Social Capital

Welcome to Social Capital, a weekly podcast where we dive into social relationships and how the investment you put into them establishes trust, reciprocity, and value within your network. Your host, Lori Highby, will connect with top business professionals to dive into their best techniques and stories to share with you!
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Dec 15, 2021

Meet Scott

Scott has spent the past 35 years working in the financial services industry. In his career, Scott has been fortunate to work with consumers and small businesses in several capacities and has worked closely with businesses that have been successful as well as businesses that had to close shop. He's listened to the owners talk about what worked, what didn't, and what they wish they would have done.

How has your experience led to where you are today?

I've had to do a lot of research on companies and a lot of internet searches. I've worked closely with friends and family that are business owners and we've gone through this process. We realize a lot of their struggles have been just trying to connect with people and trying to find information. So many of them don't have resources that I for example have because, in my capacity at the bank, I've gotten to know accounts, I've gotten to know attorneys and all the support services where that makes me a little bit different than a lot of small businesses that don't have those resources, and they don't know where to go to find them. As we talk to more and more people about this, including customers and friends, we learned that they do need a resource. If you go to a Google search, a billion results will show up and it's really easy for that small business owner to get buried in the back pages of a search. But then they get frustrated when they're looking for somebody so that led us to build the one search direct platform.

Can you tell us a bit more about the platform?

The way the platform's designed, you set it up right now, where there are four primary areas. The first one is called a need where I'm looking for something and I can go to the website, I take what we're calling specialty news which is simply what somebody does. If I'm looking for marketing, I type that in, I type a brief description, and then hit send. What that does is it goes to the site and it will look for other people that are involved in marketing in my geographic area and that person if they're signed up on the platform, will automatically get the second tab, which is called the lead. So it's a way for a user to connect directly with one another on a topic that's a common interest between the both of them, and they don't have to do an internet search. There are no search results, you remain totally anonymous so that if I search for marketing I don't get hit with a bunch of phone calls or emails from marketing companies looking to reach out to me. So those are the first two primary tabs that we have on our platform right now. The next one is called an offer. So let's say if you as a marketing person wants to offer a free website inspection for prospective customers, you could actually do that to the platform. So you could go out there, do a brief overview of what you're looking for, and when you submit that offer it will go out to any users on the platform that says they're looking for marketing tips. But it's a great way to promote yourself. On the other side of that, as someone that would receive that, it's a great way to find only the things that I'm looking for which is exactly what the platform is designed to do. I can take marketing, and I would get that offer right away. Then the last tab is our Articles tab so when you talk in the intro about your tips, this is a way for you to send tips directly to people. It is very similar to the Offers tab, the biggest difference is that the offers have an expiration date, where articles would stay out there until you remove them. So there are four primary tabs and we felt that those were the ways that businesses at this point communicate most often so.

Over the past seven years, what have you learned about all this?

My biggest experience was going from someone who had to listen to other business owners talk about what they need to actually be someone that has experienced it. At one point, I needed to find some developers and that was an area that I had to go out and do some research on. So it made me realize that there is just a lot of legwork for the small business owner. But it also made me realize that there's a lot of areas that we hadn't even thought about initially. In fact, one of my friends told me early on that I should be prepared for this to go in a direction I never planned it to. As we started developing this more and more, the initial concept was built around helping community banks. It's now going from small businesses to freelancers, especially, let's say over the last 18 months with the impact of the pandemic so many more small businesses have popped up as a necessity. So it's really kind of taken off and has expanded a bit more into those areas. Again, there's a lot of competition out there right now, and hopefully, we can help people connect directly with one another and save some time.

So what's next for you here?

Well, right now the study is up and running and we're in the process of growing it. But before we got to that point, as we're developing it, we also have a series of several enhancements that we planned. We plan to create a focus group or user panel that will actually help us by looking at the enhancements we have planned. They're very industry-specific. So marketing ultimately will look a little bit different than let's say insurance. So we have the panel set for the first group and they will help us identify what's important, and give us some direction in terms of what's most important to be able to prioritize things so that we're focusing on what the end-user wants. We are looking at this as that end user will actually be considered more of our board of directors because we really want to listen to them in terms of where we go from here, as opposed to just doing things arbitrarily and putting something off that no one has an interest in.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

There's been quite a few actually because, for the longest time, I was a sales rep for a bank. I never really was into going to the formal meetings, I enjoy going to different outings like golf outings, or things of that nature, and just trying to make a point of meeting as many people as I can. Because to me, a lot of those people were the ones that I would be doing business with. So I think that was probably the most successful for me and I started to enjoy more of the relaxed type functions versus some of the more structured ones.

How do you stay in front of and best nurture the relationships you’ve created?

On LinkedIn right now, I think I have 23,000 followers. So what we're doing is we're continually putting regular posts out there. I try to get in contact with my customers whenever possible. I'm not necessarily a believer in banks where they tell you to meet your customer once every six months or so. Whenever possible, I will do that if I come across articles or something I think would be beneficial to a customer, I make an effort to get those into their hands. So you look for different and creative ways to get in front of them and make those experiences as memorable as possible.

What advice would you offer to the business professional who is looking to grow their network?

Step outside your comfort zone, try something you haven't done before. I can guess one of the challenges we face with the platform is just looking at things that we never thought possible. So, again, I think you just have to step outside of your comfort zone and don't be afraid to make a mistake.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

Honestly, I don't believe in doing something different just because I think that's why I'm at where I'm at, and I'm okay with that. I think I would have been more aggressive in going after some different jobs. I would tell myself to not be afraid to take risks because I was afraid to take those risks early on and that would have been the one thing I would do differently. 

I understand you have an offer to share with our listeners?

Yes! What we would like to offer is a seven-day free trial for the website and then after that, we're going to offer 12 months for $99. If you have questions, and you want to reach out to me, you can go to our website, and then you can read information, you can see our short demo videos and I'd be more than happy to talk to you to discuss how to use the first seven days in terms of taking those articles are marketing tips that use regularly, and getting them on to the website so that you can get out there and help yourself get in front of as many people as you can

Connect with Scott




Dec 7, 2021

Meet Tatyana

Tatyana St. Germain is the founder and CEO of Great People Management, a consulting firm located in Kenosha, WI, serving clients nationwide. They offer leadership coaching, hiring and development assessments, talent optimization tools, and talent management consulting. Tatyana is an expert at understanding and solving complex people challenges in the workplace and helped over 1000 clients worldwide select, retain and develop the right people who get results and smash the competition.

How can companies improve their chances of hiring productive employees?

The biggest challenge I'm finding with my clients and with conversations I'm having in my business network is actually finding people. That's the biggest challenge and that's probably a whole separate conversation. But once you have a candidate, if you're lucky you may have a couple of candidates, the best way to ensure that they're productive is to look for job fit and look for culture fit. This is where some of those resources out there can really help and one of those resources is predictive assessment tools that companies can use to help them understand their people. These assessment tools are not designed to screen people out because what I'm hearing right now is, "Tatyana, we don't even have any people apply, how can we talk about screening people out or using any kind of tool for job matching?" Well, it's really to ensure the productivity, engagement, and long-term retention of the employee. That's the information that the assessment tools give you. So don't skip that step, the vetting step, and do the due diligence on the front end when you're hiring employees, even if you just have one to choose from.

What can managers do to keep their employees?

Once you get somebody in place, and congratulations if you hired a warm body, the next question is now what? How do I ensure that I have a productive onboarding experience to engage them? It starts with understanding what people really care about. Your onboarding and your retention start with the interview process. You want to make sure that you understand your employees, ask deep, meaningful questions and then once they are on board, you have everything in place for them. Obviously, the benefits, their desk, their computer ready, and all the logins, but also the next step is building a deeper relationship with the team. One of my clients shared a great success story that he incorporated those assessment tools in the onboarding process, generating a team report that shares with each team member what their differences and similarities are, what their talents and challenges are, and having maybe a 90-minute conversation with a new team member over lunch is going to help the new team member to ask some questions, maybe laugh about some of the quirks and personality that other members on the team have. Most importantly, focus on the talent. We're all behaviorally diverse when we're working on the same team and the key here is to complement each other instead of perceiving our differences as difficulties, which is how we are wired psychologically to be, that's the knee-jerk reaction. When we meet new people there's a lot of uncertainty and that creates that wall and engages fear factors in the brain that shuts down the rational brain. So it takes multiple months, and sometimes years to get to know your co-workers to build a productive relationship. But utilizing assessment tools, you are actually able to build that relationship within the first week and that's what my client shared. It's feasible that you can squeeze your onboarding, the length of onboarding from months, to just weeks. Bringing onboarding into the conversation about retention starts to build loyalty and connectedness. This is what people care about. Yes, they do care about bonuses and compensation and benefits packages that are being revamped right now with many organizations. But with those tactical transactional items, you can only go so far. Frankly, smaller companies can't even afford all those benefits in compensation packages. So it's about relationships. 

Why are you so passionate about helping companies solve their "people problems"?

When I got introduced to the assessment industry, my former boss and mentor brought me into the second interview and he showed me my scores, and not knowing what I was looking at because I didn't know anything about assessments at that time, I was kind of mortified because one of the behavioral traits that were assessed was attitude. And on a scale of 1 to 10 I was a 1 so I automatically assumed 1 is bad, 10 is good and why am I even here? Then he pulled up his report and show that he's a 10 so we're polar opposites when it comes to outlook on life and people and trust. Then he said in the small office of seven people, all of us are over six on a scale from one to 10, and me being the leader of the team I'm concerned that I'm so optimistic that I might lead this team right off the cliff thinking and hoping there's an invisible bridge so if nothing else, we actually want you on our team, we want you to ask questions, we want you to be our anchor. So this skeptical attitude that I've carried through throughout my life, and I've always thought it was a burden, it was a negative thing about who I was, all of a sudden became an asset. It's about how you look at it. It's about how you channel your strengths and mitigate your challenges and we have both, we all have that. Finding a position where you can channel even some of the adversity that you may have about your personality into a positive area that's what builds loyalty. This is what makes people go the extra mile and that's what it did for me. It was amazing, I was given permission to be myself. In fact, I was valued for who I was not even my contributions, because he didn't know what I could do at that point. It was just the interview, but my potential, and how I would interact and complement the team. So I was given permission to be myself on the job and needless to say, case, in point, I am still in this industry. This was so life-changing for me personally, and I thought if I could do this for other people, individual people, or the leaders, business owners, and entire organizations because it is such a scalable process. You can apply it to everyone and I worked with companies from five employees to 55,000. If you can give this kind of information and put people in positions according to their talents, according to their potential, where their contributions in their innate talents would be valued, how much better our decisions would be, how much better our productivity and engagement would be, and would people really be leaving companies? That's my question, if all companies were using and had the same experience as I did would people be leaving? This year was rough for everyone, but it never crossed my mind to get out of the business or change careers.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

First of all, when we network, you never know who you're going to meet and who you might end up getting connected to. Some of the best referrals come from unlikely sources. I learned that early on so I don't ignore any opportunity to network. I had great experiences with a variety of networking organizations. Right now I'm working with an amazing content writer who's located in the UK. I got introduced to her probably three years ago and there was one person who introduced me to another person. So this is probably a fourth-level connection and she's amazing. So whether you get connected to resources or potential clients, I never discount the power of networking and then building credibility through your network as well.

How do you stay in front of and best nurture the relationships you’ve created?

You have to think on purpose about the people in your network. What I mean by that is knowing what they care about, what they're looking for in terms of business if this is a business relationship, continuously look for opportunities, and train your ear to listen for them. For example, yesterday, I had a lunch meeting with one of the people in my network who just purchased a new business. He gave me a tour of the facility, we had lunch and it was lovely, but towards the end of the conversation. He mentioned something about benefits. My ears perked up because I've been listening for those clues and I mentioned one of my network partners who do benefits. So I will be connecting them today, making that soft, warm introduction. So I think that's probably the most important thing and it's not quid pro quo, it's really about being generous and being passionate about connecting people to people and connecting people to resources. It's not about what you get back, it's about what you can give. When you have that outlook, you're going to be able to hear more of those opportunities and connect people to those resources.

What advice would you offer to the business professional who is looking to grow their network?

I've done all kinds of things, starting with trade shows. I've done a lot of those early on in my assessment career, and coaching career. That's basically collecting business cards and building the list and then doing email marketing. But I would say in the last 10 years, LinkedIn has been a keystone for all of my networking. People are willing to connect and people are willing to listen. I would say get on LinkedIn spend and I can recommend a couple of people who help you maximize the value of LinkedIn, how to connect with people, get the Premium Package, spend whatever you need to spend to invest in building the network. But I think that's been the best one. It's amazing how responsive people are even if you just ask a question. You can build a group, you can have a webinar, you can do all sorts of things. The sky's the limit!

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

Growing up in the Soviet Union, there's kind of the power of necessity that drove me always. So I never remember myself not striving to do more. So first, it was getting myself out of that country with education, working hard, and not passing up opportunities, and I've taken on some crazy opportunities. I would say when opportunities knock, do not pass them up because then you always wonder what if. I'm happy to say that, and whether it's because of who I am, or the power of necessity because I was really driven to succeed and build a better life for myself and for my future children I did that and I would always say to take risks in the early years.

I understand you have a free assessment to share with our listeners?

Yes, so I do offer a couple of different assessments because I believe that every organization and every situation is unique so one size does not fit all. But one of the flagship assessments that I use is the PXT Select tool that is developed and validated by Wiley and Sons. They also provide assessments such as 5 behaviors of a cohesive team, in addition to the PXT Select. So I've sourced this one and I've used this for the past 17 years. I find that it is most predictive, most robust and sophisticated, and most importantly to me, it is valid and reliable. So I'm all about the numbers and the technical manual. But I wanted to offer this assessment to the listeners and it takes about 45 minutes to complete and then it would be maybe an hour of a debrief so we can chat about insights that they can get out of the reports, to improve their leadership skills, understand their strengths, understand some of the challenges that they may be experiencing, and how to mitigate those and become more self-aware, because the journey of improvement starts with self-awareness. You can't get to point B without knowing your point A so the PXT Select is point A and I would love to offer that to more people out there.

Connect with Tatyana


Contact Tatyana to schedule your assessment!  



Dec 1, 2021

Meet Mayra

Marya Wilson, PhD is the Principal and Organizational Dietician for MW Advising.

Marya has an extensive business and industry career in the areas of manufacturing, information management, telecommunications, ISP, and the semiconductor industries of the Silicon Valley, CA at the companies 3M, Imation, and Pentagon Technologies, and various others.

She is also the Director of the Leadership Institute and an Assistant Professor at the University of Wisconsin-Stout. She teaches in the areas of organizational leadership and behavior, operations management, quality management, training and development, and sustainable management. Her research interests include psychological contracts, trust and emotions in the workplace, and organizational exit. Her current research involves the understanding of the lived experience for professionals who are pushed out of their careers.

Marya serves the manufacturing, service, higher education, non-profit, and government sectors. She brings not only first-hand knowledge to the learning experience but also a clear understanding of the underlying emotional processes that drive behaviors and create individual and team success. She has a BA in Psychology, MS in Management Technology, MA in Human Development, and a PhD in Human and Organizational Systems.

Why is trust so important to the success of an organization?

So along with my entrepreneurial endeavors, I also teach at The University of Wisconsin Stout so I have a pretty extensive research background as well. The research that I get into is in organizational exit. So why are people leaving organizations? Usually, I get a sort of that "Duh'' look because most people think they know why people leave, but there's so much more to it. It's so important for organizations to really understand why people are leaving, especially their high performers. Pretty much the number one reason that people leave their organizations is because there's a betrayal of trust. There's this trust factor that is so important in organizations and so one of the things that I do is work with leaders and work with organizations to strengthen that trust between the individuals of the organization as well as the leaders and their organizations. Losing people isn't just a financial hardship, it's a really big hit on morale and the overall organizational culture. The last thing any organization wants is to hit that toxic realm and it's easy to do when we're not paying attention to trust and not paying attention to those relationships that are part of that organization. Yeah, we've got a job to do, there's no doubt about it. We've got things to do, we've got expectations to meet, we've got goals to meet, we have customer expectations, but that relationship side of the organization is as important as getting the job done, sometimes I'm fairly certain it's a little more important. So trust is a big factor and it's one of the things that I love to talk about and love to continue to research too.

Is organizational trust the same in face-to-face and remote work environments?

March 2020 was one of the most disruptive changes we've seen in almost 100 years. The definition that I use for trust is an individual's belief and willingness to act on someone's actions, decisions, and words. The truth of the matter is that there's no difference between that face-to-face and in the remote or the virtual. It's all in our actions, it's all in what we say, it's all in how we interact. Is it different? Of course, face-to-face is much richer, you can see the nonverbals, you can see body language, you can see those facial expressions. There's just so much there that you can see that you can't necessarily see in a virtual or remote environment. But one of the things that have been interesting the last couple of years is listening to leaders go, "We need everybody back and we need them back now because we don't have good relationships anymore." So I'll ask them why that is and they'll say, "Well, people can't see each other," and I thought, "Okay, but you're doing these great video meetings, you're doing these great virtual events so why do you have to necessarily be in the same room in order to build a relationship?" And you don't. It's different, but there's so much that we can glean in a virtual setting. I mean, look at us. We're doing this podcast, I can't see you, but I can hear your voice and so we can build a relationship that way. So is it different? Yes, but the tenants are the same. Building trust, being able to believe and act on someone's words, actions, and decisions. It's the same thing in a remote or virtual environment as it would be in a face-to-face. What I would say as well, is that it falls on us to be more cognizant of it. When you're face to face, I don't want to say it's easy, but in some ways it is. We've been face to face for so long that we haven't really learned how to do that trust-building and relationship building when we're not face to face. So it's really pushed a lot of people out of their comfort zone so it's been interesting to watch over the last couple of years. I will say that the companies and clients that I work with that are successful at this trust-building approach and relationship-building approach make time to connect. It doesn't have to be on a video call, it could just be a phone call, it's about the connection.

Do you think that some companies and employers are overthinking this?

Honestly, I don't think they're thinking about it enough! Think about this: We were going through this massive disruptive change, which is extremely scary. Any change, positive or negative creates uncertainty and uncertainty creates fear. If we don't pay attention to it, that fear will create chaos. So the great thing about communication is the ability to keep people in the loop. It shows respect, it puts accountability there. Communication builds trust. People may not like what you have to say, but the fact that you're telling them shows a level of respect that you're being transparent about what's going on. What I'm seeing right now is that there's a level of fear. Let's just take manufacturers in Wisconsin, I just did a panel discussion with a couple of different manufacturers in the state and what we discovered is that we have a lot of leaders of organizations that are very scared and they're trying to survive. The supply chain has been massively disrupted so our leaders are fearful which is understandable. But what happens is when people become afraid, that's when the chaos ensues so when I'm saying that they're not thinking about this enough, our leaders are kind of getting caught up in their own ego. I don't mean that to belittle anybody, it's actually a normal human reaction. But in leadership, we need to really think about how in uncertain and fearful environments, that communication is absolutely crucial. It needs to be regular, and it needs to be thought about, and it needs to be at the forefront because that's what helps get people through uncertainty. 

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

I think some of the more fun ones have been the ones that I wasn't even planning. This is from my days in the Silicon Valley, I was actually laid off from a job. So I'm driving around and I stop off because traffic was horrendous and just stopped off. There was a restaurant near one of our clients at the time which was Intel. So I stopped off and tried to let traffic die down. I'm sitting at the bar, and just having conversations with people and the gentleman sitting next to me was about to become my future CEO. It's that conversation, just connecting and those kinds of things. Those are the things that you don't plan for, the stuff that I plan for probably the most fun that I have is LinkedIn right now. I have met some of the most amazing people on LinkedIn. I met my business partner on a goof, she read one of my blogs, we connected on LinkedIn and now we're business partners even though she's in Europe and I'm here in the States!

How do you stay in front of and best nurture the relationships you’ve created?

There are a lot of different things I do. I work hard to even just send short messages like, "I haven't talked to you in a long time and I just wanted to reach out to let you know I was thinking about you, I hope everything is well." I don't do that from a brown-nosing perspective, so to speak. I know some people think that's really trite, but that's genuine for me. If you get a message like that from me, it really does mean that I was thinking about you and that something made me think about you, and I just wanted to reach out and let you know. That's big for me.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

What I would tell myself is to have more confidence and be strong in myself. I was such a comparer and that constant act of comparing myself to others was such a roadblock. So just be you, be confident, focus on your strengths, because everybody on this planet has got something of value that they can give wherever they're at. But that comparison thing is just a killer. The best example that I can use is that I got my PhD later in my career. I did it in my 40s and I have a friend that wants to get a second PhD, and I'm really questioning her mental state because it was the hardest thing I have ever done in my life! I had this extensive business industry experience, which was amazing and I worked on my PhD a little later. So I'm in the academic life a little bit later and I'm in this entrepreneurial role a little bit later and if you're gonna compare yourself to everybody else, it's really easy to start questioning the things that you're doing. The things that I'm doing right now are really great and I'm insanely excited for 2022. I've got a book coming out, I've got new research coming out, there's some really great stuff going on with my company, I'm just so excited! But it's super easy to get caught up in that comparison and I wish my 20-year-old self would have known that a little bit more because it can be a bit of a roadblock.


Connect with Marya


Connect with Marya through her website at and schedule an appointment!


Nov 17, 2021

Meet Nick

Nicholas Hammernik is the Vice President at Hammernik & Associates. He is an Enrolled Agent, which is the highest designation assigned to tax professionals by the IRS. Nick uses his background in coaching and marketing to educate his clients on their tax situation with straightforward advice in a language that is easy for them to understand. Nick's main goal is to make sure small business owners are paying the least amount of tax legally possible to keep more of their hard-earned money.

What is the difference between an accountant and a tax planner?

I think on one of your prior podcasts you had talked with someone who described how accountants prepare financial statements and everything, but it really doesn't get into the full picture of the bottom line and saving a business owner money. At the end of the day, the greatest thing that a business owner is looking for, and I think everyone in life is looking for is how you can pay the least amount of money to the government and how you can make the most money, and that's through tax planning. We try to utilize our knowledge of tax laws to devise tax plans for business owners which means that we're instituting tax laws to reduce their tax bill. A normal accountant is preparing tax returns, making sure everything's filed on time, keeping you compliant and that's all very important, but at the end of the day, when we're filing your tax return in April, it's too late to save money in tax. There are a couple of small things that can be done, but if a taxpayer comes in and they realize they're owing a lot more in tax than they thought they should, or used to in the past, that becomes a problem. Then it's about focussing on what we can do next year to make sure that doesn't happen. So being proactive throughout the year by implementing tax strategies, reduces that tax liability and we kind of write the story of what that tax turns going to look like at the end of the year, instead of the story already being written when we file tax returns.

How has COVID-19 affected the tax industry?

It's been one of the craziest years ever for people and I definitely impacted not only the tax industry but small business owners in general. A lot of small business owners were forced to either shut their doors or change the way that they operate. There were things that became available as far as loans, credits, all these things to help keep cash flow in those small businesses. So it presented us with a lot more opportunities to advise small business owners as far as here's what's available that you may have already known about, but here are some more in-depth tax things that might be available that are going to save you some money right now and help you through these times. A lot of clients that we work with were actually able to thrive through the pandemic because it forced them to do things differently than they're used to, which opened up new opportunities for them. But it did help that these credits and loans were available to them even though the new tax laws with the stimulus payments created a crazy environment that changed the way that we had to report things on tax returns and presented opportunities for additional tax filing. At the end of the day, tax laws are always changing. This just happened to be a thing that came out of the dark, where tax laws were popping up every single day where we didn't know what the final tax law was gonna be with unemployment. So we had to play a lot of things by ear and spent a lot of time studying what was going on, but it did present opportunities for small business owners to take advantage of certain things that became available through tax laws because of COVID.

How will the impending tax laws from the Biden administration affect taxpayers and small business owners?

Anytime that there is a change in Washington, as far as the presidency goes, they're going to want to put their new tax plan in place. Part of their pitch when they're they're running for president is what they will do from a tax perspective which makes it one of the main talking points during the election. You can't take what their proposal is as what it's actually going to be, but project based on the main points what it will look like. We don't know when it's gonna be changed. It could be as soon as 2022, it could be 2023, but for the most part, is probably going to be coming. The main things that are in there if we're going to project it out are that the tax brackets are going to go up, which means that everyone's going to be paying a little bit more in tax. That was going to be a given no matter what happened as far as the next tax law changes when the current tax brackets that we have right now are the lowest they've been in decades and it was only a matter of time before they went back down. So we do encourage people to try to take advantage of those tax brackets, especially if they're in a lower tax bracket. We advise people that are in retirement mode, that are allowed to take money out of their IRAs, to start taking that money out and paying tax on it now because that money's got to be taxed at some point. Once you reach a certain age, the age now is 72, they force you to take out a certain amount from that account every single year, and pay tax on it. So who knows what that tax rate is going to look like at that time, or if you're passing that money down to a beneficiary when you pass away, they're going to pay tax on it. What tax rate are they going to be paying at? So it is important to look at to see if there are already opportunities for you to take advantage of potentially by paying tax at money now, with the current tax rates rather than waiting when you're going to eventually have to pay tax on it otherwise. From a small business perspective, they are proposing some changes in there that would reduce some of the tax credits that are available to small businesses right now. A lot of that stuff is up in the air, but that's when we go in and do tax planning. Anytime that changes are made, it presents opportunities to change the way that a business is structured or the way that they're operating. Just because they might be structured one way right now, and it's the most advantageous with the current tax laws doesn't mean that when things change, it makes sense to stay that way. It's important to be as proactive as possible when analyzing everything in your business such as your sales, your budgets, making sure you're hitting your goals. But also, how much tax are you paying? Is the way that you're structured the right way to pay the least amount legally possible to the government right now? If those tax laws change, that might change your situation as well and it might be time to reevaluate the way that you're operating.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

I've been in the industry for almost 10 years now and throughout time, I've done a lot of different things. So Chamber of Commerce meetings, BNI, going to financial advisors where they put on presentations, and at the end of the day, it's about finding people that you're comfortable with because it allows you to open up which creates that connection where they're going to trust you with referring people that trust them to trust you. My BNI group has been great. It's over in Wauwatosa, Wisconsin, and it's a very tight-knit group. A lot of the people in there have been there for a while and going to the meetings is not a drag, it's not something you dread going into it, because it's easy conversation. Sometimes the conversation isn't even about business anymore. You know, it's about a TV show, or it's about the packers, or it's checking in to see how your family is doing. Creating connections that are personal and friendly first takes you to the level where someone's going to trust you with people that trust them to make sure that you're doing a job with work for them. So that would be the best experience that I've had so far.

