Inside BS Show

How to Translate Data and Technology for Business Leaders

About Ken Scales:

As founder & CEO, Ken Scales ensures Scalesology is delivering innovative and scaleable solutions for clients while providing a positive atmosphere of integrity and respect for employees. Ken has led technology company operations and sales teams for over 20 years. He created and managed the development of multiple technology services/products, which gained national awards for innovation. Ken's mindset for listening to his clients and delivering problem-solving solutions has ensured increased sales in every organization he has overseen. Ken has the unique ability to translate business requirements into technology functionality. 

https://www.scalesology.com/
312.809.3996
[email protected]

00:00 How to Translate Data and Technology for Business Leaders
01:13 How Did Ken Come Up With The Name "Scalesology" For His Business?
04:08 What Does Scalesology Provide to Customers?
05:17 A Case Study: Used Cooking Oil Recycling Company Grow and Scale
08:20 How Do People Know What Scalesology Has to Offer?
10:56 Ken's Journey to The Analytics Specialization
12:25 How Does Scalesology Acquire a Client's Project?
13:50 What Industries Can Scalesology Assist Users in Using Data for Predicted Purposes?
18:15 What Are Some Examples of Publicly Available Data That Individuals Can Access? 
19:57 A Case Study in Which Ken Assisted Clients in Achieving ROI
22:19 Do Scalesology Provides Assistance in Professional Services?
24:02 Who are Ken's Ideal Clients?
25:55 How Does Scalesology Secure its Clients' Data Privacy?
27:04 How Did Ken Develop a Data Analytics Firm?
29:30 How to Hire the Best People?
31:17 How to Run a Business with A Work-From-Home Plan Before a Pandemic
32:41 What Does the Future Hold for The Scalesology Team?
39:24 What Is the Difference Between Organized and Unstructured Data?

How to Build a Fantastic Corporate Culture

Brittany Anderson
Partner & President
Co-founder of Dare to Dream Enterprises
Author of 2 books – Imagine. Act. Inspire. A Daily Journal & 
Dare to Dream: Design the Retirement You Can’t Wait to Wake Up To

Brittany’s ability to lead and create a killer culture amongst the Sweet Financial team has earned her the title of “culture queen.” Since joining Sweet Financial Partners in 2008, her goal has been to help create a well‐oiled machine so the entire team can focus their days on creating an exceptional client experience. Her love of people and conviction behind inspiring everyone she touches to live as the best version of themselves has influenced her role as a coach for our Women Forward and Smarter Business platforms. She helps to empower our Women Forward members to realize their full potential and aids business owners in streamlining & systematizing their companies, all while engaging their teams.

[email protected]

Chapters
00:00 How to Build a Fantastic Corporate Culture
00:45 A Story of Impact: Brittany's Mom's Story
02:46 How Brittany's Mother's Story Inspired Her to Succeed.
07:12 What is Brittany's Philosophy on Attracting and Managing Money?
10:58 How to Train Financial Advisors to Create Value in New Ways
15:31 How Brittany Deals with Those Who Are Fixated on Not Having Enough in Business?
17:35 How Dave Acquired High-Profile Clients While Focusing on A Single Niche
19:41 How to Attract People in Your Business with One Narrow Niche
24:19 How Can a Financial Coach Tell when They and a Client are Clicking?
27:07 What is Coming Next in Brittany’s Company?
29:18 How Can We Continue to Pursue Our Passions After Retiring?
37:48 Get Connected with Brittany's Sweet Financial Foundation and The Dream Architect Life.

Jeremy Kanne started Smart Yeti originally as a full-service creative agency servicing many individual marketing needs. Using his background in Marketing, Engineering, & CMOx's Functional Marketing® process, Jeremy turned Smart Yeti into a company focused on helping B2B professional service companies grow faster with a fractional chief marketing officer.

