The SmallBizChat with Melinda Emerson

The SmallBizChat with Melinda Emerson

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The SmallBizChat with Melinda Emerson episodes

  • How to Build a Legacy by Design with Garrick C. Francis
    In this episode of The SmallBizChat, Melinda Emerson talks with Garrick C. Francis about building a legacy by design before retirement. They discuss how small business and corporate experience shape a legacy mindset, the move from success to significance, and why legacy goes beyond assets. The conversation covers life events that prompt leaders to rethink purpose, separating founder identity, reducing founder gravity, and seeing legacy as relationships, mentorship, service, and stewardship. Garrick also shares the habits and internal work needed for intentional legacy planning, plus the value of taking a legacy deployment gap before the next chapter.

    Garrick C. Francis is the founder of Francis Legacy Bridge Partners and host of the Inheritance to Income podcast. He helps founders, business owners, families, and second-chapter leaders move from legacy by default to legacy by design by clarifying what still depends on them, who needs to be prepared, and what comes next. His work centers on preparing people, not just assets, for the next chapter of leadership, ownership, and stewardship. For more information: https://www.linkedin.com/in/garrickfrancis/

    (0:00) Introduction, podcast mission, and why to subscribe
    (1:45) Building a legacy by design before retirement
    (2:22) Meet Garrick C. Francis and Francis Legacy Bridge Partners
    (3:16) Small business and corporate experience shaping legacy focus
    (4:33) The shift from success to significance
    (5:29) Understanding legacy beyond assets
    (6:40) Life events that inspire leaders to rethink purpose and impact
    (7:56) Separating founder identity and reducing founder gravity
    (10:16) Legacy as relationships, mentorship, service, and stewardship
    (11:27) Habits and internal work for an intentional legacy
    (15:30) Taking a legacy deployment gap before the next chapter
    (16:09) Best business advice and closing thoughts
    (17:06) Sponsor: Co-founder.ai
    19 min
  • How We Can Truly Take Care of Our Customers with Scott Romesser, Chief Customer Officer, GoTo
    In this episode of The SmallBizChat, Melinda Emerson talks with Scott Romesser about why customer care is central to business growth. They discuss how to create a strong first impression, common service mistakes small businesses make, and why existing customers can become a business’s best marketing channel. Scott shares ways to stand out, support customers with limited staff, empower frontline employees, and use AI without losing the human touch. The conversation also covers feedback, differentiation, and caring for customers before they become customers.

    Scott Romesser is Chief Customer Officer at GoTo, where he leads the company’s customer experience strategy. He oversees implementation services and training, customer success, and customer support, with a focus on keeping the voice of the customer at the center of the organization. Businesses of all sizes trust GoTo to power business growth and support customers. With over 500,000 customers, Scott is an expert in customer service and support. For more information, visit https://www.goto.com.

    (0:00) Episode kickoff, subscribe request, and overview
    (0:58) Why customer care drives business growth
    (1:38) Introducing Scott Romesser and GoTo’s customer experience focus
    (2:50) Listener review request and episode setup
    (3:21) Scott Romesser’s background in finance and customer experience
    (5:18) How to truly take care of customers from first contact
    (7:51) Common mistakes small businesses make in customer service
    (10:24) Why existing customers are your best marketing channel
    (11:39) Differentiation and building a business moat
    (15:03) Support channels for small businesses with limited staff
    (17:40) Empowering frontline employees to solve problems
    (20:33) AI in customer service and the role of human support
    (25:46) What excellent customer support looks like
    (26:47) Three ways small businesses can better care for customers
    (27:38) Asking for feedback and acting on it
    (28:20) Finding what makes your business special and unique
    (28:34) Best business advice: trust your people
    (29:53) Taking care of customers before they become customers
    (30:16) Connecting with Melinda and SmallBizLady University
    (30:49) Final takeaway and episode sign-off
    (31:06) Podcast outro and resources
    32 min
  • How to Increase Your Business Valuation and Build Wealth with Saul Cohen
    In this episode of The SmallBizChat, Melinda Emerson is joined by Saul Cohen to explore strategies for increasing business valuation. They discuss the differences between an operator and an investor mindset, addressing common revenue misconceptions. The conversation covers key drivers of business valuation, the importance of knowing and tracking key performance indicators, and effective tax planning for selling a business. Saul also highlights the emotional aspects of selling and common mistakes that can reduce business value.