How do you stay in front of and best nurture the relationships you’ve created?

One of the main things that I like to do is if someone reaches out to me, I make sure that I'm responding to them within 24 hours no matter how big or large the question is I am at least addressing it. I also like to make sure that we're keeping in touch. We like to utilize email platforms to send out newsletters or things that are happening, especially in our industry to make sure that people are thinking about us all year. Oftentimes, people only think about people in our industry for those dreaded couple months out of the year. So we like to keep in touch throughout the year so that they're thinking about us in case there's anything else that might come up for them throughout the year. So just making sure that we have consistent touchpoints with people to make sure that they're not forgetting about us.

What advice would you offer to those business professionals really looking to grow their network?

I think it all depends on what type of industry you're in as far as where you should look to grow your network. If you're looking to scale something where you need high volume, I think it definitely makes sense to work something out online where you're able to reach a broader audience, if that's through advertisements, or if that's through LinkedIn, Facebook, things like that. If you're looking for those few big fish where you don't need a ton of clients, or you don't need to sell a ton of products, I think it definitely makes sense to reach out to local groups. It could be a dedicated networking group, or joining a group that is made up specifically of individuals that are in your target market. I think it depends on what your ideal client looks like, as far as how you should approach it. Either way, I think a combination of both online and in-person is always a good idea. But if you need to reach a higher number of people in order to hit your sales or revenue goals, I think that online is really going to help you with that. So if that's just doing advertisements, doing webinars, creating groups where people can talk about things, that would be where I would steer someone for that. But if you're looking for a specific individual that fits a certain profile, it makes sense to get your feet on the ground in your area so that you can really connect with people to gain their trust and then see how you can find those targets that you're looking for.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

This is a great question because this is something that I've been thinking about for probably five or six years, as far as the stuff that I learned in high school or college, I barely use any of it right now. I wish that they focus more on some real-life skills as far as tax, investing, retirement, insurance, all these things that when you get thrown into the real world you've got to start learning about. I recently spoke at my former high school and they have something called employability where it starts teaching them how to make themselves employable. I was glad to see that, but if I were to go back to my 20-year-old self, I would definitely do more internships. I actually went to school for marketing. When I got out of school it was 2008 when the job market was terrible. I ended up taking a couple of cold-calling sales jobs and absolutely hated it. I did one internship, but it was my senior year of college and everyone was looking for experience and I had just graduated college and didn't have experience yet. So even when you're 16 or 17 if you know what you want to do, or even if you don't, start doing internships, even if they're unpaid. Getting your foot in the door and getting that real-world experience is going to provide you better things to put on your resume, better experience than that 4.0 you got in college. When I am interviewing people, I ask about real-world experiences, I ask about wins that they've had in their personal and professional life. So just getting experience in different areas that might help you out in the future is what I wish I did more. What I would encourage younger people to do now because, unfortunately, college has kind of become a commodity. A general business degree at this point really isn't doing much for you, to be honest, it's that experience. Internships, internships, internships is what I would preach to my 20-year-old self.

I understand you have an offering for our listeners? 

In our lobby, we have some books that have been written by our president Dale Hammernik and we have copies available. You can come by and pick them up, or you can shoot me an email and I'll mail them out to you. The first book is called Straight Talk About Small Business Success In Wisconsin and it provides a roadmap from start to finish if you're just starting out a business. We do have limited copies of that book and it would be great for someone that is an entrepreneur that's thinking about starting up a small business or even an established business owner. It's a very easy read and it's sectioned out so if there's only a specific section you want to read about, it's easy to do that. The second book is called The Great Tax Escape and it gives an update on the most recent tax law changes. It walks through the most important tax law changes and how to understand those in easy-to-understand language, and how to possibly make those tax laws work for you.


Connect with Nick


Email Nick at or stop by their office at 10777 W Beloit Rd, Greenfield, WI  if you’re interested in picking up a copy of one of their books! 


Nov 10, 2021

Meet Dan

Dan Schneck is CEO & Founder of WJI Networks Business Solutions, an IT agency firm in Brookfield, Wisconsin specializing in providing engineered technology & cybersecurity solutions, building, and integration of IT systems & support for the modern business office, warehouse, or automated production facility.

He hosts the IT Records podcast, which features discussions with business owners, entrepreneurs, and professionals about the human side of business, how technology affects personal and professional development, and what motivates guests. As his creative passion, Dan performs jazz, blues, and funk music on the Hammond B3 organ with his group, B3 Groove.

What is digital transformation and why should I care?

Digital transformation actually has a personal connection to me and it's why I really started my company. I think the whole pandemic really accelerated all of this for all companies. Digital transformation, to me, is about what your goal is for the future, how you can get there, and how you can leverage technology to meet your goals in your business growth. It's really that simple. As you said, it's kind of a buzzword that's out there, but really it's taking a deep dive to assess what you want to get out of your business using technology.

How is automation changing the world of business?

Where do I start with automation? First of all, it's changing the landscape of how we connect with customers. From my perspective, sitting in an IT and engineering and support world, click to chat, digital chat, ways to connect, communicate with customers on service calls, that's all evolving rapidly. It's making it easier to connect and communicate with customers. Number one, it's presenting a lot of new challenges and going out and finding new business. I know there's a lot of automation happening with email, and CRMs, and things like that, but my background is a little more as a technology integrator so I spent a lot of time in automation facilities and manufacturing companies that are implementing a ton of automation. It's really fascinating to see that shift from robotics to packaging lines. That automation world is taking off like crazy lately and it's really helping companies produce more, faster, better and the level of knowledge is really rising within those companies on how to automate processes and procedures. It's really fun.

How do I find technology resources when I need advice? 

My answer to this is a little nuanced. First of all, everyone needs a good technology partner these days. So my answer to that would be to do your homework, communicate, talk, interview different technology companies. There are a ton of tech companies out there and I always like to say you can throw a rock and hit an IT company, but all of us specialize in different nuances and areas. Our strength is really what we opened with digital transformation, taking the customer on the journey from good to better, and finding cost savings on existing technology. So you need to ask questions and attend events. There are such great cybersecurity webinars happening and informational webinars happening. If you visit our website, we have some content posted, we run webinars all the time, and just be willing to have a conversation and ask questions. It's a little overwhelming for customers at this point because of the explosion of technology, but we are certainly here to help answer any questions and that's what we like to do. We like to be your concierge and your quarterback so we think we have the answers and feel free to ask.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

Recently, one of my most successful networking experiences was finding a group called Vistage. I joined this group a couple of years ago as a peer, entrepreneur, and CEO group. That really has been a godsend for me! It's been a great group to connect with other like-minded business owners and that's just been a huge journey and success for me.

How do you stay in front of and best nurture the relationships you’ve created?

I visit my customers a lot so I have a lot of face time with customers. As part of our process, when we onboard a client, I make it a point to visit customers every couple of months and check in with them. It's not all about tech, it's just checking in and asking how their business is doing and where they might be struggling. I'm always listening for technology solutions that can help them and I'm always amazed at the number of times that when I create that relationship with a customer, we ended up talking about 15 other things, but one of them is a really important technology solution that I might be able to provide.

What advice would you offer to those business professionals really looking to grow their network?

Keep connecting with others. Make it a point to follow and stay in touch. Don't always pick up the phone and talk about your business. As I said, the conversations that I love to have with my customers aren't even about business half the time. Prior to the pandemic, I didn't even use a CRM because I never really had to, but now I lean on my CRM like crazy! I leave touchpoints, follow up with my customers and make it a point to tell your story as often as you can.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

If I can go back to my 20-year-old self, I am telling myself to slow down to speed up. One of the lessons that I have personally learned over the past two years is to develop focus, and I have constantly been finding that the more you slow down and really think through a decision, what's the best outcome, not only for yourself but for your clients. When you're in business, that's my top piece of advice. Don't rush decisions. I think you appreciate your decisions, more you make better decisions, and you make the best decision for your clients if you do things that way.


Connect with Dan


Connect with Dan through his website at to claim a free copy of his eBook, 10 Keys To Finding Your Best IT Provider Match!



Nov 3, 2021

Meet Shane

Shane is a serial entrepreneur and podcaster, living in Linden, Michigan with his family.

How can you consistently stand out from your competitors? 

I think in this day and age, everyone's so bombastic and trying to stand out especially in the social media world, I think to do the opposite. Remember the old cliche, the loudest one in the room is the weakest one. I think when we can understand that, without even going into the layers of it, it's easy to just kind of kickback be a little bit quiet and draw people in. We're so eager to talk about ourselves and talk about our reviews or certification or whatever it is, but when we can hang back and just be present at the moment, that is what's going to draw people in and create real interest. When you can be that warm, fuzzy blanket and make yourself stand out from the noise that we live in.

How can you create raving fans in your marketplace?

So my obsession in my service company was the customer experience. If you were to break down and rank on a 1 to 10 scale, all the different parts of your business from service, to sales, to follow-up, most people never focus on the experience. How does it feel to do business with your company? There was a certain point in time with my service company that we were literally double the price of our competitors and we did the same exact thing, but the way it felt to do business with us was significantly different. It's like a good song where you might not know the words or the lyrics or what the song means, but you just like the way the song makes you feel. That's how you create an amazing customer experience and stand out in your market.

How can you win by embracing your authentic DNA? 

I think a lot of times we view weakness as some sort of sin. It's bad about our business, it's bad about us, but in reality, that is the thing that's going to humanize you. Perfection is intimidating, but when it's real, that authenticity, that's what that is, it's real, it's transparent. That's when you connect to a real person, an authentic real person. A lot of times our weaknesses, when we know and understand them enough become an actual strength. When we can write down what we're not good at, when we can meditate on it, when we can marinate in it, that is the thing that is going to make you stand out, it's gonna develop a connection with you. As I said, perfection is intimidating so I think I think it's a great way to go to embrace your imperfections and the things you're not good at.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

When I started my first company, BNI was the thing that got us off the ground, and as a 25-year-old kid, it was hard at first. But man, it really got me going, it forced me out of my comfort zone, it forced me into some relationships that ended up being extremely profitable. I'd say get over yourself and start to network, if it's a Chamber of Commerce, if it's BNI, relationships are so much a part of business and so when you can understand that you'll start to develop those relationships. Life is what you do with fear and so when you can get over those social fears, you will create allies and create a lot more money when you can develop those relationships.

How do you stay in front of and best nurture the relationships you’ve created?

Don't be clingy or needy, but stay top of mind. Relationships are everything so stay top of mind. Whatever industry you're in, make sure people in your town in your circle of network now that you're the person that does that and attend as many as you can, but don't be the person who's begging for leads or begging for work. Be the person that provides value, that they themselves would want to do business with. Don't be so dependent on your network that you need them for leads, but referrals are the best type of customer to have because there’s no customer acquisition cost. I think I think networking is a great way to develop a steady stream of leads.

What additional advice would you offer to those business professionals really looking to grow their network?

I'd say going all-in on BNI. I think most chambers are much more laid back, but you can't go wrong with BNI. If nothing else, you're sharpening your own skills, sharpening your elevator pitch and it's a real commitment. You pay to play and, and you will develop your skills. BNI is a steady stream of leads, it's not a lever that you pull, but you'll get your very best customers from the referrals you'll generate.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I think I would have gone all-in on marketing much quicker or taken a loan or an investment from a family member. I just spent so many endless days trying to drum up leads by passing out flyers in mailboxes. Networking groups are great, but you've got to market your business, there's no way around it. To be able to get over my pride as someone who really valued self-reliance, just to take a small loan or a small investment just to start marketing would have gotten me on my feet much, much quicker than the route I ended up picking.

Do you have any final words of advice for our listeners with regards to growing and supporting your network?

I think when in doubt, don't focus on how you feel about your fear or your insecurities. Don't be that clingy person. Don't tell everyone how you're the smartest person in the room, make them feel that they're the smartest person in the room and be the warm fuzzy blanket and provide value and the leads will come flooding in I promise.


Connect with Shane




Reach out to Shane if you’re interested in a free copy of his eBook!

Oct 27, 2021

Meet Liz

Liz Nead is an adventure speaker, traveling the world and taking on challenges to find lessons of leadership, communication diversity, and inclusion. A diversity speaker and researcher for over a decade, she specializes common language and daily communication around race and cultural differences in the workplace. Liz uses a direct, humorous, and vivid style from the stage to create opportunities for communication around differences. She shares life with 7 kids and her husband of 21 years.

How do you work the room with diversity and belonging in mind?

It's funny that you asked that question because just like everyone else, I am in the middle of growth and change, and I deal with my own humanity and the humanity of others. Sometimes when I see these thought leaders that are like typically on Oprah super soul sessions, their vibe is very mellow. For me, the first thing about networking is to be authentic and the second thing about being authentic and networking is that you don't take it personally which is constantly a juggle. How do you do that in networking with diversity, stay authentic, but not take it personally.

What are the questions to avoid?

It's a tough one and the reason why it's tough is because life has changed so much and honestly what was acceptable, even two years ago, like let's just say pre-COVID is no longer acceptable. The kinds of questions which are very superficial like where are you from and what's your ethnicity and you have such an interesting look or what's your take on this? Someone might ask me what my take is on something related to this. diversity in the news, not because I'm a diversity speaker, but because I'm a person of color and some of those assumptions that people are okay with you jumping in right away into their personal life are just not okay anymore. I think the expectation has changed, we have an increased expectation that people will understand what is acceptable and what is not and we're not forgiving ignorance as much anymore. So rather than say, people are too sensitive, a better thing is what's your experience with this? What do you find important? If you had to choose between these two things what would you choose? So you're getting deeper into what someone's interests are, or perspectives rather than the superficial differences that we can see with the naked eye.

What is the biggest thing you hope people take to heart in 2022?

The thing that I love to teach as a trainer and a speaker, and I've niched myself into diversity for the first time in 15 years because I think that my country needs help in strategies to build confidence around differences. Our confidence is at an all-time low which is why you see so much conflict is because the only people who are left talking are the ones who don't care what you think. Everybody else has become a bit silent because they're afraid that people will be offended and they know that that's not what they want, but they're not sure how to say it. What I hope is that first of all people understand it's not about intent, it's about impact. We all mean well and nobody goes to a networking event to hurt some feelings or to make people feel discluded. That's just not why you go to a networking event. However, the things that you say may have the opposite impact on your intent and then that's where the work starts. If you didn't intend for it to be that way, it should be pretty easy to change what you're saying, because you want the impact to be a positive one. I think that one thing can change a lot of things. A lot of ways that people connect with each other. I think confidence can be built back up and then the second thing that I'm really hoping Is that people understand that you can have the same situation but experience it differently. So one, let's say there was a temperature in the house 69 degrees. One person is wearing sweaters and mittens, and the other one has actual sweat rolling down their cheek, because you can have the same temperature but experience it two different ways. So rather than arguing about whether one person should not feel cold or not feel hot, you recognize that two people are in exactly the same place, but they don't feel the same way about it and then conversations can start. I think if those two things, if I can convince people or if people can understand that it's not a fight over who's going to take the summit, but it's really just a different way of looking at the mountain, I really think that some change could happen, and we're ready for it.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

I started my business 15 years ago and it's interesting because Drew McLellan was part of that early networking. So I was very successful in the beginning because I was so open about what I wanted. I think sometimes people don't want to be salesy so they never ask for anything and they don't share how important it is. I met one of the speakers at that summit and I met Drew through that process where I was saying, my biggest dream was to talk to audiences. At the time, I wasn't even sure what I wanted to talk about, but they were able to help me because I just let them know, "Hey, I'm putting all my cards in your hands, can you help me with this?" And I probably had 20 people in those first years, help me with different things like start an internet radio show, which would now be called a podcast, I got a television show, I got countless numbers of speaking engagements, I wrote a book and it all happened in that first five years because I was so willing to help others, but also say, "I really admire this expertise about you. What do you think? what's your advice? What would my next step be?" You know when you give advice and people don't take it? I took everyone's advice and I took it all to heart. Every networking event was this fun, I just want to get to know people, I helped a lot of people and it was a precious time. It was right around 2008 when people were looking for that kind of thing and so it isn't any one thing but it was me going in with this childlike openness, saying I'm not going to play it cool, I'm going to show you who I am and you get to decide whether you like it or not, I'm not hiding anything.

How do you stay in front of and best nurture the relationships you’ve created?

We have social media and authenticity is what makes social media run. With the advent of reels and tik tok and just the way video works, that is the capital. If they like you, and if you build a following on the real you, you're never going to get sick of being you and so I have always used social media and been real. You'll know about my husband, you'll know about my children, the things that make me sad, the things that make me excited. It's not all about me, but I'm the engine and so social media was one really big thing. Also, blast video! When video came on the scene that became a partner to authenticity, because 90% of your communication that's nonverbal, that people have their intuition, they really can decide whether you're telling them the truth, whether you really know what you're talking about overtime. I really came in at the best possible time, I have things like newsletters, but video is the place where someone will say, I watched two hours of your YouTube channel and finally sent you an email, I would like to hire you as a speaker. So back in the day, when I had, I still don't have that many viewers like I think I might have 40,000 views, but out of those 40,000 views, I have gotten an incredible number of speaking engagements and opportunities. Video is for anyone who wants to get in front of the camera and be themselves. I think that's the biggest way that I stay connected with my community.

What additional advice would you offer to those business professionals really looking to grow their network?

There are a couple of things. The one thing no one wants to hear is that I still think that you have to put yourself in front of people and that you have to be ready to explain what your value proposition is and who you are. I think that that is a really important first layer. So you do need to find your people and show up. I mean, I found at the summit that we met at, that was a networking thing for me. I decided that I wanted to put myself out there, get into that group of people and I think that first impressions are really important. Then the other side of it, it doesn't matter what you're selling, everybody's trying to sell an idea or a product or connect meaningfully in some way and you have to show what you're doing. I look at Tic Tok which I'm fascinated with, but there's this account and she makes these stickers that go on the back of laptops and phones, and then she makes these key chains and all she does is video what she's doing. They're really pretty things and sometimes she gives you uplifting things like it's her voice and she's just talking about what's going on in her life. But you want to buy it because over time you feel like you're part of it and so I think that when you get connected with the in-person connection, you maintain that. Find a way to show people what you're doing. Don't give them the curated version, just show them what you're doing and get over yourself wanting to look perfect. At the end of the day, that's what people want. They want to invest in something that they feel like they can be part of and I think for anyone who's starting out it really doesn't matter. You can accelerate your process if you're willing to put yourself out there in person and then pull back the curtain and reveal who you are and I'm saying through video. Everyone should have a tic tok! I have a tic tok I'm still not very good at it, but I think that's where it's going to be for a while.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

So I just moved from a city to a small town. I made that choice because it was best for my family, and for me. It didn't really make sense from the standpoint of what people thought of me. They thought I'd be one of those people who retired in a loft and I walked to get my baguettes and my coffee and I'd never had any groceries in the fridge and we'd travel all over. Instead, I'm living in this small town and I have a boat and a cheap golf membership and I'm going to live my life with my husband while I work my rear end off and hang out with my kids. What I realized now after making that really big decision because I had lived in another place for 20 years, and before that a similar place for 20 years before that. So by upending my life, I realized, "Hey, 20-year-old Liz, do not make any decisions based on validation and approval." Don't do it! Look at what other people are doing and figure out what your belief system is and align it and refine it, but stop worrying about whether or not people think you're okay. The world is a place for you to cultivate the life that you want and your job is to live out your purpose and to master how to live out your purpose and not to make sure that everyone likes you. I think that I'm not going to regret anything but I could have avoided a lot of stress in my life if I had understood that the power of knowing that you could live anywhere you want, you can do anything you want. You've just got to be yourself and it will work itself out is the message that I continue to give my 20-year-old self actually so she'll be brave and let me make some decisions.

Do you have any final words of advice for our listeners with regards to growing and supporting your network?

I really think that as we move away from thinking that people are diverse and that it's situations that are diverse, I really think to make sure that you're working to understand a person's experience. We have this unique moment in time where it's tumultuous, and there's so much that is unknown. What a great opportunity to get to know each other at a deeper level and say things like, "What has been your experience with that?" And dig deeper about why would you choose one thing over another. Why is that so important to you? This is our moment, we have so much influence on other people, but we're afraid to use it. I'm really hoping that people will see that work better together and start using our influence in a positive way.


Connect with Lynn


Tik Tok: @mamanead


Oct 13, 2021

Meet Lynn

Lynn is the owner of Data2Profit Consulting. He helps small to medium-sized companies make more money with their data by using financial ideas and tools he learned at Procter & Gamble. He has a unique ability to help clients think big picture, while at the same time digging into the details of their results. When you feel you have a lot of numbers around but no answers, Lynn will make those numbers work as hard as you do, and turning your data into profit.

There are lots of different people out there who help businesses keep their finances together. What makes you different?

There are lots of part-time accountants out there, there are lots of types of bookkeepers, you get your part-time CFOs and where they're focused oftentimes on the preparation of your finances, and taking a very traditional view of here's your income state, here's how you look at it, here's your balance sheet, here's what it can tell you, what I do is take those numbers and reverse engineer them to not only be able to tell people what happened, but why it happened, and more importantly, give them recommendations about what you should think about doing next. That is a completely different perspective than I think a lot of business owners get from their accountants and their CFOs.

In one of your blogs, you said that what accountants report isn't enough. Can go talk about what you meant by that?

Absolutely. It really comes down to what the accountants give you is a score, right? It's where are you at, at the time. What happened last month and what were your results over the past year? And they give you that which is good, but again, it doesn't always give you an idea of what you should be doing going forward because the perspective is getting a gap financial statement. You're your business owner, and you can always say "Okay, how much profit did I make that month?" But the real question is where's the profit because you can't spend what's on the balance sheet. What is your profit, how did it get there, most importantly, where is it, and finally, when can you actually spend it? I can say that I made all this profit by selling this stuff, but if nobody's paid me for it, yet, I can't spend that money. Or if I look at my bank statement today, it may say I have $10,000 there, but it doesn't tell you five days from now you may need 15,000. So what will happen with the other 5000? It's a moving piece that if you just rely on that static perspective, without both and understanding how you got there, and where you're going, what's coming up, then you're really missing a big chunk of what's going to impact your business results.

I've heard you you say that the numbers that business owner should look at are more than dollars and cents. What else should business owners be looking at?

Everyone says that their sales are growing, but the question is, why or how? And again, you could look into very easily say these customers, or this particular region or this product line, but when you put that all together, who are your most valuable customers? How many most valuable customers do you have? I worked with a business for a long time and they said we love all of our customers and while that is true, everybody loves all their customers, you may not love them all equally. How many of them really depend on that? How many times are they buying? What's their average purchase order spend? How many lines are they buying? What number of products are they actually buying? When you look at your gross margins, there are seven different groups of people within your company that can impact your gross margins. Which one is it? Is as your customers? Is it your salespeople? Is it your marketing people? Is it the logistics people, the manufacturing people, the purchasing people, or is it just simply a mix? And so you really have to dissect a lot of the numbers that you look into and look at the activities that people are doing and that's really what it comes down to? How else can you look at the activities and what is occurring in your business? Because, at the end of the day, all finance and accounting do are assign numbers to the activities that people have done. How many sales calls are they doing? How many sales calls are your people making to the best customers? What are they talking about? There's a lot of qualitative information that you can mind to get an understanding of where your people are coming from. So when you really get into it, that's part of what I like to do is talk to them about the non-financial numbers that you could be or, should be looking more at in terms of the activities of your business?

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

I'm one of those people that actually loves meeting people. In fact, my current coach has told me, "Lynn, you have to stop having as much fun." I'll talk to anybody about networking because I think people are fascinating, and there are so many different opportunities out there for people that if you're not networking, you're just really not learning as an individual about the world around you. So when you think about networking, you're really building a network of people that you meet, know, and can refer to each other. Once you get really into this, I met a banker once and she said, "Oh, you have to meet Angelica, she's forming this group called go givers." I joined and we're all basically people who help support small businesses. If they need me, they should need another accountant base, you need a lawyer, they should need a banker, they should need a coach, or are a part-time HR group. I met a part-time CFO through that group who recommended me to a client. I was able to help this client do what I was hired to do, but they also said, "By the way, you should meet Jeff. He's a specialist in r&d tax credits." All of a sudden, they hook up because now I've made the introduction and three months later, my client find out that they're going to get over $100,000 returned to them from r&d tax credits because I became that trusted business advisor who recommended somebody else. When you look at somebody, you can really help somebody in a very tangible way like that is important to me. 

How do you stay in front of and best nurture the relationships you’ve created?

That's one of the biggest challenges that I've come to realize I was not doing a great job of. I am now actively designing and building that system, and that capability. I've tried all different kinds of things on my own, and unfortunately, I've met a lot of really interesting people, and probably some of them may have been more valuable contacts, but I let those relationships drop. This was really before I began to truly appreciate the value of it. I would say right now, if you're beginning to network, figure out a way that works for you to really keep in contact with these people. I've spent a lot of time on occasion going back and realizing that it's been a long time since I have checked in with certain people, and so I have now got my sales process outlined or my contact management process outlined, and am beginning to build that. I made that early mistake of not having a great system to be able to do that so I'm playing a lot of catch-up right now. 

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I would be more intentional and have a life plan that gave me a little more direction because I allowed myself to accept things that came my way without really exploring what else was out there. For example, when I look back and see what I really enjoy doing now, I probably would not have gotten into corporate finance. But that's where I interviewed with P&G, I did a temp job with them. They interviewed and over the next 14 years, I moved through P&G and moved up in PNG to the point where I had to ask myself if this was really what I want to do for the rest of my life? I decided that it wasn't so I went to work for a smaller company, which I did a lot of that same stuff. But then I got into marketing and sales and I found out that this is really where the fun is when you're getting closer to the customer and what they're doing. I've really gotten to the point where I believe that this is what I was meant to do. I enjoy the challenge of meeting people and finding out how I can help them. But at the same time, I could have gotten here a long time ago. Here now, I feel like this is like the second career for me. All my friends are now retiring, and I started a company three years ago.

Do you have any final words of advice for our listeners with regards to growing and supporting your network?

