atlanta Committee for the group’s first women’s forum and moderator of the panel discussion, Critical Issues Facing Women Breadwinners 2017 and 2018.

Mike Blake: [00:04:58] She and I were both on the Atlanta Business Chronicle Top 40 under 40, 2009. I’m not going out Meredith, but I can tell you, for me, I made that under the wire in terms of eligibility. She is on the board of directors – or was on the board of directors for Kate’s Club from 2012 to 2014. She’s a multiple year Atlanta five star wealth manager. She does a ton of mentoring and also has been guiding families and patients around the world that have been diagnosed with glioblastoma, which is based on her personal experience with the disease. And for those of you who aren’t familiar, that is the same form of cancer that took Senator Ted Kennedy of Massachusetts about a decade ago.

Mike Blake: [00:05:42] As someone who’s not only beaten cancer but kicked its ass, Meredith firmly believes that perseverance and a methodical approach allow individuals to achieve any goal. In addition to our client service and community leadership, Meredith is a widely respected writer who brings a unique perspective to every topic. Her fresh approach and insightful observations combined with 20 years of professional experience to make her a compelling and sought after speaker. And I can tell you she’s sought after because I sought after her and she’s here today. She’s a personal growth junkie, fitness enthusiast, and self-confessed foodie who enjoys finding unique restaurants around Atlanta. A lifelong resident of Georgia, she lives in Roswell with her family, who definitely appreciate Meredith’s energy and drive, but are less enamored with her practice of seizing the day by about 5:00 a.m. each morning. And I’m with your family, if I do that, I’m a disaster. Meredith, welcome to the program.

Meredith Moore: [00:06:33] Thanks, Mike. It’s good to be here. And, again, it’s like the band’s back together.

Mike Blake: [00:06:39] I’m so excited to have you on this program. It’s really too long. We’re coming up on two years of the program, incredibly, and I’ve been trying to find kind of just the right topic to bring you in on. I know people who do what you do really can’t come on the media to talk about investing because people from the SEC will just burst down your door and take your microphone away, so you can’t do that. But, you know, I think it’s worth saying for the listeners that Meredith has been an informal mentor of mine. I don’t think she realizes that she’s been a mentor of mine. Most people don’t.

Mike Blake: [00:07:20] But the way that you’ve grown the business and what I’ve gone on record many times saying, I think your business is one of the toughest out there. I think it is the toughest in finance for a lot of reasons. Not least of which because it requires such a breadth of skill set in order to do well. You cannot just be a great adviser. You have to be so many things to do well at it. And so, you offer sort of a smorgasbord of expertise. And one thing we were talking about not long ago was talking about hiring consultants. And that was sort of the light that went off my head, “Okay”. I know that we can have a really good conversation about this. So, can you think back to when was the first time that you hired a consultant?

Meredith Moore: [00:08:16] Yeah. Actually, I can. So, you know, let me start by saying that I am a firm believer in hiring the very best consultants that you can afford. Now, that is a subjective statement. So, in the spirit of a true Georgia Tech grad – and by the way, in terms of your earlier comments with sort of gender balance there, it’s gotten a little bit better. But we used to say in the 90s, like, the odds are good, but the goods are odd.

Meredith Moore: [00:08:50] But I will tell you, so my first consultant was a business coach, and I tried to systematically since then, literally, take bottom line and make sure that I am spending 10 to 15 percent of my bottom line every year on the very best consultants that those dollars can buy. Because I know I can get return on investment off human capital. And if I have an initiative that I’m working on, you do your due diligence, I know my budget, I researched everything about it, and then I know the best questions to ask. But my first consultant was a business coach that had worked in nothing but advisory. And looking back, he was not the right fit for me for a lot of reasons, and we can go there, too. But I’ll just start by saying it was a business coach.

Mike Blake: [00:09:54] So, this is going to be a record, we’re going to go off the script after question one.

Meredith Moore: [00:10:01] I told you, one question. Yeah.

Mike Blake: [00:10:03] Well, we had an inkling that might happen. But 15 percent, that’s a fascinating number. And so, as your company has grown, you’ve sustained that 15 percent.

