Business RadioX ®

  • Home
  • Business RadioX ® Communities
    • Southeast
      • Alabama
        • Birmingham
      • Florida
        • Orlando
        • Pensacola
        • South Florida
        • Tampa
        • Tallahassee
      • Georgia
        • Atlanta
        • Cherokee
        • Forsyth
        • Greater Perimeter
        • Gwinnett
        • North Fulton
        • North Georgia
        • Northeast Georgia
        • Rome
        • Savannah
      • Louisiana
        • New Orleans
      • North Carolina
        • Charlotte
        • Raleigh
      • Tennessee
        • Chattanooga
        • Nashville
      • Virginia
        • Richmond
    • South Central
      • Arkansas
        • Northwest Arkansas
    • Midwest
      • Illinois
        • Chicago
      • Michigan
        • Detroit
      • Minnesota
        • Minneapolis St. Paul
      • Missouri
        • St. Louis
      • Ohio
        • Cleveland
        • Columbus
        • Dayton
    • Southwest
      • Arizona
        • Phoenix
        • Tucson
        • Valley
      • Texas
        • Austin
        • Dallas
        • Houston
    • West
      • California
        • Bay Area
        • LA
        • Pasadena
      • Colorado
        • Denver
      • Hawaii
        • Oahu
  • FAQs
  • About Us
    • Our Mission
    • Our Audience
    • Why It Works
    • What People Are Saying
    • BRX in the News
  • Resources
    • BRX Pro Tips
    • B2B Marketing: The 4Rs
    • High Velocity Selling Habits
    • Why Most B2B Media Strategies Fail
    • 9 Reasons To Sponsor A Business RadioX ® Show
  • Partner With Us
  • Veteran Business RadioX ®

Understanding The Importance of Regular Business Valuations, with David Hern, Sofer Advisors

January 3, 2024 by John Ray

David Hern, Sofer Advisors
North Fulton Business Radio
Understanding The Importance of Regular Business Valuations, with David Hern, Sofer Advisors
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

David Hern, Sofer Advisors

Understanding The Importance of Regular Business Valuations, with David Hern, Sofer Advisors (North Fulton Business Radio, Episode 736)

On this episode of North Fulton Business Radio, host John Ray talked with David Hern, CEO at Sofer Advisors. David highlighted the importance of regular business valuations and shared why it’s a key metric that businesses should track. He also talked about how valuations are tied to both tangible and intangible assets, as well as the significant role valuations play in strategic decision-making. David shared anecdotes from his career and explained how company valuations help in disputes or potential mergers. He also discussed how his firm helps businesses understand and evaluate their own worth.

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

David Hern, CEO, Sofer Advisors

David Hern is the founder and chief executive officer of Sofer® Advisors, LLC, focusing on business advisory services related to litigation assistance, estate and tax planning, and business enterprise valuations for various privately held and public companies.

He is a qualified financial analyst with a proven ability to simply and clearly communicate analysis to boards of directors, presidents and CEOs, CFOs, controllers, and private equity portfolio managers.

Mr. Hern has been recognized for enabling organizations to determine their enterprise and equity value for a variety of situations, including strategic planning, sale or IPO, mergers and acquisitions, financial reporting (common stock, stock option grants, purchase price allocations, impairment analyses, etc.), and tax compliance (estate & gift, 409A, NUBIG). Industry experience includes, but is not limited to, professional services, business services, healthcare, information technology, financial services, and manufacturing and distribution.

LinkedIn

Sofer Advisors

Sofer® Advisors was created in 2019, but their experience with valuation goes back over a decade. Their CEO, David Hern, has worked in the business valuation field at both boutique advisory firms and large international financial services companies.

While at these firms, David recognized the need for a boutique financial advisory firm in the Atlanta area to serve the business valuation needs of small- and medium-sized businesses.

These businesses have unique needs that require an advisor who can both empathize and have the agility to deliver prompt insights. Sofer® Advisors was formed to fill this void while providing high-quality business valuations to the lower and middle markets.

Since its inception, Sofer® Advisors has quickly added associates to help with the growing business. The firm specializes in providing a neutral third-party valuation of closely held businesses. The valuation and its insights will give the business owner the confidence they need when contemplating a material but uncertain financial decision.

After determining a company’s value, they communicate that information to the relevant stakeholders, including company management, the board of directors, shareholders, and financial or legal advisors.

This process involves more than just providing accurate numerical valuations. They put numbers into proper perspective, giving you key insights when making critical business decisions.

Their “Heart of a Teacher” approach is designed to help you understand the data we provide and how to use these insights to immediately benefit your organization.

Valuation services are applicable in many situations where business value may be uncertain and critical. These situations include litigation assistance, estate and gift tax planning, financial and tax reporting, and other contexts for public and private companies.

Website | LinkedIn | YouTube

Topics in this Interview

00:04 Introduction
01:20 Welcoming Guest: David Hearn, CEO of Sofer Advisors
01:33 Understanding Sofer Advisors and Their Services
02:21 David’s Journey and Passion for Business Valuation
09:40 The Importance of Business Valuation in Different Contexts
20:09 The Role of Intangible Assets in Business Valuation
27:50 Success Stories and Impact of Regular Valuations
30:53 Connecting with Sofer Advisors
32:00 Closing Remarks and Show Wrap-up

 

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

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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: advisory firm, business valuation, business valuations, closely-held businesses, david hern, estate planning, John Ray, litigation, North Fulton Business Radio, Sofer Advisors, valuations

Joe Summerour and Eric Williams, Taziki’s Mediterranean Cafe

January 3, 2024 by John Ray

Taziki's Mediterranean Cafe
North Fulton Business Radio
Joe Summerour and Eric Williams, Taziki's Mediterranean Cafe
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Taziki's Mediterranean Cafe

Joe Summerour and Eric Williams, Taziki’s Mediterranean Cafe (North Fulton Business Radio, Episode 735)

On this episode of North Fulton Business Radio, host John Ray spoke with Joe Summerour and Eric Williams, both of whom work for Taziki’s Mediterranean Cafe in the Metro Atlanta region. They reflected on the company’s 25-year history, its growth from its inception after founders Keith and Amy Richards returned from an inspiring trip to Greece, up to its current 114 locations nationwide, and plans for further expansion. The conversation also covered Taziki’s emphasis on fresh, healthy Mediterranean-inspired food, commitment to excellent customer service, and investment in its staff. Details of new menu items and news about a new location in Johns Creek were also shared.

Joe Summerour, Atlanta Area Manager, and Eric Willliams, Atlanta Area Marketing, Taziki’s Mediterranean Cafe

Eric Williams and Joe Summerour, Taziki's Mediterranean Cafe, Metro Atlanta
Eric Williams and Joe Summerour, Taziki’s Mediterranean Cafe, Metro Atlanta

Joe Summerour is the Atlanta Area Manager of Taziki’s Mediterranean Cafe, and Eric Williams handles Atlanta-area marketing for the company.

Keith and Amy Richards founded Taziki’s Mediterranean Cafe in Birmingham, Alabama, in 1998. After a trip to Greece a year earlier, Keith put his culinary skills to work, recreating some of the cuisine and experiences from the region. With a menu patterned after dishes traditionally served in Greek homes, Keith and Amy grew their dream restaurant from one to three locations and then began franchising in 2013 after partnering with Fresh Hospitality. Now at almost 100 units, Taziki’s continues to grow while serving many of the same dishes curated by Keith and Amy’s initial trip to Greece.

From hand-cut meats served with signature sauces to healthy salads filled with fresh fruits and veggies, Taziki’s Mediterranean Cafe has mastered the art of creating Mediterranean-inspired dishes that are destined to become your next familiar favorite. At each location, dine-in, carry-out, and catering are available. Please check out their locations and menus here.

Website | Facebook | Instagram | X (Twitter) | LinkedIn | YouTube

Topics in this Interview

00:05 Introduction
01:17 Welcoming Guests: Joe Summerour and Eric Williams
01:39 The Origin Story of Taziki’s
03:29 The Philosophy and Accolades of Taziki’s
04:28 Exploring the Menu of Taziki’s
10:44 The Impact of the Pandemic on Taziki’s
19:14 The Growth and Expansion of Taziki’s
21:16 Franchise Opportunities and Final Remarks

 

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

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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: Eric Williams, Greece, Greek food, Joe Summerour, John Ray, Mediterranean cuisine, Mediterranean diet, North Fulton Business Radio, Taziki's, Taziki's Mediterranean Cafe

Growing a Process-oriented IT Company: Insights from Gurmeet Judge, President and CEO, Encompass Solutions

December 26, 2023 by John Ray

Gurmeet Judge, Encompass Solutions
Business Leaders Radio
Growing a Process-oriented IT Company: Insights from Gurmeet Judge, President and CEO, Encompass Solutions
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Gurmeet Judge, Encompass Solutions

Growing a Process-oriented IT Company: Insights from Gurmeet Judge, President & CEO, Encompass Solutions

On this edition of Business Leaders Radio, host John Ray spoke with Gurmeet Judge, President and CEO of Encompass Solutions, about the crucial role of IT services in small and large businesses. Judge shares his journey from software development into establishing and leading his own IT firm. He highlights the importance of understanding client goals, the impact of company culture, and the evolving role of AI in businesses. He also talks about the importance of setting up IT processes that allow for measurable results and how Encompass Solutions addresses talent challenges in its forward-looking growth plans.

Gurmeet Judge, President & CEO, Encompass Solutions

Gurmeet Judge, President & CEO, Encompass Solutions
Gurmeet Judge, President & CEO, Encompass Solutions

Gurmeet Judge is the President and CEO of Encompass Solutions. Gurmeet founded the company in 2015.

Encompass Solutions is an innovative provider of powerful, practical, and cost-effective technology and consulting services focused on “Aligning Technology with Business Process” and the belief that technology should deliver consistent, expected business results.

Working closely with their technology partners, Encompass’s staff is on a mission to become a world-class IT service provider, delivering excellent customer service, improving business performance, and controlling technology costs for our clients. Their strong history of building and supporting large infrastructure means they have the experienced teams necessary to deliver on the toughest of problems. Our commitment to optimizing IT processes for business means we solve problems efficiently.

Encompass has decades of experience building mission-critical IT infrastructure across a variety of industries. Their strengths primarily exist in designing, building out, supporting, and solving problems around large-scale IT infrastructures. Key to their skill sets has been the creative integration of new technologies into the customer environment and our focus on drastically controlling costs. Their depth of experience in municipal and financial environments illustrates a partner who understands the integration of various technologies in the public sector.

