Nearly 20 years ago, David Mitchell was working at West Texas A&M and doing landscaping on the side. What started with projects for friends and family eventually grew into Mitchell Landscaping, a full-service company serving the Texas Panhandle.

In this episode of Unfinished Business, David talks with Kimberly about growing from doing every job himself to leading a team, his passion for creating outdoor spaces where people gather and enjoy life, and why quality and lasting customer relationships remain at the heart of his business.

He also opens up about what growth looks like nearly two decades in—learning to delegate, developing his team, building better systems, and creating a business that doesn’t always depend on him.

It’s a conversation about building something you’re proud of, learning as you go, and realizing that even 20 years in, there’s still unfinished business.

Keywords

Landscaping, Business Growth, Outdoor Living, Texas, Entrepreneurship, Customer Satisfaction, Business Systems, Scaling a Business

Key  Topics

Decision to go full-time with landscaping

Importance of quality and customer satisfaction

Scaling challenges and delegation

Designing outdoor living spaces as an extension of home

Trends in outdoor kitchens and fire pits

Training and systems for business growth

Lessons learned and advice for entrepreneurs

Sound bites

"Bought out part of a business to go full time"

"Success is a company that can run without me"

"Building relationships with customers is key"

Chapters

00:00 — Meet David Mitchell, Co-Founder of Mitchell Landscaping

00:57 — Who David Was Before Mitchell Landscaping Existed

02:23 — Was Entrepreneurship Always the Plan?

03:04 — The Moment David Decided to Go All In

04:26 — What Success Looked Like in Year One

05:06 — What Kept Him Going on the Hard Days

05:44 — What People Don't Realize About Starting a Service Business

06:31 — Setting Non-Negotiables Before Hiring Your First Employees

07:37 — What "Quality" Actually Means in Landscaping

09:53 — What Building a Business Teaches You About Staying Humble

11:01 — What People Get Wrong About What Landscaping Really Is

12:52 — The Backyard Project David Will Never Forget

14:58 — What the Design Process Looks Like for a New Customer

16:54 — The Backyard Trends Everyone's Asking About Right Now

18:28 — What a Backyard Transformation Actually Costs

19:05 — Financing Options for Bigger Backyard Projects

20:36 — Rapid Fire: Success, Investments, and a Few Fun Facts

24:54 — The Biggest Challenge of Wearing Every Hat in the Business

26:16 — Passing Knowledge Down to the Next Generation of Leaders

27:02 — Rating His Own Systems on a Scale of One to Ten

28:32 — What Success Means to David Right Now

30:06 — If He Could Change One Thing About the Business Tomorrow

30:58 — The Advice He'd Give His 2006 Self

32:09 — What's Still Unfinished for Mitchell Landscaping

32:44 — What He Hopes Customers Remember 20 Years From Now

34:48 — His Best Advice for Any Aspiring Entrepreneur

More about Mitchell Landscaping

Website - https://www.mitchelllandscaping.net/

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Most families don't think about neuropsychology until an unexpected injury, illness, or diagnosis changes how someone they love thinks, remembers, or moves through daily life. When that happens, knowing who to call — and what to expect — makes all the difference.

In this episode, Dr. Jennifer Caussade Rodríguez, licensed clinical psychologist and Clinical Director of the Dallas Neurorehab Center, breaks down what neuropsychological testing actually involves, how to tell normal aging from something that needs attention, and why family input during an evaluation can completely change a diagnosis.

She also shares practical, doable habits — from the MIND diet to staying socially active — that protect brain health long before any symptoms show up, plus hard-won lessons from building a referral-based practice as a clinical director.

In this episode:

• What neuropsychological testing actually measures — and what an MRI can't tell you
• How to tell normal aging from early signs of cognitive decline
• Why family members often catch what patients don't report themselves
• The habits (diet, socialization, mental stimulation) that protect long-term brain health
• Why "we can wait on this" is the habit Dr. Caussade wants people to unlearn
• Her advice to family caregivers: you can't help your loved one if you're burned out
• Lessons from growing a referral-based practice as a clinical director

Quotable moments:

"There is no such thing as this can wait."

"We have a picture of the house, but we don't know what's going on inside."

"We cannot help them if we're burned out."