Meredith Moore: [00:10:16] And every year I seek on where I need to spend it. By the way, I learned that from Darren Hardy. So, Darren Hardy, as you may remember, was the publisher of SUCCESS Magazine, and he’s one of my mentors. I’ve never met him. Like, one of my big goals, I have a revenue number I’m trying to hit. And it’s my reward to myself when I hit that number, I’m going to his high performance forum. So, I’m a complete fangirl. And I listen to his Darren Daily every morning as part of my morning success ritual. And he’s talked about that for years and I followed it. And my current business coach also follows that. And so, I’m very intentional about making sure – I call it my PD, my personal development budget, making sure that I spend that.

Mike Blake: [00:11:13] You know, it’s interesting you say that. I have a similar fanboy, really, fixation on Simon Sinek. And I’m hoping someday he’ll pick up this podcast and then pick up the phone and call me and want to come on. But maybe I should make that as my goal. I’m sure he does some sort of seminar or something that I can pay an ungodly amount of money and I can actually get in on that. That would be a good goal. And, you know, I don’t mind saying my obsession with him is bordering on the uncomfortable. So, I totally get it. But that virtual mentoring can be very helpful.

Mike Blake: [00:11:57] So, that first time you decided that you wanted to hire a business coach, what was the process that that led you to that?

Meredith Moore: [00:12:11] So, I was at what’s an an industry meeting from what they’re calling the Million Dollar Round Table. And there was a gentleman there, actually from Atlanta, which was rare because Million Dollar Round Table is held all over the country. He talked about coaching the issues and it wasn’t cheap. But one thing that I will say versus my peers, I’ve always understood the value in investing in my business and investing in myself. And I think a lot of people have a tougher time wrapping their head around that because they look at it as, “Hey, it’s another expense”. And not really looking on the other side of the balance sheet or the cash flow statement, as the case may be, in terms of what income is this realistically going to generate for me.

Mike Blake: [00:13:10] So, you just said something that I think is really smart, and I don’t think I would have thought of that in a million years, is, thinking about that balance sheet and the income statement. And I’m going to kind of repeat back to you what I think I heard and you tell me if I’m all wet, but the way you’re looking at that investment is that this is an expenditure. So, on your income statement, yeah, it shows this expenditure of – I’m just going to pick a number – $5,000 – it might have been more. It might have been less. It doesn’t matter. But then, as you do that, you now have an asset on your balance sheet of $5,000. That may wind up turning out more, right? And that then translates down into the equity part of the balance sheet. So, you really haven’t lost anything. What you have done is you’ve converted cash into something else. Unlike any asset, in theory, that, you know, other than cash, the assets should become worth more than whatever the value is on the balance sheet itself. Is that a fair way to put it?

Meredith Moore: [00:14:20] Yeah. That’s correct. Because I’m buying access to knowledge that I did not have. I’m buying access to best practices. I’m buying access to subject matter experts that are solely there without my own behavior biases in order to either improve myself or improve an aspect of our business that we would not have thought of.

Mike Blake: [00:14:47] So, at the outset, you talked about the first consultant that you hired, it didn’t work out. Everybody loves a good war story. So, would you be willing to share with us? We don’t need names, of course. But how did it not work out, first of all?

Meredith Moore: [00:15:06] Well, first of all, I will say, admittedly, this wasn’t my first marriage. So, the large ticket item at that point in my career, he had a harder time wrapping his head around that for the revenue that I was bringing in. So, a lot of the philosophies that we just discussed, he didn’t necessarily subscribe to them. And he, perhaps, didn’t believe in – I don’t know – my capabilities, maybe, as much as I did. And that snow knocked him. It was a fair assessment at that point in my career. And so, we had some sort of internal strife, if you will, around that.

Meredith Moore: [00:15:56] But in terms of the coach himself, I got some things out of it. I think stylistically, he didn’t really fit. And, again, this is not to knock him professionally, and this would have worked for some people. He was a deeply spiritual person. And after every session, wanted to perk up. And nothing wrong with that, but my thoughts were, this is a professional relationship, I’m really uncomfortable with that. And I just didn’t think that it was the time or place to do it. And I think that impacted sort of my own biases around that relationship.

Mike Blake: [00:16:46] You know, that’s really interesting. That’s really interesting. It actually goes back to a two part podcast we did a couple of months ago on, Should I mix my faith with my business? And that’s a case where, at least in your case, that may have added or detracted, I guess, from the the client/provider relationship. But it sounds like that actually surprised you that they weren’t necessarily that open about it. They sort of sprung it on you after you initiated the formal relationship.