Connect with:

Gurmeet Judge: LinkedIn

Encompass Solutions: Website | LinkedIn | Facebook

Topics in this Interview

00:02 Introduction and Welcoming Guest
00:25 Understanding Encompass Solutions and Its Services
01:27 Gurmeet’s Journey to Becoming a CEO
03:17 Transition from Software Developer to Entrepreneur
05:32 Challenges and Surprises in the Business Journey
07:42 Understanding Client Base and Their Mindset
12:44 Aligning Personal Goals with Company Goals
27:52 The Role of AI in Business
31:15 Future Plans and Challenges for Encompass Solutions
32:46 Conclusion and Contact Information

 

Business Leaders Radio is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.  The show can be found on all the major podcast apps and a full archive can be found here.

 

Tagged With: AI, Business Leaders Radio, company culture, Encompass Solutions, Gurmeet Judge, Information technology, IT processes, it services, John Ray, technology services provider

Maximizing Value in Your Business Exit, with Joe Farach, Revenue Igniter Group and Neri Capital Partners

December 18, 2023 by John Ray

Joe Farach
North Fulton Business Radio
Maximizing Value in Your Business Exit, with Joe Farach, Revenue Igniter Group and Neri Capital Partners
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Joe Farach

Maximizing Value in Your Business Exit, with Joe Farach, Revenue Igniter Group and Neri Capital Partners (North Fulton Business Radio, Episode 734)

On this North Fulton Business Radio episode, host John Ray welcomed Joe Farach, a seasoned expert in business growth and exit planning. Joe’s remarks centered on preparing businesses for sale, process optimization, handling due diligence, and building a robust management team. He further highlighted the need to start considering exit planning as early in the business’s inception as possible to anticipate challenges and ensure a more seamless transition. Other key topics Joe addressed include business valuation, leadership development, overcoming challenges in the selling process, the role of strategic thinking in business growth, and success stories from his work.

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

Joe Farach, Revenue Igniter Group and Neri Capital Partners

Joe Farach brings over 35 years of experience in strategy formulation, business development, market expansion, operations improvement, leadership development, and M&A. He has diverse experience working for global Fortune 500 companies, private family-owned companies, ESOPs, and starting his own business.

His career highlights include starting a manufacturing and service company in Brazil, acquiring and integrating a $200 million multi-plant business in the U.S., turning around a Mexican subsidiary, developing international capital investment projects, and formulating and implementing a global M&A strategy. He also led and grew P&L in companies and divisions ranging from $1 million to $300 million. Joe started his career as a nuclear submarine officer in the U.S. Navy.

Joe is a Certified Exit Planning Advisor and a Certified Mergers and Acquisition Advisor. He holds a B.S. Mechanical Engineering degree from California Polytechnic University, Pomona, and an M.B.A. from Villanova University. In addition to English, he has native fluency in Spanish and Portuguese.

Joe’s LinkedIn Profile | Revenue Igniter Group LinkedIn | Neri Capital Partners website

Questions and Topics in this Interview

00:04 Introduction and Welcome
01:15 Introduction of Guest: Joe Farach
01:27 Discussion on Business Exit Planning
02:58 Joe’s Personal and Professional Journey
08:04 Insights on Business Valuation and Exit Planning
10:47 Challenges in Business Selling and Exit Planning
24:24 Success Stories and Client Experiences
28:02 Contact Information and Closing Remarks

 

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

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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: Business Exit Planning, business selling, business valuation, exit planning, Joe Farach, John Ray, Neri Capital, Neri Capital Partners, North Fulton Business Radio, Revenue Igniter Group, selling a business, strategy

Enhancing Wellness Through Lymphatic Therapy, with Frank Diaz, Integrative Lymphatic Therapy 

December 18, 2023 by John Ray

Frank Diaz, Integrative Lymphatic Therapy
North Fulton Business Radio
Enhancing Wellness Through Lymphatic Therapy, with Frank Diaz, Integrative Lymphatic Therapy 
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Frank Diaz, Integrative Lymphatic Therapy

Enhancing Wellness Through Lymphatic Therapy, with Frank Diaz, Integrative Lymphatic Therapy (North Fulton Business Radio, Episode 733)

On this episode of North Fulton Business Radio, Frank Diaz, the owner of Integrative Lymphatic Therapy, joined host John Ray to discuss the importance of lymphatic health for overall wellness. Frank offered insights about the lymphatic system’s role in our overall health and highlighted its often-underrepresented status in mainstream medical advice. He also shared the challenges of sedentary lifestyles and their relation to lymphatic health, demonstrating how his non-invasive, assisted lymphatic therapy can effectively address such issues. Frank discussed symptoms one should be aware of, who might be predisposed to lymphatic issues, success stories, and more.

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

Frank Diaz, Integrative Lymphatic Therapy

Frank Diaz, Integrative Lymphatic TherapyFrank Diaz is an educator and learning practitioner. After 40 years working in higher education, K–12, and corporate training, he began his second career as a Certified Lymphatic Therapist (CLT). Using his acquired educational knowledge and lifelong learning experience, he adds client knowledge transfer to the typical therapy sessions. “To me, an informed and educated client will have the necessary tools to succeed in their personal health journey.”

Website | LinkedIn | Instagram | Facebook

Questions and Topics in this Interview

00:04 Introduction and Welcome
01:20 Introduction to Guest: Frank Diaz
01:37 Frank Diaz’s Company and Mission
02:13 Importance of the Lymphatic System
02:53 Frank Diaz’s Journey into Lymphatic Therapy
10:32 The Impact of Sedentary Lifestyle on Lymphatic System
14:03 Symptoms of Lymphatic Issues
15:54 When to Seek Lymphatic Therapy
18:36 Frank Diaz’s Approach to Lymphatic Therapy
21:48 Success Story: Lymphatic Therapy in Action
24:05 Contact Information and Closing Remarks

 

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

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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: Frank Diaz, Integrative Lymphatic Therapy, John Ray, lymphatic system, lymphatic therapy, North Fulton Business Radio, sedentary lifestyle, wellness

Melanie Cook, Veritas Management Group, and Jeremy Sisemore, ASAP Talent Services

December 15, 2023 by John Ray

Veritas Management Group, ASAP Talent Services
North Fulton Business Radio
Melanie Cook, Veritas Management Group, and Jeremy Sisemore, ASAP Talent Services
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Veritas Management Group, ASAP Talent Services

Melanie Cook, Veritas Management Group, and Jeremy Sisemore, ASAP Talent Services (North Fulton Business Radio, Episode 731)

On this episode of North Fulton Business Radio, John Ray welcomed Melanie Cook from Veritas Management Group and Jeremy Sizemore from ASAP Talent Services. The discussion highlighted the recent merger of the two companies and how they are working towards creating a more diverse, geographically dispersed client base. Melanie discussed Veritas Management Group’s significant role in public health data analytics and IT, citing their global presence in nine countries and close ties with the CDC. Sizemore shed light on ASAP Talent Services’ accomplishments in IT talent recruiting and their customer-oriented approach to delivering customized staffing solutions. Both touched upon how AI and ChatGPT are expected to shape the future of their industries and the steps they’re taking to ensure fair representation in AI data collection. Looking ahead, both Melanie and Jeremy expressed optimism for the year 2024, with plans for further expansion and benefiting from favorable economic indicators.

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

Melanie Cook, CEO, Veritas Management Group

Melanie Cook, Veritas Management Group
Melanie Cook, Veritas Management Group

As CEO, Melanie is responsible for providing strategic and operational leadership to VMG while driving company growth. She has over 20 years of management experience in the government and corporate sectors as a corporate attorney, senior consultant, and business development executive. She has been widely recognized for organizing and transforming startup enterprises.

In the past, Melanie has held positions as Sr. Consultant to a Wall Street investment bank, Sr. Adviser to the US Secretary of Commerce and the Under Secretary for Technology, Attorney at the Securities and Exchange Commission, and Sr. Consultant supporting the Centers for Disease Control and Prevention (“CDC”).

Melanie is a co-author of Business Success Secrets, an honest, raw, and real look at some of the best-kept entrepreneurial secrets. Business Success Secrets is now a best seller on the Wall Street Journal and USA Today Best Seller lists.

Melanie is a graduate of Spelman College and Harvard Law School.

LinkedIn

Veritas Management Group (VMG)

VMG is a leading management consulting firm offering solutions to complex challenges involving public health, technology, and military domains. They serve government and commercial sector organizations, academic institutions, and non-profit organizations, both domestically and globally. Their diverse team of experts stays on top of the details, so their clients can focus on the big picture.

They specialize in research and evaluation, international support, administrative support, leadership development, health communication, health equity, diversity and inclusion, and military support services.

VMG is proud to be SBA 8(a) certified, MBE, FBE, and SBE certified with the City of Atlanta, and an SBA woman-owned small business.

Website | LinkedIn

Jeremy Sisemore, President, ASAP Talent Services

Jeremy Sisemore, ASAP Talent Services
Jeremy Sisemore, ASAP Talent Services

Jeremy Sisemore has been one of the leading IT executive recruiters throughout North America for the past 20 years.  He started his career with MRI, was Rookie of the Year in 2000, and quickly became the go-to resource for SAP, ERP, and cybersecurity talent acquisition needs nationally.  ASAP Talent serves over 75 major Fortune 500 clients throughout North America and internationally in Hong Kong, Singapore, Germany, and the UK.

Today, Jeremy is President at ASAP Talent Services, a Veritas Management Company.  He serves on the board of The Pinnacle Society and is the Outreach Chair.  He speaks regularly at industry conferences such as NAPS, NCASP, The Fordyce Forum, HAAPC, and MASA, among others.

Jeremy is a content creator, influencer, and writer who has been quoted in CIO magazine.

LinkedIn

ASAP Talent Services

ASAP Talent Services, a Veritas Management Group (VMG) company, is a leading IT executive search firm specializing in SAP and cybersecurity talent. Since 1999, our team members have been trusted recruiting partners for Fortune 500 to Fortune 1000 clients. Their search team has a track record of success in SAP, S/4 HANA, Salesforce, Workday, Hybris, Qualtrics, Callidus Cloud, CoreSystems, and Cyber Security searches at all levels. Hiring managers and IT professionals trust us to get the cultural fit right as well as the technical fit and choose ASAP Talent when quality is a critical factor.  ASAP Talent is a trusted partner for building world-class SAP delivery teams, bringing on SAP consultants on a staff-augmentation basis, or even building teams with a contract-to-hire model.