WAYS JEREMY CAN HELP YOU:

+ Create a marketing strategy that fosters predictable growth
+ Manage KPIs so your marketing makes you money
+ Correct your brand messaging and positioning
+ Create systems for your team to follow
+ Map out your customer journey
+ Hire marketing employees and consultants to execute
+ Eliminate holdups to keep your marketing team moving
+ Direct marketing resources according to your business needs

TO LEARN MORE: [email protected]

Chapters
00:00 What is a Fractional Chief Marketing Officer?
01:00 How did Jeremy become a Fractional Chief Marketing Officer?
02:10 What is the Best Firm to Contact for Jeremy?
03:36 What is the Role of a CMO in a Startup?
04:56 How involved is the CMO in the Tactics of a Client's Business?
09:52 How much does a CMO Assist to Evaluation Process in a Business?
11:03 What is the Key Value of a Fractional CMO?
12:21 How did Smart Yeti become High Level?
14:49 What is the Future of CMO Marketing Effectiveness?
19:15 How Effective is Video Discoverability Today?
20:53 What are some Offline Business Strategies?
23:02 Utilizing both Offline and Internet Networking to Support Business Growth
27:00 How CMOs Help Clients Stand Out in a Crowded Market
28:30 How CMOs Can Establish Great Relationships and an Effective Marketing Campaign With Customers?

On this episode of the Inside BS Show, Dave Lorenzo interviews Marc Hankin. Marc is an outstanding Intellectual Property Attorney who grows his business through relationship-based business development. Marc focuses on delivering value to others and helping them grow and that formula has helped him become one of the most connected lawyers in the United States.

The first half of this interview is about the value of intellectual property to a business. The second half is about networking, developing relationships, and growing your law firm.

join us for this fantastic conversation with Marc Hankin, a Master of Intellectual property and Networking.

00:00 How to Protect What You Have In Mind and Build Valuable Relationships
00:59 How Did Marc Become an Intellectual Property Attorney?
01:46 What Types of Patents Does Marc Work With?
04:17 How Can Intellectual Property Increase the Value of a Business?
07:07 How Does a Copyright Protect Intellectual Property?
10:46 What is a Trademark Application?
12:22 How Important is a Trademark in Business?
23:00 What are Trade Secrets, and Why are They Important?
25:48 How Can Intellectual Property Be Licensed?
29:19 Why Do You Need a Firm that Focuses on IP Litigation for Patent Cases?
33:48 How Did Marc Make his Way from the East Coast to the West Coast?
35:36 How did Marc Grow his Business?
41:36 How Helpful is a Networking Group in Helping your Business Grow?
47:03 How do you Maximize the Value of Becoming a Member of Provisors?
51:33 How beneficial is Marc's membership in Provisors?
57:43 What is Marc's Advice to people that have Concerns with Competitors?

Marc Hankin
Intellectual Property Attorney
Hankin Patent Law
(310) 979-3600
[email protected]
https://www.hankinpatentlaw.com/

About Marc Hankin:
Marc E. Hankin, Esq., of Hankin Patent Law, APC, is a Registered Patent Attorney with a strong science background who has had extensive involvement as the lead lawyer in all areas of intellectual property law, including: patent preparation, prosecution, and licensing; trademark and copyright registration and licensing; intellectual property disputes and litigating patent, trademark, and copyright infringements; domain name disputes; thefts of trade secrets; and other unfair competition matters. Marc has been the First Chair Litigator on a wide variety of IP matters for companies and universities ranging in size from solo inventors to start-ups through the top of the Fortune 500, and every size in between. Marc has been hired to testify at Trial and Deposition a dozen times as an Expert Witness and served as a Special Assistant Attorney General regarding a patent infringement matter. Marc has a sub-specialty in providing patent services for domestic and foreign Colleges and Universities, and served for several years as the Chair of the ABA University IP Law Committee.