Meredith Moore: [00:17:25] Yeah. And, again, he didn’t do it, certainly, out of malice or anything like that. It’s a part of who he was and who he is. But that’s not who I am. And I felt really uncomfortable with that. And it’s been so long, so I don’t know how I brought that up. The other thing is, he kept wanting me to do personal introductions, not to potentially other clients, but to women for him to meet somebody.

Mike Blake: [00:18:05] Really?

Meredith Moore: [00:18:08] Yeah. Yeah.

Mike Blake: [00:18:09] Man, that’s weird.

Meredith Moore: [00:18:11] Well, you know, I guess that’s one way of prospecting. So, it felt really inappropriate then. And looking back, of course, it was inappropriate.

Mike Blake: [00:18:29] So, let me ask you this, you, yourself, operate in a consultative capacity. I don’t know if you would characterize yourself as a consultant per se, but certainly you’re an adviser, which at least is related to consulting. Has being an adviser and growing yourself as a more effective adviser informed how you retain and work with consultants along the way?

Meredith Moore: [00:18:59] Yeah. It has a little bit. And to your point, so I am planning first. So, I would, first and foremost, identify as a consultant unilaterally. And this is where my practice is so different than many of my peers. And I can say that because I’m in multiple masterminds with dozens of other advisors. Almost every one of our clients pay us a consulting fee first, because I believe that fundamentally everything starts with a plan. And any implementation, regardless of product or whatever, is simply a byproduct of that. So, that’s a differentiator. But it also has to do with my identity as a consultant. And that certainly has informed me, because I think that methodology being sort of not usual in my space has allowed me to ask, perhaps, better questions to other consultants as we’ve gone on searches for very specific subject matter experts.

Mike Blake: [00:20:15] I would imagine, too, you know, to some extent it ought to be some kind of a virtuous cycle because with all these mastermind groups, because of your embracing engaging with consultants as part of your business and your development model, that it must also then give you more access to a wider range – or wider array, if you will, of consultants. It gives you a better chance to find exactly the right fit.2

Meredith Moore: [00:20:49] Exactly. And when you’re part of mastermind groups, especially people in your own space, you create scale because other people are using similar vendors. And my mastermind group, we’re across the country. And one of the mastermind groups I’m in, it’s my business coach. And then, he has hand selected top advisors all over the country. And because of his expertise was coaching some of the country’s top advisors. He’s created relationships with these vendors that in turn give us discounts. And then, he’s able to tell, with all the clients and those of us in the mastermind groups, like experiences. So, you can’t be a part of that network if you’ve performed poorly for an adviser. I mean, word is going to get out. And, again, you know, seeing what other people have experienced and knowing their professional and personal world, it’s enabled me to be able to ask better questions.

Mike Blake: [00:22:02] So, let’s maybe put ourselves back in your seat back when you hired that first consultant. Assume that a listener out there has never hired a consultant before. I’m sure there’s at least one. And they’re now listening intently saying, “Okay. Well, maybe mthis is something I want to do.” What is your process now for identifying and retaining a great consultant?

Meredith Moore: [00:22:33] So, I think, first, it’s very similar, as you mentioned earlier, to hiring an employee. I think, first, you have to define a very specific job description. You know, what is scope, what is functionality, and it starts there. Next, I think, you need to come up with a strong meeting rhythm or meeting cadence in which you do check ins or in which you need certain deliverables. And the more that you can sort of formulaically to develop that prior to going on your search, I think that helps manage expectations.

Meredith Moore: [00:23:15] I’m a massive believer in planning not just with what I do professionally, but as a business. In fact, next week my whole team, we’re going up to Blue Ridge, Georgia, to do 2021 business planning for the entire week. But it’s the same thing when you hire a consultant, you know, figure out a job description, very clear scope, very clear meeting cadence. And then, once you have that, now, I think you start talking to people that you know and trust that have similar situations to you in terms of who they may have hired and why they hired them. And maybe ask more questions again around, you know, how their engagement around back to scope, and how often they met, and what worked and what didn’t. That’s what I think is kind of the next step there.

Meredith Moore: [00:24:16] And only then do you have the conversation with the candidates. And I wouldn’t have the conversations with the candidates based on price yet. I’d only have it based upon their experience and sort of best in class. And then, you can figure out price points. And by figuring out the price points now and talking with these consultants, then I feel like you’re in a better place in the spirit of this podcast to make a better decision.