Keywords:

brain health, caregiver support, neurological conditions, cognitive decline, Alzheimer's diagnosis, dementia caregiving, neuropsychological testing

Links: Dallas Neurorehab Center — https://dallasneurorehabcenter.com/

Chapters

00:00 Introduction to Unfinished Business and the focus on neurological health

74:55:20 Guest introduction: Dr. Jennifer Caussade and her role

299:55:22 Jennifer's journey into neuropsychology and what fascinates her about the brain

8666:35:41 Variability in neurological conditions like Alzheimer's and Parkinson's

13777:42:38 The journey to Dallas Neuro Rehab and what neurorehabilitation entails

16027:42:45 Understanding neurorehabilitation for a lay audience

19527:42:57 Assessments and diagnostics in neurological conditions

23388:49:51 How tests inform treatment and real-life implications

25666:36:37 Behavioral and psychiatric aspects of brain conditions

29333:16:48 Family involvement in assessment and treatment

34388:50:17 The importance of accurate diagnosis and testing

392777:43:50 Differentiating types of Parkinson's and other movement disorders

456388:50:51 What success looks like in neurorehabilitation

836944:26:34 The ideal world: curing neurological conditions

853611:06:40 Supporting families and caregivers through neurological health

881111:06:40 Lessons for entrepreneurs and clinicians in neuropsychology

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Burnout doesn't always look like exhaustion. Sometimes it looks like a woman who's checked every box — the career, the family, the house — and still can't shake one question: am I really okay inside?

That's the question that changed everything for Jenna Eastvold, a former nurse who left healthcare after COVID reshaped what she valued, and who now coaches women through the same reckoning. In this conversation, she breaks down how to tell a real feeling from anxious noise, how her Hard Stops Framework turns values into actual decisions, and why asking for help is a sign of strength — not a failure to cope alone.

Jenna Eastvold is a certified coach and founder of EnergizeWell, where she helps women reconnect with their values and make confident, values-based decisions.

In this episode:

• What COVID revealed about burnout and values in healthcare workers
• Why self-trust — not willpower — is the real foundation for women balancing career and family
• The Hard Stops Framework: turning your values into an actual decision-making tool
• How to tell the difference between a feeling that's signal and one that's just noise
• Why asking for help is a strength, not a failure
• What living in alignment actually looks like — and why it's what reduces burnout
• The story behind Jenna's book, Stop Overthinking, Start Trusting God

Quotable moments:

"Am I really okay inside?"

"Are my feelings signals or just noise?"

"Trust yourself and live in alignment."

Keywords:

self-trust, career reinvention, burnout recovery, personal growth, values-based decision-making

Connect with Jenna Eastvold on Instagram: @energizewell

Visit Jenna’s Website: https://www.energizewell.com/

Purchase Jenna’s 30 Day Devotional: https://www.amazon.com.be/-/en/Jenna-Eastvold/dp/B0H2TS41DG?language=en_GB

Chapters:

00:00 Introduction to Unfinished Business and Guest Introduction

05:38 Understanding Behavioral Change in Health

08:48 The Women Jenna Serves: Needs and Aspirations

11:10 Unblocking Decision-Making: The Initial Steps

12:08 The Importance of Slowing Down

13:55 Identifying Core Values and Decision-Making

16:59 The Role of Identity in Values and Decision-Making

19:04 Societal Expectations and Personal Identity

21:10 Consequences of Ignoring Personal Needs

24:17 Advice for Women Seeking Change

26:26 The Challenge of Asking for Help

26:53 The Power of Coaching and Support

33:00 Navigating Personal Challenges and Asking for Help

35:45 Overcoming Setbacks in Business

38:09 Prioritizing Self-Care in Entrepreneurship

40:00 Proud Moments and Transformative Journeys

41:43 Future Aspirations for Energize Well

42:55 The Impact of Jenna's Book

47:15 Empowering Women to Trust Themselves

48:57 Lessons for a Greater Life

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What happens when your business is growing, but everything still seems to run through you?

In this episode of Unfinished Business, Kimberly Griggs sits down with monthly guest and business coach, Rory Sheppard to unpack one of the biggest challenges of business growth: Operations.

From constant approvals and inefficient processes to communication breakdowns and the struggle to delegate, Rory explains how leaders can unknowingly become the bottleneck in their own business.

You'll learn how to identify which decisions truly require your attention, eliminate unnecessary steps, improve communication, and build systems your team can actually rely on.

Because better operations aren't about controlling every detail. They're about creating consistent, predictable, reliable results without everything depending on you.