Website | LinkedIn | Facebook | YouTube

Questions and Topics in this Interview:

00:05 Introduction and Welcome
01:18 Welcoming Guests: Melanie Cook and Jeremy Sizemore
01:47 Discussion on Veritas Management Group
02:48 Importance of Data in Public Health
04:20 Introduction to ASAP Talent Services
05:09 Merger of Veritas Management Group and ASAP Talent Services
05:29 Future Plans and Diversification
08:47 Discussion on Workforce Trends
17:33 Impact of AI and ChatGPT on Workforce
25:37 Success Stories and Future Outlook
31:42 Contact Information and Closing Remarks

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

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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: AI, artificial intelligence, ASAP Talent Services, ChatGPT, cybersecurity, data analytics, it executive recruiter, Jeremy Sisemore, John Ray, Melanie Cook, North Fulton Business Radio, public health, Veritas Management Group

Enhancing Hospital Processes for Safer and More Effective Care, with Brandy Wilkins, Defining Point Coaching and Consulting

December 12, 2023 by John Ray

Brandy Wilkins, Defining Point Coaching and Consulting, LLC
North Fulton Business Radio
Enhancing Hospital Processes for Safer and More Effective Care, with Brandy Wilkins, Defining Point Coaching and Consulting
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Brandy Wilkins, Defining Point Coaching and Consulting, LLC

Enhancing Hospital Processes for Safer and More Effective Care, with Brandy Wilkins, Defining Point Coaching and Consulting (North Fulton Business Radio, Episode 730)

In this episode of North Fulton Business Radio, host John Ray was joined by healthcare quality consultant Brandy Wilkins, Owner and Chief Consultant of Defining Point Coaching and Consulting. Brandy discusses her work in helping healthcare organizations improve patient safety and clinical outcomes. The discussion gives insights into her process and team, how she consults with hospitals and healthcare institutions, and tangible examples such as medication administration. Brandy explained the role of technology in healthcare but highlighted that it’s not a standalone solution. She also emphasized the importance of proactively addressing issues, not only for patient safety but also for a hospital’s bottom line.

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

Brandy Wilkins, Defining Point Coaching and Consulting, LLC

Brandy Wilkins, Defining Point Coaching & ConsultingBrandy Wilkins is a healthcare quality executive with a clinical background in physical therapy.

With almost a decade of healthcare quality experience and even longer as a clinician, Brandy has consulted with over seventy healthcare organizations and hundreds of specialty programs to identify and improve challenges with patient safety, patient experience, and clinical processes.

Brandy is on a mission to improve the U.S. healthcare system by assisting and empowering healthcare organizations to improve care for the communities they serve.

LinkedIn | Company LinkedIn | Company Facebook | Company YouTube

Questions and Topics in this Interview:

01:15 Introduction to Guest: Brandy Wilkins
01:31 Brandy’s Role in Healthcare Quality
02:30 Transition from Physical Therapist to Consultant
03:46 Challenges in Healthcare and Patient Safety
05:46 Real-Life Example: Medication Administration
07:09 Role of Technology in Healthcare
08:32 The State of Technology Implementation in Hospitals
09:34 The Role of Technology and Human Judgment in Healthcare
13:40 The Impact of Process Improvement on Hospital Reputation and Bottom Line
15:20 Working with Hospitals to Improve Processes
22:43 Success Story: Reducing Fall Rates in Hospitals
23:47 Contact Information and Closing Remarks

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

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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: Brandy Wilkins, Defining Point Coaching and Consulting, Healthcare, healthcare organizations, healthcare quality, healthcare technology, hospitals, John Ray, North Fulton Business Radio, patient safety

Effective Marketing for the Home Services Industry, with Richard Blount, Four Winds Marketing

November 29, 2023 by John Ray

Four Winds Marketing
North Fulton Business Radio
Effective Marketing for the Home Services Industry, with Richard Blount, Four Winds Marketing
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Four Winds Marketing

Effective Marketing for the Home Services Industry, with Richard Blount, Four Winds Marketing  (North Fulton Business Radio, Episode 722)

In this episode of North Fulton Business Radio, host John Ray spoke with Richard Blount of Four Winds Marketing. They discussed the importance of SEO and effective marketing for home service providers, focusing on the need for a professionally designed, functional website that caters to the end user and fosters immediate engagement. Richard highlighted how SEO involves technical, on-page, and off-page aspects, and he underlined the need to refresh a business’s look every four to five years to remain updated and relevant. Richard also shared success stories of businesses that experienced significant growth through his effective online marketing strategies.

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

Four Winds Marketing

Four Winds Marketing is a full-service creative and digital marketing agency.

They increase online traffic and engagement for more booked appointments and visibility. They provide services such as website development, SEO, SEM/PPC, Social Media, Email Marketing, and SaaS solutions.

Four Wind’s primary clients are in the home services industry, like electricians, HVAC, plumbing, landscaping, tree services, etc.

Company website | LinkedIn | Facebook | Instagram

Richard Blount, CEO, Four Winds Marketing

Richard Blount, CEO, Four Winds Marketing

Richard is a rare cross-brained breed, possessing a unique blend of analytical skills and creative talent. With a background in finance at WDW (Walt Disney World), he has developed a keen ability to dissect and analyze complex data sets and spreadsheets. Driven by his passion for design and marketing, Richard ventured into agencies where he excelled in graphic design, web development, and marketing. His exceptional skills and innovative mindset earned him recognition in the form of multiple awards.

Recognizing that attractive websites alone were not enough, Richard delved into the realm of SEO (Search Engine Optimization). Through extensive study and relentless determination, he achieved exceptional results for his clients, ensuring their websites ranked high on Google and gained maximum visibility in search engine results. Although Richard’s ability has been to apply his analytical skills, design expertise, and marketing experience to a wide range of clients, he is narrowing his company’s focus to maximizing opportunities within the Home Services Industries.

By combining data-driven insights, captivating design elements, and strategic marketing approaches, he helps Home Services businesses thrive in the competitive digital landscape. Richard understands the unique challenges and requirements of these industries, and his multidisciplinary approach allows him to create comprehensive solutions that drive growth and success for his clients.

Richard’s unwavering commitment to excellence and his ability to leverage his diverse skill set make him a trusted partner in the Home Services industry.

LinkedIn

Questions and Topics in this Interview:

  • 02:17 Richard’s Journey into Marketing
  • 04:01 Richard’s Unique Blend of Finance and Marketing
  • 04:27 The Importance of SEO and Website Functionality
  • 10:25 The Impact of Professionalism in Marketing
  • 17:26 The Importance of Regularly Updating Your Website and Logo
  • 21:47 The Mystery of SEO Explained
  • 26:03 Success Stories from Four Winds Marketing

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

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

Since 2000, Office Angels® has been restoring joy to the lives of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