Mike Blake: [00:24:53] So, I want to talk about pricing, because I think, again, that’s another great point because there are a lot of layers to this. So, you know, you said at the outset of our conversation that your goal is to hire the very best consultants and, maybe, more broadly talent that you can possibly afford. And affordability means different things to different people and also at different times. And so, as you talk about pricing – it’s a long preamble to the question being this, which is – are there times where maybe what you’ll do because you are so committed to having the best and the brightest that you can afford, maybe you narrowed down their scope to get to affordability rather than compromise on talent to get all the scope that you want. Does that make any sense to you? And if so, how do you react to that?

Meredith Moore: [00:25:52] Right. No, you’re absolutely right. So, instead of Band-Aid, lesser talent, I would rather reduce scope and in-house take on the additional scope to make up the difference. Because I come back to human capital, it’s one of the best assets that you can have as part of your business. And a lot of people, I think, try to hinge on that. I know I certainly did for years in my practice and I paid dearly for it, but in other ways. So, in answer to your question, yes, I would reduce scope and over index on the person side of it. Because I’d rather start somewhere with them where they can understand my business. And as the revenues scaled up, we could scale up the scope over time to go with that.

Mike Blake: [00:26:55] Now, have you ever worked with a consultant where there was a pay per performance kind of regime so that you could connect the economics with the pricing? Have you ever done anything like that?

Meredith Moore: [00:27:08] I sure have. In fact, with my current business coach, I was on a performance model with him. And he had run that model before with advisers, had discontinued it, and then had reinstated it with, like, three or four clients, and I was one of them. And it was solely, we came up with like a benchmark which were based on sort of baseline revenues prior. And then, he got paid a percentage of growth over that. And it worked. Go ahead, I’m sorry.

Mike Blake: [00:27:49] No, please. I mean, I want to hear from you, not me.

Meredith Moore: [00:27:52] Yeah. So, in the beginning, you know, as you can imagine, it’s a win for me because I’m not having to pay him anything until I grew. And then, when you grow, that fee, it’s exponential and it can get out of control very quickly. I have a great relationship with him. And, obviously, I’m still part of his mastermind group. We still do coaching together. But at some point, he said, “Look. This is going to hurt your business.” Where, like the fee was getting to be high, high ten figures – not ten. You know, I wish it was ten figures. I’m sorry – high five figures. And he’s like, “This is going to kill your business, so we’re going to pause this and revert back to a flat fee. And then, you can pay this to me over time.” And so, I think in theory it works. And I don’t want to speak for him or anybody else working on performance like that. I think it works briefly until it doesn’t. And it can have a very negative impact had he wanted to fully honor that. But, you know, I’m just not sure that would work. But that’s the only time that I’ve done a performance driven relationship at any point with a consultant.

Mike Blake: [00:29:25] You know, what strikes me about that model is the amount of trust that’s required between consultant and client, because the consultant has to trust that you are going to basically do what they say. If you’re completely on contingency – if I’m completely on a contingency as a consultant, but you, as a client, don’t take the advice or you execute it badly, it fails to generate results but really not through my fault as the adviser. That’s a tremendous risk that I’m taking and one that I really can’t manage beyond simply selecting the right person with whom to partner.

Mike Blake: [00:30:07] And then, on your side, on the client side, there’s a lot of trust that has to be placed that, in fact, if you wind up becoming successful, you generate that financial success that you actually can, in fact, directly attribute it to the advice and support that consultant was providing, as opposed to, frankly, just dumb luck. And so, it requires an immense amount of trust, I suspect. In fact, I more than suspect. It showed itself through how that fee issue resolved, because that consultant realized that they were going to get rich and make you poor and they chose to not allow that to happen, which, obviously, speaks well of the integrity of that consultant.

Meredith Moore: [00:30:57] Yeah. And that’s absolutely right. And I think going in, like, I had to understand – look, I’m in the business of understanding people at a very deep level. And for me to do business with somebody, consultants included, especially with that when they’re going to get to know me at a deep level, I have to be able to trust them. And trust does not come easily for me. But once I do, I’m all in.