In This Episode:

• How to recognize when you've become the bottleneck
• The Decision Tree: root, trunk, branch + leaf decisions
• Why delegation is critical to growth
• How to eliminate unnecessary process steps
• Why you shouldn't automate a broken process
• How to establish better communication standards
• Why emotional intelligence matters in leadership
• 3 practical ways to improve operations now

Big takeaway: Only do the things that only you can do.

Share this episode with your team and ask: What's slowing us down that we have the power to change?

Chapters

00:00 Welcome to In the Middle of Mastery

01:30 What Better Operations Give You

03:46 What Do Strong Operations Look Like?

09:19 Finding the Points of Failure

14:24 When the Owner Becomes the Bottleneck

18:42 The Decision Tree: What Should You Actually Control?

23:47 From Bottleneck to Air Traffic Control

28:15 How Micromanagement Hurts Your Team

33:26 When Manual Processes Need to Change

4:58 Don't Automate a Broken Process

38:39 Value-Added vs. Non-Value-Added Work

43:28 Why You Should Keep Challenging Your Processes

47:29 Communication: The Hidden Growth Bottleneck

50:35 Setting Communication Standards

53:30 When It's Time to Stop Messaging and Talk

59:49 Emotional Intelligence + Better Leadership

1:03:26 3 Ways to Improve Your Operations

1:06:53 Building Consistency with Anchor Points

Keywords

Business Operations, Business Growth, Operational Bottlenecks, Leadership, Delegation, Business Systems, Process Improvement, Team Communication, Business Efficiency, Scaling a Business, Emotional Intelligence, Business Coaching, Automation, SOPs, Unfinished Business Podcast

Special offer!!!  Receive 10% off your copy of Rory’s Anchor Points Journal when you mention “Unfinished Business”  

Call Now! 806-557-2240

More on West Texas ActionCoach and Rory Sheppard

https://westtexas.actioncoach.com/firm/

Connect with Rory

https://www.linkedin.com/in/rorysheppard/

What happens when your hardest chapter becomes the foundation for your life’s work?

In this episode of Unfinished Business, Kimberly Griggs sits down with Dade Ronan, owner of Recovery Unlimited, to explore how his own experience with addiction shaped his approach to helping others.

Dade shares why meaningful recovery goes beyond treating the individual. From rebuilding trust and involving families to creating healthier support systems, they discuss the ripple effect addiction can have on families and communities—and what it takes to create lasting change.

They also step behind the business of recovery, exploring the challenges of growing Recovery Unlimited, earning trust with referral partners, using technology and data to track progress, and finding new ways to expand access to treatment.

Key Takeaways

• Dade’s personal journey from addiction to recovery
• Why addiction impacts families and communities
• Understanding the Stages of Change in recovery
• The importance of trust, family involvement, and healthy support systems
• Recognizing potential red flags of addiction
• Building strong relationships with referral partners
• Using technology, data, and progress reporting in treatment
• The challenges of growing a recovery-focused business
• Dade’s vision for expanding access to treatment
• Lessons for entrepreneurs building purpose-driven organizations

Chapters

00:00 Introduction to Recovery Unlimited
02:49 Dade’s Journey into Recovery and Business
05:32 Understanding Addiction and Its Impact
08:06 The Role of Community in Recovery
11:15 Building Trust and Relationships
13:38 Stages of Change in Recovery
16:15 The Importance of Family Support
18:39 Challenges in the Recovery Process
21:47 The Ripple Effect of Addiction
23:59 Creating a Healthy Support System
31:42 Recognizing Red Flags in Addiction
38:19 Navigating Business Challenges in Recovery Services
44:22 Innovating Through Technology in Treatment
52:47 Future Aspirations for Recovery Unlimited
58:17 Words of Wisdom for Aspiring Entrepreneurs

Keywords

Addiction Recovery, Recovery Support, Addiction Treatment, Family Support, Community Support, Stages of Change, Recovery Services, Treatment Innovation, Business Growth, Entrepreneurship, Purpose-Driven Business, Leadership, Trust Building

Learn More About Recovery Unlimited

Recovery Unlimited:
https://recovery-unlimited.com/

Dade’s 31-Day Devotionals

31 Days of Devotions for Dudes
https://www.amazon.com/Days-Devotions-Dudes-Pocket-Devotional-ebook/dp/B08C4KXN32

31 Days of Devotions for Chicks
https://www.amazon.com/-/zh_TW/Dade-Ronan/dp/B0FSDS7CG6

Connect with Dade

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

Feeling stiff, tight, or constantly dealing with nagging pain? You might be missing the real issue. In this episode, Marla Evans, owner of The Stretching Place in Amarillo, Texas, breaksdown the overlooked science behind fascia, mobility, and why stretching isn’t just about flexibility—it’s about longevity. From hidden causes of pain to simple habits that can dramatically improve how your body moves and feels, thisconversation challenges what you think you know about aging and recovery.