    Saul Cohen is a Partner at The Expert Eye, where he helps seven-figure business owners transition from operator to investor. Drawing on his experience at PwC and advising entrepreneurs through more than 100 mergers and acquisitions, Saul specializes in business valuation, tax-smart exits, and wealth-building strategies. He empowers founders to maximize company value, diversify their assets, and build lasting financial freedom through an investor mindset. For more information: https://theexperteye.co.uk

    (0:00) Introduction and Podcast Overview
    (2:13) Increasing Business Valuation: Topic and Guest Introduction
    (3:19) Operator vs. Investor Mindset
    (5:05) Revenue Misconceptions and Valuation
    (6:36) Key Drivers of Business Valuation
    (10:05) Knowing and Tracking Key Performance Indicators
    (13:04) Tax Planning for Selling Your Business
    (17:43) Emotional Aspects of Selling a Business
    (20:40) Common Mistakes That Reduce Business Value
    (22:02) Best Business Advice Received
    (23:11) Sponsor: Cofounder.ai
    (23:37) Closing Remarks and Next Episode Preview
    25 min
  • How to Stop Being the Bottleneck in Your Business with Tonya Thomas
    In this episode of The SmallBizChat, Melinda Emerson is joined by Tonya Thomas to explore the pitfalls of becoming a bottleneck in business and how it can impede growth. They discuss the critical responsibilities of a CEO and the challenges associated with delegation, highlighting common mistakes when hiring operations or virtual assistants. The conversation includes a comparison of US-based versus overseas virtual assistants and presents a real-life example of a CEO overcoming overwhelm.

    Tonya Thomas is the founder of Team Delegate, a premier virtual executive assistant firm supporting founders and CEOs with experienced, U.S.-based executive assistants. Team Delegate partners with leaders who want to operate at a higher level by reducing administrative friction, strengthening execution, and protecting their time and focus. Her work centers on delegation as a leadership strategy, helping leaders create clarity, capacity, and sustainable momentum. For more information: https://teamdelegate.com

    (0:00) Introduction and Sponsor: CoFounder AI
    (1:02) Welcome, Mission Statement, and Episode Overview
    (2:18) Learning to Let Go for Business Growth
    (3:20) Identifying and Understanding Bottlenecks
    (4:37) Habits and Behaviors That Slow Business Growth
    (5:58) Key CEO Responsibilities and Delegation Challenges
    (8:03) Hiring Operations Support: Common Mistakes and Systems Needed
    (12:08) US-Based vs. Overseas Virtual Assistants
    (14:12) Task-Based vs. Executive-Level Support and Success Story
    (15:51) Immediate Impact Tasks to Delegate
    (16:48) Best Business Advice and Closing Remarks
    19 min
  • Hit It and Quit It with Clarence Wooten and Susan Hull Walker
    In this episode of The SmallBizChat, Melinda Emerson starts with an introduction, providing an overview of the podcast and encouraging subscriptions. The episode is sponsored by Cofounder.ai. Melinda then introduces the "Hit It and Quit It" segment, where she engages in a rapid-fire discussion about business favorites, including podcasts, apps, marketing tricks, and books.
    Connect with Clarence Wooten:

    Clarence Wooten is a serial entrepreneur, technology innovator, and CEO of Cofounder.AI, where he helps entrepreneurs transform ideas into investor-ready startups using artificial intelligence. A pioneer in digital media and venture creation, he has founded and scaled multiple successful technology companies throughout his career. Passionate about innovation, Clarence empowers founders to accelerate product development, validate business models, and build high-growth companies that create lasting economic impact. For more details, visit https://www.cofounder.ai.

    Website:  https://www.cofounder.ai

    LinkedIn: https://www.linkedin.com/in/cwooten
    Facebook: https://www.facebook.com/cofounderaiinc
    Instagram: https://www.instagram.com/cofounderaiinc
    Youtube: https://www.youtube.com/@CoFounderAIInc
    TikTok: https://www.tiktok.com/@cofounderaiinc

    Connect with Susan Hull Walker:

    Susan Hull Walker is the Founder of IBU Atelier, a global initiative that helps women-led artisan enterprises scale through product development, branding, operational mentorship, and international retail strategy. A longtime advocate for women entrepreneurs and heritage craftsmanship, Susan has dedicated her career to creating economic opportunities for artisan communities around the world. Through IBU Atelier, she is connecting traditional makers with global markets, proving that handcrafted, culturally rooted products can become thriving, sustainable businesses without sacrificing authenticity. For more information: https://ibumovement.org

    Website:  https://ibumovement.org

    LinkedIn: https://www.linkedin.com/in/susan-hull-walker-200082186
    Facebook:  https://www.facebook.com/ibumovement
    Instagram:  https://www.instagram.com/ibumovement
    Pinterest: https://www.pinterest.com/ibumovement

    (0:00) Introduction, Podcast Overview, and Subscription Reminder
    (0:59) Sponsor: Cofounder.ai
    (1:37) "Hit It and Quit It" Segment Explanation
    (2:11) Rapid-Fire Business Favorites (Podcast, App, Marketing Trick, Book)
    (8:54) Closing Remarks and Additional Resources
    11 min
  • How Global Artisans Are Building Scalable Brands with Susan Hull Walker
    In this episode of The SmallBizChat, Melinda Emerson welcomes Susan Hall Walker to discuss the inspiring journey behind the Ibu Movement and its impact on artisan networks. Susan shares the origins of Ibu and how it operates to expand and support artisan communities globally. The conversation highlights shifts in consumer preferences toward handmade goods and the operational challenges faced by artisan groups. Susan delves into the process of transforming local crafts into global brands and envisions the future of the global artisan economy.