Meredith Moore: [00:31:33] But the coach ability piece, you’re right, is absolutely critical. And if we’re drawing parallels not just to consultants that I’ve hired, but people that hire me, that’s one of the things I talk about quite a bit, Mike. They pay me a flat fee and I’m like, “Look, we can do this.” But in some ways, very deliberately and from a psychology standpoint, I’m like, “You have to be coachable. If you’re not coachable, you know, please do not waste your money.” And I make this clear that this is a dictatorial relationship. I want you to be able to push back and feel comfortable pushing back. But if you’re not coachable and you have bright shiny object syndrome, which a lot of entrepreneurs do, I’m not going to be a fit for you. But if I can manage the expectation of the relationship with the frontend with that, I’ve, essentially, created an interesting power dynamic to where there’s clarity around who’s driving the bus, but the other person still has a big say in which way we turn.

Mike Blake: [00:32:55] So, I want to move on from selecting the consultant to the actual process of working with one. I’d like to get your perspective because I think you have a lot to say on this, what does it take to get started with a consultant? Or in other words, you know, when you sign the engagement and you get started, what kind of ramp up time or lead time is there for you to actually start extracting value versus you having to provide sort of the raw materials, if you will, that is needed for the consultant to build something that is useful to you?

Meredith Moore: [00:33:39] And, again, I always think of that, too, in terms of my professional process. I always think of it as the intake. We give significant homework for somebody to get for us. But I guess because that’s my world that I view it similarly. So, I think it takes time to get all the necessary items that they need. But sometimes I think it’s important to give stuff a good runway in terms of that person getting to know your business. And that runway can differ depending on back to what their scope is.

Meredith Moore: [00:34:22] So, I have two virtual assistants. One is in Brooklyn and one is here in Georgia up in Gainesville. And they do two completely different things. You know, with both of them, it took several months, but everything is dynamic with what I’m assigning to them. So, what’s been really critical, it’s no different than running teams, especially now virtual teams is what your meeting cadence. Like, how is stuff constantly changing? And that meeting cadence is critical in any relationship, and in whatever your internal team is, and what it is with a consultant. But what are the check ins need to be? And then, based upon that, you know, my hope is, especially in the beginning, they’re tighter together so that they can get to know your business more quickly. And then, as they start to really understand things, maybe you can space them out a little bit more.

Mike Blake: [00:35:34] Now, so moving beyond that then, there’s also just the ongoing relationship. And the next question brings to mind advice I got with my second full time job out of school, which was, never let a consultant wish your problems away. And what he meant by that was, talking about the time and effort that you need to manage a consultant. In other words, I think where I’ve seen most consulting relationships go awry is somebody thinks when they’ve hired a consultant, therefore, the problem has been solved. And it doesn’t quite work that way, is it? I mean, you do have to pay attention and actively be engaged in managing that relationship, don’t you?

Meredith Moore: [00:36:24] Yeah. In fact, I’m laughing because one of the things my coach said to me about two years ago, he said, “You can’t consult your way out of this problem.”

Mike Blake: [00:36:34] Okay. I like that.

Meredith Moore: [00:36:37] So, what he was trying to say was that, a lot of it was a mindset issue on my part. And just because I have the best subject matter expert on something, you know, sometimes we don’t like to think too woo woo on stuff. But, you know, if I couldn’t envision that certain kinds of clients would do business with me, it doesn’t matter how much great advice I got. And, again, because I do hire a lot of consultants and a lot of people know that in my space, but I had to do the work from a vision in a confidence standpoint to be able to think things were possible. And I’m the kind of person, I guess, being a true Georgia Tech grad, if I can’t see something, like, I have a hard time committing to it. It’s hard for me to say, “Well, I’m going to do 10x my revenue in three years.” “Okay. Well, that’s great. But how?” And that’s what he was talking about, was, I needed to see myself doing this specific goal, but I couldn’t get there until I could figure out the how.

Mike Blake: [00:38:03] You know, that reminds me, there’s a South Park episode – I haven’t watched the show in ages, but the South Park episode called the Underpants Gnomes. Somebody asked the gnomes, like, “Why are you doing this?” “Profit.” “Well, how?” And they put up this little easel that said, “Step one: Collect underpants. Step three: Profit.” I said, “Well, what’s step two?” And it just went into this feedback loop. And you’re right, you know, the how is so important. It’s amazing how often the how gets overlooked, isn’t it?

Meredith Moore: [00:38:46] It is. I’m laughing because having a high school sophomore, I’ve seen that episode multiple times. So, I share your humor on that. We’ve gotten a good laugh in this house on that episode.