Keywords

stretching, holistic health, fascia, mobility, aging, pain relief, physical therapy, wellness, exercise, active aging

Key  Topics

Holistic health and lifestyle choices

Fascia and connective tissue health

The role of stretching in pain relief and mobility

Sound Bites

"Our bodies are designed to move."

"Hurt here, but the source might be far away."

"Relaxation is key to effective stretching."

Chapters

00:00 Understanding Stiffness in Middle Age

04:17 Marla's Journey to Stretching

07:15 The Gap in Stretching Services

09:41 Client Experiences and Benefits of Stretching

12:22 Active Individuals and Persistent Tightness

15:16 The Science of Fascia and Hydration

18:10 Controversies in Stretching Research

20:46 The Role of the Nervous System in Stretching

23:47 The Stretching Place Experience

27:02 Understanding Body Limitations and Assessments

30:59 Recognizing Progress in Stretch Therapy

34:00 Individual Healing Journeys

36:08 Innovative Relaxation Techniques

38:49 The Power of Vibroacoustic Therapy

42:04 The Importance of Listening to Your Body

44:31 A Mission to Help the Community

45:29 Taking Action for a Healthier Life

46:23 Waving the Magic Wand for Pain Relief

47:22 Advice for a Dream Life

48:24 Final Thoughts and Community Engagement

Learn More about The Stretching Place:

https://thestretchingplace.com/

In this episode of Unfinished Business, Kimberly Griggs and Rory Sheppard delve into the complexities of resistance to change within organizations. They explore the key components of dissatisfaction and vision, the role of leadership in facilitating change, and practical strategies for overcoming resistance. Rory shares frameworks and insights from his extensive experience in coaching business leaders, emphasizing the importance of clarity, communication, and creating a culture of innovation. The conversation also touches on personal practices for maintaining focus and motivation amidst challenges, as well as the unfinished business of ensuring successful transitions for businesses owned by baby boomers.

Keywords

resistance to change, leadership, business coaching, organizational change, small business, frameworks, entrepreneurship, change management, family business, coaching

Takeaways

Sound bites

"What would make it thrilling?"

"Get your priorities straight."

"Remember why you started the business."

Chapters

00:00 Introduction to Resistance to Change

03:19 Understanding the Framework for Change

08:38 The Role of Leadership in Change

12:16 Identifying the Need for Change

13:53 Criteria for a Worthy Goal

19:30 Strategies for Collaborative Action

22:32 Understanding Resistance to Change

25:58 Strategies to Overcome Change Resistance

27:16 Daily Practices for Leaders

29:41 Creating a Culture of Innovation

33:22 Unfinished Business in Leadership

37:48 Taking the First Step Towards Change

39:41 Three Truths for Business Owners

Connect with Rory and Learn More about Action Coach

⁠https://westtexas.actioncoach.com/firm/⁠

⁠https://www.linkedin.com/in/rorysheppard/⁠

In Volume 4 of our monthly segment, In the Middle ofMastery, business coach, Rory Sheppard shares practical strategies for mastering pricing and closing the value gap in your business. Discover how to communicate value effectively, handle price increases, and build stronger customer relationships to grow profitably.

Keywords

pricing, value gap, business growth, communication, customer relationships, profit margins, price increase strategies, competitive analysis, value proposition

Sound bites

"The owner is the most fearful of raising prices"

"Price is what you pay, value is what you get"

"The customer is the one who defines value"

Chapters

00:00 Navigating Pricing Pressures

03:15 Understanding the Value Gap

09:05 Auditing Your Value Gap

15:08 Communicating Value Effectively

21:03 Raising Prices with Relationships

23:36 Framing Value in Business

25:19 Scaling Operations Without Increasing Headcount

26:18 The Value of Transparency in Customer Relationships

27:48 Understanding the 80-20 Rule in Customer Management

29:48 The Importance of Letting Go of Problematic Customers

31:50 Analyzing Service Offerings for Profitability

33:17 Identifying Green Light Signals for Price Increases

35:44 Creating a Roadmap to Close the Value Gap

40:49 Using Anchor Points for Personal and Business Clarity

45:26 Understanding Pricing and Value in Business

Get Your Anchor Points Journal: https://anchorpointsjournal.com/home

Special offer!!! 