TRANSCRIPT

[00:00:00] Richard Blount: Live from the Business RadioX studio inside Renasant Bank, the bank that specializes in understanding you, it’s time for North Fulton business radio.
[00:00:19] John Ray: And hello again, everyone. Welcome to another edition of North Fulton business radio. I’m John Ray and folks, we are broadcasting from inside Renasant bank in beautiful Alpharetta. And if you’re tired of the big bank experience, the mega banks who really don’t want to talk to you live, they want a computer to talk to you.
[00:00:39] John Ray: If you are at one of those banks, you know what I’m talking about. If you’re tired of that kind of experience, Renasant, I think has found a magic combination between being big enough to handle pretty much any need you can throw at them, but they’re small enough to deliver their services in a personal way.
[00:00:58] John Ray: I’ve found that myself, and I think you will too. If you’ll go to renasantbank. com. And find one of their local offices and give them a call and guess what? They answer the phone. Imagine that Renasant bank, understanding you, member FDIC. And now I want to welcome Richard Blount. Richard is with Four Winds Marketing Agency, Richard.
[00:01:22] John Ray: Welcome.
[00:01:23] Richard Blount: Thank you. Good to be here.
[00:01:24] John Ray: Yeah. Great to have you here. Let’s talk about you and your firm. How’re you serving folks out there?
[00:01:29] Richard Blount: We are a full-service online marketing agency providing websites, SEO, social media, all that fun stuff for promoting businesses. We mainly focus on home service, um, companies and just help them.
[00:01:49] Richard Blount: grow. That’s our favorite thing to do.
[00:01:51] John Ray: And let’s, for those that don’t know, I’m sure most people do, but let’s define home services specifically.
[00:01:58] Richard Blount: That covers anything from roofing to landscaping. So HVAC, electrical, plumbing, carpentry, all that kind of stuff. Just
[00:02:08] Richard Blount: about anybody that pulls up in with a truck in front of a home and is going inside or outside to work, right?
[00:02:15] John Ray: Yeah. Yeah. Got it. Let’s talk about a little bit about your backstory and what your journey has been and how you got into marketing.
[00:02:25] Richard Blount: That’s a pretty loaded question. It was definitely not a straight line. I’ve been drawing since I was five. And then but my mom said I should be an artist when I grew up, but I wanted to be rich.
[00:02:39] Richard Blount: I didn’t want to be a poor, starving artist. And so I ended up heading more toward got a job at Disney working in finance, worked my way up. And I was the only one on a team of 70 people that had Happy Meal toys all over his cubicle. Had posters up, and if a report needed to look pretty, give it to Richard, he’d, that’s what he does.
[00:03:04] Richard Blount: And so I was involved in a lot of creative things throughout my entire life. And then, finally left Disney, and, in my early thirties and got on with an ad agency down just outside of Orlando. And worked my way up art director and then moved around a little bit. Ended up in a.
[00:03:25] Richard Blount: And it’s a great place. With paper there, they had an internal agency and where we were servicing all their clients doing print online, digital websites, all that kind of stuff. And we were rocking it. It was a lot of fun. And I won awards and got recognized. And but, newspaper industry started to Take a dive.
[00:03:49] Richard Blount: And I was doing a lot of freelance and then just got a vision for starting the company in 2015 and launched it January 1st, 2016.
[00:04:00] John Ray: That’s terrific. Now you’re unusual. You in a good way because not many people have a successful. in the finance side of business and then make this shift over to marketing.
[00:04:16] John Ray: So what did, what does that say about you and your talents? And I guess what is that background in finance? How does that help you with your clients today?
[00:04:27] Richard Blount: Oh
[00:04:28] Richard Blount: yeah. I found that to be very helpful, especially when it comes to doing SEO work and and just running a business in and of itself because I’m used to spreadsheets.
[00:04:39] Richard Blount: I can look at numbers and yeah, I loved math as a kid. I did well in math and science and art, those were my go to places. And so I just worked in that that realm, for me, it was just natural just to do the finance thing and it’s all tracking and and all that.
[00:04:59] Richard Blount: And so it transfers over very well, especially trying to run your own business, cause you got to switch hats a lot. Sure. And so being able to stay profitable with your own business and then with SEO, it’s very much math based and creative based. You’ve got to have both mindsets in order to try to.
[00:05:19] Richard Blount: work the algorithm sorry, the algorithms that that Google uses and just to track your numbers, your conversion rates, your impressions. I could get into a lot of technical stuff right there, but it really helps. Yeah.
[00:05:32] John Ray: That makes a lot of sense. And algorithms come out of math.
[00:05:36] John Ray: Yeah. And. Google is full of data people.
[00:05:40] Richard Blount: Yeah. Yeah. And you start to see patterns. And so we could do a lot of testing as far as so it’s a wonderful mix between the psychology of people who are searching the internet and the math that Google is using to try to serve up the correct information that people are searching for.
[00:05:59] Richard Blount: And so just, We do a B testing on different things. So just changing the color of something, the image the layout a little bit and have a big impact on that. So I think just being able to go back and study the numbers and look at how things are working and looking at the trends really helps a lot and is a lot more interesting than finance.
[00:06:22] Richard Blount: Finance was okay, but it was. There was a reason why I had posters up and I started a newsletter within the company. Really? Yeah. And then, cause I would write, I would do illustrations for it and stuff like that. And cause I was always about all is all about fostering a team and bringing people together.
[00:06:40] Richard Blount: That was my thing that I enjoyed doing.
[00:06:42] John Ray: That’s pretty cool. Yeah. And I can see how, when There are probably a few people down the hall or around the corner or what have you. When they needed a little more fun in their day, they came to see you, right?
[00:06:53] Richard Blount: Oh, yeah.
[00:06:57] Richard Blount: And if they didn’t, I would stop by and see them. . , that’s right.
[00:07:02] John Ray: The holdouts you would go find. I love it. I would, I love it. Richard Pilot is with us folks. He is the CEO of his own firm. Four wins. Marketing. So you’ve decided to form your own firm along the way, and why the focus on home services for you?
[00:07:19] Richard Blount: A couple of reasons. The first house I built was built in 1940 so it needed work. , I was horrible at doing the work myself, so I was constantly reaching out to electricians, plumbers, and roofers because the things I would try to do myself. I failed miserably and
[00:07:38] John Ray: I identify with that.
[00:07:39] Richard Blount: Yeah.
[00:07:40] Richard Blount: I really grew to respect what they do and I really appreciated honest home service providers, because there are a lot of ones out there that don’t put out good work, but there are ones that do a good work and I respect them. And then actually the second house I built was in, I bought was built in the forties.
[00:08:02] Richard Blount: My third house was built in the fifties, and then when we moved up here to Atlanta, this house was built in 1970. And my wife was like, this is an old house. I’m like, what? It’s new to me. This is fantastic.
[00:08:16] Richard Blount: It’s 30 years newer than the ones I’m usually used
[00:08:19] Richard Blount: to, right? Exactly. Yeah. And yeah, we’ve I’ve always dealt with.
[00:08:23] Richard Blount: Window people, garage people, roofers. And so I watched their marketing. I watch, I look at their websites. I look at what they’re doing to reach out to people and it’s all stuff I can identify with. And I, again, I respect it. And As I, in the agencies that I worked in, they cater to everybody from termite people to security people, from dentists to lawyers.
[00:08:51] Richard Blount: You name it. We did a website or advertising forum. And so when I started the company, that was my, I just kept the same mindset, but it naturally just worked out that around 20 to 40 percent of my clients ended up being in the home service industry. Anyway, either contractor contractors or HVAC people, stuff like that.
[00:09:14] Richard Blount: And and those are the ones I had the most success with as far as uh, building out their websites, their online marketing, doing their their SEO and even social media. things like that. There are a lot of fun and I like working with people who do a good job because I like to do a good job for them and so that’s we’re starting to you know zero in on that and focus on that industry specifically and instead of trying to cater to everyone I’m gonna just go ahead and focus on the industries I respect and with the ones that I have the best So I can show them, what we can do.
[00:09:54] John Ray: Yeah. That, that, that makes sense. You said something there that I’m curious about, and I would imagine a lot of home services people are too, those contractors out there that they are honest. And there’s a lot of them out there that, that. Yeah. They’re, they are, they’re honest.
[00:10:13] John Ray: They do great work. They. Tell clients things that cost them money sometimes because they’re honest. How do you communicate that in your marketing effectively?
[00:10:25] Richard Blount: Oh, about about them being honest and
[00:10:28] John Ray: being, because everybody says they’re honest and trustworthy, right? And that’s almost a cliche in some of this marketing that home services folks do. The ones that really How do they, though, have that philosophy of way of doing business? How do they communicate that effectively in their marketing?
[00:10:45] Richard Blount: Well, a lot of it shows in the quality of the marketing itself.
[00:10:51] Richard Blount: When it’s a subtle thing to see graphics and messaging that come across from a professional standpoint versus, somebody who’s not in, in the industry, there are really cliche kind of things that people will say, but then there is the more, I don’t know how to say it. Just there, there’s a, an essence in doing the marketing itself, just in the graphic work in the messaging and the, even the colors that are used.
[00:11:29] Richard Blount: tHere’s a lot of things that play subconsciously into the viewer’s mind when they’re looking at something, either if it’s a website, there are so many times people will try to put up a very simple website that doesn’t offer a lot of functionality and it’s just a postcard on the screen is basically all it is.
[00:11:52] Richard Blount: Whereas with a professional. So what we try to do is go, all right, look, let’s cater to the end user and give them an option to do an online booking to do an instant chat and to engage with you quickly where, and we can set it up so that you get texts or the the company gets texts so they can engage immediately with the viewer.
[00:12:18] Richard Blount: So like
[00:12:19] John Ray: through the chat feature, you mentioned
[00:12:21] Richard Blount: through the chat.
[00:12:22] John Ray: Oh, wow. Okay.
[00:12:23] Richard Blount: So
[00:12:23] Richard Blount: it’ll go straight from the chat to a text to the owner. Oh, wow. So that way the owner gets a text going, Hey, you’ve got a chat going on with your website and they can respond immediately. Oh, that’s great. And it keeps somebody from going on to the next person.
[00:12:39] Richard Blount: So as opposed to just having. Something on the website that says, Hey, I’m legit. Go check it out. As opposed to something that shows up on a website. That’s got my history to it and has functionality to it where people will actually stay on the page I guess if somebody’s on there for a second and a half.
[00:13:00] Richard Blount: Which is a lot of times average. It doesn’t sound
[00:13:04] John Ray: Okay, let’s just stop right there. Yeah a second and a half. That’s the average
[00:13:09] Richard Blount: Yeah, really one to two seconds is where somebody will be on a page and it doesn’t sound like a whole lot of time But you can get a gist of something We get it just instantly because of visuals.
[00:13:21] Richard Blount: And so by adding the functionality and doing providing more content, getting them to stay on there for four to five seconds to a minute then at that point, if you’ve got them engaged, they’re either texting or booking an online appointment or something like that. So at that point.
[00:13:41] Richard Blount: They’re invested. Sure. And they’ve spent a minute on your website. Yeah, that’s huge.
[00:13:45] John Ray: Wow. This is fascinating to me. And I’m sure a lot of business owners out there just shaking their heads at this, right? But that makes sense. If someone, if the average time on a website is one to two seconds, people are, they want an instant impression.
[00:14:03] John Ray: And that’s where the quality of the graphics, the art, the colors, everything you mentioned that’s where that comes into play.
[00:14:12] Richard Blount: Exactly. Okay. All that comes in because there’s a psychology to all of that. Sure. Because there’s. One or two things that people are looking for immediately. They’re looking for, what you do, where you’re at and how to contact you because they know they’re not going to get a price off of your website.
[00:14:30] Richard Blount: They need to like engage with you and they want to do it. Like 80 percent of people want to do it through a text. And if you have that feature on your website where they can chat and turn that right into a text. Then you’ve got them. Yeah. Yeah. You’re going to schedule an appointment, a phone call, and from there, your sales team takes it on.
[00:14:49] John Ray: Well,
[00:14:49] John Ray: and that feature among others, I’m sure you could talk about. Really reveals professionalism and that’s really what you’re talking about when you’re talking about features that show that you, that illustrate your trustworthiness. Exactly. That, that when you have a feature like that, as opposed to the last three websites that they checked that don’t.
[00:15:14] John Ray: You instantly differentiate yourself.
[00:15:16] Richard Blount: Yeah. Through the website you want there’s a lot of. pRofessionalism that goes into that. You want somebody to put that together who has a history of doing that. And so there’s just a lot of background work and a lot of stuff that comes in there.
[00:15:32] Richard Blount: It’s the whole thing where I think everybody’s heard the story where. There’s a boiler that’s not working in somebody’s basement, and they call somebody, they come in, they can’t figure out how to fix it. They call somebody else, they can’t fix it either. They call a third person, he walks him, takes a look around, waits a second, he takes out, he pulls out a hammer, hits it on the side, and then…
[00:15:58] Richard Blount: Boom. It’s running fine. He says, all right, that’ll be 1, 000. Like, how’s that 1, 000? You’re only there for a minute. aNybody could have hit that with a hammer. Yeah. But did you know where to hit it? Yeah. So that’s what we’re dealing with a lot of times, it’s hard to explain how I know where to hit the hammer where, but that’s how it works in, in, since I’ve been doing this since.
[00:16:22] Richard Blount: I think I started doing graphic design in the eighties and then built my first website in 1995. And I’ve been watching how SEO works ever since, that just analyzing how it all works. So I’ve got at this point, 25 plus years doing this. And so much of it has become almost instinct. And somebody asked me one time years ago, where do you get your inspiration?
[00:16:48] Richard Blount: And I said, I get it from everywhere, every magazine, every billboard, every television ad, every, radio ad every email I get and a website I visit. There’s so much I soak in from that. And there are I used to keep files of all this kind of stuff, an inspiration file. So that when I needed to create something, because we used to work with so many different types of businesses, then I would just go to my inspiration file and just start going through that and then find yeah, and this is what inspired me to go in that direction or the other direction, something like that.
[00:17:26] John Ray: How often does a home services company need to refresh their look, whether it’s their logo, website, what have you? I asked that question because a lot of them, um, I think, and correct me if I’m wrong, but this is my perception. They get to a point where, they’ve got a pretty good call, pretty good business.
[00:17:49] John Ray: They’ve got established. Calling patterns based on their reviews and referrals and all that kind of thing, right? And they let the website slide, and they, maybe the logos a little dated or what have you. So how often should that refresh occur?
[00:18:05] Richard Blount: From what I’ve seen in the industry, every.
[00:18:07] Richard Blount: Four to five years, I would go in and refresh because styles are constantly changing. And people can can tell. When a website looks 10 years old or older, there’s functionality, there’s graphics, there’s messaging, there’s layouts, there’s all these different things. And then the website itself is actually getting faster.
[00:18:33] Richard Blount: So different hosting providers are speeding up or the software that they run helps speed things up. And so the websites need to stay up with that as well. So there’s a lot of. Back end stuff. It’s like a car. You’ve got to constantly take it in and get it tuned up or and fixed up or whatever on a regular basis.
[00:18:52] Richard Blount: But I would say what I’ve seen every four to five years you may have to go in and retool the website. I’m not saying that you need to replace it. If a company has been a business, I would say five to 10 years or more. They definitely don’t want to replace their website because their website already has a lot of history with Google.
[00:19:15] Richard Blount: And if you create a new website, then you’re breaking all those old links and creating new ones. And Google looks at it as though you’re starting fresh. In those cases, there’s retooling that can be done to a website to make it more modern and all that without breaking all those links and all that history with Google.
[00:19:37] Richard Blount: But with a company that is, say a company is like 5 years old or whatever, or even if they are 10 years old, But they’re not doing the kind of business that they want to be doing if they’re, they haven’t broken, say 200 or 500, 000 a year yet, or they’re in that range, then at that point a lot of times what I’ll do is I’ll look at how their Google ranking is and, a lot of research can be done.
[00:20:05] Richard Blount: And if we need to, it’s a, you’re fine to go ahead and, it. Build a new website and start from scratch and get that going. A lot of times it depends on the age of the company. And how, how busy they are. How many, clients that they have going and all that kind of stuff. And then even if they do, there’s still social media and Google ads and things like that could be done to help.
[00:20:32] Richard Blount: Boost that kind of stuff. But as far as their logo goes, that can always be updated. Shoot, Google has changed their logo. I lost track of how many times. It’s got to be well over 2000 times since they launched in 95, 96. Yeah. And AT& T, although they changed theirs, they modified it a little bit here and there.
[00:20:55] Richard Blount: So there’s, as far as changing the logo, people will have this idea that it’s taboo to change it. I’m like, no, you can always refresh it and, bring it up to, more current standards and there’s techniques and way to do it, that it makes sense. And same with messaging colors and stuff like that.
[00:21:13] Richard Blount: And actually it can be a good way to relaunch your company. So if you’ve been around for say five or 10 years. And you’re at a point where it’s just like you and two other guys, maybe got two trucks or three trucks or whatever, and you have aspirations of 10 trucks, then going through a rebranding can be a really good thing because it’s a relaunch and it’s a great way to foster up new press releases.
[00:21:40] Richard Blount: And do grand openings and all that kind of stuff. So there’s just a lot of things that can be done.
[00:21:44] John Ray: Yeah.
[00:21:45] John Ray: Yeah. That makes a lot of sense. SEO search engine optimization. Yeah, this is where you were talking about how. iT can be a mystery around what the right color is and all that.
[00:21:58] John Ray: Now we’re really getting the mysteries, right? SEO. And I, I think the average home services entrepreneur, they know they need to be found on web search, but they don’t know all the, what goes into that, right? And it’s hard to judge effectiveness, right? So what advice do you give them on that?
[00:22:23] Richard Blount: That’s
[00:22:24] Richard Blount: a SEO is a big one. Yeah. Cause I’ve seen it change from the beginning. Google constantly updates its algorithm and and they fine tune it and they will even work to hone it in on specific industries. They’ve done updates that really hit the financial industry earlier this year. And but if the SEO is done, then a website can survive an update by Google because there’s there’s white hat, black hat, gray hat, methodologies and white hat is, I just think about, think of it like in the old Westerns, the guy with the white hat did everything the way it was supposed to be done. The guy with the black hat.
[00:23:10] Richard Blount: He was always the outlaw, and sooner or later, the outlaw got caught, thrown in jail. So that’s what I would see happening. Or worse. Oh, yeah. Yeah. And Google provides Google Analytics. It’s a free tool that anybody can create an account with. And then hook that up to their website and it will show them the amount of traffic, the amount of where it’s coming from and how they’re showing up.
[00:23:38] Richard Blount: And then there’s another one that Google has called Google Search Console. And that will show people How many people clicked on it, what pages they clicked on and all that kind of stuff. So those are free. Google offers that for everybody. And for all our clients, what we do is we hook into their account or create an account for them.
[00:23:58] Richard Blount: Cause a lot of people don’t even want to mess with it, but we will set that up and we run reports to show them and the reports can be quite daunting. There’s a lot of information in there, but there’s key areas that we look at. I won’t get into all the technical stuff, but that will show us the results.
[00:24:19] Richard Blount: But with SEO, there are actually three aspects of it. There’s the technical SEO, which has to do with the The technical part of the website running fast, the the layout and things like that. That’s all the technical stuff. The meta tags and meta description, all the things that Google looks at.
[00:24:40] Richard Blount: Then there’s the on page SEO, which are all the things that are done to build out the website. So that it is more effective and will capture or, Capture is not the right word, but will attract more keywords. And then there’s off page SEO. And that’s to deal with other areas on the web that point back to your website.
[00:25:04] John Ray: Wow.
[00:25:06] John Ray: A good reason to have a, aUthority here, folks, Richard Blount, Four Winds Marketing. Wow. That’s pretty that gets deep fast.
[00:25:15] Richard Blount: It does get deep fast. Yeah. I’m trying to keep it short and sweet. Yeah.
[00:25:19] John Ray: Yeah. But what, here’s what I’m hearing out of this is that, you’ve got a background, in finance, it’s not just the numbers and you learn in finance that just cause you can measure it doesn’t mean it’s important.
[00:25:33] John Ray: Correct.