Mike Blake: [00:39:01] Yeah. My wife and I, who has her own business in her own right, we talk about that episode a lot because it does sort of make you think about these things. So, you’re probably aware there are IRS rules that ensure that a consultant is actually a consultant and not a backdoor employee. Has that ever come up? Is that ever something that’s had to be on your radar screen? Or have you managed to stay very clear of that?

Meredith Moore: [00:39:29] It’s on my radar screen. And, again, you know, doing quite a bit of a big part of our practice, but we don’t do tax returns or give “obligatory” sort of statement as tax advice, accounting is a big ones in which we make recommendations. And so, I’m very familiar with having the specific definitions around what is a contractor and what is an employee. But for the most part, the role that consultants have played in my business really has been exactly that. And while they might still be around, they don’t have anything to do with the advisory side. And I’ve kept it really clean in that everybody in-house does nothing but financial advisory.

Meredith Moore: [00:40:25] But having a lot of these other sort of consultants out there, you know, fractional CFOs, marketing stuff, on and on, and on and on, coaches, it’s pretty cleanly – you know, they wouldn’t understand a 12b-1 fee if it hit him upside the head. So, that’s how I’ve been able to sort of bifurcate these other tranches of folks that are involved in the business, but more peripherally as a consultant.

Mike Blake: [00:40:59] So, you said something a minute ago that I didn’t think quickly enough, but I do want to come back to it because I think it’s a really important quote or important idea. There’s some problems you cannot consult your way out of. What’s an example of that? Where have you found that there’s had to be a line where you can’t consult your way out of that problem? There’s this work that you have to do on your own or you may have to hire somebody whose full time job is going to be to solve that problem.

Meredith Moore: [00:41:36] So, let’s give the context in which it was said. So, again, really to some degree, I’m at capacity right now. And in terms of growing, I couldn’t figure out how to do it. And that was Coach Joe’s comment to me at the mastermind group in front of my peers, and he said that lovingly. And everybody else in my group, we all care about each other. For me, the way I needed to do it was to figure out the how. So, how do I do this? And because, again, I couldn’t see how to get to that next revenue layer of growth. And so, actually, it’s like being stuck in the woods. Like, you’re stuck out there by yourself and you’ve got to just test and try different things.

Meredith Moore: [00:42:39] Ironically, ultimately, I did hire another consultant. I worked closely with Dorie Clark up in New York. She’s written some of the biggest business books that are out there now. And I spend $6,000 to 7,000 every year to spend, like, three hours with her. And she had given me some ideas. Now, I had to go execute and figure out how to get it done. But one of the best ideas that I got in my career was from her. And she knows nothing about advisory.

Meredith Moore: [00:43:15] And because of her, actually, is why I host a luncheon series, Mike, that you may be familiar with, called Interesting Women Leaders in the ATL. And that did not come from an advisory coach. That came from Dorie Clark up in New York, who’s written a number of bestsellers and knowing what I was was trying to do. But it wasn’t until that idea and when I started executing could I finally see the how. And how that component with what it was doing with my network could be the thing that could allow me growth.

Meredith Moore: [00:43:58] So, I know for me, it comes back to what we keep talking about, it’s the how. I can have the mindset. I can read my quarterly game plan every morning, which is what I do, by the way, at 5:00 a.m. I know who I am, where I’m trying to go, but it’s figuring out those things. And so, I bounced around in the woods, eventually hired Dorie, went to a few of her mastermind’s. And then, ultimately, started spending half days, got the ideas when I started implementing. Now I’m like, “I can see it. This can actually work. I can actually elevate. I can actually figure out now how to scale.” So, for me, I needed to bounce around for a while.

Mike Blake: [00:44:41] There’s a really interesting concept there that I want to kind of stay there a bit with. And that is, that, in effect, you ran into a limitation with one consultant. Clearly you thought the message or the advice you were being given was good. But there was a limitation in terms of their ability to support you with the how. Now, I think a lot of people, when they run into that, I think, they become frustrated. And they are tempted to think that the consulting model itself then is fundamentally broken and consultants are just shysters and you sort of spiral. And I’m sure you know where that internal monologue is going.