    Susan Hull Walker is the Founder of IBU Atelier, a global initiative that helps women-led artisan enterprises scale through product development, branding, operational mentorship, and international retail strategy. A longtime advocate for women entrepreneurs and heritage craftsmanship, Susan has dedicated her career to creating economic opportunities for artisan communities around the world. Through IBU Atelier, she is connecting traditional makers with global markets, proving that handcrafted, culturally rooted products can become thriving, sustainable businesses without sacrificing authenticity. For more information: https://ibumovement.org/

    (0:00) Introduction, podcast mission, and guest introduction
    (0:58) Sponsor: CoFounder AI
    (3:33) Susan Hall Walker's background and the origin of Ibu
    (6:13) How Ibu Movement operates and expands artisan networks
    (9:51) Shifts in consumer preference towards handmade goods
    (11:27) Operational and growth challenges for artisan groups
    (14:44) Transforming local crafts into global brands
    (16:47) The future of the global artisan economy
    (18:07) Business advice from Susan Hall Walker
    (19:01) Closing remarks, appreciation, and review invitation
    (20:06) Outro and next episode teaser
    21 min
  • How to Leverage AI Strategically to Grow Your Business with Clarence Wooten
    In this episode of The SmallBizChat, Melinda Emerson welcomes Clarence Wooten to discuss his entrepreneurial journey and the innovative world of AI. Clarence shares his experiences with successful business exits and his transition from Google to founding CoFounder AI. The conversation highlights how CoFounder AI distinguishes itself from other AI tools and addresses common mistakes small businesses make when implementing AI. Clarence introduces the concept of software as a partner (SAP) and outlines the first steps small businesses should take to integrate AI effectively.

    Clarence Wooten is a serial entrepreneur, technology innovator, and CEO of Cofounder.AI, where he helps entrepreneurs transform ideas into investor-ready startups using artificial intelligence. A pioneer in digital media and venture creation, he has founded and scaled multiple successful technology companies throughout his career. Passionate about innovation, Clarence empowers founders to accelerate product development, validate business models, and build high-growth companies that create lasting economic impact. For more details, visit https://www.cofounder.ai.

    (0:00) Introduction, welcome, and importance of subscribing
    (0:58) Sponsor: CoFounder AI
    (1:23) Introduction of episode topic and guest, Clarence Wooten
    (3:47) Clarence Wooten's entrepreneurial journey and first successful exit
    (7:36) Subsequent ventures and successful exits
    (9:04) Transition from Google to founding CoFounder AI
    (12:04) How CoFounder AI differs from other AI tools
    (18:41) Common mistakes small businesses make with AI implementation
    (21:27) Concept of software as a partner (SAP)
    (22:58) First steps for small businesses to implement AI
    (23:59) Best business advice Clarence ever received
    (25:38) Closing remarks and resources
    27 min
  • Hit It and Quit It with Jane Veron and LaChelle Adkins
    In this episode of The SmallBizChat, Melinda Emerson kicks things off with a brief introduction and sponsor mention, followed by the engaging "Hit it and quit it" segment. The conversation shifts to a lively discussion about favorite business tools and marketing tips, offering listeners practical insights to enhance their business strategies. The episode also explores essential business literature, highlighting some of the best books for entrepreneurs.
    Connect with Jane Veron:

    Jane Veron is the Co-Founder and CEO of The Acceleration Project (TAP), a nonprofit that helps small business owners grow and thrive through expert advisory services. A former strategy and marketing executive at Bain & Company and American Express, she is a nationally recognized advocate for entrepreneurship and economic mobility. Jane has served in public office, advised the U.S. Small Business Administration, and currently chairs the New York Congressional Task Force on Jobs & the Economy.

    Website: https://www.theaccelerationproject.org

    LinkedIn: https://www.linkedin.com/company/the-acceleration-project
    Instagram: https://www.instagram.com/theaccelerationproject
    Facebook: https://www.facebook.com/The-Acceleration-Project-351181685004354
    X: https://x.com/TAPthepotential
    Youtube: https://youtube.com/@theaccelerationproject

    Connect with LaChelle Adkins:

    LaChelle Adkins, known as America’s Supermom, is an entrepreneur, speaker, and mental wellness advocate. A wife and mother of 15 children, she overcame a 13-year battle with depression, launching her FRESH Start coaching program in 2016. Passionate about media and advocacy, she promotes her #smile4wellness movement to combat mental health struggles. An international bestselling author and TV producer, LaChelle inspires others to embrace their unique skills to live fulfilling lives.