You've got to own it. Not very many people come reaching out to you, and yes, there are people who are reluctant to engage in those situations. But it really is an opportunity to step out of your own little comfort zone and meet some really cool, fascinating people that otherwise you never would have. You have to get out there, and particularly, if you're a business owner, whether you are networking within your own industry segment, or a different direction, just get out and do it. Don't be afraid to be that one in the room that steps into a group of four or five other people to introduce yourself and to ask a very unique question about them. Remember, it's not all about you, And believe me, that's that was my rookie mistake. You will mess up, you will make mistakes, you will say the wrong things, but you know what? You've just got to get up and do it again and once you get comfortable with the idea, it really can be a lot of fun.


Connect with Lynn




Phone: 920-948-3355

Oct 6, 2021

Meet Steve

Steve is the founder of The Globally Conscious Leader & Dotcomjungle. His ability to absorb information about brands, strategies, and technologies, then impart their context and opportunities in simple language, has proved invaluable as a trusted advisor to owners & CEOs. His use of Spousal KPI is a humorous, effective way to help executives develop healthy lifestyles & thriving businesses. Dotcomjungle is his technology team supporting companies in making and implementing wise technology choices.

Why do you talk about 'Spousal KPI' and 'River KPI', and why does it matter?

I came across this because in my work as a trusted adviser with owners and executives of CPG companies, oftentimes the question is how do I measure effectiveness? I found that what's true is that the executives that end up getting to know me and that I work with, need someone like me, because they're lonely, frankly. They might have a set of managers inside their business or a Board of Directors, but they're still sitting alone at the top of that heap. When you're someone who's made something with your hands, and it's somewhere along the line said, "Gosh, if I sold these to people, I can make a lot of money," which is a lot of what manufacturing is the United States, you have an ownership responsibility and an emotional stake in the company than someone who's an executive of let's say North Face, doesn't have. So you go home every night to your spouse and you often take the emotions of that day with you. So with Spousal KPI, what I try to do is I say I want to meet your wife or I want to meet your husband, and we're going to go to dinner because I want them to know that if you're happy when you come home, that their life is going to be better and if that's what's true, then I've done my job. So the KPI is the key performance indicator and as I said, if you have a better relationship with your spouse because you're not bringing home all the crappy stuff that happened that day, and dumping it on their table, then I'm doing my job. The other one, the River KPIs, I happen to be a fisherman and I like standing in the river and I know when my businesses are going well, I spend more time in the river and I get better ideas when I'm standing in the river, and I come home refreshed and go to work refreshed. That's where those come from and I say it with a smile on my face, but they're very real because you change the lifestyle of the owner and you often change the culture and the lifestyle of all the people who work in the company as well.

How do you go about discovering the underlying needs of your business and how do you turn that into actionable value?

Well, this is more thinking along the lines of what my trusted advisership leads to which is often bringing in Dotcomjungle, which is my technology arm to understand the true challenges that are happening in a company. The first thing is you have to ask that question of what's going wrong with your business, or where do you think the struggles are? The main answer to that question is something that we like to call engaging your MBWA, which is different than an MBA, it's management by walking around. We work with a lot of manufacturers and as I said, they're usually salt-of-the-earth folks who invented something with their hands and 20 years later, they're the CEO of a $40 million company that's shipping to Home Depot and Cabela's. That management by walking around is something that a lot of executives kind of forget, and part of it is just the nature of a company. As you grow, you build up a team of people who are workers who do the stuff, they do the shipping, you got the janitor, you have somebody answering the phone, and eventually, you have managers, and then you have managers of managers. What gets left behind is that MBWA, and the typical example would be, let's say a company that is worth 120 million. They have an executive management team that includes the CMO, the CTO, the CFO, the President of Operations, maybe the shipping manager, the supply chain person, and the CEO, and lets they have a question like, we think we need to update our ERP. Well, the natural thing for those folks to do is say, Well, I have three people or two people working under me, and under those people, 18 people are doing the work so they think about it as a flagpole. I bet that I'm at the top of the flagpole so I'm going to move down the flagpole to the next person and I'm gonna say, let me know what we need for an ERP and then that next person is going to then talk to their 18 people and say, give us all the feedback of what you want. What gets lost is that no one's going and sitting next to those 18 people, walking up to them (this is the MBWA) and sitting next to them and watching them work for a day and saying, "Why did you do that? What did you expect to happen? What is it that you would rather have happened?" If you get into what some people call the five why's, you have to ask why five times before you get to the real answer. In a certain way, that answer answers the second half of the question like how do you turn those into actionable items? Because if you're on that executive board, and either you or someone you truly trust, maybe the person that reports to you goes down and talks to those 18 people, the actionable items become clear. You don't even have to know technology, or systems, or people if you know that you should ask why five times, because they'll tell you. So sometimes people look at what we do like it's magic and it's not. If you own a company, whether its manufacturer or not, you actually want to know what's going on, it's not trite to say, Go talk to the stakeholders who are actually using your systems and see what they're doing. Go hang out with the shipping team for a day, and help them. Go hang out with your sales team and watch what they do and ask them what their frustrations are. You won't get better answers from other people who are trying to ask those questions that you will if you ask them yourself, and you will create a better culture for your company if you do that. 

How do leadership, communication, and technology becoming HR issues (and vice versa) in most businesses?

Everywhere I go, people love to do good work and if you give them good systems that measure the right things and allow them to succeed, they're going to be really happy working for you. It doesn't matter how much you pay them, to some extent. I don't mean to minimize how much someone should get paid, because we need to pay people well, but happiness matters, and a feeling of success is one of the most important things about happiness. So conversely, if you have systems and processes that people have to trudge through, and they don't feel successful, and especially if you give them sales goals that are incommensurate to the ability of the systems to support, and they feel like they can't hit their sales goals because they're hampered by technology, you're gonna have a bunch of unhappy people and it doesn't matter how much you pay. We all know people who left jobs for lower-paying positions somewhere where they just knew they'd be way happier. That's how technology becomes an HR issue and vice versa. Most companies look at HR, it's a department and the HR's job is to provide the legal framework to hire people, and fire people, and then they sit in their silo. But HR means human resources, and the humans don't stop existing once they've been hired and then start existing again when the HR has to deal with them and get rid of them if something crazy is going on like they're drinking on the job or just underperforming. True HR happens every single day, inside the culture of the company. The technology supports that, the goals of the company support that, the way people talk to each other supports that, so they're all interconnected.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

Gosh, I've had a lot of painful moments too when it comes to networking. I am a naturally gregarious person, but I also have a lot of hesitations about networking, direct marketing, and meeting people that I have never met before. At the same time, in the last 30 years, what I've realized is that the relationships that I've built in the past and the ones I'm going to build in the future are really important. I've come to learn that I'm no longer afraid to cold call somebody if I have a real reason to cold call them. I don't really ever make cold calls, I make warm calls, and I and I do not have a traditional sales funnel. So when everybody out there is thinking about this, they might be thinking about, lead magnets and sales funnels and people getting warmed up, I don't do any of that. I come out of the outdoor industry and in the world of Patagonia, North Face, rock climbing, mountaineering, skiing, snowboarding, all that fun, active stuff. I was a fishing guide in my youth, I was a rock climbing and mountaineering instructor, I've been a hard goods buyer for outdoor stores, I've owned an outdoor store, I've worked with a ton of consumer products goods inside the outdoor industry and the some of the relationships that I have there go back 30 years. Some of the people who own the larger sales repping organizations in the Pacific Northwest used to be dirtbag rock climbers that I climbed with. We were sleeping in our tracks, not taking showers, and climbing 12 hours a day together back in 1992. I have learned through those relationships that there are a lot more people I don't know than I do know. One of the success stories I would say is part of my personality is what led me to form The Globally Conscious Leader. It's different than having a business like Dotcomjungle, like when I call somebody and say, "Hey, my name is Steve from Dotcomjungle," I wouldn't blame anybody if they held up the phone, because they don't know what that means. But when I call somebody and say, "This is Steve from the globally conscious leader," and there's somebody from the outdoor industry, which by its very nature, cares about global responsibility, cares about circular supply chain, circular economy thinking, cares about the longevity of the product, repairability of product, the right to repair as a legal concept, they're very likely to say, "Oh, that's interesting, what can I do for you?" The success is that it has given me a lot more confidence in just calling up someone. So recently, I had somebody recommended me. It was somebody I've known for about 30 years and all he said to the other person was, "You need to call Steve, he's legendary!" So I asked him, why he called me, and he said, Well, Mike said you were legendary," He said that he saw everything that I do and that he was lonely and needed somebody to talk to. So that was a situation where, like I said, because of the name, The Globally Conscious Leader, the person who's making the recommendation didn't even have to tell him why he should call me, and it turns out, there are maybe five different things that can help that person with. 

How do you stay in front of and best nurture your community?

I'm always working on that and I think that changes a lot. Right now, I think for what I do, LinkedIn is a really great place for me to be. It's a good place where I can develop my persona, and I'm fortunate that my persona is just me and I don't have to pretend to be something else. The challenge is finding time to be myself. So part of what I'm learning is that if I could just be on phone calls with you and 50 other people every week, not only would I have more fun, I'd have a better Spousal KPI, I'd sleep better, and I make the connections I need that would not just bring me business, but I bring a lot of value to businesses and that's what brings me joy. So nurturing those relationships through LinkedIn and making connections via live chat and I grill people, I find out how long they've been married, how many kids they have, where they were born. We talk about a lot of stuff before we even talk about business.

What advice would you offer the business professionals looking to grow their network?

Two things: In a protective way, watch out for groups of social networks that aren't really going to service you. At the same time, you really have to be open to everyone who connects with you, because you don't really know until you get to know them, whether they're going to be helpful or not. Every time I get judgmental about somebody in a social network, especially LinkedIn because I get anywhere between two and 15 connection requests a day. If I get judgmental, and say, No, I usually find out later that that was somebody that I should have just said yes to. So I really do say yes to everyone on LinkedIn, that now connects to me and I've also learned that the more I do for other people, the more they do for me so I'd say, don't be afraid of communities of people who do similar things to you. They could bring you into a community and it'd be easy to look at that group of folks and say that there are all these people and none of them are my customers. Well, it turns out they all work with people that are my customers, and what I provide is so unique that those folks who are very likely to recommend me to their customers, as an adjunct to what they're doing. Likewise, speaking specifically about manufacturing as an example, if I want to talk to manufacturers, the best thing I could do is actually go to a manufacturers conference or get in touch with the manufacturing extension program which are in every state, because they're already talking to my customers all the time and they're looking for people like me who can educate their folks. In so doing, what I'm going to do is get those folks to know me, trust me, like me, and then they're going to give me a call. So take those networks seriously, and don't be afraid of them and support them, and eventually, they'll support you.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I think I would say don't be afraid to step out and start a business now. For those of us who've never started a business, whether it's consulting or another business, it can often seem like a scary thing. My wife kind of heckled me about this. Because once I started one, and I was all of a sudden starting more and more, and partnering with people and trying some things. So she was like, "Can you stop making business and just focus on the ones that you have?" Well, they're all interrelated and each one special! So I'd say Don't, don't be afraid to take that step and create a company, even if you have to work your company and your job to make it happen. That's that would be the advice I'd give myself.

Do you have any final words of advice to offer our listeners with regards to growing and supporting your network?

I like to say be fearless and be kind. Don't be afraid to reach out to people. You'd be surprised how many people actually will be receptive to you if you truly want to help. 


Connect with Steve: 


Phone #: 541-821-2733

Sep 29, 2021

Meet Nicole

Over the past 30 years, Nicole has empowered 1000s of business owners and entrepreneurs to play to their strengths, grow their business, and make a greater impact. As a coach and strategic advisor, she is passionate about helping leaders shift their perspectives and solve complex business and relational issues with the aim of creating a better world for everyone. She is the founder of Discover The Edge and The Leaders of Transformation Podcast, reaching listeners in 140 countries.

What are the fundamental steps to creating transformation in our business and relationships?

I think it all starts with self-awareness and being present with yourself and others. Too often, we are so worried about what we're going to say and how we're going to say it, and what we look like, and all of that we lose connection with the person we're actually seeking to connect with. That's why self-awareness is really important. Presence with yourself and knowing how you're showing up and knowing also then recognizing what's going on for the other person. That's number one, number two, I would say is choosing to care. Having a real sincere interest, and empathy, and just an interest in what is going on with the other person. I think especially nowadays, we need to encourage each other because we don't know what people are going through. To have that spirit of encouragement for other people is really important. The third thing is follow-through. Do what you say, have integrity. If you're not going to do something, don't say you're going to do it. That goes for also saying things like "Oh, yeah, let's do lunch," when you know, in your mind, you're not ever planning to do that, well, then don't say it. Because what it does is number one, it breaks trust with them, because they actually might think that you're going to follow through on that and you don't. But even more importantly, it comes back to yourself, how do you feel about yourself. If I'm constantly saying things and not doing it, even if the other people don't, nobody else knows, I know. So it's really important in creating the transformation that we're looking to create that we have some foundational pieces in place. That applies to business, applies to relationships because of course, every business is a people business.

Can you talk about how we tailor communication and networking styles to match the different personality types that are out there?

It really comes down to going into the other person's world first. So often, we operate from our point of view, and you got to realize in order to connect and relate to different personality types, you have to understand how they receive information because communication is the response you get. Predominantly, I use the disc model of human behavior. That really describes the 4 primary personality types and there's Myers Briggs and all these different ones that you can use. I'll just give you a quick run through it. What's really cool about this tool is that you don't have an opportunity to meeting somebody new, you don't have an opportunity to have them do a full assessment, Myers Briggs to figure out what they are so that you know how to relate to them, you've got to have a way to connect quickly. So there are two questions you can ask yourself: Is this person more outgoing or more reserved? The second question is, are they more task-oriented, or people-oriented? You can get a sense of where they are operating, at least in the moment by answering those questions. So the outgoing task-oriented personality is the D personality and they are dominant. They like to get to the point, lead, and be in charge, they like results and they want to know what are we doing, where are we going, what are we going to make happen. The I personality, which is outgoing and people-oriented are the inspiring type. They like to have fun, and they like to express themselves, they like recognition, they're motivated by recognition, and they want to know who else is doing it. Who else is buying your product, who else is going to that event? The reserved and people-oriented personality is the S, the supportive type. They like to listen, they're people-oriented, but rather than the inspiring type that likes to talk, they like to listen, and they want to get to know you as a person, and they are motivated by harmony and how will this bring harmony? How will this help us work better together? Then the reserved and task-oriented personality, which is the cautious type, they like to learn, they like to be correct, they'll like process and procedure and bring value through details and they like quality. They believe that there's a right way to do things that are wrong ways to do things. So when we understand that there are four different ways to communicate or four different personality types, and of course, there are infinite combinations of all of that, we're all a blend of all four, when you understand that, you can start to relate to people more effectively. Then you can also understand how they make decisions. So a D personality, for example, will decide quickly, an I will decide emotionally, an S will decide slowly, the C will decide carefully. In fact, the C personality type is really the only personality type that really when they say let me think about it, they actually mean, let me think about it. A D will tell you no, generally speaking right off the bat, or they'll say yeah, and then they just want you to go away. The I of course, and the S, are more people-oriented and so forth. So when they say I'll think about it, it really means I don't want to hurt your feelings, I want you to like me, I want you to know that you're cared for and valued as an S personality type will think that. So if you understand how people are thinking and how it's translating on there, and you can go a long way in creating better communication and networking more effectively with other people.

What can we learn about building trust and value from some of our greatest leaders in history?

There are so many great leaders in history and as much as I talk a lot about a leadership crisis. Now, we also do have great leaders in this day and age as well. Some of my favorites are people like Gandhi, Nelson Mandela, Martin Luther King, Mother Teresa, Abraham Lincoln, Jesus, Solomon, in the Bible, Moses. One of the things that when you look at it as it relates to what we're talking about here, which is social capital, building relationships, and what I wanted to point out was, how they related to others, and especially those who are against them. One of the things that they were definitely practicing is presence. They sought wisdom and understanding that we've also talked about, they realize the value of understanding people skills. Every business is a people business, life is full of relationships, you can't actually have success without other people being involved. Ultimately, life is all about relationships and they understand that and so they learn to develop those skills. Some of them weren't very good in the beginning, and they learned them over time. The other thing is empathy. They had a lot of empathy for people, and like I say, even those that were against them, and I think about Abraham Lincoln, he had one of a general in his army that he disliked and he said, "I don't like this person, I need to get to know them better." It's hard to not like somebody that is up close and that you get to know you start to realize how much commonality that you have. Patience is another thing is. We can learn patience from them. Gandhi was patient even with some of his own followers, who wanted to go off and get violent. I think of Nelson Mandela, 27 years in prison and coming out, and everybody thought that there's going to be hell to pay when he gets out. He came out and said, "No, that's not the way to lead, that's not the way to create reconciliation." Perseverance is another one and I think one of the most important things, especially nowadays is demonstrating responsibility. Our responsibility for communication, our responsibility to lead, and recognize that when we're talking about building trust and value these are the things that people need. I had a guest on my podcast recently, who talked about how you build trust, the speed of trust in businesses and he said that you build trust through predictability. So people know what to expect from you, they know that you're going to act a certain way. If you're unpredictable then it's hard for them to build trust with you. Building value is when you build value for others, you are, it's when you're going into the world, you're getting to know what's important to them and not just from an angle of what can I get. All of these leaders that I just described had outcomes, but they came from a perspective of what can I give, how can I support and encourage and see the best in other people, and as a result of that if you help enough people get what they want, you'll get what you want.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

So I've done a lot of networking. I started out my business when I was in my teens and I knew I wanted to be in business for myself. I didn't know what I wanted to do, or what it would all look like, but I just knew that I want to be in business for myself and I started selling things door to door. I went quickly from door to door to cold calling because it was more efficient. Then I discovered networking events and it was so cool because all of these people are were in one place and I could talk to them, and they were not doing their work so they would have time to talk. There are some fun examples of going into networking events and meeting people that were game-changers, or that led to another person. I'm from Toronto and I was going to a networking event. It was raining, and I was tired, it was almost nine o'clock and I thought I am done. So I left and then I realized I forgot my business cards because back in the day, you could put your business cards on this table and so I ran back to get my business card because if I value my business and I value my business cards, I'm not going to let them just be going to waste. So I go back to get them and on the way out the door the second time, I ran into a lady. Her name was Susan and we were both kind of half running to the car cars in the rain, but she introduced herself to me and asked what I do. I said that I was a business coach and she actually said that she was in need of one! We exchanged our contact information and one thing led to another she ended up becoming a client, she also introduced me to someone else, his name was Mike. Mike introduced me to and convinced me to go to BNI which I was not interested in doing at that point and to his chapter. From there I've met so many clients and people that I've mentored and it was such an incredible opportunity but it was being present to what's going on and taking the moment even though we were getting wet to take that moment and meet Susan and that was such a blessing. The second one was down here in California and I was living in LA and I got this message from someone on LinkedIn that I did not know who said that there was a seminar coming up and this guy is going to be speaking and he's super awesome. Normally, you get so many of those you ignore it, but this one something told me to go and so I went and it was Evan Money speaking, which is his real name by the way. I went, had a great time, followed up with him afterward, we got to know each other and he became a good friend. He's introduced me to several amazing people who have become some great friends of mine. I've introduced him to people, I've had him on my podcast a couple of times. He met some of the people and I referred him and he's gone and done business deals and events and masterminds with some of the people that he's met. It was such an incredible opportunity, but it started with me just listening. That person on LinkedIn, I never heard from them or spoke to them again. They were the messenger and that was it, but somehow something said, go to this event.

What advice would you offer the business professional who's looking to grow their network?

I would say there are three things. You need visibility, credibility, and consistency. So, visibility, you've got to establish your presence, you've can establish your online presence. You have a podcast, this gives you a lot of visibility, this also gives you credibility and consistency is that you don't just go and do a whole bunch of anything, and then stop. So it's having the visibility, making sure that people know you exist, because if people don't know you, how can they possibly hire you? How can they possibly even just get to know you and build a friendship or relationship with you, if they don't know you exist? So first of all, it's important to have that visibility. So maybe you start a podcast, maybe you guest on other podcasts, maybe you go online, and you reach out to other people, comment on other people's posts, and genuinely, not just to try to sell them something, but literally go into their world get interested in them. Your credibility is whatever your space is, what your passion is. As so you start to establish your credibility that way, establish it in a way where you're showing your value to others. I believe that every single person has value to bring and has value and a purpose to be here. Because I believe that God is a God of order and he's got an order, and it got a purpose. So if you're here, listening to this message, you have a purpose, and you have value. So it's finding out what that is and share it and you'll make the world a better place when you do. 

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

Take bigger risks. I fail forward faster. I wouldn't try to do it the right way. I think of Gary Vee, he encourages young people all the time, right? It's like just screw up, make mistakes, try things, see what you like, see what you don't like. That's the first thing and the second thing is to find a mentor and a coach, somebody to help you along the way that has been where you want to go and can give you perspective to save yourself a lot of time. Back then, there weren't mentors and coaches as accessible and as in the volume that there are now. So I always want a mentor I wanted somebody to just tell me what to do. I had to figure it out on my own and it took a lot longer to do it that way. When you find a mentor and a coach and that's what I get to now share with others what I've learned to save them a whole lot of trouble. I can share with you what you can do to compress that time. Is it still going to be an effort? Are you still going to need to go through trial and error and fail forward fast? Yes, you will. We can compress that time and you can learn from my experience or your experience or somebody else's experience with a mentor.

Do you have any final words of advice to offer our listeners with regards to growing and supporting your network? 

First of all, I'll say believe that you're enough. Believe that you're enough when you're going to know that you have value and believing that what you have to offer is valuable and who you are. I would encourage that because then when you're not so worried about your own enoughness, you can actually be with the other person and really hear what's going on. The other thing is from a practical standpoint, I've had people ask me and say how can you get so many referrals and I used to say that the very best way to get referrals is to give them. Don't just give them with the goal of getting something back. I would encourage people to give what they want to receive more back from.


Connect with Nicole:


Leaders of Transformation Website: 

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Sep 22, 2021

KJ Eichstaedt

KJ is the Co-Founder of Ike Media, the international sports brand started in Wisconsin and is now found in 90 plus countries across the world. He's a designer, dealmaker, consultant, podcast host, video producer, and graduate of the University of Wisconsin-Milwaukee with degrees in International Business and Marketing. Words that describe KJ are optimist, bold, creative, and driven. KJ currently lives in Milwaukee, Wisconsin, where he helps athletes, businesses, and individuals grow their brand.

Could you tell me about the origin of IKE and what you do? 

IKE is an international brand that helps individuals, athletes, and businesses position and grows their brands through creative media vehicles and podcasting. We have an international reach, but we have local roots. On Twitter, there are a lot of people who follow IKE specifically for the IKE Packers podcast, or IKE badgers podcast, or our Brewers and Bucks podcasts which allows us to have a very strong local footprint because that's what we're all about. Home and family are some of our biggest values, but also having international backgrounds we work with anyone throughout the world. We enjoy being creative, we model and position all of our work after some of the highest brands in the world. We love helping anyone grow, helping them grow their business, helping them grow their brand, helping them bring their dream to life. They say the best companies have a story and we like to think of ourselves as the pen and paper to help them write that story.

Why do you think people in companies need that strong brand?

Frankly, people are starting to see through the BS. They're seeing that these companies aren't as sincere as they portray themselves as, and they aren't sure if these big Fortune 500 companies really care about them. People are getting smarter, they're getting smarter with their emotional intelligence, they're getting smarter with their actual intelligence and I think people in today's world which is so run with media and technology, crave a genuine connection which is why we're seeing a lot of local brands, regional media networks really rising up. The big fortune 500 companies really having to do a lot of whether it's donations, whether it's PR, they have to kind of prove to the world that they are actually good for the world. It just allows people to connect with the little guy, the local person down the street, the woman with the flower shop, the athlete who is going to Wisconsin who wants to take his dreams to the NFL. Everyone has a story and it's really hard to stand out in this digital landscape without one because there's just so much media. People have no shortage of it and the story is one of those things that cuts through the noise. It's really something you have to have and if you don't have one, you're behind the game.

What would you recommend are some of the best ways to build a brand in 2021?

At IKE we take an approach that's all about deeper connection. What I mean by that is, there are certain crazes going around, whether it's tik tok or Instagram. An overall trend is that video keeps getting shorter and shorter and shorter and shorter. We love data as a society, companies love data because it tells a story. What we try and cut through the noise of is that maybe you get a million views on a tik tok video, but maybe someone only watches it for seven seconds. How many of those people can you actually make a genuine connection and in seven seconds? How many of them are just going to scroll past and go and laugh at the next thing? We take the approach where in a world where long-form content seems to be getting pushed more and more to the back burner, we don't even care. We'd rather make 10 deep, meaningful connections with people we can help, form a relationship with, help them grow their dreams, help them follow their dreams, help them grow their business, their finances, whatever it might be, help them get in touch with a certain individual who they thought there's no way they would ever be able to get in a conversation with. We produce results and it really starts with that long-form approach in actually getting a connection. So if someone even has 100 listens on a podcast episode, for example, those people are essentially spending 30 minutes in the room with you. If you spend 30 minutes in a room with someone, you can really connect with them and then you might have a relationship, you might have something that can benefit you both whether it's, a mutual friend, or maybe it's something like a business deal. It could be all of those things, but we take a quality over quantity approach and we're really not afraid to show it because we've worked with some of the most incredible athletes in the world, frankly, and that helps us gain credibility.

Can you share one of your most successful or favorite networking experiences that you've had?