Marc advises owners and managers of all sized businesses on how best to protect their valuable technology and creative works, through patent prosecution, trademark and copyright registration, licensing agreements, and trade secret protection. For more than thirty-three (33) years, Marc has counseled clients, including manufacturers and distributors in many different industries, including: software, hardware, visual effects, robotics, home theater, optical, dental, and medical devices, footwear, garments, jewelry, food, cannabis, vaping, nutraceuticals, and dietary supplements. Marc is quite knowledgeable about a wide variety of issues in the mechanical, chemical, and electrical arts, and also has been hired as a Mediator for IP disputes.

How to Communicate Like a Powerful Executive

On this episode of the Inside BS Show, Dave Lorenzo interviews Donna Rustigian Mac.

Chapters
00:00 How to Communicate Like a Powerful Executive
01:18 How did Donna get into Coaching Executives?
04:20 What Makes an Effective Leader to be Good Listeners?
09:57 How should a Business Executive make Connections with others?
12:14 What is the main Challenge in Executive Communication?
14:52 Is the Art of Good Communication Being Destroyed by Technology?
21:50 How to Prepare for A Presentation to An Executive Committee
24:00 How Effective Is Zoom for Speeches?
27:14 How Donna Uses Brevity to Help Individuals Become More Impactful?
29:02 What Is the Significance of Being an Indirect and Direct Communicator?
31:22 How Mindfulness has Aided Donna and Her Clients

Donna Rustigian Mac
Executive Communication Coach
(508) 954-8279
[email protected]
Ivoicecommunication.com

About Donna Rustigian Mac:
Donna Rustigian Mac is the President of iVoice Communication, a company dedicated to creating healthy-human connections through updated, 21st century business communication skills. She provides 1:1 coaching to individuals, and group training to companies who want to expand the capabilities of their people. Donna has 30+ years of experience (in the media, digital media, corporate coaching, workforce development), She’s also a certified mindfulness teacher, and a qualified behavioral change facilitator. Donna’s work helps people communicate as their “best, most authentic selves”.  She helps you break through ‘old conditioning’ so you can connect, human-to-human, with greater ease and updated skills. Donna is also the author of Guide to a Richer Life, Know Your Worth, Find Your Voice and Speak Your Truth as well as the Appreciation, #YayMe Journal and the Six Pillars of Mindful Communication.

An Introduction to the PEO Industry

On this episode of the Inside BS Show, Dave Lorenzo interviews Matt Walus. Matt shares an overview of the Professional Employer industry.

00:00 An Introduction to the PEO Industry
00:40 What is a PEO?
01:35 Who benefits from working with a PEO?
04:12 What services do PEOs provide?
09:59 What is a Co-Employment Relationship?
11:42 How G&A Partners and Matt's Systems help Clients?
14:52 What types of training do Matt and G&N provide?
16:28 How does G&A provide client solutions?
18:44 What has Matt noticed as an improvement in PEO during the last decade?
20:52 Who is not a suitable PEO client?
22:53 Who is Matt's Ideal client?
24:30 Who are G&A's top Referral Partners?
26:15 How does Matt's Sales Process Work?
27:52 What is the Future of the PEO Industry and G&A?

Matthew Wallus
Vice President of Sales - Midwest
G&A Partners
(630) 481-8101
[email protected]
www.gnapartners.com

About Matthew Wallus
Matt Walus is the Vice President of Sales for the Midwest Region. He leads new business development efforts in and around the greater Chicago area and is responsible for the expansion and growth of G&A Partners' business throughout the region.
A 25-year veteran of the PEO industry, Matt founded and operated a regional PEO company, and managed successful sales teams for another national PEO, before joining G&A in 2018. He earned his bachelor's degree in sociology from Dartmouth College, where he was also a four-year member of the football team.
Today, he is involved with numerous community service programs through his church, and he is an active cyclist.

On today's inside BS Show, Dave Lorenzo interviews Arnold Brown about building relationships in banking.