    LinkedIn: https://www.linkedin.com/in/americassupermom

    Youtube: https://www.youtube.com/@americassupermom
    Substack: https://substack.com/@americassupermom

    (0:00) Introduction, sponsor, and "Hit it and quit it" segment
    (2:24) Favorite business tool and marketing tip discussion
    (5:13) Best business book discussion
    (7:26) Closing remarks and encouragement to subscribe
    (8:23) Closing credits and website mention
    9 min
  • How to Utilize Collaboration to Grow Your Visibility with LaChelle Adkins
    In this episode of The SmallBizChat, Melinda Emerson is joined by LaChelle Adkins to explore the power of collaboration in small business success. LaChelle shares her journey into coaching and emphasizes the importance of choosing collaboration over traditional marketing. The discussion delves into the difference between networking and strategic collaboration, highlighting common mistakes and offering creative strategies for small businesses. LaChelle shares insights on overcoming fear when approaching potential partners and recounts a personal success story.

    LaChelle Adkins, known as America’s Supermom, is an entrepreneur, speaker, and mental wellness advocate. A wife and mother of 15 children, she overcame a 13-year battle with depression, launching her FRESH Start coaching program in 2016. Passionate about media and advocacy, she promotes her #smile4wellness movement to combat mental health struggles. An international bestselling author and TV producer, LaChelle inspires others to embrace their unique skills to live fulfilling lives. Catch her on LinkedIn at https://www.linkedin.com/in/americassupermom

    (0:00) Episode and podcast introduction
    (0:32) Sponsor: CoFounder AI
    (0:56) Introduction of today's topic and guest
    (1:51) Lachelle Adkins' background and journey into coaching
    (3:57) Path to coaching and helping business owners
    (6:39) The importance of collaboration over traditional marketing
    (8:33) Networking vs. strategic collaboration
    (12:51) Common mistakes in collaboration approaches
    (14:08) Creative collaboration strategies for small businesses
    (16:34) Overcoming fear in approaching potential partners
    (19:23) Lachelle's personal collaboration success story
    (22:14) Best business advice received
    (23:10) Closing remarks and guest appreciation
    (23:14) Podcast subscription promo
    (23:37) Podcast outro and next episode teaser
    25 min
  • How to Leverage Coaching to Grow Your Business with Jane Veron
    In this episode, Melinda Emerson is joined by Jane Veron to delve into the intricacies of entrepreneurship and the support offered by the Acceleration Project (TAP). Jane shares her background and discusses the common challenges entrepreneurs face, including capital and credit issues, and emphasizes the importance of coaching and seeking help. They explore how to become a coach and access TAP services, and discuss building an advisory ecosystem. Jane highlights the signs that coaching is needed and shares insights on TAP's reach and success. The conversation concludes with practical steps for overwhelmed entrepreneurs, identifying TAP's ideal customer, and sharing valuable business advice.

    ​Jane Veron is the Co-Founder and CEO of The Acceleration Project (TAP), a nonprofit that helps small business owners grow and thrive through expert advisory services. A former strategy and marketing executive at Bain & Company and American Express, she is a nationally recognized advocate for entrepreneurship and economic mobility. Jane has served in public office, advised the U.S. Small Business Administration, and currently chairs the New York Congressional Task Force on Jobs & the Economy. For more information, visit https://www.theaccelerationproject.org

    (0:00) Introduction, podcast purpose, and guest introduction
    (3:05) Jane Veron's background and the Acceleration Project
    (3:54) Challenges faced by entrepreneurs and solutions
    (5:25) Capital, credit issues, and common mistakes
    (9:26) Importance of coaching and asking for help
    (10:29) How to become a coach and access TAP services
    (12:39) Building an advisory ecosystem and signs coaching is needed
    (14:26) Size, reach, and business success at the Acceleration Project
    (16:08) Encouraging entrepreneurs to seek help and critical coaching stages
    (18:17) Practical steps for overwhelmed entrepreneurs
    (19:20) Ideal customer for the Acceleration Project
    (20:04) Best business advice received
    (20:31) Conclusion, thanks, and next episode preview
    22 min

About The SmallBizChat with Melinda Emerson

From the publisher's feed

A series focused on small business advice and strategies, by Melinda Emerson, known as "SmallBizLady", discussing various aspects of entrepreneurship and small business management. Get insights from…