[00:25:37] John Ray: And you bring that background to it, right? You can help a business owners know what’s important. And in that daunting report and winnow it down to something that’s simple and easy to understand.
[00:25:48] Richard Blount: Exactly. I try to give them that and then I will look at the secondary stuff that is a little bit in the minutiae.
[00:25:56] Richard Blount: Yeah. But I know it can have an underlining effect and help me increase their search engine results. Yeah.
[00:26:02] John Ray: Terrific. I want to get to success stories here, Richard, as we come to a close. You’ve been at this for a while, worked with a lot of different home services professionals. Give us a success story or two to help illustrate the great work you do.
[00:26:19] Richard Blount: We did we were working with one electrician company and within three years we got them to a point where I remember my numbers because there’s quite a few their paid traffic increased 470%. Their organic traffic increased 810%. And what the difference between paid and organic is basically the ads that were being run for them increased how many people were coming to their website as and then working with the SEO alongside of that.
[00:26:55] Richard Blount: iNcrease it over 800 percent in the course of three years as a result. They increased from about, I think they had five or six people working at that time. Now they’ve got over 16 people working and the owner no longer has to work out in the field. He’s no longer in a truck, actually working the jobs.
[00:27:12] Richard Blount: He’s overseeing everybody at that point. Wow.
[00:27:15] John Ray: And then that’s a great place to be. Yeah.
[00:27:18] Richard Blount: Yeah. It’s either that or there was a one HVAC supplier. And, we worked with. And, yeah, we increased their traffic over 600 percent their monthly visitors rose 714 percent in the course of four years. Their visibility grew to a point.
[00:27:38] Richard Blount: Where we had an increase of their keywords by 875%. So keywords are, when you type in something in Google to look for something, that is a keyword. And the more keywords that you capture the more visibility you have. And they grew to a point where they were able to sell their company to a national company.
[00:27:58] Richard Blount: And so the owner was able to sell it for big bucks and retire. And
[00:28:02] John Ray: wow, lots of value there.
[00:28:04] Richard Blount: Yeah. So I, those are the things I like working towards.
[00:28:07] John Ray: Yeah. Wow. That’s fantastic. Richard Blount. Folks with Four Winds Marketing Richard, that’s that’s a great way to end this and I, I want to get to the most important question that people have, I’m sure right at this point, which is how they can get in touch with you.
[00:28:25] Richard Blount: Through our website, that’s our best bet. Of course. Yeah. That’s a four winds marketing dot us or United States. Or any spell out four wins F O U R W I N D S. Marketing. us
[00:28:39] John Ray: Terrific. RiChard Blount with Four Winds Marketing richard such great work and we’re excited to be able to highlight you and share your story and keep up that great work.
[00:28:51] John Ray: We appreciate you.
[00:28:52] Richard Blount: Thanks, john. I appreciated being here. Enjoyed talking to you. It was an honor.
[00:28:55] John Ray: Yeah, thank you so much. I appreciate that. Hey folks, just a quick reminder. If you are, Having some search problems in your business being your back office and what I mean are getting to the bottom of that administrative task pile you need to get done or maybe you’re having problem finding all those receipts and you when it comes to tax time, your bookkeeping is a mess.
[00:29:20] John Ray: Here’s an answer for you. that will help restore the joy to your business that you used to have that you don’t have anymore because of all these problems. Office angels. They have a whole team of angels that fly in and get that work done for you so you can focus on what’s most important in your business, which is working with your clients and your employees, right?
[00:29:41] John Ray: Let them take those issues off your plate and give them a call. Just describe what your problem is and let them know we sent you. Describe what your problem is and I think they’ll be able to help you. 6 7 8 5 2 8 0 5 0 0 is the number office angels dot us is the website. If you’re shy, I want to learn more, a little bit about them before you call.
[00:30:04] John Ray: But I just encourage you to be in touch. They do great work. And I know that myself because they do work for me and my business and I couldn’t work without them. And folks, just a quick reminder, if you’re listening to this show. Here at the end of November, 2023, I’ve got a book coming out. It’s called The Generosity Mindset Method for Business Success.
[00:30:27] John Ray: Raise your Confidence, your Value, and Your Prices. If you’re listening to this show later in December or in 2024, the book’s out , so go check it out. If you’re a a small firm or solo professional services provider, this might be a book that. You have an interest in might be helpful to you in your business.
[00:30:46] John Ray: Go to the generosity mindset. com to learn more, where to find the book. Also, I want to thank you, our listener. You have supported us significantly. Just very heartening ways over this last seven and a half years. As we have passed show number 700, you continue to like us on social media, you share the show and please keep doing that.
[00:31:09] John Ray: If you’ve heard something here that makes you think, Hey, I know. I’ve got a home services buddy that needs some help with this marketing. Maybe you need to share the show with that person. And they need to know about what Richard’s up to, but this is true for any of our shows. So when you hear something that makes you think, Hey, this would be a good person for someone else to know.
[00:31:28] John Ray: Please continue to do that. That’s how we get the word out on the great work that business leaders like Richard and the some 1100 others we’ve had on this show, the great work that they do. And it helps us fulfill our mission to be the voice of business in the North Fulton region. So for my guest, Richard Blount, I’m John Ray.
[00:31:49] John Ray: Join us next time here on North Fulton business radio.