Growing up, I would wake up in the mornings on Saturdays and I remember as a family we would watch the Badger game. Sometimes we would even be able to go to the Badger football game in Madison. They were 11 o'clock games and you would have to get up super early and get on the road. At that age, I probably wasn't very enthusiastic about it, but I would go to these games and it had an impact on me early on, whether I realized it or not. It all started with one connection. We met someone, we formed a genuine connection and he happened to be a player on the team. Instead of making relationships transactional, Brian Anderson emphasizes making relationships, not transactional. You can't approach relationships transactionally because it'll just never work. But basically, we ended up meeting this one guy and he ended up being the first athlete guest to come on our show. We've since turned it into dozens and dozens of athletes by producing high-quality content, providing value, leveraging opportunities of a brand, leveraging connections and now we work with athletes all across the board and are able to tell their stories on our podcasts, which help us gain credibility in the eyes of people in business, you know, people with their own companies, people with their own practices, such as the real estate market. We've actually had clients of ours have the Top Producing real estate agents, and also the Top Producing real estate team, that leader on his podcast. So it doesn't really matter what field it's in, if you apply the appropriate tactics, if you lead with value, if you do a good job, if you form a genuine connection if you actually try and help people and show them what they can gain the sky's the limit. If I were to go back when I was a kid and tell myself, "Hey, you'd be talking to these guys pretty frequently," I would have said, "No way you're lying!" It's really opened my eyes to just the possibilities of it all. Networking can change someone's life, whether it's a job or something else. You might apply to 100 jobs, but you might have a phone call with someone you know and that might be the door opening that actually leads you to an opportunity that is worthwhile, and you follow up on. We've seen podcasts turn into this vehicle that allows people to both benefit while also connect. It's just been this unbelievable experience and cultivated in front of our own eyes, whether it's the IKE Podcast Network, or whether it's even podcasting in general. Over 200 million Americans are familiar with podcasting and over half of Americans have listened to a podcast increasing exponentially each year. Really, the key is starting. It doesn't matter if you have 10 people listen. If you have 10 people in your podcast, that's still like you doing 10 meetings a day and that's pretty impressive. But once you start to work at it, and you get up to 100 listeners, you get up to 1000 listeners, that's when the benefits are really unbelievable. It's almost like you don't know what the possibilities are until you jump into the arena. I encourage everyone if they're a little worried about if it will actually work, if you stick with it it's going to create a lot of positive opportunities.

What advice would you offer that business professional who's really looking to grow their network?

I think you have to be willing to do it. Podcasting is one of these ways to do it that applies to today's world, in regards to someone looking to grow their network. A lot of the people, whether it's a kid, whether it's a CEO, are afraid to put their image out there. They see what goes on online, they know they have to network online, they know if they just network in person they might be missing out on valuable opportunities. But really, for better, for worse, most likely for worse, online isn't always the nicest place to be. There might be cyberbullying there might be whatever going on. I find that a lot of business leaders, a lot of professionals, love podcasting as this opportunity because they don't necessarily have to put their face out there. They can still give themselves to an audience in a deep, long-form, meaningful way, without having to be in the camera. Some CEOs are like, "Hey, I'm a great business person, but I'm not an actor, I'm not a movie star," well, they love podcasting because it allows them to thrive in that role. I think was LeBron James who said, "Be a star in your role," and some people are meant to be stars in podcasts, some people are meant to be on TV, some people are meant to be on the radio, some people are meant to, and people are meant to connect online in person. This is one of those ways that really allows people to touch on all those points.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less than or differently with regards to your professional career?

I think you can always tell yourself to be patient. I think you can always tell yourself that you're going to maybe have to reinvent a few things. IKE originally started off as a sports website. I was seeing all the fake news being spewed by ESPN, I was seeing how they were covering the Oscar Pistorius trial and it wasn't really about the sports. So I saw an opportunity to cover this in a blog format, more like an article format to be accurate. We made this beautiful website we modeled after Apple and Tesla and ended up being called IKEsportreport and we put all these beautiful articles on the site in various categories, but we didn't really have an audience yet to read these articles. So from there, we had to reinvent in a sense, and we started working at building a following. We found that sportspeople who love what we're offering existed a lot on Twitter. What that meant was a reinvention of what the original concept of IKE was. What ended up happening from there is these Twitter accounts gained a lot of popularity, but even then, we didn't want to just be a popular Twitter account, we had to be more so we evolved into podcasts. If I were to go back and tell myself anything, I think I would preach patience. I think I would preach being open to adapting and evolving. I think I would tell myself that it's going to work out and you're not going to regret this when you're 90. As I go back to that story about watching the Badgers going up and now talking to them, and potentially unveiling something special with some of them, potentially, in the future, it's all just like, pinch me moments, and I definitely don't consider myself someone who has made it by any means. I've got a long way to go, but I don't think I'm going to regret that I didn't try and follow my passion when I'm older. 

I understand you have an offer for our listeners today?

We have some really cool things we're doing in the podcast world. We're actually going into this phase in our business where we're able to take on more clients. No matter what size your business is, whether you want a basic package, we're actually offering some specials right now, where if you want to pay in bulk, we offer some pretty hefty discounts, to say the least. I think one thing that's also becoming more and more relevant in today's world is a subject matter expert’s time, right? So it's not even just the act of getting a podcast or getting a brand, it's the act of you know, really working with people who have cultivated brands and are doing it at a level that makes them proud and something that you can truly own and be proud to show off because that sometimes doesn't show up in the value proposition. I love working with people from all different backgrounds and I'm excited to keep work with some new people. You need a story to connect with someone, you need a story to grow your business, you just a story to sell products or just a story to meet people. I would encourage everybody just to start. We've been doing podcasts for a long time and we have cultivated some great audiences, we've charted top 40 multiple times, we've been listened to in over 90 different countries, we've had professional athletes, collegiate athletes, CEOs, entrepreneurs, you name it, and we'd love to help anyone listening today who might be saying, "Hey, maybe video isn't my bread and butter, but I do have an incredible story and I'm ready to tell that story in a certain way. I'm ready to work with someone to do that." I'd love to help.


Connect with KJ





Sep 15, 2021

Meet Colleen

Colleen is an award-winning peak performance consultant with over 20 years of experience, has launched over 340 businesses, is an international speaker, author of a number one international bestseller, Anatomy of Accomplishment and Step Into The Spotlight To Expand Your Influence. The CEO of three businesses, including Lead Up For Women, a community that boasts 10s of 1000s of female entrepreneurs that are driven by their passions, support and promote others with the purpose to fuel female voices. 

Why is joining a community essential for growth in a business?

Let's just think about anyone who's ever launched a business or anything we've ever done in our lives out there. When we worship, we go in a community to a church, right? When we learn, we are in a classroom, or we're in a group of children. When we are learning a sport, we drop our children off at sports teams that have a coach. If you think about everything we do in our life, it's all about the team, it's all about the community. Football teams would be nothing if they didn't have the community of the supporters that they have that are their fans. So when we think about that, it shares a different light on what community is. When we move into a neighborhood, we move into a neighborhood to be part of the community. We were born to crave others and community. With that being said, when you're launching a business, it's one of the hardest times of your life. It really is like when you're having a family or getting married or doing something new that you've never done before. Imagine doing that on your own. I think about traveling and hiking Mount Everest, something I've always wanted to do and I know that if I had a guide if I had a community of people that were supporting me and given me advice, I would be able to do it step after step, day after day to put those pieces together with that map. So many people tried to do this feat of building a business on their own, and why not tap into the likes of others who've already done it before you? Why not learn from them? Why try and reinvent the wheel all by ourselves and not utilize the fuel of a community that can open up so many doors for you and create additional exposure for you?

What are the biggest hurdles that women face as entrepreneurs?

It's different than what men face. It has to do with our makeup of centuries and centuries and decades and decades of how we were raised. I was even raised in my younger years to get married, have babies, not to start a business. That's not how my mom raised me. So if we go back decades and centuries, the females have always been mothers and nurturers, right? That's why we have the ability to have babies and the men are the providers. So with that being said, they have this view of building businesses as providing for their families and that's why they're doing it. The only reason why they're doing it most of the time is to provide for other people, whether it be their employees or their family. Women are nurturers, so because we tend to nurture, we nurture our clients, we nurture those people around us, we nurture our contacts when we're networking, we are actually some of the best business builders out there, but we lack self-esteem and the self-confidence for what the worth piece is. The worth piece is about selling your products, knowing that someone else out there needs them, that you're solving a problem. I've seen this across the board that so many women struggle with their worth of bringing in a million dollars as an entrepreneur because it scares them. They don't feel like they have that ability to be this powerful businesswoman, and a mother and a wife and a sister and an aunt, etc. So we struggle with identities and I say we because I've been through this already, I struggled as my children got older and moved out of the home because I identified as a mother and I put Colleen on a shelf somewhere where she got really dusty. Then when I brought her and dusted her off, it was like What do you like? What colors do you like? Where do you like to shop for clothes? What type of food do you like to eat? When you're raising children you adapt to what it is that your children are doing and it's almost like we become the mother but forget that we're an individual as a female. Keeping that identity is so important because by permitting ourselves to be who we are, we permit our children to be who they are meant to be, we give others around us that we're modeling to that permission to be who they want to be and it's just a beautiful gift.

Why is exposure important for female entrepreneurs?

One thing I've taught all the CEOs that I've worked with was to tell everybody about you and that's why I love that you're so connected in the networking side of things and promote networking so heavily. You mentioned at the beginning about reciprocity and I really believe in the reciprocity rule of giving first to someone else and opening up a door connecting them to someone. Through networking, we can do that, we can connect with other people, we can get ourselves out there and meet people. I look at the world that I'm in now as being an entrepreneur for the last several years compared to what I was when I was in corporate America, and I'm not even surrounded by the same people. We talked about this earlier, but your network is your net worth, right? You want to be asking people that started a business before you or have already created a community. I can't tell you how many women I interviewed, that created female communities and just dug in to say, Tell me how you did it. I remember before I published my first book, I met someone that had 11 and I simply asked how they did it. When I met my first Millionaire, I sat him down and said, "Okay, teach me how to become a millionaire." I want to learn from others that have done it before me and unless you get out there unless you ask, you don't get. Unless you tell everyone about you, they don't know who you are. I love it when I hear people say to me, "Oh my gosh, I see you everywhere, how do you ever have time to do what you do?" I love it when they say that because it's not necessarily that I'm showing up everywhere, but the point is, we're, we're showing up on all these outlets that people are utilizing for information all the time. When people consistently see you, they're like, "What the heck, what is this person about? I want to learn more." Then when you're not at an event that maybe you go to regularly, and then before you know it, you're getting phone calls or emails, and someone will say, "Wow, everyone was talking about you at the event," and I realize that now I'm becoming a brand and becoming someone that people are sharing my community and what I'm doing because they know the benefit of that and they think other people should be involved. That doesn't happen when you sit behind your computer and become a keyboard warrior. It doesn't happen when you put your head down and just stay quote, unquote, busy. It happens when you're out there and you're talking one too many.

Can you share with our listeners your most successful or favorite networking experience that you've had?

I teach this in some of the groups that I work with because I know how important networking is. So I think tip number one is just be yourself. So many women asked me how do I stand out from all the other women that are there in the networking room or the Zoom Room? How do I stand out? It's not like you have to wear bright red glasses or have your hair bright pink or wear a certain shirt to stand out or bright bold earrings. You don't have to have that, you just need to show up as you. When you are you and you show up authentically as yourself you're relaxed, you're confident, you're self-assured and that comes through, that energy comes through the camera. It comes through the way that you're walking into a room and people will notice you because your shoulders are back, your chin is up because you're self-assured you feel confident about who you are. You're not apologizing, you're not worrying about what anyone else thinks because it doesn't matter what anyone else thinks. So when you walk into a room or show up in a Zoom Room, tip number one, just be yourself. Second tip if you are on zoom and this is just a side tip, please make sure your background is not your unmade bed. That's like the worst thing I would have to say, be in a professional setting. So have a white background, or maybe it has a logo, you can print off your logo or have something in the background that could be some books. People notice what is in the background when you're on zoom. The other thing is, I'm the first person to speak up when I walk into a room, or if I'm in a Zoom Room. So I'll walk up to someone and say, "Hi, my name is Colleen, what's your name?" So I reach out and put my hand out for a firm handshake. If we can't do that in person, and we're doing that on zoom, right when they move us into breakout rooms, I'm the first person to unmute myself, turn my video on and I start welcoming everyone in the room and I just start asking questions. Then right away, because I'm talking people think she's the leader of the room. I'll say, "Well, it looks like they said we had 20 minutes, does anyone want to keep time? I think we could just go around the room and everyone introduce themselves. It looks like we've got times however many people in this room three minutes each." Someone will volunteer to take the time and I'll say, "We'll just start with Lori, and after you're done in your three minutes or up why don't you volunteer the next person? What that does is it starts connecting the room. Lori gets to go first and after her three minutes are up, she looks around, and then someone she's drawn to she will volunteer to go. Then all of a sudden everyone's laughing which cohesively brings the group together. I always go last because I don't want anyone to feel like they're picked last on the softball field. You don't have to be the one last I always bring up the caboose and then I tie it all together about something that each person said and an impression that they made. Then the last tip I would give you that is to follow up and follow through. This is where I see that most individuals, including males and females, really falter in the follow-up and the follow-through. I can't tell you, Lori, how many networking events I've been to and no one follows up with me. I follow up with everybody and that is just horribly wrong. But when I do follow up with them, and I say that it was great meeting them and I'll say one thing I remember about them when I met them, whether they said something funny, or their cat jumped up on their computer, or they had awesome earrings on whatever it was. Then I say that I'd love to chat with them and get to know them better when we're not crunched for time. About 99% of those people I follow up with book a call with me because they want you to remember them and I remembered them I said something about them. I never approach it in a salesy way and approach it from the perspective of just connecting and seeing if there's something I can help them with or if there's a door I can help open for them. I think the other piece is when you are offering something for someone in person or a zoom breakout room, don't make it confusing for them. Just drop a link in there for them to book a call with you or a download. Find what is it that you could offer them that would be the best thing at the moment for them to connect with you and then for you to continue nurturing them. Don't drop every Facebook link, you have every Instagram link you have on your YouTube. It would be like walking into a room and throwing your business cards across the room and say call me and then walk out, we don't do that. So connect with people, care about people, show them that you care, and they'll show you that they care.

How do you stay in front and best nurture your network?

I do that in several different ways. I do the podcast every week and interview members so that my community, including my community on the podcast, is getting tips like your community of interviewing people on different subjects. I do a bi-monthly magazine that our members write articles in and we digitally send that out to all of our members so that they can read the different articles and really take away so many tools in the business and leadership and lifestyle sections of the magazine, we even have a philanthropy section of our magazine. I invite my community to other communities. I have a very abundant mindset and by inviting them to other communities and showing them that it's important for them to expand their influence to attract the right clients beyond lead up for women. Because if I'm talking about how showing up everywhere, and networking everywhere and so important, it would be wrong of me to lock them down in my community. We do weekly teaching Tuesdays and each week a different member comes forward and teaches about different subjects in our lives. Today we talked about sleep, it could be more about your business and business insurance. Sometimes we're talking about tips on leadership. So a different member comes forward every Tuesday, teaches a free workshop and I attend those, I host those along with our members. I do member Monday spotlights every Monday where I interview a different member in our community, for them to offer to our community, a way for us to add additional tools to our toolbox. I'm always out there on Facebook Lives, I'm out there teaching whenever I can, I love to do one-minute teaches in the morning where it's like the word of the day, and put it out there and just have fun with it. There are so many little things that we can do, of the years that we've been in business and the skills that we've learned and honed in over the years that we can share with other people. Most of us just tend not to do it. I don't know if it's because we're lazy, or we just don't feel comfortable on camera. But another tip for your listeners is people don't want the perfect you. They just want you and I've gotten on camera and cried before. I've gotten on camera and laughed before, I've gotten on camera and forgotten what to say before. If you would just get out there and get out in front of your communities so they could get to know who you are. It's just amazing to me how many people really want a peek into your world and what you're doing. That's the likable factor and that's how we get people to like us and know us. We can't stay hidden. You just can't stay hidden.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I would have said quit corporate America today for one. But I needed to be in corporate America to learn a lot of the skills that I gained. The other piece is patience. I was so caught up in what was happening around me that I fell out of control a lot. We are all in control of our realities. We're in control of our mindset, we're in control of the choices that we make every day. Whether we work for somebody or not, we're still in control of our choices. So 20 years ago, I had a lack of patience, I felt like everything that happened around me was happening to me, and I just had to navigate through what was happening. The truth of the matter is, that's not what reality is. The reality is you can choose how you feel, you can choose how you react to a situation. We have choices, we have freedom of time and we also need to be patient. We're on God's time, that's just what it comes down to and we try to force things that it's just not the timing for. So that's probably what I would say to myself 20 years ago.

Do you have any final word or advice to offer listeners with regards to growing and supporting your network?

I'm glad you said growing because the one thing that I would like to leave with your listeners would be this: If learning is beneath you, then leadership is beyond you and you should always be out there for growth for yourself, growth for your company growth for your employees and growth for the people that you serve. How can you be learning and growing to be helping and impacting the world in a positive way?

Connect with Colleen


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Sign up for a Lunch-N-Learn Networking Event and use the code guestlnl to register 3 months in advance! 

Sep 8, 2021

Why is marketing automation so important? 

Marketing automation is something I have been an advocate of for a long time and people often ask me why it is so important. Marketing automation is the future of marketing and it is already happening because everyone wants to create efficiencies within their marketing efforts. When you think about marketing automation, it allows you to do more with fewer resources. The trend in marketing and business, in general, is to create efficiency and you can improve your overall customer experience with automation. One statement I saw online that I liked was it streamlines your digital marketing efforts, which ultimately reduces human error and helps to achieve better results. Instead of performing these manual repetitive processes, you're able to focus more on strategic tasks, such as planning, design, goal development, conducting research, establishing your brand, and consistency.

What is marketing automation? 

I like the definition that Salesforce gives: Marketing automation is a technology that manages marketing processes, and multifunctional campaigns across multiple channels automatically. Let's dive into that a little bit. I want to break up some of these words and get clear on what exactly is the depth of this definition for you. So technology nowadays, this is typically a web-based solution that used to be more of a canned packaged solution from a CRM automation standpoint, but it's web-based and it could come in many shapes, sizes, price ranges, and offerings from its doing a little bit, to do the whole gamut of things. Marketing processes consist of many things and have unique definitions based on the goals and the objectives of an organization, but at its core, marketing processes are a mix of managing your contacts and your leads, your content marketing, measuring, and analysis. The next statement in that definition was multifunctional campaigns and a variety of these activities can take place at once. So for example, at this very moment, the marketing automation system that we have going on, we have our guided profits campaign, our manufacturing white paper campaign, webinar attendees campaign, the campaigns for this specific podcast as well as another podcast that we have in house, we have our monthly newsletter, and many more. So we have eight different campaigns happening simultaneously that are being tracked independently, and automatic functions are happening. The last component is the multiple channels. So marketing automation allows you to manage emails, social media, video calls, and ultimately, you can keep track of any traditional direct mail activities as well.

The basics of marketing automation

I want to cover a few high-level basics of marketing automation that will help you master any sort of automation within your CRM tool. 

Quality information is key

First and foremost, it all comes down to the quality of the information that you have going into the system, which will give you quality information out. You want to make sure that your leads and your contacts and all that information is really clean. So the basics of any system along these lines are collecting data and making sure that you're inputting quality data related to the name, the email, the company, phone number, mailing address, and whatnot. One of the things that the systems can do which is really powerful is going beyond just the type of activity that they're doing and providing you actionable insights so you can actually target your leads with more personalized information. For example, if you see a certain individual is engaging heavily with a certain type of content that you're sharing, then you can have targeted content that is going to continue to engage them as opposed to keeping them on a general list and sharing general information to them. 

Creating lists and segmenting your contacts

Another component that's important, and I see a lot of businesses not necessarily implementing this practice is creating different lists and segmenting your contacts. There are two different types of lists: manual lists and dynamic lists and what you want to do is make sure that you're grouping your contacts based on your interest or demographics, maybe how long we've been engaged with you. At the end of the day, this is an opportunity for you to continue to push the right types of information to the right audience. Manual lists are pretty straightforward as if I want to create a list with just my contacts from Wisconsin, I can add them to their own list while excluding contacts who are not from Wisconsin. A good practice that I recommend is creating manual lists of contacts who are your clients and then one with contacts who are not your clients so you can easily start messaging your established people versus those that have not. Dynamic lists, on the other hand, are one of the great features of marketing automation. You can automate that segmenting of your list based on several things such as how they're engaging with you on the website if they've been involved in a live chat with you on your site or automated chat, how they're engaging with the email that you're sending out if they filled out forms. There are many different ways that you can create automatic rules and start segmenting your contacts based on how they're acting at the end of the day. 

Keep your lists clean

For the longest time, I think people were focused on creating as large of a list as possible. Although I am an advocate of creating a big list, what's more important than the size of your list is the quality. If you don't clean your list regularly, just like anything else in life, you notice, there's going to be some toxic things that start happening. You want to make sure that you're scrubbing your list and that will help you to reduce your marketing costs because some platforms charge you based on the size of your list. It will also help you reduce the spam complaints that you have because you know that these individuals that you're sending to want to hear from you and it's actually going to help you increase your open and click-through rates. 

How to scrub your lists

First off, you want to check for either a hard bounce or a soft bounce. So basically, you sent an email and it came back saying this email doesn't exist. So there's a difference between the hard guns and the soft bounces are the hard bounces saying an email does not exist at all and it was a true invalid email address. The soft bounces are saying that maybe their inbox was full, or they put an out of office on there, or there was just a server glitch. So that means that this email was working previously, but it no longer is. I would start by first looking at your hard bounces, and just confirming that they're spelled correctly, and if they're legitimately no longer working, then just remove them from the list altogether. Another way to clean up your list is to send a re-engagement email. What you're doing with that is reaching out and asking if the contact is interested in continuing to hear from you and if they are please acknowledge by clicking or replying to something along those lines. But if no one's acknowledging at that point, then just remove them from the list or segment them into a different low response type of list as well. You want to review your most active lists first when you're cleaning up those lists and check for any duplicates. Also remove any role-related emails such as emails that begin with info, account, or support. Really focus on getting to a specific person that you're sending to and make sure to double-check for any typos. Another thing that you could consider is using a third-party service for mail cleaning. There are a number of them that are available and if you just go to Google and type in email scrubbing service, you're going to find a lot of options that are available to you. But again, the quality of your email is going to be extremely important to the long-term results that you have at the end of the day.

The future of marketing automation: Artificial intelligence

There is a lot of conversation around how AI is going to integrate with marketing automation tying into not only your CRM or automation tool but also going a little bit deeper into some of that conversation like a chatbot, for example. AI is going to tie in and you're going to learn about how to respond and how to anticipate how customers are going to react to the message by utilizing predictive analytics which at the end of the day will help improve customer satisfaction.

The future of marketing automation

Marketing automation will always continue to evolve and is here to stay for the long haul. There are powerful technologies like machine learning big data-enabled predictive analytics, and it's going to help marketers become more efficient in their job. At the end of the day, however, I really want to emphasize that human relationships are still at the heart of all marketing activities and no automation will ever bridge the gap between you and your clients. Marketing automation is here to help us create efficiencies to help us through that process! 

Sep 1, 2021

Meet Roger

Roger is a motivational speaker who helps you create teams and companies people don't want to leave. You hire him for his expertise in emotional intelligence and appreciation. He doesn't give up on people, he believes they will find a way to move forward and improve. Roger lives in Madison, Wisconsin, and currently serves as the president of the National Speakers Association of Wisconsin Chapter. He loves to travel bike and read science fiction. He's a big fan of baseball, pinball, and all things Tesla.

Can you just tell us what is emotional intelligence?

You bet! It started with Daniel Goleman who has been called the father of emotional intelligence. Quite simply, it is your self-awareness and your social awareness. So following Goleman, there are two parts of self. There's the self-awareness part and the self-management part, right? How we're aware of ourselves and how we manage ourselves. Then the social part is how we're aware of others, how we respond to others, their emotions, their actions, their behaviors. Then the other component in there is relationship building, hmmm, Social Capital much? That's how emotional intelligence is defined and then Goldman and others also put components of empathy into emotional intelligence.

Tell me a little bit about how you got into speaking because this is kind of the main offering that you provide, correct? 

Right. I got into speaking and training and I got back into it actually. So way back early in my career, I was into training. I actually trained on all things Microsoft, I trained on operating systems, spreadsheets, Word, PowerPoint and then I also dabbled in a little bit of programming, and then I was also a resident expert on databases. So I love training and I love seeing the lights come on for people. So fast forward into a career in tech support and then while I was in tech support, I got recruited into project management and that's how I fell into project management. So I did that for a number of years and I got really good at both the science and the art of project management, I got into the soft skill and the tech part, but I found that I really had this passion for the soft skill part like facilitating and how we get people past barriers and how we get them to do work. So at my last job about six years ago, they were downsizing, and rather than playing the roulette wheel and figuring out where I wanted to go next in project management, I'm like, you know what? I want to get back into the speaking and the training! I decided that was a great time to start my business. I never knew I wanted to be an entrepreneur, but it was like this calling to get back up on stage. The more I got up on stage, the more I realized it was, I originally thought, you know, there was this big thing, like, you're going to be in lights, it's about you, and blah, blah, blah, and applause applause applause and I was totally wrong. It's about the audience and the people and creating that connection and that emotional spark and sharing knowledge with them, and seeing the lights come on for them that way. So it was about six years ago, that I decided to hang out my own shingle and get back into the world of professional speaking.

Can you share the difference between emotional intelligence and communication?

It's interesting to put them into both categories because I get that question a fair amount. So if we go back to what I was saying before, a couple of key components are of emotional intelligence are how you show up. One of the ways we show up is how we communicate. So we all have choices about how we communicate, the words we use, the expressions we use, the body language we consciously or subconsciously use. So just because we're communicating doesn't necessarily mean that we have emotional intelligence, and vice versa. I think the two are definitely intertwined. Don't get me wrong, they are intertwined. For example, one of the things that happen when I deliver emotional intelligence programs is I'll get somebody who comes up to me afterward probably about 40-50% of the time and they say, "Oh, this is great, Rojer, could you give this for my manager?" So I say, "Ok, that's wonderful that may be the case so tell me what's challenging you hear," and they say, "I think I'm a great communicator," and I say, "Fantastic, can you give me an example of how you communicate with your manager?" They think the manager might be the problem and they might be, but then a number of times, I've gotten this where they say, "I tell them everything that's on my mind," and I ask for an example. Then they say "Well my manager told me that we should manage up to them so I managed up and I really just gave them a ton of feedback." So I say, "I think we're talking about here might be candor versus communication and it might be the style in which you're delivering it." Come to find out, there's more to it than just the manager needs to come to this. What I say is I would love to give out these little mirrors, because a lot of the time if we look into ourselves, that's the first part of emotional intelligence and everything else can build from there.

Can you share with our listeners your most successful or favorite networking experience that you've had?