Mike Blake: [00:45:22] But what you did was a very high class decision. You said, “Okay. So, this individual got me to this point. Now, there’s this new point that I’ve got to get to. That person can’t get me there. But that doesn’t mean there’s not somebody else that can’t sort of pick up the baton and help me finish the race.”

Meredith Moore: [00:45:44] Right. And, actually, Coach Joe, he still coaches me, and he’s the one who made that comment. He had suggestions on the how but none of them really worked. But he still provides massive value in my business. But I needed to very quickly, like you said, understand that limitation. And, again, nobody in my mastermind had ever come up with this. But, I think, it’s just staying attuned, like you were saying in the beginning, there are so many hats that I wear. But by staying attuned in the personal development space, trying to read a lot, and things like that, it afforded me that mindset to go seek out somebody else around this part. And, actually, it was Dorie Clark’s book called Stand Out that brought me to her and to begin to work with her.

Mike Blake: [00:46:46] We’re talking with Meredith Moore of Artisan Financial Strategies and we’re talking about, Should I hire a consultant? Meredith, we don’t have a ton more time. And as I would have predicted, we’ve gotten through a fraction of the questions I had prepared, but that’s the way it goes. But one question I do want to put in front of you is, can you become addicted to a consultant or can you become addicted to consultants? Can you become sort of over-reliant upon them? And I mean, does that concept make any sense to you?

Meredith Moore: [00:47:24] I guess. I think you have to come up with, like, what’s their function and at what point – like, how do you judge – I think you used the term where they’ve outlived their usefulness – that sounds awful. But I think it’s figuring out when has the sort of clock run out with what they can bring to you. Because that’s going to happen too. I mean, think of all the best athletes. Ultimately, they don’t keep the same coach for their entire careers many times. And it’s understanding where that limit is.

Meredith Moore: [00:48:09] I don’t know that you can get addicted. My philosophy has been to create a very strong talent internal to the business. And then, essentially, where we have blind spots and what we can’t staff to, hire the best consultants to those areas.

Mike Blake: [00:48:31] Okay. So, I think another question that a lot of listeners are thinking about is, you know, consultants sometimes, I think, get a bad rep. Like, almost everything in the world sometimes deservedly, sometimes not. But the bad rep is, you know, consultants aren’t truly accountable. They’re hired guns. You can’t fire them the same way that you would an employee. You don’t “own” them or their time. How do you keep your consultants and your advisers accountable for the value that they’re supposed to provide you?

Meredith Moore: [00:49:16] I think they’re very clear metrics. Like in our team, we run a scorecard every week and we have to report within the team, like, where we are with our numbers. I’m accountable to all of my team even though I’m the main rainmaker and I’m the visionary, where my COO is the implementer. But I’m very clear with the scorecard on all of us. We all have specific things we have to do. And, really, consultants, it should be no different. If you don’t define what the expectation is and figure out how to very clearly understand performance and results, I mean, it should be pretty clear, like, somebody is either performing or they’re not. And if they’re not, why are they not? And then, over time, you can make a judgment if this is something that that’s a person issue, an individual issue, or is this a systemic issue if you don’t have the right kind of consultant? But I’m not one to give up, if you will, if the due diligence has been done properly and if the systems are in place to measure.

Mike Blake: [00:50:33] Okay. So, Meredith, we’re running out of time and I’ve got to let you get back to helping your own clients to do what they need to do. I’m sure that our listeners may have questions about working with consultants and, clearly, you have a lot to say on the subject that’s helpful. Can people reach out to you to learn more? And if so, what’s the best way to do that?

Meredith Moore: [00:51:00] Sure. Absolutely. So, my email is mmoore, M-O-O-R-E, @artisan, A-R-T-I-S-A-N, fs, like Financial Strategies, online.com. And our website is very similar, www.artisanfsoline.com. So, those are going to be the best places to reach out.

Mike Blake: [00:51:25] Well, great. That’s going to wrap it up for today’s program. I’d like to thank Meredith Moore so much for joining us and sharing her expertise with us.

Mike Blake: [00:51:34] We’ll be exploring a new topic each week, so please tune in so that when you’re faced with your next executive 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. Once again, this is Mike Blake. Our sponsor is Brady Ware & Company. And this has been the Decision Vision podcast.

 

Tagged With: Artisan Financial Strategies, Brady Ware, Brady Ware & Company, Consultant, hire a consultant, hiring a consultant, Meredith Moore, Michael Blake, Mike Blake

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