 

Tagged With: Four Winds Marketing, google, home services company, John Ray, logo, marketing, North Fulton Business Radio, Office Angels, renasant bank, Richard Blount, SEO, The Generosity Mindset, website, website design

The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros

November 27, 2023 by John Ray

Lori Fancher
North Fulton Business Radio
The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros
Loading
00:00 /
RSS Feed
Share
Link
Embed

Download file

Lori Fancher

The Importance of Talent Development and Custom Solutions for Business Growth, with Lori Fancher, TrainingPros  (North Fulton Business Radio, Episode 721)

Lori Fancher, Relationship Manager with TrainingPros, joined host John Ray to discuss the significance of finding the right talent at the right time for businesses. Lori shared her passion for lifelong learning and human resource development, highlighting how they align with her current role at TrainingPros. She focused on the shifting landscape of the corporate world due to COVID-19 and the evolution of gig work as an accommodating solution. Lori outlined how TrainingPros helps leaders manage their project loads and how she has seen a rewarding transition of contract employees into permanent roles within companies.

The discussion also covered Lori’s award-winning project with Synovus Bank as well as an introduction to the Cana Foundation, a non-profit supporting leadership development and personal growth. They concluded by emphasizing the importance of flexibility, coherence with corporate goals, and how rigorous identification of the right talent forms the foundation of organizational success.

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

TrainingPros

For more than 25 years, TrainingPros has served the training, eLearning, and technical writing communities by providing qualified learning and development (L&D) consultants to clients on a contract basis. In addition to staffing services, TrainingPros provides custom eLearning and instructor-led training development for companies through managed services.

The company has relationship managers in locations throughout the United States to serve both clients and consultants. TrainingPros is certified as a Women’s Business Enterprise by the Women’s Business Enterprise National Council.

When learning leaders have more projects than people, TrainingPros can provide the right L&D consultants to start their projects with confidence.

Company website | LinkedIn | Facebook | YouTube

Lori Fancher, PhD, Relationship Manager, TrainingPros

Lori Fancher, PhD, Relationship Manager, TrainingPros

Lori Fancher, PhD, is a relationship manager at TrainingPros, Lori guides talent development consultants, leaders and executives in the selection and placement of expert contract-based staff to realize strategic business results. Her background working with operations and human resources leaders spans multiple industries, including health care, insurance, retail, transportation, and banking. Having been a client of TrainingPros in the past, Lori is well acquainted with the firm and its mission.

Bringing over 18 years of experience as a consultant and a leader in the enterprise learning and design industry, Lori has advised clients in achieving strategic imperatives by maximizing capabilities and improving the performance of large companies. She also has a combined 10 years of business research and consulting experience in talent and organization development (OD), HR metrics and strategy, internal capabilities and organizational culture.

Lori earned a bachelor’s and a master’s degree, and holds a doctorate, in human resource development and OD from Georgia State University. She is a member of the Association for Talent Development, is certified in CCI DISC and Uniquely You from Arrow Coaching+ (formally Christian Coaching Institute) and is a Hogan Leadership Coach by Hogan Assessment Systems.

LinkedIn

Questions and Topics in this Interview:

  • 01:19 Guest Introduction: Lori Fancher from TrainingPros
  • 01:50 Lori’s Passion for Human Resource Development
  • 03:34 The Role of Learning in Organizational Development
  • 04:36 Lori’s Journey to TrainingPros
  • 06:02 Understanding the Role of a Relationship Manager
  • 08:01 Trends in Talent Development and the Impact of COVID-19
  • 11:16 The Rise of Gig Workers and Advice for New Gig Workers
  • 14:50 Understanding the Business of Contracting
  • 15:34 The Importance of Marketing and Branding Yourself
  • 15:48 The Role of TrainingPros in Your Business
  • 16:11 Addressing the Challenges of Leadership Development
  • 17:05 The Art and Science Behind Successful Training
  • 17:27 The Role of TrainingPros in Project Prioritization
  • 18:11 The Impact of TrainingPros on Organizational Transformation
  • 18:30 Celebrating Success: The Synovus Project
  • 20:44 The Cana Foundation: A Nonprofit Initiative
  • 23:57 The Success Stories of TrainingPros
  • 26:14 The Versatility of TrainingPros Across Industries

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

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

Since 2000, Office Angels® has been restoring joy to the lives of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