So as you mentioned in the intro, I'm a member of The National Speakers Association, and we get together every year at a big event called Influence. About 1000 people go to a huge event, and I love it. The first time I went I was overwhelmed. Now for introverts, 1000 people is a lot of people and it can be a daunting experience. That first day was my favorite because I went up and I just consumed as much as I could. At a good networking event, we don't just go and give everybody your business card, that's not networking. But I was going with the intent to listen and pick out one good thing that I could take away from every person that I met and I went with the intent of asking just one good question. My question was if you were starting out in this business, what would you do differently today? That was my question to everybody. So I had this pool of answers to the same question. I loved the event because everybody was so welcoming and receptive to whatever question we had. It was more than just going to the seminars, it was the hallway conversations where the magic happens. I really enjoyed the event because people would create, and I didn't make this up, they would create croissants instead of bagels. What that means is we think about the shape of a croissant, a croissant is what? It's a semi-circle, right? So people always inviting you in instead of the bagel or the donut which is closed. I didn't bring that up. I love that the event was set up that way and that the people going to the event in networking were allowed to participate if they wanted to.

How do you stay in front of and best nurture this community that you've created?

A couple of ways. LinkedIn is the place where I see my network. I try to comment on content as much as I can. I'm always trying to up my game by providing something new, and I will be my own critic and say, I don't do that as often as I should. It might help to have some marketing strategy and tactics behind that. The other strategy that I'm employing is networking, through email marketing, or email newsletters, and content, things like that. So again, always trying to up my game there. That's how I stay in front of my people as much as possible.

What advice would you offer that business professional who is really looking to grow their network?

Don't be afraid to talk to people. If you like going to events, go to an event intentionally, with at least three solid things that you want to get out of it, and think about three people that you want to meet, they can be intertwined. I would say be as visible as you can in the markets that you want to be seen in. I wasn't always good at this at the beginning because I was trying to be everything to everybody. As we know, that doesn't work. Once I started narrowing in on people who were receptive to my message, where companies that were getting taken over, or companies that were going through a lot of change, or leaders who were recently promoted or moved to a new area, that's where I could come in and help because when we're faced with change, that's where I can come in and help keep people from leaving. If you've just inherited a new team or something, that's where I come in. So it was putting myself in there, either in the social networks or just making initial conversations. I have a series of outreach that I do until I can get a conversation with them so that we can see if we're for each other. So my advice is to be persistent and be in front of the people who are for you and will buy you.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I would tell myself to talk less and listen more.  I'd also tell myself, don't be afraid to put yourself out there. Be your real, genuine, authentic self when you put yourself out there don't hide behind all kinds of stuff. When I went into my professional career, I would go into meetings, and I would try to say something no matter what, just for the sake of saying something to be seen to be visible. It wasn't until later on when somebody coached me in my mid-20s to listen more and talk less. I realized that I didn't have to say something to get noticed. That's when I first started learning about emotional intelligence and that's what I've been telling myself.

Do you have any final word or advice to offer listeners with regards to growing and supporting your network?

Be as open as you can and show up as you! The only way you're going to grow your network is to introduce yourself to people and just break down those walls and have good conversations with people be interested in them.

Connect with Roger


Phone: 608-279-5160 




Aug 25, 2021

Meet Katie

Katie is the founder of Paper Lime Creative, a branding, and design agency in Edmonton. Her love of design and art took shape and a young age and since then she has been soaking in as much knowledge about art, business, and design as she can. She takes the time to listen to people's unique stories and goals to deliver stand-out work. It's one of many reasons why Paper Lime Creative is known as a collaborative design agency.

What is branding and why is it important?

I define branding as every interaction people have with your business. So there's often a misconception that your logo is your brand, but it's actually a lot more than that. So it's our job at Paper Lime Creative to make sure that those touchpoints that your clients have with your business are impactful and meaningful and get you the right customers to serve.

How does a business owner start that branding process?

We recommend that business owners start that process by figuring out who they want to work with and who that ideal customer is and what that ideal customer is buying so you can put the right time and effort into marketing the right product or service that you have and marketing it to the right people because that's where you'll get the biggest returns on your branding.

How can branding help networking?

Branding can help your networking because it helps you know where to go. I have a great client story for this. I was working with a good friend of mine on really defining her ideal customer. We realized all of her customers were the same type of person, they all dress the same and I joked that I realized that they all have really well-kept beards. So now when she goes to a networking event, she can go and physically find those people. She knows what they look like and chances are they'll be in an industry that she can work with. 

So really understanding your customers is important, right?

Absolutely because then she can know what networking events to go to or where to show up online for networking. Like you were talking about LinkedIn in your intro and then to know what people to introduce herself to in those events. It saves you so much time. Obviously building relationships and just growing your network is important, but if you're looking to convert someone to a client from a networking event, knowing who to walk up to and introduce yourself is really important.

Can you share the story behind the name of your business?

I say it's our fresh and fun approach to print design and branding. So my background started in print design and then it evolved into everything else because you can do quite a bit with print design, but you can help your client way more when you understand the brand strategy behind it.

Can you share one of your favorite networking stories or experiences that you've had?

I think my favorite networking experiences are when you realize how small it all is. The six degrees of separation, which I think they're saying is more like three or four. I had one actually where an old friend of mine that I hadn't seen or heard from in years had actually married someone that I was actively networking with. I found out after the fact, which and I was like, "I didn't realize you were married to her!" We worry so much about getting business or meeting people or having to be extroverted and put ourselves out there. But it's all about relationships at the end of the day and I think some of those fun coincidences make life so interesting.

How do you stay in front of and best nurture your network and your community?

On an ongoing basis, I track who I network with, and be sure to send follow-up emails or book follow-up coffee dates. I think it's just making a part of your regular schedule. I always have some sort of networking event or a one on one coffee booked with someone in my calendar. It's just a part of doing business and I can't imagine a week where there isn't something in there.

What advice would you offer your business professionals who are really looking to grow their network?

I would say try something new. I think we can get really comfortable with what our networking routine looks like and that's great, especially to build those long-term relationships. But to put yourself into a new market or into a new experience can be really valuable. Everyone moving to online meetings because of COVID has been super beneficial from a networking perspective because now you can visit a networking group wherever. I've been to networking groups in Europe while in Canada and it's really limitless now. So I think if you're wanting to grow just try something new. As for me, joining a charity board is something I've never done, but have thought about getting exposed to a new group of people.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I probably would have told my 20-year-old self to network. I didn't start out working till I was 25 or 26. So definitely more of that and I would also tell me to stop doubting myself. I think once you get into your business, you realize that nobody really knows what they're doing. Everyone's learning and growing as they go, and no one's 100% ready for the next step.

You brought up the six degrees of separation. Who would be the one person that you would love to connect with and do you think you could do it within the sixth degree?

I have always wanted to meet Paula Scher from Pentagram. She is most well known for designing the Citibank logo and the Boston More Than a Feeling album cover. She's a phenomenal graphic designer, and I totally think I could. I don't know what those six degrees are, but I have emailed her assistant and even though I got a no, it was still a good step. I think my next step would be going through a line of other industry designers because I probably know a designer who knows her and could maybe try that angle.

You have an offer to share with our listeners, right?

I do! On the Paper Lime Creative website, we have a free brand audit that you can download and it goes through all the different parts of your brand. So it's a great tool to use and we recommend doing it every two or three years. Brands are always growing and changing and it's never a one and done with your brand. So if you want to take a look and review your brand, check out that free download.

Do you have any final word or advice to offer our listeners with regards to growing and supporting your network?

Be yourself and get curious about other people and it all falls into place after that.


Connect with Katie




Instagram: @paperlimecreative



Aug 18, 2021

Meet Claire

Claire is a personal brand strategist and the CEO and Co-Founder of Claire Bahn Group. She has been helping high-achieving entrepreneurs, investors, founders, and executives create their best personal brand for over 10 years. As an entrepreneur and influencer with over 70,000 followers on social media, she has learned the importance of creating and maintaining your personal brand. Claire helps entrepreneurs leverage their personal brand to develop the authority, influence, and trust they need to exceed their business goals. 

Can you share what personal branding is and why it matters to you so much?

Basically, there are so many different nuances of personal branding. But really your basic personal brand is essentially what people think about you when they do a Google search on you or they meet you for the first time in person. It's literally someone's initial reaction to you, and how they feel about you whether they want to work with you and that sort of thing. So that's your baseline personal brand.

How can entrepreneurs and SMBs boost revenue by showcasing their subject expertise and leveraging their authority?

I always look at personal branding from an aspect like when we sign on a client, we take a strategic approach to personal branding. We look at social media as well as Google, SEO in blogs, and SEO in videos. Because Google and YouTube are search engines, you can find out what people are actively looking for and the type of questions that people are actively asking and wants to know answers for. They want to find experts to help them find a solution to the problem that they're currently having. So ultimately, one of the best possible ways that someone can build that know, like, and trust with an ideal client is to create content, whether it's a long-form blog or a video or both that specifically answers a question that somebody is looking for. So ideally, you want someone to do a Google search on a certain subject, and they find something that you created, and they're like, "Wow, I really liked this person." So many times people find me that exact way because they search a topic that I'm an expert in, and they find a piece of content that I created or video that I created and they're like, "Oh, wow, Claire really knows her stuff." So that's ultimately how you really build ROI, you get customers that are committed and trust you, and value your input. The goal is to hopefully work with them, but trust has to be one and it's not something that everyone gives for free.

For small and medium-sized businesses, is it important to have the individual or the owner of the organization versus building up the brand of the company itself?

People connect with people and people want a connection, especially when you have you know certain younger demographics. They want to know your values, what you stand for and that is done through people. If you think of some of the very well-known, multibillion-dollar corporations, those CEOs branded themselves. Think of Elan Musk! Tesla's cool, but Elon Musk is cooler, if you think about it, right? He has more followers on social media than Tesla does, because when Elon says things it has so much more weight. So if you just think about these real-world examples, you see exactly why it's more important that the person be branded and then they talk about their business because the people are going to have that know, like, and trust factor, not a business.

Why does ignoring personal branding negatively affect your ROI?

If you really think about everything that I've talked about like if someone does a Google search on you, specifically. They're like, okay, who's this person, should I work with them, and there's nothing there, they're definitely not going to want to work with you. You should have some information, especially if you are an expert, which most people that have their own businesses are an expert in something, right? So you kind of wonder why can't I find content about you? What's wrong with you? Then the next part of that is, what if I do find content about you, and it's bad? So this is how can negatively affect you, either not finding any information so people don't believe that you are actually the expert that you say you are or the second thing is that they do find information about you and it's not great information. Whether it's negative information, or you really did not do a good job of creating content that was very helpful, and it negatively impacted what people think about you. You want to put effort into really engaging and answering questions and things that people are actually searching for. It's not one of those things where you can just kind of like punt, and it'll work, you actually really have to put in the effort and answer people's questions. So that's the return is you can help people but it also helps build your business too. But it's a long-term game. 

Can you share with our listeners one of the favorite networking experiences that you've had?

I admit that sometimes networking is scary, and I actually did a blog talk giving some tips on how to make it not so scary. But I think ultimately, one of the biggest things is, if there's a group that you are being very strategic with your networking, I would kind of go on to LinkedIn, find who you want to really connect with, and have a way to connect with them. Say something like, "Hey, I read your article on this and I really just wanted to come over and say hi," and have you have your brand statement really quick write your little kind of like blurb about me. I think that's one of the biggest things in making networking easier, especially if there are people that you want to connect with is do your homework first. That's actually one thing that a friend of mine taught me and it's such a valuable thing. If you know there are strategic relationships that you want, go and do a little bit of homework. 

How do you stay in front of and best nurture the relationships that you have?

Connecting with people on social media, connecting with them on LinkedIn, which is obviously a very professional network. I think you can always nurture the relationship through whether it's inviting them on your podcast, inviting them onto a video podcast. Just staying connected by essentially asking for their input on something. Everyone again, loves a compliment and I think that is a really key thing. Don’t ask for favors, ask for advice on things. Connecting with people like that is really great. I think if you do have a platform, invite them to be on your platform. That is a really great way to stay connected with people and there could be an end game strategy with it, but it doesn't feel and come off as salesy. I definitely don't think it's a good thing to hard-sell people in the social sphere or when you are networking, it's so much better when you just really show up and are committed to sharing your expertise and giving value. The relationships that you create through that are so much stronger than immediately going straight for the sale. I think that would be one of the biggest things. Stay connected, ask for their advice and if you have a platform, bring them onto that platform, but don't sell.

What advice would you offer that business professional is really looking to grow their network?

There are so many networking groups. For me, I've asked friends, and I, you know, asked the group that I know for their advice. Find out from other people, other networking opportunities that they would suggest whether it's in your area in person or online. There are so many events that are online as well, that I have found and you can just ask your network. There are also so many Facebook groups and LinkedIn groups that you can join, you can find out about other networking opportunities in those groups as well. So there are just so many ways to do it, but I don't think it's a bad thing to ask. Just ask people because people want to give their advice. They want to be helped. just asked people to ask your network put out a post saying. So ask your network or you can also just put it out there on social media and a lot of times people will respond, and they'll have great information.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

You talk about this a lot, but networking is so important. So I would say probably more networking, pushing myself to be uncomfortable rather than always staying safe, and not maybe doing that networking event because it's scary. So I think pushing yourself out of your comfort zone and doing more networking.

We've all heard of the six degrees of separation. Who would be the one person that you'd love to connect with and do you think you could do it within the sixth degree?

I've kind of liked the way that Rachel Hollis has navigated a lot of stuff. She's definitely gotten herself in some sticky situations over the years, but she's somebody that I what she's done with her personal brand and it's very much evolved. Neil Patel is another marketer who has done great things so I definitely think I could connect with those people through six degrees because I'm in that kind of marketing and influencer space, but those are people that I think are learning kind of more about their story would be really cool.

Any final word of advice you'd like to offer our listeners with regards to growing and supporting your network?

It kind of goes back to even your personal brand. There are so many people like you mentioned, that won't put themselves out there and won't commit to networking with people, they won't commit to doing their personal brand. When you actively do it, and you commit to it and you do it and you show up, you're really going to be in a smaller group of people. I think that's one of the most important things to think about. There are so many people that won't have the follow-through, that won't commit to going all the way with whatever it is whether it's building that personal brand, networking, and committing to so many networking events or opportunities. Just commit and do it! You don't have to bite off the biggest chunk, just find the events that you want and commit to going all-in because so many people don't. That's what's going to differentiate you from somebody else is that follow through and that commitment, and that's a lot of what you said earlier about networking and just being true and following through. It really will benefit you in so many ways.


Connect with Claire



Free Masterclass Course:

Aug 11, 2021

Meet Paul

Paul is popularizing the concept C-com, the science of conversion, conversation, and automation. He founded Amplify C-Com, which helps grow businesses past seven figures through 80% human-like and 20% human experience. Amplify combines human psychology and automation to create more profits in their customers’ pockets.

How do you apply the 80-20 rule to automation?

So we find a lot of the time that people try and automate either 100% or not a bit. So they will go, "Let's automate everything, you know, I want to make everything evergreen so I can sit on a beach and drink pina coladas and not have to do anything." But when you do that you lose that human touch, and especially post-pandemic, people are looking so much more for that personal customer experience that I've been able to speak to a human, but in a way doesn't take up a lot of their time and they can do it in their own time so there's that instant gratification. What we look at is, how would you normally speak if you're having a conversation? So if you would just send in an email to me one on one, Lori, what kinds of things would you say? If you were sending an SMS or a text to someone, how would you usually phrase that? So we write that in the same way as we normally would and then we automate that. So then we automate the start of the conversation and then hand it over to the 20% of human-like experience to guide the people through a more personalized service.

What are embedded commands and why are they so important in marketing?

Embedded commands are all about, starting to plant the seed, so to speak with whatever kind of conversation you've gotten into. Lori, if I was to speak to you, right now, you may be thinking, as I started to say this, you may be thinking of a pink elephant in the corner of the room. Now, as you probably try harder and harder not to think about that pink elephant in the corner of the room, then that image is probably getting more vivid and vivid in your mind. You probably see that pink elephant right now we've got roller skates on as well, can you see that? Well, don't think about that. Whatever you do, Lori, don't think about that. You can't think about it, right?! We start starting to use some of these embedded commands in the way that we write copy. So if you want to guide someone towards a certain direction, then you use some of those language patterns throughout the copy. So for example, if you want to bring up an objection that someone's having, and to be able to handle that objection, rather than like, brisk over it and try and hide it, say you might be thinking right now this or maybe you're thinking this and then you go "Great, now we can crush that objection." So you bring the objection up and then crush it. You may already start seeing yourself achieving that goal. I don't know what it is for you, it might be you want a new car, you might want to move houses, you might just want to spend more time with the family and see yourself go into Disneyland. But whatever that is for you, then you probably know what that is in your mind right now. So you can see if we break down that sentence, for example, you create the future pace in the mind and then adding things like "right now" at the end of it, you're starting to see that in your mind right now. So it's like these hypnotic language patterns that are being used that guide people towards the sale, but you can also do it in a conversational way. For example, another way is not so much of an embedded command, but another language pattern that we use a lot is ask for a no instead of a yes. So I learned this from Chris Voss. Chris Voss is an FBI hostage negotiator and he wrote a book called Never Split The Difference and one of the things he wrote in there was about asking for no. Most people, like if I said, "Hey Lori, would you like to have me on your podcast?" And then you kind of like, they'll say yes, or say no. But if I say, "Hey, Laurie, would you be totally against having me on your podcast?" Then what are you gonna say then? It takes the pressure off when you ask for a no instead of a Yes. Would it be crazy to entertain the idea? Would it be unreasonable to consider? No, it wouldn't be unreasonable to consider. So we use that, "Would you be against?" For example, let's say you want to book a sales call. So you might send an SMS message and say something like, "Would you be against speaking with one of our application specialists?" "No, I wouldn't be against that." "Can you check if this link works?" Then they click the button, and then they go to the next stage, "Yeah, that works." "Great, can you see that on the page?" Then you notice what you do if you're on a sales call, you'd run the same kind of thing from the conversational perspective and you'll notice we're always creating these micro-commitments through the whole process. It's a different psychology behind the language patterns that you use to reduce the ask that you're looking for.

Let's dive into that a little bit from the power of conversational commerce to sell really high ticket items.

When it comes to selling high ticket items, we look at each stage of the customer journey. So when you look at each stage, you go, "Well, where are people dropping off." So a lot of the time people go, I'm not making enough sales. That's a symptom, not a cause. So you have to work backward and break down each stage of the process. So we'll use technology and automation to look at each stage of the pipeline. So we know every time someone pops into a certain stage, for example, let's say they opted in, or they started a challenge, or they watched a webinar or they submit a deposit. So we can see how many people are getting to each stage of the journey, and then work out what we need to do to get more people to that stage. Where are most people dropping off and what level of conversation do we need to have at that point? Can we automate all that? Or do we need to actually add a human element to that as well? So at the start of the journey, quite often, you'll automate more of it. But as you get higher and higher up the price point you might get the owner or a higher level person in the team more involved when it comes to let's say, submitting a 10,000 or $25,000 program. Let's say you've got a lot of people stuck on the pay to deposit, but they haven't paid the full amount. So what's happening at that point? What's happening in the buyer’s mind? Maybe they're having buyer's remorse, maybe they need to get funding together. We don't know without asking. So then you could have, for example, we will have some owners, they'll go and record a personal video message to those people who get to that stage, but don't get to the next stage. So it might take them 30 seconds of video, let's say 10 videos a day which takes five minutes. If that closes one more sale, that five minutes has made them $10,000. So that then becomes a really good return on investment. Looking at each stage of the customer journey, and then understanding how you can add conversation at every point to guide people to the next step of the journey. It's like Martin Luther King said, "You don't need to see the whole staircase, you just need to take the first step," and we kind of rephrase that a little bit is "You don't need to see the whole staircase, you just need to take someone to the next step."

Can you share with our listeners one of your most favorite or successful networking experiences that you've had?

So I always say this kind of catalysts that happen over time, right? So one of the things that we used to do was just doing Facebook Messenger, when there wasn't loads of compliance around it. So at that point, I'd get people on a Facebook Live Show and I build them a bot for free on Facebook Live. So we do that kind of thing where we go cool, what kind of thing you're looking for, and we build it live. And they go oh wow, you're building a bot great, you can take that away and use it in your business. Now what that led to is because we give so much value, people started introducing this to other people. So we had for example, oh John Lee Dumas on the podcast, and then ended up we did some work for him beforehand before the podcast so we'll talk about the results. We improved his webinar rate quite significantly and because we improved that then he introduced me to Pete Vargas and Ray Higdon. Then we just started to level up. So I always say is if you want to go and get paid by level eight, then go and work for level nines for free or level 10s for free. It improves your authority, credibility, and at the same time, it opens up your network to get even wider. So I always looked as well for any deals that would make with some of these high leverage people is how can we leverage that and then introduce it to other people at the same time.

How do you stay in front of these people that you've created these relationships with?

So the last couple of years have obviously been a little bit different in terms of going to events. But what's interesting is, for example, I had someone message me today and she said, "Hey, we spoke last year." Bear in mind, I haven't physically spoken to her in over a year, and before when I did speak with her we spoke for about five minutes. She said, "I'm looking to do this, is this the kind of thing that you do?" So staying at the top of people's minds, how do we do that? Well, I post on social media, like six times a week. I can't remember the person who I got this from but we do a connect authority. So we will make a small offer like a lead magnet and we'll ask who wants it and everyone will want to get it. So then we get to have back and forth conversations with those and then the other ones, it might be like a personal story about me. It could be a case study so when people see case study after case after case study of "Hey, look at all these six-figure seven-figure results that we're getting for people," then you naturally stay on top of mind and it's not so much with social media. Sometimes everyone's like, "Oh my god, no one's engaging with my post." If you want to work with seven and eight-figure entrepreneurs, most of those won't engage with your posts, but they're always watching. Always keep an eye on things. If you are at that seven-figure level, or even at a six-figure level, how many times you actually go, "Oh, I like that. I like that." No, you just scan every so often and just go, "Oh, that's interesting, I'll make a note to myself about that," rather than engaging with everything. 

What advice would you offer the business professionals really looking to grow their network?

So I'd say do what do I did, and find how you can give as much value as possible to the people that you really want to work with. Identify your dream clients, and give as much value to those people as possible, and then you will work either with them or someone very close to them based on that. So you'll find a lot of the high-level people, if you go up to them and say, "Hey, I'm really good at doing this thing, am I okay to do this for you for free?" I spoke to someone else who does the same similar thing with LinkedIn profiles. So he went to a lot of the bigger players in the industry and said, "Hey, would you mind if I create your LinkedIn profile based on what I know about you? I've been following you for a long time. If you think it's great, you can use it. If not, that's fine." They're like, "Yeah, sure do," and then afterward, they're like, "What can I do for you?" Then you've got testimonials from all these big players and suddenly, that becomes an authority overnight.

Do you have any final words of advice for our listeners with regards to growing and supporting your network?

Remember, every single person that comes into your world ash a human beating heart. They're not an automation, they're not a lead, they're a person. When you start to remember that, and start having those back and forth conversations with your customers or potential customers, and you start to find out what the pains are, their desires are in a lot more detail. It makes your marketing better, it reduces your cost to acquire a customer and increases your reputation in the marketplace. So have more conversations with more people and you'll make more money, have more impact on the world and be better for it.


Connect with Paul


Amplify To 7 Figures Podcast: 


Aug 4, 2021

Meet Ashley

Ashley is an ex-corporate marketing executive for a $4 billion company turned to online marketing consultant who has helped hundreds of six, seven, and eight-figure online entrepreneurs create customer-centric marketing and sales strategies. As a certified NLP practitioner, Ashley believes the power of marketing is to teach your ideal clients how to think, not tell them what to do using a combination of psychographics and human behavior in your brand messaging.

What is the number one mistake you see when it comes to messaging?

It's kind of hard to narrow it down to one. But what I really see a lot specifically with clients that I've worked with is a lot of the time people will create content that doesn't really reflect their ideal client. What I mean by that, and one of the biggest things that I've found, especially through my NLP training and working with all these clients, the one thing that I've found that was so transformational was that your messaging and marketing is a reflection of your mindset. So a lot of the times I see when it comes to messaging, people will try to create messaging that attracts a certain type of client, but their mindset does not match the client they're trying to attract and I'll give you a quick example. A lot of the times when I read content, I can see where that person's mindset is coming from and what they were thinking in the moment they created that content, or they created that message, and why they were bringing in a certain type of person that they were bringing in. One of the examples I really like to use is one of my clients. She is a physical therapist that specializes in concussion recovery and she is phenomenal and amazing at what she does and when the pandemic hit, she turned into an online business. She created this membership program for patients who have had concussions. She is very out of the box, very different from the industry norms, which are the people I love to work with. So she created this webinar to promote this new membership that she had and she had almost 3,600 people sign up for this webinar and she had a very great ROI conversion. But when she got the clients into the program, she started to realize that a lot of them were in a victim mentality mode and they felt very defeated. They felt like they were helpless and when we started digging into her messaging, one of the things that she was saying in the webinar was I'm going to help you navigate your concussion symptoms. When I asked her why did you specifically choose, "I'm going to help you navigate your concussion symptoms?" And she said, "Well because when I created this, I was, I felt very helpless because my brick and mortar with the pandemic had to shut down so I went from making all this money to having to shut down my practice." So she was in this mentality of like, I'm helpless, I have to do something, it was this I don't know how to navigate my life now. So she used that word and what she found was the people who came into that program came in looking for her to solve their problem, they didn't take responsibility for their own recovery, they didn't take responsibility for their own actions, they were basically creating a codependent relationship on her. And because she felt helpless, she was turning around and bending over to their every need, and jumping in and doing more and doing all these things, because again, she set that container. So when we went in, and we restructured her messaging, we legit only changed the title of the webinar and the title of the webinar, the second time she launched was Regain Control of Your Life After A Concussion, and it was night and day. The reason why was using even the word regain on a psychological level, it makes you think that something was taken from you and it's your responsibility to take it back. When you have that, it changed the mindset to where she's gonna guide me and they took responsibility. So the second round, she had about 200 new members come in and she was saying that the atmosphere, the environment, the energy, everything was night and day, because all of these people who came in the second round, came in with a determined mindset and they were ready to go. That was a really long explanation, but that is one of the biggest mistakes I see is that when people are creating that messaging, it is a reflection of their mindset and their mindset needs to be in the correct place to be able to attract the ideal client that they want.

What is something in your industry that you don't agree with?