00:00 How Nice Guys Finish First in Banking
00:43 How did Arnie get into Banking?
01:40 How Frequently Should a Banker Speak with Business Owners?
02:27 What differentiates working with CPAs, Architects, Lawyers from working with Entrepreneurs and CEOs?
04:08 How Can Bankers Use Their Network Connections to Promote Others?
04:50 Which Services are Ideal to Offer to a Professional Firm when they Bank with You?
08:06 How to Make a Law Firm Partner Gain Ownership of the Firm?
09:36 How Does a Banker Assist a Law Firm Partner in Increasing Their Line of Credit?
11:13 How to Become a Good Candidate for a Line of Credit
14:14 What are the Greatest Methods for Establishing a Relationship with a Banker?
16:12 How Arnie Attracts Business for Himself and the Bank
17:40 Arnie Did Not Expect a Contact to Come to Him at That Time.
19:54 How Does Arnie Decides Where to Network
22:38 Are There Any Clients Who Require More Professional Services Than the Bank Can Provide?
24:09 What is the Arnie Brown Referral Criteria?
25:18 What does Arnie and the Fifth Third Bank have to Offer Professionals?

Arnold (Arnie) Brown
Senior Vice President
Fifth Third Bank- Chicago
(312) 948-1046
[email protected]

About Arnie Brown:
Arnie Brown is a SVP, and a Senior Business Banking Relationship Manager in the Professional Services Group of Fifth Third Bank. He specializes in catering to professional service firms including law, accounting, architectural, engineering, and health care practices/physicians.  Arnie provides innovative credit solutions and cash management strategies, while delivering top notch added value to his clientele.
Arnie can also assist with real estate financing options (residential and commercial mortgages) and can help his clients facilitate 1031 Tax-Deferred Exchanges on real estate properties.  He works with real estate investors and business owners to help them defer capital gains taxes incurred from the sale of investment or business property.

A Master Class on Arbitration

Join Us as Dave Lorenzo interviews Elaine Caprio, and she delivers a master class on arbitration.

Chapters:
00:00 A Master Class on Arbitration
00:47 Elaine’s background in becoming Arbitrator and Mediator?
03:42 How does the Arbitration Procedure Work?
08:36 How an Arbitrator Maintains Neutrality in Cases
10:31 What Happens at the End of an Arbitration Process?
12:50 Who Decides if Evidence is Admissible?
14:13 Describe the procedure for selecting the Umpire.
16:35 How can an Umpire Maintain Neutrality at all times?
18:54 How to Avoid Making Reversible Mistakes in Court?
23:59 What is the Procedure for Filing a Judicial Appeal?
25:25 What is Missing From or Often Ignored by People in Arbitration Clauses That They Should Have?
27:13 What are the Benefits of Using a Single Panel in a Clause?
28:35 Prototype of a Next Generation Arbitration Clause: An article by Elaine Caprio
31:08 How is the Venue Clause Handled in Arbitration?
32:46 What is the Difference Between Mediation and Arbitration?
34:03 How does Elaine Approach Mediation?
35:45 Elaine's Perspective on Her Duty as a Mediator
37:47 Can a Mediator Communicate Directly with a Party?
41:04 How does Mandatory Mediation Work in the Commonwealth of Massachusetts?
41:44 Two Reasons Why a Party Goes to Mediation
43:36 How will Elaine Caprio Mediate for People to Overcome the Final Obstacle?
45:40 What Types of Disputes does Elaine Arbitrate?
47:23 Why is the Insurance Industry ideal for Arbitration and Mediation?
49:09 What are Elaine's Concerns about Gender Equality in the Workplace?

Elaine Caprio
Arbitrator and Mediator
President, Caprio Consulting and Coaching LLC
(617) 833-9576
http://www.caprioconsulting.com
[email protected]

About Elaine Caprio:
Elaine Caprio leads Caprio Consulting and Coaching L.L.C, providing arbitration and mediation services, management consulting, and gender-balanced leadership coaching.  She is on the National Roster of Arbitrators and Mediators for the American Arbitration Association and for the reinsurance and arbitration society ARIAS-US. 