TRANSCRIPT

[00:00:00] From the business radio X studio inside Renasant bank, the bank that specializes in understanding you it’s time for north Fulton business radio.
[00:00:17] John Ray: Hello again everyone. And welcome to another edition of North Fulton Business Radio. I’m John Ray and folks, we are broadcasting from inside Renasant bank in beautiful Alpharetta. And if you’re looking for a bank that’s big enough to handle pretty much any need you can throw at them. But they’re small enough to deliver their services in a personal way on, and I know this myself because I work with them. Renasant bank is your choice. At least I think, and again, know this personally. Here’s what I would tell you about them. And maybe the way to test, go to Renasant bank.com.
[00:00:55] John Ray: Find one of their local offices and give them a call. See if a live person answers the phone. They will. And imagine that for a, in the banking world today, that’s just the way they do their business. And it’s indicative of wait, what happens if you become a Renasant customer.
[00:01:13] John Ray: Renasant bank, understanding you, member FDIC.
[00:01:19] John Ray: And now want to welcome Lori Fancher. Lori is a relationship manager with TrainingPros. Lori, welcome.
[00:01:25] Lori Fancher: Thank you so much. I really appreciate it.
[00:01:27] John Ray: Yeah. Delighted to have you here. Let’s talk about you and your work, how’re you serving folks out there.
[00:01:33] Lori Fancher: Yeah. So I’m helping people find the right talent at the right time to get their training projects done.
[00:01:40] John Ray: Oh, nobody needs that these days.
[00:01:41] John Ray: Right? Everybody needs that. Okay. This is a timely interview. Glad to have you here. Let’s talk about your journey and what makes you passionate about human resource development, organizational development. Whatever you want to call it. That’s your world. What makes you passionate about that work?
[00:02:05] Lori Fancher: Sure.
[00:02:05] Lori Fancher: So I’m a lifelong learner. I’m an achiever too. And I’m a connector according to StrengthsFinder. Anyway. And so it lines up perfectly with where I am today. The journey for me started out with, I got involved a little bit in corporate and having an opportunity to train others. And my love of learning led me to pursue how to do that better and how to help learners learn what they need to do to be successful on the job. And at throughout that journey. What I realized is that. Sometimes training.
[00:02:37] Lori Fancher: Isn’t the answer. And if training is not the answer, then what. Can be the answer. And what role does organization two organizations play? And helping people learn and grow. So that led me down the path of pursuing my education and human resource development, which is really focused on organizational development. Training and learning and career development. That’s how we get our people.
[00:03:05] Lori Fancher: That’s how we keep our people.
[00:03:06] John Ray: Yeah, for sure. I want to come back to what you said about training there in a minute, but you’ve got a PhD in human resource development and organizational development now. My bride is a. PhD and I know what it takes to get a PhD in any. Discipline. So that reveals some passion that you have about your work. Talk about that passion.
[00:03:34] Lori Fancher: Yeah.
[00:03:34] Lori Fancher: So when you look at learning and you look at what help, what, how do we learn? We have to, we learn from our environment. We learn from other people that are modeled around us at work. We learn from our leaders. We learn from our colleagues. Exposure to resources, right? It’s very complex.
[00:03:49] Lori Fancher: The discipline itself has a lot of other disciplines involved in there. And so I pursued the PhD to be able to have credibility. And helping organizations at that highest level understand. If we want to create corporate learning. If we want to operate corporately corporate, it means. We are. Yeah. That’s many, that’s the collective operating as the individual. How do you take all these people? Learn differently and they pursue work differently. And get them to all align and operate corporately as an individual. And I loved that.
[00:04:27] Lori Fancher: So that’s why I pursued the PhD.
[00:04:31] John Ray: Wow. What. What a great testimony for that. You’re at TrainingPros. I don’t want to talk about your work with TrainingPros, but talk about your journey prior to TrainingPros. Yeah, I
[00:04:42] Lori Fancher: was the client. Okay. So I’ve been, and I was a consultant. So consulting in this space and then going in and out of corporate in my corporate roles, I was responsible for bringing in the right people to help me on these projects. anD use trading pros for a lot of that time training process has been around for 26 years. And had a relationship with them maybe 20 at 24 years ago.
[00:05:04] Lori Fancher: Okay. I’m working with them and they’ve provided me with the, as a client. The ability to find just the right person at the right time.
[00:05:13] John Ray: And for those that don’t know TrainingPros let’s give them a little overview there.
[00:05:17] Lori Fancher: Yeah. So TrainingProsos was started. 26 years ago by Steve Kapaun. He had. I was working at IBM through Accenture and had a need to find an instructional designer to help him with his projects. And didn’t know where to go.
[00:05:30] Lori Fancher: Couldn’t find the the right kind of talent. So we started TrainingPros fast forward, 23 years and his right-hand person, Leighanne Lankford took over the company as president, when Steve retired. And we became a women owned. We bank diversity supplier, still serving. Out of Atlanta, which is home base.
[00:05:51] Lori Fancher: Awesome. And then have grown into 11 major markets. Is it serving the country nationwide now? COVID really changed a lot of things for us to, in a good way.
[00:06:00] John Ray: Yeah. Yeah. So you, your role at TrainingPros, you’re a relationship manager there. Explain what your role is that what that means?
[00:06:09] Lori Fancher: Yes, absolutely.
[00:06:10] Lori Fancher: So relationship manager means I’m meeting with clients. I’m bringing in new clients, I’m meeting with existing clients. Because I have been in this space as a practitioner for a long time serving corporate. And I’ve been a client. I’m able to. Meet them where they are. In their process of implementing all of their L and D projects.
[00:06:32] John Ray: L & D being for those that don’t know, what’s L and D
[00:06:36] Lori Fancher: learning and development projects.
[00:06:37] Lori Fancher: Okay. And organizational development projects. I understand the full life cycle behind both of those. So at any given point in time, connecting with them on where they’re at. And in order to help them complete those successfully. Providing them at the right talent at the right time.
[00:06:54] John Ray: Yeah. Correct me if I’m wrong, but what I think I hear you saying is that it’s one thing to staff the position. It’s another thing to create the environment to make help that person be successful in the position. Is that what we’re talking about here?
[00:07:08] Lori Fancher: Yeah, absolutely. I’m glad you brought that up because. I’m focused on contract.
[00:07:13] Lori Fancher: First of all, if I mentioned that already, but contract staffing is what I do the most of. Okay. And so when you are recognizing the need, what I’m looking for is not the person that can just meet the immediate need. But the person that can come into the organization knowing what’s ahead. And knowing what’s required in terms of skillsets. Throughout the full life cycle of that project, having been there. I’m able to find the right person. To come in and see it all the way through if necessary.
[00:07:41] Lori Fancher: So not meeting the immediate need, but it potentially the future needs as well.
[00:07:45] John Ray: Got it. Folks were here. Speaking with Lori Fancher. Lori is a relationship manager. With TrainingPros Give us an overview of what talent development looks like in the corporate world these days.
[00:08:01] Lori Fancher: Yeah, so talent development boy. We’ve really been through it, like a lot of other functions within the organization through COVID. Now I just came on board at, in this role with TrainingPros three and a half years ago. I Can speak to the last three and a half years, which were pretty tumultuous, right. COVID with the advent of COVID and then the move. The immediate move. From onsite workers to remote workers. What do you do? How can you continue to keep those folks engaged? And the work.
[00:08:30] Lori Fancher: And how do you connect with them? Providing the right learning and the training for the managers who need to now manage remote workers versus onsite. It created a whole slew of training and learning opportunities for everyone. At the same time, we also had the concerns and the. Voices from the community, the raise in awareness around DEI. So how do we get leadership? Involved and help them provide, help them be developed and have those opportunities to understand what does this mean for my organization, my people, and how do I lead differently as a result? Of COVID of DEI, remote workers, very difficult times. And so yeah, seeing a lot of changes in the talent development space as a result of that.
[00:09:17] John Ray: Yeah. And.
[00:09:19] John Ray: Particularly given the. I guess the mentality of people that are out there, the workforce, right? That’s another aspect of this. That creates some turbulence, if you will.
[00:09:33] Lori Fancher: Yeah, absolutely. If you think about the Def the pure definition of work, we were made to work. We were born to work.
[00:09:40] Lori Fancher: I tell my kids this and they don’t like to hear it.
[00:09:44] Lori Fancher: Yeah, i. I get that, but we were made to work and your definition of work isn’t about doing something to make money. It’s about pursuit of purpose. That’s to me at the root of what work is about. And corporate is a place to go and try out. That work, that pursuit of purpose, but corporate also has corporately operating as an individual, their own purpose, and that alignment between the two. Is Is really tricky.
[00:10:14] John Ray: Yeah. Yeah, for sure. So any particular trends that you’re seeing in Staffing and L and D staffing in particular.
[00:10:25] Lori Fancher: Yeah, absolutely.
[00:10:26] Lori Fancher: So when it comes to L and D staffing what I have seen as of recent is a little bit of anxiety about whether we’re in a recession, whether we’re not in a recession. And a need to re. Usually when we go through these kinds of challenges, economic challenges, we see training functions. Cut. That’s one of the first places to cut.
[00:10:46] Lori Fancher: And so I’ve got a lot of people who are clients, a lot of people who had permanent. Positions in talent development who are now looking again as contractors. This is the ebb and flow of our world. And the folks I work with within a three-year time period have either been consultants and clients or clients.
[00:11:02] Lori Fancher: So we’ve got this revolving. At the cycle of. Folks who are coming in and out of these permanent roles. As adjustments are made in the economy and anxiety is addressed. Yeah.
[00:11:14] John Ray: So the.
[00:11:16] John Ray: The
[00:11:18] John Ray: whole issue of gig workers. And we’re. We read a lot about that, about the rise in gig workers. What’s your perspective. On that. And what the trends are there?
[00:11:31] Lori Fancher: Yeah, I think the COVID really opened the door to. Allow workers to have flexibility in their lives. To be able to work wherever they want to work from. And now we’re seeing that change with a call to return to the office.
[00:11:46] Lori Fancher: And a lot of folks are bucking that they don’t want to return to the office. And so in. I think the last thing that I read on the gig economy, there was a government report out that said that 2.1 million new gig workers were introduced to the market. And 2020. Which makes sense, and then in 2021 net another 2 million work gig workers at it.
[00:12:11] Lori Fancher: So is continued growth, right? People want freedom to be able to work at wherever they, they want to be and have flexibility to take care of young ones or elderly, or, just have that work-life balance.
[00:12:23] John Ray: What advice would you give to a gig worker. That’s a, will that newly minted. In with the, It’s coming out with that. Coming out of corporate and they’re leaving that shelter, if you will. What advice do you give someone that’s new to working in that way?
[00:12:42] Lori Fancher: I like to talk to him about what they liked the most about their permanent roles. And understand the differences between that and gig work, because when you’re an independent contractor, you have to be careful. And an understanding that you don’t really you’re leaving the structure of corporate. And you’re going for the freedom.
[00:13:00] Lori Fancher: So embrace the freedom. If that’s really what you want. That means flexibility and not falling back into the constraints of permanent work, because that causes legal. Legal implications. When you act, when you work as a contractor, but you, your employer treats you as an employee. So being careful that first of all, and then making sure that that freedom is really what they want.
[00:13:25] Lori Fancher: They’re not going to be climbing the corporate ladder. They’re on their own. And then there’s the ebb and the flow. The cashflow. Yeah. The month to month and what that looks like and the vulnerability there. And the sacrifices and the trade-off. Where are you financially? Are you ready to make a decision like this?
[00:13:41] Lori Fancher: What are your career goals? How does this help you achieve your career goals? A lot of people will step into the gig economy or the contract role because they want to experience new and different and innovative ways. Of doing the work of learning an out and out. Of learning and development. Can’t necessarily experience that as much in the corporate world, because there’s a prescribed way of doing things.
[00:14:03] Lori Fancher: So there’s a trade off there.
[00:14:05] John Ray: Do you find that Individuals step out into the gig. Gig. World or the gig worker. Environment. Maybe a little too. Quickly because they. Their first client, if you will, is their ex employer, right? And That they step into it thinking it’s ready. Made.
[00:14:27] John Ray: And maybe they don’t. Do what they need to do to understand what this new. Way of working. Is going to look like for them. Do you find that.
[00:14:40] Lori Fancher: Yeah, I do. It is ready and easy. Go back. The contract with your employer? Yeah. Yeah, walking those fine lines between being a contractor again in our permanent employees. Super important on both ends. The person contracting you and for yourself, right? And yeah, understanding that it. It’s temporary.
[00:14:58] Lori Fancher: It could be temporary. And you are in a more vulnerable place as a
[00:15:03] John Ray: result. Yeah. And you are in business now. It’s the business of you, right? There’s a book with that title. It’s the business of you. You have to think about that way, right?
[00:15:13] Lori Fancher: Yeah, because when that consistent. Permanent employer turns around and asks you to come back as a contractor.
[00:15:19] Lori Fancher: When that work ends, what do you do next? Yeah. How do you set up your own business? What kind of people can come into your world and accountant to finance person that can help you get set up in that business? And I’ve also found even a lawyer can help you with that as well. And then marketing.
[00:15:35] Lori Fancher: How do you market and brand yourself?
[00:15:36] John Ray: Lots of issues to think about Lori Fincher’s with us folks. Certainly can help us think about those issues and Lori. Is a relationship manager with TrainingPros. Let’s talk a little bit more specifically about your work.
[00:15:51] John Ray: How do I know when I need to call Lori? What problems. I am out encountering in my organization that made me think I need your help.
[00:16:01] Lori Fancher: Yeah, too many projects and not enough people.
[00:16:06] John Ray: Yeah. There’s plenty of that going on.
[00:16:08] Lori Fancher: And then not having the expertise to really follow through. Once you’ve got the budget to make a difference in the organization with a project like leadership development. That’s a big, huge expense, not just in providing the training. But in also taking leaders out of their day to day.
[00:16:26] Lori Fancher: So losing productivity, losing. Potentially during that time some opportunity in the market to be able to go out and learn so that you can come back and do more and better. There’s a big expense to training every time. So when you get that big budget or when you don’t, when you have a budget to do something right, How do you make sure that what you are doing and what you are teaching and what you were helping your leaders understand and learn? Is something that’s going to help the business move forward.
[00:16:56] Lori Fancher: There’s an art to that. And a lot of folks that were SMEEs and subject matter experts. Have understood the art and stepped into the ability to train right there. There. The expert and what they know, and they’re going to go train on it, but there’s also a science behind it, too. So we find the people that have both the art and the science. Behind the ability to make training successful.
[00:17:18] John Ray: Do you help someone – you’ve mentioned having too many projects, not enough people. Do you help
[00:17:25] John Ray: business owner leader, team leader in a big organization, prioritize those projects based on the availability of people. You get down in that kind of. depth with clients?
[00:17:38] Lori Fancher: Yeah, we can. So the roles that we provide for the contract roles that we provide are not just instructional design, which is mainly what I’ve been talking about. But we provide everything that touches training.
[00:17:50] Lori Fancher: So if you need that training schedule or that training coordinator or someone who’s a program manager. Project manager. Tech writer, even a content developer. You X person. We have, we provide all of those different roles that touch training, change management and ODI included because oftentimes. When a company is undergoing a transformation. There’s a huge training learning component to that.
[00:18:16] Lori Fancher: Of course. And it’s inevitable that occurs and we’re ready when that does. So organizational development people and change management, people are also roles that we provide.
[00:18:26] John Ray: Great work. So you. Have won an award. Alongside your client. Synovus. That’s a small little out of the way bank we’ve heard of.
[00:18:38] John Ray: But actually quite well managed and well known bank. I headquartered here in Georgia. So what talk about. That project. That led to this award.
[00:18:51] Lori Fancher: Yeah. So Synovus reached out to me because they had received a an agreement from their top C level suite to be able to provide some new leadership training. They saw a surge and some of their old some of the leaders who had been around for a long time were leaving, moving on and they had a large group of new leaders they needed to help get settled in.
[00:19:13] Lori Fancher: They also had some changes going on at Synovus and so they were looking for the ideal solution for their learning and that they got this budget. So what do we do? They had some off the shelf programs, Blanchard, Covey, some of the other big wigs in the space. They had some of their training components, but really we’re trying to understand how do we put this together?
[00:19:32] Lori Fancher: Something that means that’s customized for Synovis. Customized learning solutions is what we do at TrainingPros. There’s nothing off the shelf. So we take what’s existing or we create new and we make a customized. So that process throughout that process, it. Took us a little bit of time to find the right person. Because in the beginning, they didn’t really know what they needed. They were sending them different candidates and exploring various roles and places in the in the project where they would need the most need and help based on who they had in their current team. And the gaps, we were able to find a person that came in that allowed them to create a learning solution.
[00:20:10] Lori Fancher: That was award-winning. It had war award-winning features to it. It had done some things. To leverage digital assets and provide learning tools to leaders on an ongoing basis. So it wasn’t a once and done. They had people that went through the training who would come back and facilitate to other leaders.
[00:20:27] Lori Fancher: So leaders, teaching leaders. Platinum award at the end, recognized by C-suite. They did a lot of things. And they want a Brandon Hall award as a result. So we’re pretty proud of
[00:20:36] Lori Fancher: that.
[00:20:37] John Ray: Wow. You should be that’s. Congratulations on that work. That’s fantastic. Let’s
[00:20:42] John Ray: Switch gears here.
[00:20:44] John Ray: And talk about another little piece of your world, which is a nonprofit that you. We’re and I think your husband too, we were talking about before we came on the year. So shout out to him. A nonprofit, the two that the two of you are driving.
[00:21:00] Lori Fancher: Yeah, my husband’s an entrepreneur at heart. He also works for another large bank. We haven’t talked about, but anyway he had experience in creating a workspace.
[00:21:11] Lori Fancher: Like I think we work throwing a brain. Brand out there. A building where people could come and explore their themselves, their skillsets, their talents, and help them grow their business. And provide all the support to be able to do that. Then COVID hit so that wasn’t going to be an option.
[00:21:28] Lori Fancher: People weren’t going into a building. So we created an opportunity to have people go out and be immersed in the community of need. And use their talents and gifts and offer those up to folks who don’t have access or couldn’t afford it. And the way that we did this is we took a team of dentists out to Costa Rica. To a lodge that we own with several other partners out there to do mission related work. And we served a village of 300 people. We had clients and our connections provide other materials, products, resources. And we gave those out to the individuals to like eyewear so that they could see better. While they were getting also dental care. And it was fabulous. So rewarding.
[00:22:12] Lori Fancher: We learned a lot and our ability to do that. The dentist and the dental team learned a lot in our ability to do that. And so we wanted to continue to do this again. So we created con a foundation to provide those opportunities.
[00:22:27] John Ray: How do folks plug in to Cana foundation? Talk about that. How do. You did this. Big project in Costa Rica gets where does that go and who should be in touch with you?
[00:22:39] Lori Fancher: Yeah. So folks who are want to I’ll just throw this out there. Do leadership development. Bring their leaders to a place where they can serve others. Learn more about themselves, about who they are as leaders as well as be able to give back.
[00:22:55] Lori Fancher: We do some of that already. At the lodge and Costa Rica. Anyone who wants to. He wants to be able to take their, I’ve got some hairdressers and some other folks that I know that are going out next. To provide resources and help to, for women who are underprivileged there, Costa Rica. Prostitution is legalized.
[00:23:17] Lori Fancher: So it’s a very different environment for a woman who maybe is limited on their work opportunities in terms of being able to speak English and being able to serve in and. A better industry in a better environment. And so they’re going out there to this team of hairdressers is going out there next to be able to.
[00:23:37] Lori Fancher: mAke these women feel more professional and better about themselves.
[00:23:40] John Ray: Yeah. Yeah. But you don’t have to necessarily be. In a industry like the dental end. Practice where there’s a specific service you can offer.
[00:23:52] Lori Fancher: No, you don’t. Okay. You can do.
[00:23:55] John Ray: Yes. Okay. Awesome. So back to your work with TrainingPros let’s talk about. First of all the success story you don’t have to mention any names, but just one that you’ve already talked about Synovus, but talk about a success story that stands out that helps illustrate the great work you do.
[00:24:14] Lori Fancher:
[00:24:14] Lori Fancher: There’s a lot of success stories. I would say the consistency across those success stories are the people that are hired permanently. They were such a good fit as a contractor that they ended up staying permanently. I would define that as a success story. For example, I’ve got a a client that Only hires contract first, they bring them in and try them out.
[00:24:35] Lori Fancher: And then to see whether or not they’re a good fit for their team. And I’ve been able to provide them. I think the number is 70 to 80% of the time. Those folks who they then hire permanently. Wow. Pretty darn good.
[00:24:50] John Ray: I was
[00:24:50] John Ray: going to say that sounds terrific.
[00:24:53] Lori Fancher: Yeah. So those are the real success stories.
[00:24:56] Lori Fancher: We had another real quick, one other one in New York. So New York had an opening there. Airport. Where they needed to have someone come in and. They had a transformation. The airport was old and outdated and they needed to update the airport. One of the terminals in the airport. And they wanted it to be new and different and welcoming, and they wanted to provide learning to all of the airport staff and all the airport vendors to make a difference for passage, for people traveling through like you and I. And they wanted a trainer who could come in New York that lived in New York that could speak Spanish that had experience in transportation. That also had a background in adult learning that had taught how to understand or talk taught in projects of cultural transformation and knew how to connect the dots for people that were undergoing it. That’s a unicorn. And we were able to find somebody and they won awards for that terminal. Or the experience now of passengers traveling through that terminal.
[00:25:52] Lori Fancher: So that was pretty, it was pretty impressive.
[00:25:55] John Ray: That’s quite impressive. Apps. Absolutely.
[00:25:58] John Ray: Let’s you talked about. The types of the situation that an organization finds itself in where they have. Too many projects, not enough people that’s really the driver. For you and they need to be in touch with you. Are there any particular industries that you work with that are you’re more apt to be helpful on than others or. You will work across the board.
[00:26:25] Lori Fancher: I work across the board. I work a lot with financial institutions. And banks.
[00:26:30] Lori Fancher: I work with transportation. I work with retail. I work with healthcare a lot. Those are some of my more recent telecommunications. Those are some of my more recent clients. But yeah, across the board.
[00:26:41] John Ray: Okay. Okay. Awesome. Lori, this has been great. And I can’t imagine there aren’t some folks that hearing your success and the great work you do.
[00:26:50] John Ray: And by the way, congratulations on that work. Wouldn’t want to be in touch, so let’s tell them how they can
[00:26:55] John Ray: do that.
[00:26:55] Lori Fancher: Thank you. Yes. Of course, LinkedIn LinkedIn, Lori Fancher on LinkedIn and then Lori dot Fancher. At TrainingPros. Dot com.
[00:27:05] John Ray: Terrific. Lori Fancher with TrainingPros, Lori, thanks again for coming in.
[00:27:11] John Ray: We appreciate you and your work and keep it up.
[00:27:13] Lori Fancher: Absolutely. My pleasure. Thanks John.
[00:27:17] John Ray: Hey folks, just a quick thought for you. If you’re as we’re recording this show here at the end of November, 2023, and as the year winds down. You start to think about how you can improve your business for the coming year.
[00:27:32] John Ray: If your administrative tasks are driving you nuts, they’re piled higher. Then you are if you’re bookkeeping and accounting is a mess. That’s weighing on you and stealing the joy from your business. Office Angels can help restore that joy. And they do that with a whole team of angels that fly in, get that work done and fly out and they do it on an ongoing or as needed basis. So where the it’s administrative task, bookkeeping, marketing presentations they do all that kind of work. So you can spend time on the folks that really drive your business, which are your employees and your clients. So give them a call.
[00:28:13] John Ray: It’s 6 7 8 5 2 8 0 5 0 0 and let, them know we sent you a, you can go to office angels dot.us if you’re shy, but just give them a call, explain what your problem is. And. I think they’re the folks for you. And I think that because they are the folks from me, they do. They helped me in my business and I couldn’t do my business without them.
[00:28:35] John Ray: So give them a call. You’ll be glad you did.
[00:28:39] John Ray: And a couple of things as we wrap up here I’ve got a book coming out in mid December, 2023. If you’re listening to this show after that, then the book’s out. But it’s for solo small professional services providers. If you’re having trouble with business development or your pricing issues like that’s what this book addresses.
[00:28:58] John Ray: It’s called The Generosity Mindset Method for Business Success. Raise Your Confidence, Your Value and Your Prices. Go to, to go to the generosity mindset.com to learn more. Either sign up for updates or learn how to the book being on when you’re listening to this show. And I want to thank you,
[00:29:17] John Ray: our listener. You have wow. Continue to support us over the years. This is show number. 722 or something like that. And we, we have, wow. It’s hard to believe we have gone down the journey we have gone, but it’s been because of you in the support you have given us. You continue to like us on social media.
[00:29:37] John Ray: We appreciate that North Fulton BRX on all the major platforms. But you also share the show and thank you for that. Please continue to do that. If you’ve heard something here that makes you think I know somebody that needs to hear from Lori. And the great work she does. Please share the show or in for any of our business leaders. That we have that helps. Us help them. In their work. It also helps us fulfill our mission to be the voice of business. In the north Fulton region. So for my guests, Lori Fancher John Ray. Join us next time here on north Fulton business radio.