There are a lot. I have kind of built my entire brand around being disruptive in the industry. One of the biggest things which is very controversial, but I do not agree that people have to know, like, and trust you before they buy from you. That's one, another is you don't need to create how-to content. I think a lot of times we get stuck in that how-to content and we are only going to attract someone with a DIY mindset when we do that. I also don't really agree that serving is selling and I'll explain that one too, but we'll go back to the first one. I don't feel like people have to know, like, and trust you, before they buy from you. There has to be some type of trust there, but they don't have to fully know you. I love to use the example of let's say, you really want a new washer and dryer, and you're aware that you need a new washer dryer, you're aware of the problem. If you go to, let's say, Home Depot, and the salesperson who is going to sell you the washer-dryer, if they come up to you, and ask you if you need any help, you're not going to say, "Well, let me get to know this person I need to know about his family, and I need to know about all the stuff he's done in his life." I don't even really need to like him, I just need my problem solved. I just need to trust, I think trust is probably the biggest one, I need to trust that he is going to be capable of helping me solve the problem that I need to be solved. So I think a lot of the times we get stuck in that know, like, and trust so we end up creating content, creating messaging online, trying to get people to know us and like us, and to seek approval versus actually showing up to serve. I know it's a little controversial, because even on the flip side, I have known someone and I've liked them a lot, and I trusted them, but then I worked with them and they still didn't solve the problem that I needed. solved. Right. I only worked with them because I really liked them, but they weren't the best equipped to help me solve the problem that I needed.

What do you think is one uncommon thing seven and eight-figure business owners have that others don't?

One of the most uncommon things that seven and eight-figure business owners have or what I've even seen is they don't emphasize personal care. So what I mean by that is a lot of the entrepreneurs who are under the six-figure mark really try to build their life around their business and not the other way around. I know this is preached all the time, but when I really started to work with the seven and eight-figure business owners, what I realized is a lot of them had really strong containers. I don't mean boundaries, I just mean containers, they set expectations, and they never stepped out of those expectations. They also created expectations for their teams and their work relationships and they also spent a ton of time putting their life first and building their business around their life. That's one of the biggest things that I've seen is that mindset of I have to hustle, that's not there in the seven or eight-figure entrepreneurs and I think it is uncommon, especially in the online industry to see that because we're told you just have to work harder and you're one funnel away and this is your next step. When do you know when enough is enough? When are you actually gonna get to that next thing? That was one of the biggest things that I really started to see is that they really set these strong containers and they spent a lot more time on them. One thing I will say too, that I've started to implement myself is they actually spent a lot of time and stillness. Not meditation, but when I say stillness, they legit sat in stillness, no phone, no paper, no nothing. They just sat with their thoughts for 45 minutes to an hour, every single day in stillness, and just let their mind just be still. That brings so much clarity and I was like, "Oh, my gosh, there is no way that I could do that, there's no way I could just sit still for 45 minutes and not do anything," And that is something that I actually started to challenge myself on and I do that every day now. I go and sit for 40 minutes with no phone, no paper, no nothing, no meditation. I just sit in a chair, look at the wall and just sit for 40 minutes. It's amazing what happens, your brain just starts to go wild at first, and then it just starts to get really still and really calm and the best ideas come to you so much clarity comes to you. That's something I see a ton of the seven eight-figure business owners do that not a lot of the six or multi six-level ones do.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

I'm going to tell a story about just being 100% yourself and not being there to prove anything. I was invited to speak at an event and there were very high-level entrepreneurs in this audience. I got on stage and I want to say this because yeah, it is about networking. But I think what hangs all of us up when it comes to networking are those thoughts about what people are going to think about you or about how you feel awkward in certain situations. So anyway, I got on stage and the first thing I said was "Guys, I'm just gonna be dead honest with you, I'm sweating like a pig. I don't even know if pigs sweat, but I'm sweating like a pig and I'm incredibly nervous to be on this stage. I just wanted to let you guys know, because it's very nervous to be up here and it's very vulnerable to be up here and to speak and have everyone staring at you." As soon as I did that the entire room relaxed and you could just kind of feel the tension, you could feel the relief across the room. I tell you that because I use that now in every single networking event that I've been to the first thing I say to someone is like, "Hey, I am incredibly intimidated to be here, because I know that there are so many successful people here, but it is really nice to meet you," and just immediately telling yourself and letting them know, it almost puts the pressure off of them too, because they're most likely feeling the same way. It just creates this bond and then what ends up happening now when I do this, they'll say, "Oh, my gosh, have you met Ashley may yet?" Because I immediately set that connection and also use a lot of humor. This is actually something I've learned with my child that to connect with your child is to never make them wrong. Like never make someone wrong for thinking something or doing something and always throw in a little bit of playfulness or silliness. Throwing that that playfulness and that silliness in there immediately draws this connection. One way I do that, in networking events that ties back to my brand is my whole brand is built around farts and I'm not even joking. My podcast is no farting around I talk about industry disruptors making a big stink in their industry. So a lot of times when I go to these networking events, I'll immediately say, "I'm Ashley Fernandez and one thing you should know about me is, I think farts are funny. Everyone thinks farts are funny and that's why I created my entire brand around farts." Even now, when I speak, I always tell a fart story. I'll tell a fart story at the very end, I'll say there was absolutely no reason why I told that story except to prove that it doesn't matter how much money you make, how old you are, we all think farts are funny. The tension is completely released and everyone feels so much more connected to me, because I've added in some type of humor, and I have just been 100% vulnerable and real. I think that's one of the most successful tips I have for networking. You immediately stand out in a room because you are building that playful connection.

What advice would you offer that business professional who is looking to grow their network?

I actually had a coach one time tell me that she went to a networking event and the speaker asked everyone to raise their hand in the room if they were here to sell something. She said everyone raised their hand in the room, right, and then she said to raise your hand if they were here to buy something and only two people raised their hand. Then she says, "I want you to take this moment to learn that when you approach a situation in a place of an agenda to sell, you're making it about you you're not making it about the person you're networking with, and do you want to be in a friendship where it's always take take take? No!" That's always stood out to me and so now even when I go to networking events, I never talk about my offer. Even if someone was like, "Oh my gosh, I'd love to work with you." I say, "You know what? Let's connect on Facebook, let's connect on LinkedIn, let me send you a link to my calendar, and let's just jump on a call because I truly want to make sure that you have a chance to meet everyone that you need to meet here." That is so different than everyone else when they network because they're thinking about how they can sell people. Don't ever approach a networking event that way. Have the mindset of who can I connect with and how can I bring value to them at this event without expecting anything in return? And that goes back to the whole I don't believe in serving and selling. I do go into it with a servant's heart and it eventually leads to sales sometimes or even just amazing relationships that lead to referrals, but I don't ever go into it without it.

Do you have any final words of advice to offer listeners with regards to growing and supporting your network?

I just would say just go out there when you're networking and truly make it about relationships, without an agenda, or relationships without anything in return. I think that is just the biggest part when it comes to networking and not really approaching it to make money or to grow your audience or your clients. It is truly about relationships at the end of the day. Again, your marketing your messaging, the way you do one thing, and the way you do all things. When you approach it with that mindset of I really truly am here to serve someone I think that just everything shifts, and it really shows because you can truly tell the people in the online space who are there to serve and who are the ones who are there with an agenda.


Connect with Ashley




Jul 21, 2021

Meet Tom

Tom Andrews operates Andrews Media Ventures an independent PR communications consultancy based in Hartford, Wisconsin. Tom's background includes 35 years of major market broadcast news and public relations experience. Tom and his team have aligned professionals to help corporate and nonprofit clients raise their business and organizational profiles through services such as creative writing, PR console, media relations, spokesperson training, video production, voice talent, and special events support. 

Besides using conventional online, print, broadcast, advertising, what other ways might a business or nonprofit organization consider to help raise public awareness about their products or services?

Well, I'm not at all saying that conventional advertising and such are bad avenues to take. But in conjunction with that, I encourage my clients to think about earned media, grassroots type of methods of getting your message out. Earned media means coming up with angles that your company has that could be potentially newsworthy, and then pitching those to television, radio, print, whatever. Also, the advent of the digital world has given us social media. So there are opportunities now, as you never had before Facebook, Instagram, Twitter, all these different methods that people have to get their word out. Another thing that I encourage them to do is to consider what I call side door advertising. You have an opportunity to be a part of community events, sponsorships, opportunities to get where you're not necessarily the focus, but by the side door, people have to know who you are, they have to be ident you have to be identified. Same thing if your company is featured in a news story of some sort. Maybe the story is not how great Keystone click is, but maybe the story involves Keystone click and they tell people who you are. So there's a variety of different ways to get your message out. All in addition to if you have an advertising budget, all the better. But sometimes I've worked with companies and entities that really didn't have much of a budget to do that. Particularly nonprofits maybe don't have the money to do that. So I look for other avenues to get the word out, get creative.

As someone who came from the news business, how important is the use of video in telling my company story and doesn't have the impact it once did in the b2b world as well as reaching the general public?

I spent quite a bit of time with video, and I still do I still am involved in video production. So I'm getting my biases out there for you right away. I still think that video when it's done well, has a tremendous impact as much today if not more than ever, because companies used to produce a video, and it has basically one use, they produce it, it'd be a DVD, they'd get it out, send it to their prospective clients or people that they wanted to work with and that was the end of it. Well today, when we shoot videos, we shoot them for repurposing, we shoot them so you can take some sound clips, video clips, and you can put them on Twitter, you can put them on Facebook. So you've got golden opportunities to reuse, if you will, the same material and augmented and refresh it all the time. I think video has a tremendous impact because I think it's the best mode of conveying human emotions. We talk about doing things in person, or the big thing is why is it so effective? Because you get to see the facial expressions of the person you're speaking with. There are silent little signals that don't come over in an email, they don't come over in a post on Facebook, or some social media, but you sit down with somebody and you get to know them, and you get to understand where they're coming from and I think that's a very effective way to get your messages across.

When telling a company's or organization's story, can you address the importance of the people aspect in storytelling? 

That's the in-person thing I've just mentioned. When you’re storytelling, for example, I'll pick on the news business for a moment, okay? The stories that I always found got the best response and the longest shelf life, I still hear about them. I've been on television for many, many years, but people remember the people whose lives were affected, or changed for the better, or impacted by whatever the story happened to be. So we build our stories, you build stories around people because that's the factor that everybody that either tugs at the heartstrings, or it or you find yourself saying, "I had that happened to me, I understand what he or she is feeling."

Can you share with our listeners your most successful or favorite networking experience that you've had?

I will say right up front that I'm a very lucky person because of the career I had before thrust me into all kinds of situations where I had to meet new people. I had to learn about their business, I had to learn something about their family or something like that. What are you doing in networking? You're introducing yourself, you're trying to find out about somebody else's business, you're trying to figure out if you can interface with this person? So when I started out I was on the radio, I covered the Bucks, the Brewers, Marquette Warriors, the Green Bay Packers, the Wisconsin Badgers, all those things. And I was networking, all the while gathering my contacts, but the best location was always the press box because I got to reunite. To this day, I still do some scattered features for the brewery for game day magazine and I get to go and reconnect with people that I used to work with or who were coming into the business. But the thing about it is that kind of an atmosphere has given me all kinds of opportunities. For instance, from doing things with the Green Bay Packers I got to edit rather and do some writing and do the marketing for the first biography ever done on Curly Lambeau. It was called Lambeau, The Man Behind The Mystique. Later on, I was approached because of my junky hood from going back to baseball cards when I was five years old, and getting introduced to the Milwaukee Braves. Today I'm also one of the directors of the Milwaukee Braves Historical Association and because of that, I got sought out by a guy who has written a chain of sportsbooks. The book was for Milwaukee Braves fans only and because of that, I had to split it up in terms of writing. We had contacts with people who are still Milwaukee Braves fans today, catch up with them, and get them to tell us their stories. Their personal stories of I remember the first time I met Warren Spahn, or I got picked up by Warren Spahn when I was hitchhiking, or I remember bugging players in the parking lot outside county stadium. Those are just precious memories. So I got to kind of relive my childhood with that. 

How do you best stay in from of and nurture your network?

Well, I've always considered my network like a garden, if you will. You are planting constantly you're planting and hoping that they're going to bear fruit. But what do you got to do? When you start planting things, do you just wait? No! You have to water it, you have to weed it, you got to do all these things. Also, here's a key one. Keeping in contact with people not only when you're trying to figure out if you can do something together, but it’s also learning about your contacts, learning about their family. Mark that stuff down and the old days, we have what was called a Rolodex. You would write down this on this rotating little miniature file system that you kept at your desk. Nowadays its this is called, your database so you have update and nourish your database every chance you get. If you read about something where maybe somebody even if you're not working with them anymore, but you knew them before, and they just did something of significance, call them up, congratulate them, or send them an email. You would be amazed at the number of things that come swimming back to you in a very positive light. If you stand at the edge of the garden with your arms crossed and waiting, it does not happen. You have to push it.

Let's go back to your 20-year-old self. What would you tell yourself to do more or less of or differently with regards to your professional career?

Wow, that is a loaded question because hindsight is always 20-20, and boy, if I knew then what I knew now, I'm certain that my attitudes on all the number of things would be completely different than they were. I never considered myself to be a know it all, but I would always listen to myself when I was certain that I was correct. I always dug my heels in and that was not very flexible on certain things. Looking back I would be more flexible, I would be more open to seeing other ways of doing things even if I was certain. Listen, I've done this before, I'm lock stock and barrel certain that this is going to work. I've done it before, but maybe not as well as the idea that somebody else just came up here. So I think that's probably what I would tell myself, be a little bit more open, be more flexible, and always be a better listener.

Do you have any final words of advice to offer our listeners with regards to growing and supporting your network?

Always be thinking about growing and supporting your network. Don't be afraid to reach out and tell your story to others and also be encouraging to get other people to tell you their story. What's the story about them as much as they want to share about them personally, or about their company, or how they got to where they are. People like to share that kind of information, but many times they're not drawn out? to do it. So I would encourage you to do that. Take notes, mental notes, and when you get back to your car, write them down, write something down, make up a little review. If somebody really interested you write down as much as you can remember right there when it’s fresh. Builds your network, grow your garden!


Connect with Tom



Phone: 414-732-7371 


Jul 14, 2021

Meet Lindsey

She is a principal and owner of McMillion Consulting. Lindsey believes in the power of influence and is a connector to the core as a national and international speaker, writer, and prospecting trainer. Her expertise is founded on equipping successful professionals and teams to profitably connect with purpose on LinkedIn. She has worked with 1000s of people to help them drive millions in revenue. Lindsey believes teaching should be practical as learning is actionable love that she loves helping her clients win.

Building relationships is all about establishing trust. How do we go about building trust on LinkedIn?

I always talk about how LinkedIn is this powerful online tool, but at the end of the day, business and networking and connecting have always been social, even before the internet existed. Shaking hands, kissing babies, following up to people knocking on doors. So I like to just remind people that and part of this is just to let down the anxiety and fear that comes with using a powerful tool like LinkedIn. So many things that I say and speak about this tool are similar to what you would do offline in many ways. So how do you build trust on LinkedIn? You do it just like you would offline so you have to think about your reputation. When you think about your reputation offline, and the credibility that you have, you want to make sure that that's mirrored online, specifically through your LinkedIn profile. LinkedIn loves keywords, just like Google does so the more you can strategically and completely build out that LinkedIn profile with keywords, you're increasing your likelihood of coming up in a search result on the platform. If you were to Google somebody's name, LinkedIn and Google love each other so there's a high likelihood that it's not the first result, the second or third result on that first page is going to be that person's LinkedIn profile. Also, people do not have to have a LinkedIn account to see your profile because it's public. So I always like to emphasize that remembering the foundation of any success on LinkedIn is going back to your LinkedIn profile. The other thing I like to incorporate, here is authenticity. My motto for McMillion Consulting is connecting with purpose and when you're connecting with purpose, as it relates to LinkedIn, what does that mean? Well, it means personalizing your outreach, following up to start a conversation, getting offline. Sometimes parts of the conversation can be in LinkedIn, but you still want to meet them in person because at the end of the day, we're all in the human to human business so we want to think about just being authentic, connecting with purpose, personalizing our outreach, following up, asking people if they want to have a conversation offline to continue the discussion that was started. So I think of reputation, I think of authenticity, I think of generosity. We have to be servants of our knowledge, and our networks, and what I mean by that is you are Lori, an expert in marketing and many things in advertising. You and I were recently speaking about marketing automation and so many things that I have no idea about, but some that I do. So it's this idea that you are very intentional, as I was sharing our knowledge with our networks on LinkedIn. What I always say, when I think about generosity on LinkedIn is it's not just about being a good steward, and a good servant of your knowledge, but it's also about recognizing when others do the same. It's also about being generous with your network and introducing people. I loved your opening comment, "Hey, if you know anyone else who should be a part of this podcast in the conversation and let me know," and we have to tell people that so that they do think of us when they think of someone in their network who's a great speaker, who should be interviewed by you on their podcast. Then lastly, I would say is this consistency. So one client goes into LinkedIn, he's very consistent, every Sunday and Thursday. Now, I'm going to put a little disclaimer asterisk by this and that it's not that Sunday and Thursday are the right time for you or me, but this just so happened to be his cadence. So Sundays and Thursdays, he would go into LinkedIn and on average, this specific activity that he was doing in LinkedIn, would yield him six appointments per week, of which he would close three on average. So he's a really good sales guy as a 50% success rate is pretty darn good, I would say. But the cool thing about those six appointments is that that was on top of what he was already doing in his business to grow his business. So he was using LinkedIn as an additive as a supplement to enhance his already successful growing business. What he said to me when he shared that was, "Lindsey, it's because I'm consistent and disciplined," so another way to think about consistency is showing up so you're top of mind.

Let's talk about ROI specific to the advertising that's available on LinkedIn. How can you go about getting that?

This is a really fun question because I flip it on its head. I'm asked this pretty often throughout the year where people will say, "Lindsay, I'm interested in spending some of my ad dollars on LinkedIn." What I would say is that perhaps if you're a really large corporation or enterprise, you can get away with dropping some pretty big bucks on LinkedIn advertising. But generally, there is truly a laundry list of items to get done for that spending to have some ROI. Meaning, what you might think of as a quick fix, with LinkedIn advertising, doesn't work that way. So a few examples of those laundry list items can include brushing up and cleaning up those LinkedIn profiles of yourself and your team members, making sure you have a company page, making sure that the individuals in your organization have networks that include people that you want to do business with, making sure you're posting content consistently across your individual profiles and your company page. I think that was like four or five things just right off the bat, right? So how do you get an ROI from your LinkedIn advertising, it's making sure that you're set up well for success because LinkedIn is looking at all of those little pieces, and not just saying, "Hey, the biggest better wins the honeypot."

Which LinkedIn feature is currently your favorite? 

I'm not sure what year they released this, I want to say it was last summer. The feature that I absolutely love is setting an away message on LinkedIn. Many people have no idea that that's even a feature and it's a feature that you only get access to with LinkedIn premium. Now, when people hear LinkedIn premium, that's kind of the umbrella. But underneath that umbrella, you have multiple options. As of the release of this podcast, there are four LinkedIn, individual subscriptions that you can invest in for yourself. Even on the lowest-paid subscription, which is career and it's roughly $30 a month, you get access to set an away message. So few reasons I love this is one, I don't want to look like a jerk if you send me a message, and I don't respond to you within the blank amount of time that I'm out of the office. So you get a little ping back immediately, just like out of office on email works, that says I'm unavailable. Now the other reason I love it, which I do with my email as well is leveraging this as an opportunity for a little commercial or promotion. So I include a postscript on my LinkedIn away messages when I use them which includes one of my free guides. I mentioned a few moments ago that this is a feature you only get if you are paying for LinkedIn and so one of the things I want to share with your listeners is going back to what I mentioned at the beginning of our chat, which was the reputation. So I've got a free guide that anyone who's listening can get access to if they go to and it's about a seven or eight-page guide of how to prepare, build and launch your LinkedIn profile. Here's the thing, similar to advertising in many ways you could spend all the money in the world on LinkedIn, but it goes back to that key foundation where if you don't look reasonably intelligent, and you haven't intentionally built your LinkedIn profile the right way, nobody's going to respond to you, nobody's going to engage with you. So that free profile guide is a great place to get started.

Can you share one of your favorite networking stories or experiences that you've had?

It's actually when I was in college, and it's made such a really powerful impression on me that I believe it changed the trajectory of my career and how I was networking and meeting people in my business community and as a professional. So when I was in college, I don't think I even knew what a networking event was. But it just so happened that I was in the business school and they were hosting a networking event to teach us what it was and how to do it. So I show up to this event and you can imagine it was incredibly awkward and nothing was happening in this room of 20 or 30 students. Nothing was happening, we knew that it had a start time so we're looking at our watches and I'm like, "Why isn't this thing starting?" Well, I Look over and a gentleman is standing in the corner of the room. I'm sure many of the other students saw him and thought he was a professor observing the students and I just walked over to him, right, because I actually intended on asking him what was going on. So I walked over to him standing in the corner, I stuck out my hand to introduce myself, he put his hand out and handed me a $20 bill. He introduced himself as the event speaker and so the lesson of that impressionable story is the most important person in the room might be the person standing awkwardly and uncomfortably in a networking event. So as we brush off our in-person networking skills, be the person who speaks up first. If you're all there for a common goal to meet other people, to me, that just really lets down the guard and discomfort that sometimes comes with showing up at a networking event. But yeah, I got 20 bucks out of it and it turns out he was the most important person in the room!

How do you stay in front of and best nurture your network or your community?

I think it's important to meet them where they're at and stay in front of them in multiple ways. So yes, I'm a LinkedIn expert, but when I say this, I really mean it, I've got a 17 or 18 point checklist that I share with clients that I train on how to use LinkedIn more productively and profitably and you can imagine that those 17 to 18 points aren't all on LinkedIn. So that's kind of the irony is that we have to remember to use multiple communication channels when we are networking and staying in front of our networks and growing our networks. So picking up the phone, following up via email, attending a local event, seeing if they're on other platforms like Instagram, Facebook, Twitter, and meeting them where they're at because that's generally going to be the place that they are most comfortable. I think, to me, that's the most important thing is not getting that tunnel vision of getting so stuck on a specific platform. It's using those other channels to connect with people.

What advice would you offer to business professionals looking to grow their network?

I came up with this little term. I've been talking about it for years, and finally coined it as "The Who Pie." I'm going to speak about LinkedIn specifically because it's a platform we both love and it's the sandbox I always say I play and stay and I don't touch any other social platform out there. When you think about your existing LinkedIn network, so that's your first-degree connections, I want you to think about your who pie. About 85% of your first-degree connections should be people who you authentically know, professionally. These people could be current colleagues of yours at the current company you work at, they could be people you previously worked together with, they could be people you've done business with, people you met at an event, people you went to college with, they're your clients, your vendors, your connections, and essentially, this portion of your network should be people who you can introduce to each other. Then I think there's this other 10% of your network that can be who you don't know yet. This is where that growth actually comes into play. So you're connected to about 10% or so of people who you don't know yet, but you're using LinkedIn as an entry point to get offline to schedule the phone call, or the zoom or the in-person meeting. So it is okay to be first-degree connections with people on LinkedIn who you don't know yet. But you're connecting with them intending to get to know them so that they essentially transfer over to that 85% of your who pie. So now, there's this other 5%. To me, those can be your friends and family. Here's the disclaimer: This 5% that can be friends and family need to represent themselves professionally. So both of my sisters are attorneys in the DC-Maryland area and while I don't do business with them directly, they're my sisters so I'm okay to be connected with them on LinkedIn, because they may know people who I need to meet. But of course, we have to be mindful of those family members who are not using LinkedIn professionally because if you engage with their activity, that activity is publicly visible. Similar to before I'll say it again, it's okay to be connected with your professional friends and family members, but to me, that 10% of the who pie is really where the opportunity is to grow.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

This is so easy for me, not to take myself so damn seriously. I still struggle with this and I think I'm also just learning to embrace that I do tend to be a little more serious. Funny enough, I kind of blame it on my sisters. They're much closer than age so in some ways you could look at our family tree and think, "Oh, Lindsey is an only child," but here's the deal. I didn't have anyone to banter with, my two sisters are incredibly sarcastic and I was like this serious child that is black and white and life is not black and white. We have to take a deep breath and shrug our shoulders and just relax sometimes. So I would definitely say not taking myself so seriously. 

I understand that you have a giveaway for our listeners?

Yes! So my team and I have put together this incredible guide called the Ultimate LinkedIn Profile Examples Guide. In the years and years and years that I have interviewed clients, written their profiles, launched their profiles, time and time again, we're visual creatures as human beings, and they want to see the before and after the makeover. So finally, I got a brilliant idea of putting an Ultimate LinkedIn Profile Examples Guide together to help folks who get access to this boost and level up their LinkedIn profile the right way. This guide has more than 20 pages in it with inspiration because the idea is to inspire people who get it in their inbox, who get access to it, inspire them with other top-notch profiles that I've cherry-picked, and hand-selected. At the end of the day, you have a unique story, your career, where you're going, who you're doing business with, where you came from is all unique to you, but I think it's valuable to see other people who are doing it well. So I've handpicked tons and tons of examples and the idea with this is really so that you can get more time back on your watch when you're transforming your profile. I recently updated this guide and it now includes five bonus features to make sure you're using to implement in your profile to stand out even more. The offer is a 50% discount code on the guide. So when you go to and apply the code "podcast50" you will receive 50% off your guide!


Connect with Lindsey


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Claim your copy of The Ultimate LinkedIn Examples Guide by heading to and typing in promo code “podcast50”

LinkedIn: Lindsey McMillion Stemann | LinkedIn 

Website: McMillion Consulting 

Jul 7, 2021

Meet Elizabeth

Elizabeth started her career in technology after securing an MBA from Loyola University in Maryland back in the early 90s. She climbed the career ladder and an early-stage startup in the commercial construction technology industry to Director of Business Development and demonstrated success driving multimillion-dollar sales growth while providing award-winning sales leadership. After a personal challenge managing her home, Elizabeth decided to build the very solution she needed to save money, save time and reduce her stress. Now she is the Co-Founder of HomeZada, an online and mobile home management portal that helps homeowners manage their homes to save time and money and reduce stress. Specifically, HomeZada educates homeowners in the areas of home management, inventory, maintenance, remodeling projects, and finances. She recently won the 2019 Female Founders and FinTech Pitch Competition and appeared on the NASDAQ channel.

What made you take the leap to start your own software company?