Before forming Caprio Consulting, Ms. Caprio held executive operational and legal roles at Liberty Mutual Insurance including Vice President and Manager of Corporate Procurement and Vice President and Director of Ceded Reinsurance.

Ms. Caprio was honored as a Business Insurance Woman to Watch in 2007 and as an Influential Woman in Re/Insurance by Intelligent Insurer magazine in 2017 and currently serves on the Board for the Massachusetts Insurance and Reinsurance Bar Association. 
Ms. Caprio holds a B.A. magna cum laude from Providence College, and a J.D. cum laude from Suffolk University Law School.

How to Take Care of the People Who Took Care of You

On Today's Show, Dave Lorenzo interviews elder care expert Kate Granigan.

00:00 How to Take Care of the People Who Took Care of You
01:12 Kate's Background as an Elder Care Expert
04:16 How to Handle Guilt when taking care of an elderly parent
12:26 How Kate Handles Cases with Physical Problems vs. with Cognitive Problems
18:06 What is the Phenomenon in Couples When the Other Partner Typically Passes Away Quickly After the First One?
20:55 Does the Threat of a Worldwide Pandemic Make People More Fearful and Anxious?
24:11 How Can People Who have Retired Continue to be Engaged in the Activities They Love and Fulfill their Purpose?
33:57 Who Else Generally Works with Kate?

Kate Granigan
Elder Care Expert
CEO Lifecare Advocates
(617) 928-0200
[email protected]
https://www.lcadvocates.com/

About Kate Granigan:
Ms. Kate Granigan is a Licensed Independent Clinical Social Worker and received her Master’s degree in Social Work from Boston College in 1994.  She has worked as a clinician in the field of aging for over 25 years.  
Ms. Granigan founded her own Life Care Management company in 1999, which later became part of a non-profit organization in 2009. Ms. Granigan held the position of  Vice President of Care Management until she assumed the role of Chief Executive Officer of LifeCare Advocates in 2016.  LifeCare Advocates is a team of nurses and social workers who provide assistance, advocacy, and guidance to elders and their families.  
Ms. Granigan is on the Board of Directors of the Aging Life Care Association and an Advisory Board member for the Massachusetts Guardianship Association.
Ms. Granigan regularly lectures on topics related to aging, caregiving, and elder care.

How to Become a Better Leader

On today's Inside BS Show, Dave Lorenzo interviews leadership expert Renee Scudder. Join us for this valuable show.

Chapters:
00:00 How to Become a Better Leader
01:30 Common Mistake Renee find in Promoting People to Positions of Leadership?
03:08 What Should we look for in a Leader?
04:54 Where Does a  Leadership Abilities Play a Factor?
07:13 What Characteristics Should be Looked for in a Leadership Coach to help the Candidate for Promotion?
10:09 How Does Coaching a Veteran Differ from Coaching a Newcomer?
13:49 How Renee Demonstrate Concrete Interaction with a Distant Workforce?
17:38 How Should a Leader Relate to their Team Today without Being Judged?
21:44 What Makes a Company a Breeding Place for Exceptional Leaders?
24:31 What Sets Renee Apart From Other Leadership Experts?
28:09 How are Leadership Relationships at Non-Profit Organizations Different from Renee's Fortune 100 companies?
29:36 What Kind of Individual Should Not Be Given a Leadership Position?
30:59 Can a Leader's Psychological or Emotional Traits Hinder their Ability to Lead Effectively?
33:46 Who Should Business Owners Invest in for Leadership Development?

Renee Scudder
Leadership Expert
(617) 249-4829
https://inspireleadershiptraining.com/
[email protected]

About Renee Scudder
With more than 20 years in senior management positions and a deep educational background, Renee Scudder brings a distinctive vantage point to executive and corporate leadership training.
As the CEO of Inspire Leadership LLC, Renee created a proven, evidence-based framework for helping individuals become high-performing, multidimensional leaders.
Her Inspire Leadership Training is for both established and emerging leaders.