 

Tagged With: Cana Foundation, John Ray, L & D, leadership training, Learning and Development, Lori Fancher, North Fulton Business Radio, Office Angels, relationship manager, renasant bank, Synovus Bank, TrainingPros

  • « Previous Page
  • 1
  • …
  • 30
  • 31
  • 32
  • 33
  • 34
  • …
  • 69
  • Next Page »

Business RadioX ® Network


 

Our Most Recent Episode

CONNECT WITH US

  • Email
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Our Mission

We help local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession.

We support and celebrate business by sharing positive business stories that traditional media ignores. Some media leans left. Some media leans right. We lean business.

Sponsor a Show

Build Relationships and Grow Your Business. Click here for more details.

Partner With Us

Discover More Here

Terms and Conditions
Privacy Policy

Connect with us

Want to keep up with the latest in pro-business news across the network? Follow us on social media for the latest stories!
  • Email
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

Business RadioX® Headquarters
1000 Abernathy Rd. NE
Building 400, Suite L-10
Sandy Springs, GA 30328

© 2026 Business RadioX ® · Rainmaker Platform

BRXStudioCoversLA

Wait! Don’t Miss an Episode of LA Business Radio

BRXStudioCoversDENVER

Wait! Don’t Miss an Episode of Denver Business Radio

BRXStudioCoversPENSACOLA

Wait! Don’t Miss an Episode of Pensacola Business Radio

BRXStudioCoversBIRMINGHAM

Wait! Don’t Miss an Episode of Birmingham Business Radio

BRXStudioCoversTALLAHASSEE

Wait! Don’t Miss an Episode of Tallahassee Business Radio

BRXStudioCoversRALEIGH

Wait! Don’t Miss an Episode of Raleigh Business Radio

BRXStudioCoversRICHMONDNoWhite

Wait! Don’t Miss an Episode of Richmond Business Radio

BRXStudioCoversNASHVILLENoWhite

Wait! Don’t Miss an Episode of Nashville Business Radio

BRXStudioCoversDETROIT

Wait! Don’t Miss an Episode of Detroit Business Radio

BRXStudioCoversSTLOUIS

Wait! Don’t Miss an Episode of St. Louis Business Radio

BRXStudioCoversCOLUMBUS-small

Wait! Don’t Miss an Episode of Columbus Business Radio

Coachthecoach-08-08

Wait! Don’t Miss an Episode of Coach the Coach

BRXStudioCoversBAYAREA

Wait! Don’t Miss an Episode of Bay Area Business Radio

BRXStudioCoversCHICAGO

Wait! Don’t Miss an Episode of Chicago Business Radio

Wait! Don’t Miss an Episode of Atlanta Business Radio