Originally, I wasn't going to start a software company, because my husband had already started one and I worked for that company. Lo and behold, I ran into my own problems, as the bio indicated, I started running into problems at my home, and it was broken hot water heaters that broke earlier than they needed to only because I didn't understand that simply flushing them, which is basically how maintenance makes them operate properly. Not understanding how to manage all my maintenance, all these different areas, where was the money going in my house, I was really, really frustrated that I couldn't figure out all the little details of managing my home, and how to actually get this data to make it easier for me to manage my home. Then I started realizing if I'm having this experience is everyone else? And so I looked for 10 years for someone else to create a solution like HomeZada, and nobody did. We had sold our last company and my husband who I actually work with right now, said we've got another startup in us. Let's do it again, let's build the company that you want and the product that you want because we could help all these homeowners everywhere. At first, I thought it was crazy! But then I said, "No, you know what? I still have these problems, the solution to my problems are not solved, I need to solve them and they also need to help other people solve their problems as well," because if I'm going through this, other people must as well. Sure enough, we have customers all over the country, and in many countries outside the United States who experience the same things. They're running into problems managing all the details about their home in one place and this is what HomeZada allows them to do.

What types of marketing are you doing to build your customer base?

We target directly to the consumer so we target the homeowner. We use a lot of different marketing activities to reach them. The first set of activities that we target for our homeowner customers is a lot of digital marketing. We are a digital platform so making sure that we can give them access to our platform as easily. Anything that's social, pay per click, email marketing, and we also do a lot of other marketing as it relates to PR. PR is also a really good way for us to get our message out there because we do a lot of things because we are total home management in one system and not everybody needs complete home management all at once. They may need one portion of managing their home, for instance, I live maybe in Florida, meaning this homeowner, and it's getting ready to be hurricane season so I need to track a home inventory. So that's maybe where they start. Or maybe you're a first-time homeowner and what you need is to track your home maintenance, because you're not familiar with how to maintain your home. Or maybe like in the pandemic, everybody was doing projects and so how do I actually manage those projects as easily and efficiently as I can? So having PR communicate specifically how a particular area of HomeZada can help a specific homeowner during that area of their homeowner journey makes it really easy for us to really reach our customers and for them to understand more about how HomeZada can be valuable to them. One of the other things we do too is, when it comes to social, we do use a lot of videos to help people understand why it's valuable to manage your home digitally so that it's efficient for you, it does save you time and money and how you can actually do that using HomeZada as well. So videos are really popular with a lot of our users and they can reach our YouTube channel. The other thing that we do is also target our business to business customers. They range from real estate companies, mortgage companies, insurance companies, home builders, home maintenance contractors, and many more others that find HomeZada extremely valuable for them. So one of the things that we do there is it's a straightforward business development and partner management to reach those businesses and to help them understand how HomeZada can benefit their business as well as their customers. So it becomes a win-win for everyone. But there is a common thread that we see both with the homeowners and the businesses is that everybody needs to understand a little bit more about HomeZada. So engagement and interaction through education is the common thread that we see in both the audiences that we target and it makes it more effective for us to get our message out there in order for people to understand that we exist so they can get better at managing their homes.

Can you share with me one of your most successful or favorite networking stories that you've had?

Oh, I have a great one for here. So I'm an extrovert, I love to network and I go to events all the time. So for me, it's really easy to network and I love meeting people and I love learning what they do and who I can connect them with. But there was one time when I went to a networking event and not everyone is an extrovert like me, many people are introverts. There was this young lady who was kind of off to the corner and I'm like, "No, this is not going to happen so beware here I come." We became fast friends after that, by the way, but during this time, she was really nervous. So we just got to talk in and having an understanding of each other's business and then I invited her to another event that I was actually speaking at locally here in the Sacramento area. She was really nervous and she explained to me, she was an introvert and I said, I could tell just because you're standing over by the wall, and not engaging, and I said, but we can actually help with that! At the next event, I said, just meet two people. Two people! You don't have to meet everybody in the room, just meet two people. Walk out with two people and that's it, make it really simple! She was so excited that she was given a goal that forces her out of our comfort zone, that not only did she meet two people, but she met seven people by the end of the night, and she was so proud of her achievement. She didn't realize how easy it was until it started going. But she was so stressed out about just I don't even want to talk to anyone and that simple little goal, a low-risk goal helped her continue to build out her networking capabilities. So then she met a lot of other people I know in the industry, and the tech industry here, and she ended up meeting many, many more, and then doing business with a lot of these individuals. So one little thing, one little goal, meeting two people was super simple, and then here it is, she's now got a thriving business because of just one tiny little goal.

How do you stay in front of and best nurture your relationships within your network?

That's a hard thing for a lot of people, especially if your networks are large. One of the ways I do that is through LinkedIn. I'm a big fan of LinkedIn, I can periodically see what's going on in people's lives, but I can also correspond and send private messages just to reconnect with a lot of people. Another thing that I do and perform now granted it, the pandemic has put a slight change on things, but it's also making sure that you are going to the events in your area. We had a lot of virtual events during the pandemic, making sure you're still doing that and continuing to build those relationships. One of the other things that I also participate in is what we refer to as Masterminds. A Mastermind generally brings a group of people together, not giant, just a small group, where individuals can freely speak about their business, and how each other can help each other, and not only help each other in the business and answer questions and suggestions for a particular task or a strategy but also because when you have a group of individuals, where you have the freedom to speak, they have networks that they have as well, that they can also bring to the table which also helps all of us nurture our networks because now we've got more people to introduce to each other, to help each other grow each other's businesses.

What advice would you offer that business professional really looking to grow their network?

The biggest thing I would say is one, get out there. Two, don't be shy with LinkedIn, I just love LinkedIn. So don't be shy with that, hear what people have to say. Even if they ping you through in mail or some other connection, hear what they have to say before you actually write them off, because you never know where you can support each other. Then I do encourage people, especially for those introverts out there just to meet two people at an event. Do not give yourself some astronomical goal that you feel intimidated by and you may not want to go out there at all. So if you feel so intimidated, you're probably not going to go out and network at all, just tell yourself that you only need to meet two people at an event. That's it, and make it a quality two people meaning that you spend quality time with them to get to know them a little bit more. Then once you start meeting those people, they'll start introducing the other people, and then you've got a built-in buddy system at an event because people just start introducing you.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I don't have a whole lot of regrets looking back, but I will say take the job. So there was an opportunity that was provided to me and I thought at the time, I wasn't qualified enough for the job. I thought that the job needed someone else's skill set in it and I declined the position, which was surprising for someone like me because I'm pretty confident. But I just felt this was for the best of the company at the time and then as it turns out, I ended up having to do the job anyway, over years of doing it. So take the job, if it's offered to you take the job, you will figure it out and people within your company will help you figure it out.

Do you have any final word or advice for our listeners about networking?

I would say get out there. However, you do it virtually, online, in person. Also, keep it simple, don't stress yourself out, especially after the pandemic, a lot of people have been inside for a long time, and they haven't been in offices, and they may be nervous. So it's just a little bit at a time and you don't have to jump in the deep end right away. Just step your toe in the steps and go on the shallow end with just a couple of people every time you go out. Just meet two people.


Connect with Elizabeth




Jun 30, 2021

Meet Paul

Paul wears many hats, ghostwriting, agency founder, bestselling author, podcast host master networker, husband, father, older brother to younger men, amateur theologian,  voice mimic, and recovering insurance salesman. As a first-generation Spanish-speaking immigrant to the US with African heritage and the Middle East come back experience, Pual's lived in five different countries, speaks two languages, and holds three passports. Paul does two things well, words and people. When he isn't writing content for clients, you're most likely to find him building relationships and creating opportunities for his network. 

Effective communication is something that you preach quite a bit. What role does effective communication play when it comes to growing your business?

I've said for quite a while now, but one of the things that came to the forefront with me was that I make way more money with my ears than I do with my mouth. What I mean by that is that there's a tendency in everyday conversations when you're building relationships with people. To stay on the surface of things, to sort of being polite and chitchat and as I was learning the ropes of networking, it was fine. But eventually, I got to a point where it became very repetitive, and especially if you're in a medium to small size town where you know a lot of the people in any sort of business networking event, that's going to start to get stale. It did for me because I was passionate about it. I loved connecting with people, and I loved going to events and functions, and it was my primary method of generating business. But I couldn't keep talking like that and so I said, I've really got to get a lot more curious about people. For a long time, I couldn't think of what to say, and when somebody finally pointed it out to me, I suddenly realized, Oh, I'm being reminded of something I should already know, having studied communication in university, and having been exposed to newsrooms, and working in radio stations in Seattle. I should have known that the approach of the journalist or the curious TV interviewer, someone like Oprah Winfrey, for example. You just need to distill that down to an everyday conversational level, where you're asking people questions that quickly get beneath the surface, not in an inappropriate way, but in a way that sort of pulls out of them what they wouldn't regularly reveal. Not because they're ashamed, or extremely private, but simply because nobody thinks to ask them. I found that as soon as I started asking these kinds of questions that got below the surface, and then I started being a curious journalist and saying, "Well, tell me who, tell me what, where, when, why, how," all these open-ended sorts of things, people just will tell you all kinds of weird and wonderful things about themselves. Over time, as I built up this huge, giant mental Rolodex in the back of my head, I quickly discovered that whenever people told me what their problems were, or what their pain points were, I had right in the back of my head an instant list of people that I could connect them to who could help them. So I just became this hub, this sort of go-between, this broker almost, if you will, of one person to the next, solving problems and making myself valuable.

What are the five tips for networking with your dream connections?

This is one of my favorites. In my book, which by the way is going to be available to your audience for a free digital copy. I've realized after publishing that I have had these ordered incorrectly but they're all still the same. The first thing I tell people is you got to be an angler. So when a fly fisherman is trying to get a trout or a salmon to jump out of the water, he's going to cast that rod at an angle that mimics the flight patterns of a fly above the surface of the water. So the analogy that I take from that is that when you're in a networking function, you're gonna show up physically sort of the way everyone else does. You show up, you're going to smile, a handshake, whatever criteria you need to. But then, when you open your mouth, you hook people. When you begin to communicate, you hook them one way, shape, or another. The bio that you were referencing earlier on, that's a hook. Being a very attentive listener, that's a hook and it's a hook because so few people do it. So I tell people when I go out to a function, or an event or something like that, I never go to transact business, but I do go for business reasons. The business reasons are always to meet people and ideally, to hook the right people, not into signing a contract on the spot, but into developing a further relationship with me. Number two, I call it to be a scout, be a therapist and be a publicist. So scouts, as you may have heard in sports, are always out there looking for the right people to have in their circle. So you're always paying more attention to people than the average person does. You're always more curious about them, you're always trying to find out what you can about them. Not for the purpose of keeping tabs on people or, but it is like, if you have this problem, then I know someone who can help you with it. So you're scouting out, who's the right people to have in your circle. Going the other direction, as a publicist, sort of like what you're doing now, as a podcast host, you're helping me make contact with however many listeners download this episode, you're helping introduce me to your audience and so you're identifying me as somebody that you think it would be good for them to know of, or know about, or potentially even get acquainted with. A podcast is one way to do that, you can do it on your personal Facebook page! For what it's worth, I used to go to real estate open houses and I would ask the realtor there, would you mind if I did a video tour, and posted this house on Facebook, so more people know about it. What real estate agent was gonna say no to that? So that's another way you can do it and then the other thing, of course, is to be a therapist. By this, I don't mean you literally have somebody lie down on a couch and try to console them through their problems. But what I do mean is you have to go back and find out what is causing people to struggle because that's where you make your money. Entrepreneurs get paid first and foremost, to solve problems so if we're out there offering solutions that don't solve the problems people are actually having, then we're not being entrepreneurs. The mistake we make is we think the only solution that's worth offering is the one I get paid for, when in fact, the solution that's worth offering is the one that solves the person's problem, whether you get paid or not. Then the other thing is focused on the farm team. Lori, you're a hockey player. So you know what a farm team is and that's the whole thing is when I talk about networking with dream connections, if you learn to treat everyone around you as a potential dream connection, whether they actually are one or not, sooner or later, you're going to be in front of that dream connection. I use the examples of socially prominent people like politicians or celebrities or actors or athletes, but it does don't necessarily have to be that. It could just be your absolute dream client, that one magic client that goes 1000 miles deep and keeps you busy and you know floods your business with new revenue. But if you know what to say to them when you get in front of them because you've been practicing it on hundreds of other people who didn't fit that profile, you're not going to stumble through your words, you're not going to be at a loss for what to say or how to say it, you're going to launch into it the same way you would with everybody else you've ever done it with. So while you're working your way up towards being in front of that dream connection, focus on the farm team and practice on the everyday people that you run into all the time.

All businesses want influence in the marketplace, how do you suggest that they achieve that?

The phrase that I've coined for this is what I call, you need to set about building your own unpaid sales force. Funnily enough, I didn't think about this until recently, the occupation of ghostwriting actually has a parallel to this, but which is what my agency does. If you think about it, we are always either taking information in via our ears and eyes or were spreading it out via our fingertips on the keyboard. So when you're trying to build influence in the marketplace, what you're really trying to do is reproduce a message that resonates with people. The way that I found to do this is that as I kept networking and as I kept showing up, and as I kept adding value in the groups that I was a part of, pretty soon, some people began to become like walking, talking billboards for me. Also, it was totally voluntary, it wasn't like I had some master switch or something like that and people talked about me. But these people also had friends and neighbors and co-workers and associates that they spent time with, who would say, "I need to find a new insurance agent, who do you recommend?" I had become so adept at showing up consistently both digitally and in-person with a giving hand that I was constantly getting recommendations. My phone was constantly ringing in my office with somebody saying I was referred to you by so and so. When I got into ghostwriting, I suddenly realized, in this case, I was the author and all of these people who were recommending me were my ghostwriters. They were carrying my message, they were just doing it verbally instead of in print. They were carrying my message one way or the other. What they liked about me really resonated and struck a chord with them and they would go and tell other people, "Hey, this guy, you can trust him. He's responsible, he's reliable, he's prompt, he does that he gets the job done," whatever qualities they admired about me. I had my own series of marketing ghostwriters who basically carried my message to the marketplace and spread the word and so I became very well known in the community and a similar sort of thing is happening now in the servant leader influencer, coach, consultant space, a lot of My name is starting to travel around before I get there. So yeah, what role does effective communication play? Well, I can't build a business without it and I don't know of anyone who can.

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

In the last three or four years, mastermind leaders and people who participate in masterminds who have that culture of collaboration and everybody growing together comprise at least 50% of my clientele because it's not just networking, there's a purpose attached to it that goes beyond your obvious commercial self-interest. From these groups, I've built several relationships that are basically the springboard to capture nearly every client I've had. Most, especially among them is Aaron Walker. Now, his mastermind is called Iron Sharpens Iron, I'm a member of it. The way that I got into that was Aaron got introduced to me by a friend. It went back to my cornerstone principles, the pro bono publicity is what I call it for podcasting or that kind of thing, and be a publicist. So Aaron's a serial podcast guest, so I invited him on my show when he came on and I could immediately tell, I like this guy, and would love to spend more time learning from him. He happened to mention that he was going to launch a new product and he was looking to promote it then. I said, "Well, you're already invited back if you'd like to come on the show again, at that time, and it would help you," and he said, "Absolutely." We got done with the interview and from then on, I did what I've always known how to do, even if you're broke. Even if you're broke, you can still introduce people who should know each other. That's what I tell people, even if you don't have a penny to spend on marketing, it doesn't matter because of who you know. So I knew a lot of people, some of them socially prominent, and some of them who fly below the radar, but still people that Aaron would want to know. I started introducing him to everyone and the difference when I started doing this is that Aaron thrives on that kind of stuff. Most people appreciate it, but for Aaron, it's like the lifeblood of his business too. All of a sudden, he was meeting all these people, some of them in his own hometown that he didn't know, and getting connected. So when he came back in October of 2019, I was still struggling. I was about 15 months into being broke with no income and he came back and we did the interview and when we were on the post-interview chat, he said, "Look, you've introduced me to all these incredible people, you don't know how much I value that and you need to let me do something for you." Well, I had been waiting for somebody to say that for I don't know how long, but of course I'd been broke for 15 months and I was like, "Aaron, I don't even know what to ask for." He said, "Well, what's something that you could do? Your current business attempts are not working out so what's something you could do that is valuable and that people are currently paying for?" He helped me cut right to it and I said, "Well, I'm a talented writer, I've been writing all my life, I've never been able to put it down," and he said, "Well yeah, people need that, why don't we give it a try, you can come and write for me. I need to hire a writer, I've got blogs and content that I physically can't get to, because I'm too busy, why don't you come and write content for my team? If I like it and you like it, we'll keep doing it, and then we'll see what comes of it." So I started doing that, join the mastermind, and about two months after that, hands started to go up in and said, "I need help, too, can you come and write for me, I'll pay for it." Six months later, I had a business. It just goes to show you sometimes you've got to do this. If you don't know who you're looking for, and I didn't for many years, sometimes you got to do this for a long time. But eventually, you're gonna do it for the right person if you don't give up and you keep doing it, eventually, you're gonna do it for the right person who has the ability to elevate your business to the next level and that's what happened to me. I just kept doing it until the right person came along and then all of a sudden, I was a legit entrepreneur, just like I always wanted to be.

How do you stay in front of and best nurture your network in your community?

There are a couple of different ways I do it. What I found is that the most meaningful and impactful ways are video messages and handwritten notes. Now, you might think, Well, I know hundreds of people that's an awful lot of time. I don't do hundreds of people, any more than you would, but you can do one a day. You could batch record 20 videos one day out of a month, and send them right. What that does is it communicates something besides whatever message you send, it also communicates that this person could have busied themselves with any number of things in their business, instead, they chose to spend 60 to 90 seconds, greeting me personally or two minutes writing to say they care with their hand instead of with their keyboard. It just works. I get handwritten stuff from people and maybe it doesn't impact me the way it impacts other people. I think it's nice, but I'm so used to it that I guess I don't notice it the way other people do, but that's the most important way. The second thing is just continuing to show up for one reason or another besides your own self-interest. People will tell you all sorts of things about themselves, it's not a mystery, right? They advertise half of it on social media, the other half you can pick up by having conversations with them. But they'll tell you all sorts of things, right. How did I know that you were a hockey player? Well, because I asked you about it because I saw it on your profile. So I could talk hockey with you all day long. I can tell you how incredibly disappointed I am that once again that the Edmonton Oilers were eliminated from the Stanley Cup playoffs. I'm so tired of my hometown team being a bunch of losers, but anyway, I won't get into that. That's the thing, is like people tell you all sorts of useful information about themselves, you've just got to write it down when they tell you and then you have excuses to talk to them again. 

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I have to think of how my 20-year-old self was. But I would say get a lot more curious and a lot less rushed to get to the quick answer of why things are the way they are. It's a funny thing, Lori, I'm 41 and I feel like I have more time left on the clock. Even though chronologically I'm 20 or 21 years removed from that experience, I felt like I had less time left on the clock back then. Part of the reason is how enriched my life is by the personal relationships that I have. If you want anything that's an indicator of the likelihood that you will live to a ripe old age, in great health, and depart this planet surrounded by people who care about you and have nothing but nice things to say about you, it's the quality of the relationships that you're building today. People are not organisms to be analyzed in a lab, they're living breathing stories and the person who cares enough to learn about those stories. Now, we don't have time to learn each other's entire biography from cradle to grave, but I could give you enough time to learn what's been going well for you in the last few weeks, what's your current struggle and what are you looking forward to in the future? Those are questions I could ask so the person who has the ability to treat people that way, consistently everywhere they go will never lack for friends. I was so the opposite of that when I was 20 because I was just so self-absorbed and self-involved and so conditioned to think of myself and others the opposite way that life was meaningless and there wasn't anything to it. The reality we all have these stories, we have these unique things that no one else has lived or experienced quite the same way we have. If you can hold on to that, and never lose your curiosity about it, I think it's probably one of the most potent ingredients of a long life well lived and I wish I could go back until my 20-year-old self that and have him understand it.

You said that you've got an offer for our listeners. Can you talk a little bit about that real quick and how our listeners can access that?

Yes, the book is called Influencer Networking Secrets, published by my good friends at Morgan James publishing. I can feel over time that I'm going to need to issue probably a second or third edition of this because networking just keeps getting more and more interesting. It basically lays out a very simple blueprint, both of how to be, as well as how to do. So there are practical tips in there that you may need to take and tailor to your unique experience. But they flow from overarching, unchanging principles that are built into the planet we live on in the universe we live in, that have not changed for 1000s of years and they form the cornerstone of all success, I think that you see going on in the world is all takes place because at least two or more people are involved cooperating with each other. I found that to be a tremendously useful way of building my business. The digital copy will be available to any listener who wants it. If you'd like a physical copy, feel free to reach out to me via social media and I can run that way as well. Or if you want to go the old-fashioned route, you can buy it on Amazon or Barnes & Noble. 


Connect with Paul




Instagram: @thepaulsedwards


Jun 28, 2021

Meet Shannon

Shannon is the Executive Director of The Community, a nonprofit he founded while incarcerated to foster the successes, humanity, and agency of people with criminal records. He is also Co-Owner of Paradigm Shyft, a new Second Chance employment consulting agency that trains incarcerated people prior to release and helps employers benefit from this untapped pool both while incarcerated and post-release. 

Meet Adam

Three days after turning 15 years old, Adam was involved in a gang-related homicide and received a life sentence. He would become the youngest inmate within the walls of Wisconsin's most violent adult prison. But over the following 23 years of incarceration, he would renounce his gang membership and work tirelessly to keep teenagers from joining gangs. Today, Adam is dedicated to providing those released with the resources needed to succeed and making our community a safer place.

What exactly does Second Chance employment mean and why should people care about it?

Shannon: So second chance employment basically just refers to helping people who have gone through the justice system get employed after that experience. So it can be anyone who was sentenced to probation, sentenced to some years in prison, or as in Adam's case life in prison. One statistic that, to me, is the only conversation that needs to really be had when it comes to, what do we do when it comes to people coming out of prison and people that have criminal records, is that 95% of people who go to prison, come back. So who do we want them to be when they return to our communities, because they're going to be coming, regardless of what a person thinks, or what anyone believes in terms of their political ideology, they're going to return. So we should at least have a process set up to incorporate the value they have as human beings and as employers and as citizens as much as possible. So second chance employment is all about how do we best do that?

Adam: Just to expound a little bit on what Shannon said, If 95% of the people that are going to prison come home, we should care about it. Because eventually, at some point, 95% of the people that have been incarcerated might be your neighbor. So do we want that neighbor to be somebody who can contribute successfully to society or do we want that somebody to be someone that feels ostracized has to go back to what they used to do because nobody will hire them? A lot of people who have gotten out of prison have children, and in no way is it an excuse to commit crimes if you can't provide food for your family, but we have to look at it realistically and understand that okay, if John Doe has served his time or her time, and they want to contribute to society, but nobody will hire them, what are they going to do? Again, no justification, but we have to really start looking at things logically.

What has been the experience of companies and people in general who have hired from the justice impacted community?

Shannon: So one thing I want to point out with that is that term is really interesting because there's a lot of debate within the advocacy groups and justice reform groups and abolition groups and all the other terms that go around this kind of word and really just comes down to people that have gone through the carceral side of the system, you've got justice impacted, system impacted justice-involved, there's a number of terms. That's one thing, I would definitely want to encourage anyone who's looking at it to not get too scared by what terms do I use or what language is appropriate? I think people would generally be very open to somebody just asking, "How do I refer to this population?" The heart is usually the most important thing. So that's one thing I want to touch on is the language can sometimes be a barrier for people when it comes to getting involved in a lot of things and the way the world is operating now with a lot of areas opening up for groups that have traditionally been disadvantaged to some degree. The numbers kind of speak for themselves, and you have the second chance business coalition has been put together and they have a number of companies, big-time companies, Kroger, Walmart, MasterCard, McDonald's, Amazon, they've all signed on as supporting this, and showing that they are really behind the value this population brings, and really trying to incorporate them. 82% of managers report that the value of Second Chance employees brings to the organization is as high as or higher than that of workers without records bring. It's something that we hear a lot too from organizations that get people jobs, and they get out. Even on work release, which we both experienced inside before we were currently in prison working at free jobs, is that there's a hunger, there's a humility, there's a desire to really show and get our life back that you get from workers that are formerly incarcerated that you don't always get from people who have been out in the world and kind of take a lot of things for granted. So both the numbers and our experience that we've seen personally and from groups that we work with, who get people jobs, shows that there's a significant value behind this population being hired not just as charity, but to help everyone grown and help out their bottom lines.

What happens if there's still discrimination based on criminal history if that's the way companies are looking at things?

Adam: I think it kind of goes back to what I was referencing earlier. What happens if that's the case? Let's say somebody with a criminal background applied for a job, they turn them down, and or continue to get turned down, what does that look like for them? So what does going dark look like? What does somebody do? So I think when you ask what happens, I feel and this is truly unfortunate, in my opinion, but I feel another victim is going to be creative because what other options are there? If they cannot work to provide that food or shelter for their family what does that look like? And so many times people just disregard that. They just kind of say, well, they shouldn't have made that mistake. But I'm a firm believer in whatever sentence you have shouldn't necessarily be deemed as a life sentence. If you're sentenced to five years in prison for whatever crime and you get out, if you can't get a job because of that record it becomes a de facto life sentence and that's unacceptable.

How can companies approach finding second chance employees?

Adam: They approach one of the many re-entry organizations that are in Milwaukee currently. Us, for instance, Partners and Hope, we are constantly bombarded by employers saying, "Look, we need workers, we just need somebody that's going to show up, day in and day out and work hard, we're willing to pay them well." One of the biggest myths I think people who have been incarcerated are told is that nobody's gonna hire them when they get out. Right now, at least in Milwaukee, in this jobs boom, it's the exact opposite. We can pretty much store our rock and find an employer willing to hire somebody. For a lot of people, whether they're in work release status, or Huber status, those are people that they know, for a fact are going to show up, unlike a lot of the other employees. So right now it's the best time in recent memory, in my opinion, for those who are with criminal records can get employed.

I would imagine on a national level, that there are resources available for that?

Shannon: There's a variety of resources. The things that I've seen, that I've encountered, that I find reliable, are kind of reaching out to some of those that can connect you to others. So Adam's organization, Partners in Hope, and mine in The Community, we very much are hubs where you can come to us we have a variety of partners. We're very deep into this space, in the city, and statewide and even nationally. The have a lot of little resources, a lot of advice, things for you to go to and organizations can then kind of have more of a boutique approach. So if you are trying to just get information on maybe an organization to contact or some stuff to read and get a better understanding of things. That's what stuff like Second Chance business coalition will help with or some of the other state entities, there's a lot of resource directories and so forth. But then if you really want to understand how to deal with individuals, the micro-level, that's where we would come in and be able to help incorporate and even attract, retain and train and retain talent. We have a whole pipeline of people coming out that we're connecting with to get them trained so that they will be really prepared to enter job fields and have connections with organizations and industries before they get out. So there's that loyalty concept as well. Honestly, you can reach out to us, and we probably can connect anybody in the state with where they're trying to go and what they need help with in this regard for hiring for this population.

Can you share with our listeners one of your favorite networking experiences that you've had? 

Shannon: I have a number of them because when I was inside, I was immensely blessed to just have people who would allow me to make three-way phone calls. So the organization itself began because of a small donation we had from an executive director of an organization called Hudson Link in New York, and they were one of the preeminent higher education prison programs in the country at that time. So just doing that reaching out to him and staying in touch with him and then he donated to help the organization get going and donated along the way. He's just been a really powerful advocate and resource since 2013 back when I first connected with him. So that was one when I was in and when I got out, clubhouse. A friend of mine who I knew in high school, I just was talking to him about a trucking company that I had set up with a friend. At the time I didn't know what I was gonna do and he was like, "Let me connect you on clubhouse, there's this trucking guru." I didn’t know what I was doing, I just got on there and right away from that, I made so many connections nationally, in the work that we do that is really just borne fruit. It's just been really cool how the craziest things are just you go down an alley and find yourself in a palace sometimes.

Adam: For me, if I had to describe my life, and success so far be at the results of networking. For me, one of the sessions that we run here is called Building Bridges with Law Enforcement, where we invite officers all the way up from rookie to inspector within the MPD to come to humanize the badge. We give our guys that have gotten out of prison, a chance to humanize the tattoo, so to speak. We create a safe space for conversation to be held so we can look at each other as human beings. One of these sessions there was at the time, a Captain that attended and she has since been promoted to inspector. She now is the supervisor of the police academy and last year with all the George Floyd and Blake situations, there's definitely a need for better relationships between the community and the police department. So that connection led me to meet the captain at the police academy and we came to a decision on how to best combine those who have gotten out of prison with those just entering the police department. So we came up with this idea where I was introduced and went undercover at the police academy. My name was Lieutenant Smith from Detroit and I kind of just gave myself a chance to humanize myself without the preconceived biases of incarceration. It was one of the most powerful experiences of my life and it all came from a session that we did here that led to one step further and one step further beyond that.

How do you stay in front of and best nurture your network?

Shannon: For me, it's just been a matter of always trying to make sure that I'm connecting people to other people or resources that I see they need. Because then that fuels them to in turn, remember me when something comes about that they would find to be valuable to the work I'm doing or any projects I have or even like in my career in general. So it's always about putting myself out there for them first, and then trusting the process that it will come back around. Even if it doesn't you're still helping people that you've, for whatever reason found a connection to, and by then helping their work, it's just helping you still, because that's the whole goal is to have a macro view of the way we're operating instead of the transactional way which is a terrible way to operate the world. It'll come back to me, even if it doesn't because you directly offer something to me, you're just doing your work and doing good by the connection I made, the resource I provided or the help I gave you is going to help us in general, because I believe in what you're doing.

Adam: For me, I would say, given the job title that I have now, community outreach specialist, networking and keeping those relationships active is paramount to the success of my role within this organization. I think it boils down to little things, just being a human being and accepting others as human beings as well. So as crazy and as simple as it sounds like I go back to those lessons I learned in the sandbox of just play nice with others, seem interested, be interested, and it might be off the topic of whatever current meeting you might be in, but I feel relationship building is a pivotal part of network building. Nobody's going to remember someone that just looks at you as a means to an end, I think you really have to look at the person as a person, which seems like an odd thing to say. I feel it's extremely important to humanize one another because I think that sticks in people's minds in the end.

We've all heard of the six degrees of separation. Who would be the one person that you'd love to connect with and do you think you can do it within the sixth degree?

Shannon: It's an interesting question because, for me, I feel that anyone that I look at it and they give me a sense of, "I wish I could talk to that person," just in my experience. Also, I'm kind of a baby, I've only been out now for eight months. But my degree is in business and I've read countless pieces of literature about how the world operates in this sense. So I feel like I'm versed enough to say this, that on the way to meeting that person through the six degrees, one of those degrees is going to be more interesting and more valuable in the person I felt like I was trying to get to. So it would be more so that I'd be wanting to reach that person with the intent of finding out who really is going to be more intriguing and more connected to or aligned with what I'm trying to do in life along the way. Again, just trusting that process. I like to explore, I think I'm just gonna find the thread and pull on it and I don't think that going for the ultimate specific person that I think is going to be who I want to talk to, is the best way to go.

Adam: To answer that, I kind of have to help you understand what it feels like to have served 23 years in prison. Prison is a very dehumanizing place so I find that even today, I sometimes struggle with anything is possible. Even though I know that consciously, sometimes I feel not, actually, I'll take a step back before I answer my own thought. Inside everything kind of looks like it's a movie so when you watch the news, or you watch a movie or TV show, it all seems foreign, you don't necessarily feel as though you're a part of society. So now that I'm out, sometimes I have to tell myself you can contact whomever you want to. There is that avenue for that and I've realized in the two and a half years that I've been released, that the six degrees of separation concept are very accurate. I can only speak to really Milwaukee at this point, but I feel that there are very few people in Milwaukee that I couldn't contact within someone in my social circle. Then taking that nationally, I feel depending on the circumstance, the same would probably apply. I feel you have to have a give or a reason to reach out to some of these individuals. But I think at the end of the day, it's possible. I don't know if I put a name on the person I want to meet, but it would definitely be a large investor because I feel if we had the funds to do what we needed to do, we could truly save some lives. So rather than approaching a person for a reason, there will probably be a foundation that has the means to help us financially and make our community a safer place.

Do either of you have any final word or advice to offer our listeners with regards to growing and supporting your network?

Shannon: I think really just if you have any interest in the field that we're in, and in hiring from this population, and connecting to the pipeline of people we are working on right now, just contact us. We have a lot of experience and connections in this space to be of value to a person if this sparked their interest.

Adam: I guess the last thing I would suggest is we get that people who have been incarcerated at the end of the day, they've heard somebody and you can't uncry those tears of that pain caused. So we get it, but at the end of the day, knowing that 95% of the people that come out, are going to in some way need to make the society a better place and so we just want to ask people, for those of you who are thinking about are contemplating hiring somebody with a criminal background, would you want to be held responsible for the worst mistake you ever made in your life, and have that held against you forever? Again, not taking away from the pain and harm that people have caused, we get it. But at some point, if we're truly invested in making our community a safer place, we have to start looking at things a little bit differently. Hopefully, at some point, everyone can give those who have made a mistake, a second chance.


Connect with Shannon & Adam


Emails: and 

The Community: 

Community Warehouse:

Jun 23, 2021

Meet Lisa

She is the President of Evolution Marketing, a Wisconsin-based women-owned certified B Corporation specializing in the area of global sustainability consulting and storytelling, environmentally responsible creative design, and ethical marketing.

I keep hearing about the social side of sustainability, but I thought sustainability was only about recycling and addressing environmental issues. Can you define that for us?

In all sincerity, the average American really believes that when you say sustainability, you're talking about the environmental side. True sustainability comes in a holistic manner and what that means we like to talk about it as like three legs of a stool. So those three legs of the stool are people which would be the social side. So that equates to corporate social responsibility. Planet would be the environmental stewardship side, which is the environmental side. Then profit or economic viability would be making sure that the business you're doing is making money while you're doing sustainability. So all three of those parts interconnected together are what true holistic sustainability is. So you can't really address an environmental issue without also addressing the people side, or the community side or the supply chain side. So everything is all connected together. Here's the definition that I really love because it puts it pretty clearly: Sustainability means ensuring prosperity and environmental protection without compromising the ability of future generations to meet their needs. So really, at its heart, it's all about people.

Why is it important for businesses to begin addressing and adopting sustainable business strategies and actions?

It kind of goes back to what we were just talking about with COVID. The reality is, Americans today want business to solve social problems. 20 years ago, Americans expected government and or nonprofits to solve the world's problems or the social problems that we have in our communities. But after the last couple of years in this United States, there's a lot of data that talks about how consumer attitudes have changed, and specifically Americans attitudes have changed, saying that they really want business to be the one to solve social problems. If you look at what happened Last year, business was the one that really jumped up or stood up in many cases to address not all their worker issues, but address community sustainability. So I would say transparency is a big part of this. Customers, consumers, the public, want to know what a business is doing, and that's why I think sustainability strategies are really important right now because they help to tell the story of the actions that you're taking in your organization.

If I want to get help to make sure my business was more sustainable, are there references available? Do you have resources for Wisconsin and even beyond?

I am a walking resource for sustainability because I love sustainability and its parcel to what our business does! So if you're in the state of Wisconsin and your listener, we have a program, it's through the Wisconsin Sustainable Business Council. It's called the Green Masters Program which was established in 2009. Evolution Marketing, actually, was one of the original 13 businesses to pilot the program. What it is, is it's an assessment and recognition program for Wisconsin businesses interested in improving and being recognized for their sustainability initiatives. So what it means is, if you've never done anything and sustainability, and you're kind of looking for the on-ramp on like, where do you begin to learn about sustainability and what you could do in your business, I would say, go check out and then go to the Green Masters tab on the website and you can actually download the questions. So the program runs all year round. For new businesses is free to apply until October 31 2021 and if you're an existing business, who already participates in the program, it's free to apply before August 31. So after August 31, you pay a small fee, which isn't in the grand scheme of things a big deal. Then we close the program on November 1, and in December at our annual conference, which happens to take place in Wisconsin, we announce the Green Masters Companies. So those are the 20% of the companies that apply to the program, who are the top score getters. With the program, there are three levels, and the apprentice level is the beginning. So as long as you're taking one action, each of the nine different areas of sustainability, you can come in at the apprentice level. As I said, it's a recognition program so it really helps you to start on your trip, and then on your road to sustainability. Then over time, you can compare your year-by-year data. So if you're a company like mine, we've been a Master Company for several years and each year, we benchmark against the previous year for our data. We use that as a way to do improvements within our organization. So that's a free program if you're a Wisconsin business, and if you're new to the program, the first year is free and the second year, as long as you apply by August 31 is still free to participate. Then there's this program called the B Impact Assessment. This is for national companies and global companies. So there's part of this Certified B Corp movement and what that means is the BIA (B Impact Assessment) is a global tool that is free for any business in the world to go and to use. I don't know how many countries we're in right now, I think we're in over 50 countries that have companies that have become Certified B Corp and there's 4000 of us now in the world. So your business gets audited through completing this BIA and it is free if you don't want to get certified. So all of the questions for the BIA are there, you can go and you can put your information in, and you have to get a minimum score of 80 points in order to qualify to become certified. So again, if you're a little bit more advanced in the sustainability realm or if you're in the UK, or you're in Mexico, and you want to look at what's the global tool that's out there, the B Impact Assessment is free. Last year 46,000, businesses were new to it, and they put their information. Now, granted, they didn't all try to become certified, but I think that's really amazing! That shows that this is a global movement, and more and more businesses are wanting to see kind of where they're at across the globe. It's based on a global way of looking at sustainability, which is awesome!

Can you share with our listeners one of your most successful or favorite networking experiences that you've had?

Again, I love sustainability. So for me, I really enjoy going to conferences, workshops, webinars, really any event tied to sustainability. For me, finding like-minded folks or people who might think the same way I think or who are working in the same space is just is wonderful. The discipline of sustainability is relatively new, we're only 15 years old. So it's been more challenging for me to network, especially when I started Evolution Marketing, 14 years ago, there weren't a lot of folks in Wisconsin that were engaged in the sustainability space. So for me going to our Wisconsin Steel Business Council, we have a conference over December, that will always be my favorite networking event of the year, because I get to go and see everyone I know in the state and some folks from other states, too who are engaged in sustainability. This group, especially women in the group has been my foundation, as I've grown my business. Because again, being in a new discipline, it's a little bit more challenging to find colleagues to network with. So I'm really happy that we've been able to grow that space through our WSBC. My friend Jessie and I started a group called Women and Sustainability in 2014 which is another group of women who are working in sustainability in Wisconsin, and we network across that group as well. So to me, it's having folks that are working in the same space as me, that's been my best way to network. Because they understand the challenges and the ups and downs, of what goes into sustainability. 

Regardless of the size of your network, it's important to stay in front of and nurture these relationships. How do you best do that?

What we've done is we send newsletters out to all of our clients, as well as our colleagues and friends. In those newsletters, we share resources and tell really good impact stories. We try to help our network be more informed about what's going on in the space because there are a lot of things happening really quickly in sustainability because it is such a new discipline. So really doing the E-newsletters on a regular basis, we do basically every two months, we do an E-newsletter, I think that's been super useful. But the other thing is getting out and doing speaking. For years, I've done public speaking programs or engagements at conferences, events, and community-level events talking about different facets of sustainability. I'm amazed at the things that the public I think they know that they don't know or the questions that the public has. So that's helped me become a better marketer for sustainability products. Sometimes you're in your own space, and you know what you know, but you don't always know what's going on outside of that space, meaning the community. So I can tell you a story if you want! A couple of years ago, the Waukesha County Green Team reached out and they said, "Hey, Lisa, we're doing our countywide sustainability fair in August and we'd like you to be a speaker at the program." I said, "Okay, great! What would you like to speak about?" They're like, "We really want you to talk about sustainable shopping," and I was like, "Sustainable shopping?! Let’s unpack this a bit." As we were talking, it came out that they wanted me to talk about certifications that are on products. So when people go shopping, they know if the product is environmentally responsible, or socially responsible. I was like, "Oh, sure that makes sense to me," and then they kind of went through the rest of the speakers for the day. All of the speakers were highlighting different facets of sustainability, to help the general public who came to the event to learn more and to basically use their money in a better and more environmentally socially responsible manner. So there was education about yard care and not spraying chemicals and all of the different things that if you want to live a sustainable lifestyle you could do. So I put together this program and as I was working on it, I realized that there are over 3500 certifications out there for sustainability for products. That's crazy, right? So I'm like, Alright, what are the top 10 that I think are the most important. So I built my talk around that and I gave it the sustainability fair. The room was standing room only and everybody loved to talk. After that talk, I have given that same talk over 20 times now to other groups. Now, when I put the program together, I thought this is interesting, this is neat, it's about certifications. I was on a podcast where literally I talked about the entire talk I gave on a podcast. This messaging about third-party certifications and what they mean and how that can impact your product buying or your food buying, that is huge! I already knew this information, but I didn't think it was something that the public was craving. I have been proven wrong like the public loves this topic and it really showed me that sometimes even the most basic things about sustainability, most people don't know. So I thought that was a good eye-opener for me and also now when I do community engagement, that's one of the topics I bring in.

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I laugh, because when I was in my early 20s, I was like, gotta get a degree, gotta go to graduate school, education, education, education. Looking at the state of the workforce today, I have some really great data at my fingertips and one of the projections that we've seen which we've talked about for a couple of years is that by 2025, 73% of jobs in Wisconsin will not require a four-year degree. So I think back to when I was 20 and I was like, go to undergrad, get my degree, go to graduate school, education is so important.  Now I look at my nephew who's 19 and I'm like, "You know what? You can go out and work in the work world, you don't have to have a degree," because so many jobs today are training their workforce and there are so many different types of opportunities that a four-year degree is not required anymore. You can get a certificate, you can get an associate's degree, so many more options exist. So I think my advice would be that, maybe, because everyone tells you this is how it is, it's not what you needed to do. Don't get me wrong, I'm glad I went to graduate school and I'm glad I had the experiences I had. But I think so much has changed in the nature of work from the time I was 20 till now and I think younger people who are listening to this podcast, and even employers, I think we all need to really be aware of the fact that so much more of the training today can happen in the workplace. We do the same thing, all of my interns have they go through sustainability training with me and it just a different way of looking at things, but I think it's a better way for the future that we're looking at right now. Especially because there are 7.5 million jobs that are being unfilled right now. So I think putting barriers in place saying somebody that works for you has to have a four-year degree or has to have an advanced degree, I think that that's unrealistic when we look at the future of how do we attract and retain talent. 


Sustainability resources available to listeners: 

Social Sustainability: 

Environmental Sustainability: 

Economic Viability: 

Free tools: 


Connect with Lisa


Contact Us


Evolution Marketing’s LinkedIn Page:

Jun 21, 2021

Meet Duncan

Duncan is the CEO of Littlefield, a company that owns companies such as the Littlefield Company, Paper Airplane Sidecar who are critical equity partner contributors to profit-focused companies. The engine of his company is the Littlefield Company, where they tell under-told stories by delivering scalable content for purpose-driven companies. Plus, he's on a mission to always be a part of the larger conversation and to support everyone to become obsessed with their own unique life.

What is the importance of story when it comes to marketing for a business?

It's one of the things that we recognized as we kind of dug deeper into what we really do well, is that side of the story. Every business owner started a company for a reason. They wanted to connect to an audience, they wanted to sell something, they wanted to be a part of the community, whatever it was. We really want to tell those under-told stories that people don't know about. You walk into a company, and you can put two things together to recognize what they do and why they do it, but there's always a deeper meaning. There's always that thing that can have somebody sparked on attention and build their trust to be a lifelong guest. So it's one of those things where we want to tell those under-told stories that make them stand out against the competition, but also at that point, earn a consumer’s trust. Once you earn that trust, you can have an ask which can be to buy or to donate or show up. That's really where we wanted to lean into is just focusing on the story and not have been so focused on budget or camera equipment, or anything else, it's just let's tell incredible stories, that have people walk through the door and saying, "How can I be a part of this, and how can I help you grow it?" That's where we're, we're so fortunate to be in with some incredible partners who, that's all we care about. It's just the story.

How do you create team and collaboration within your core values? 

We focus on letting everyone have some confidence and not the ego. Very early on in the company, we recognize that every story we make, every video we create, every story we get to tell is not ours. So if you look at our portfolio from our website, we've only added roughly six company logos in just two videos in our company's history and all of those six videos are for us. Everything else, we don't put a logo on. We don't want to take the attention away from that partner story because we really believe that yes, like, are we the ones creating it and potentially molding the story? Yeah, but the reality is, it's not our story. So we really have this collective mission as a team to kind of check the ego at the door, and say, "We are really big believers in our core values," and those core values are, bring your best, be your DNA, be positive, and show up for each other. Those four things are not rooted in, I want to be the best person or the best director or the best cinematographer or get my credit here or here, it really goes, "Hey, how can I be a part of the bigger conversation, help a company tell their story to earn their trust and have a lifelong guest." We're collaborative, too, potentially to a fault at times, because it takes us a little longer to build the creative because we have so many internal meetings about it. It's we have so many internal meetings about conversations or companies that we're trying to build stories for or understand companies or brands to then at that point, it could slow us down, because there are so many times where you work with a single cinematographer videographer, and they're like, "Cool, give me 24 hours, and I can create a game plan, we can do this, this and this," because they don't need to talk with 15 people about it. That's where we really go is we want to make sure that we have all ideas on the table and we're really focused on that team effort and it's something that I'm very proud of, honestly. We want to have guys and gals have confidence in what they do, but the bigger picture is we want to make sure our partners have incredible stories to let them drive their businesses and if they drive their businesses, our business will follow up because we've made a great partnership.

It looks like you've worn the professional athlete hat in your life a little bit. How does that experience carry into business ownership?

Yeah, I did. I'm fortunate again, I kind of referenced it earlier, but I feel like I'm one of the luckiest guys in the world. The fact that you just said, I've also worn a professional athlete hat is only more credit to the fact that I believe, I'm the luckiest person out there. Being a professional athlete was an amazing experience. I played golf at the mini-tour level. So I was traveling around the country gambling for a living, it wasn't five-star jets, and hotels and all this stuff taking care of for me and playing for a million dollars a week. We were playing for 5-10 grand and if you didn't bet on yourself in the right week, you were going home empty-handed with other fees and other expenses. It really made you focus on the bigger and I think that's one of the things that really helps me Because right now, you know when I was a professional athlete hitting golf balls and driving range, I was working on something to show up in my golf career and show up under pressure three years from that moment. I have a very similar outlook on business, like everything I'm doing right today is going to show up in business practice and development two-three years from now potentially longer. Because we're just laying the foundation for where we're going. It also taught me more about connections and people than ever, ever learned about the game of golf. It was collaborative. Golf is not a sport where like when we get on the tee box and the guns go off we're trying to beat each other, like crazy, but we come together at the end, and we shake hands and go grab a meal together afterward. In my opinion, that's the way business should be. It's I'm not trying to be better than any business, I'm just trying to be the best version of myself. I'm trying to have my business and my team be the best version of their self today and that goes back to like our core values, be your DNA. Right now, today is the best version of yourself because you can't experience tomorrow, and you've become better than yesterday, you've learned more than yesterday so right now, the minute where n is the best version of yourself. So if you can't show up and be your unique DNA, then you know what, go look in the mirror and make sure you come together and try to be the best version of yourself, to help somebody, to build something, to grow something. The other thing about it is I learned how to work really hard. Being a professional athlete, you put everything at it. My goal is to be the number one player in the world and I failed at that goal, I did not reach that goal. But I'm really thrilled that I failed at it and I'm really thrilled that I'm currently not sitting on the couch, watching my buddies win millions on tour, and going, "Oh, I wish." I'm really fortunate that I had the realization that I got to move on, I got to do something different and I'm really happy where I've landed because it's a blast.

Can you share with our listeners one of your favorite networking experiences that you've had?

This is gonna sound kind of funny, but COVID has is a terrible thing and has affected so many people and so many just detrimental things. But the ability for the world to come together over zoom, or Google meets, or really wherever has been an amazing opportunity for us. So I mean, there are countless times where I have been on zoom calls that have been so positive and supportive and collaborative. I can honestly say that I have met some of the best people and some of my now what I would consider Dear Dear friends and business partners over zoom and virtual happy hours over the last year. It's one of those things where the world kind of came to everyone if they wanted it to come to you. There's a great group that happens every other Thursday and they started off with like, 20 people in a room and now there's like 400 people that are on the list, and at least a few 100 people show up every week now just to collaborate and talk about VCs and venture-backed companies and tech, and it's just an amazing opportunity for the world to kind of come together and be collaborative, even if they're not in the same city. You look at the meetings from before COVID and you had a couple of meetings a day, you ran around for a cup of coffee, and you're like, "Man, that was a really busy day with four people," and now it's like, alright, you do four people in an hour and a half. I'm not saying I'm fortunate for COVID, because that's just a terrible thing, but for how the world has opened up to allow people to kind of open their arms and bring people together through zoom, and the digital age has been the ultimate networking experience for me across the board over the last year. There was a time in COVID, where we did this thing called a marketing campaign called eight to five, where I literally left my zoom open, live from eight to five every single day, Monday through Friday. What the concept started as was just an internal team thing, where anyone can pop into our kind of virtual living room and say, "Hey, ask questions, talk to me," whatever it is. So it was really cool when I was there by myself just working away and then all of a sudden, two team members would go cool, let's go to the living room and chat and I would literally put myself on mute cause they would have a conversation. It was so cool, but then at that point, we opened it up to everybody. We sent it out, we said, "Hey, please come join us whenever you want, just pop in, here's the link, this will be open from eight to five every day." So like when I went to have lunch or have a coffee meeting, we put just a blank screen up that says like, "Hey, out at lunch," and I would come back and we had friends from childhood pop on and even my mom got on their once. So that was an experience, but we had people come from different businesses and different companies that we supported. And like we built videos for and stories for, and then all of a sudden like they're talking and figuring out how to collaborate. It was a really fun time. 

How do you stay in front of them best nurture your network in your community?

I think it's perfect timing because I don't know if you recognize this, but I have stayed silent on social media for the last three and a half years. I haven't posted on my own personal social media since October 9th of 2017. It's funny to think that I'm the CEO of a content company and I haven't posted on a single thing on my personal page in over three and a half years. But yesterday was the very first day that I am back online and we put a post out and now we're prepared and we are organized to not have it stop. So I think the best way to nurture and build community in your networking is again, it's a matter of who you are and what your DNA is. You have to look at yourself in the mirror and go, "What's right for me." Right now the world and the algorithms will tell you video is the king, but if you're terrible on video, you might not want to go on video. If you're a great writer then just double down on a blog, really lean into Twitter, all these different things to recognize that here's where your strength is. I would say in the way you nurture and what you build is if you want to become a leading expert, then figure out the right way to talk about it, and figure out the right way that's right for you because if you enjoy it, you won't fight it. I'm dyslexic so if you told me that I needed to write a blog every day, four hours of my day would be gone. I would hate it, it'd be miserable, but if you say, "Just put a two-minute video out every single day," I can do that in three minutes. I don't need to plan for it, I flip the camera on and I can talk. 

If you could go back to your 20-year-old self, what would you tell yourself to do more or less of or differently with regards to your professional career?

I think patience would be a great word. When I played golf I thought I needed to be at the top of the world when I was 30. Recognizing that it's a 40-year career is tough for a 25-year-old who thinks he knows everything. So for me right now, I recognize that to achieve my goal for where I want to go, it's going to take 40, maybe 50 years, but I'm very much up and prepared for it. Then I would also say, experience. Understand where you want to go look at yourself in the mirror, be good with yourself, be self-aware about where you want to go and how much you want to sacrifice for it. Are you willing to sacrifice everything for something and if you are, man, don't let anyone stop you? Put positive people who can believe and celebrate you for who you are because then at that point, you're gonna be able to change the world, or you're gonna make the biggest impact on someone's life. So patience would be the big one as well. That's maybe the biggest one because recognizing that we get to play a game that's not like the NFL or the NBA when your career is over in the ballpark of 35-40. But, you and I get to build businesses for the next 40 years, potentially. I kind of joked that yesterday was the first day of the next 40 years of posting online every single day. We put up the second one today and it was okay to down 40 years to go. It's going to be bigger and I'm really excited about getting myself a little more patience even though I work 12 straight hours a day and I love what I do and all that kind of stuff, but to recognize that I have the patience to achieve the goal that I'm going after is different than when I was 24 and trying to conquer the golf world.


Connect with Duncan:




Facebook: @TheLittlefieldCo

Twitter: @DFLittlefield

Instagram: @dflittlefield


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