Receive 10% off your Anchor Points Journal whenyou mention “Unfinished Business” 

Call Now! 806-557-2240

More on ActionCoach and Rory Sheppard

https://westtexas.actioncoach.com/firm/

Connect with Rory

https://www.linkedin.com/in/rorysheppard/

In this episode of Unfinished Business, Kimberly Griggs interviews Pam Vitaz, founder of The Hestia House Method, a practice that helps homes transition from 'stuck' to 'sold' by aligning the energy of a space. They discuss the importance of energy in real estate, the intersection of intuition and home selling, and practical techniques for energetic alignment. Pam shares her journey in building a unique business model that combines real estate with energy clearing, and offers insights into the feedback from buyers and sellers. The conversation also touches on Pam's upcoming book and her advice for aspiring entrepreneurs.

Keywords

real estate, energy clearing, home staging, intuitive selling, buyer feedback, energetic alignment, business building, meditation, home selling tips, Pam Vitaz

Takeaways

• Pam Vitaz combines real estate with energy clearing.

• Energy alignment can significantly impact home sales.

• Intuition plays a crucial role in real estate.

• Techniques for energetic alignment include meditation and grounding exercises.

• Feedback from buyers often reveals deeper desires.

• Pam's business model supports realtors in understanding energy dynamics.

• Selling homes requires both physical and energetic staging.

• Pam's upcoming book shares stories and techniques for home energy clearing.

• Community building is essential for personal and professional growth.

• Trusting oneself is vital in entrepreneurship.

Sound bites

"Trust yourself."

"Don't be afraid to spend money."

"Keep up with the technology."

Chapters

00:00 Introduction to Energy in Real Estate

04:24 The Intersection of Intuition and Real Estate

07:35 Techniques for Energetic Alignment

11:51 Feedback from Buyers and Realtors

14:13 Building a Business Around Energy Clearing

15:18 The Power of Unique Offerings

17:49 Empathy in Real Estate

20:49 Energetic Home Cleansing Techniques

23:05 Navigating Business Growth Challenges

27:10 Words of Wisdom for Entrepreneurs

For more information on The Hestia House Method and Pam Vitaz, visit: 

https://www.hestiahousemethod.com/

https://www.instagram.com/pamvitaz/

https://www.linkedin.com/in/pamvitaz/

What does it really take to grow a business that lasts?

In this episode of Unfinished Business, Kimberly Griggs sits down with business advisor and executive coach Kent Gustafson for an honest conversation about whatseparates growing businesses from those that stall.

Kent shares the lessons he's learned from building companies, coaching leaders, and helping organizations navigate growth. From overcoming personal setbacks to developingscalable systems, he explains why adaptability, integrity, and accountability are the foundation of long-term success.

The conversation explores why so many business owners struggle to transition from working in the business to leading the business, how cash flow influences nearly every decision, and where AI fits into the future of leadership.

Keywords

business growth, advisory work, networking, personalchallenges, entrepreneurship, leadership, client relationships, strategic direction, infrastructure, operational management business growth, decision making, client engagement, AI in business, leadership, accountability, integrity, coaching, operational efficiency, business strategy

Takeaways

• Adaptability is crucial for business survival.
• Networking helps in identifying market gaps.
• Mindset and attitude influence business outcomes. It's hard to break old habits and create new ones.
• Having the right people in the right seats is crucial.
• Integrity is the foundation of successful businesses.
• Cash flow is always critical in business.
• Transitioning from operator to owner is a necessary growth step.
• AI can enhance business operations but cannot replace human strategy.
• Loving what you do leads to greater success.

Sound Bites

"Adapt or die."

"You will get knocked down, but you can get up."

"Cash flow is critical. Cash will always be king."

Chapters

00:00 Introduction

07:55 Navigating Personal Challenges

10:10 The Journey into Advisory Work

18:08 Building a Network and Client Base

27:59 Common Pitfalls in Business Growth

32:59 Integrating Solutions for Long-Term Impact

39:01 Foundations for Business Growth

42:15 Navigating Decision-Making Under Pressure

48:45 Transitioning from Operator to Owner

53:12 Client Engagement and Accountability

60:12 Embracing AI in Business

66:37 Three Lessons for Lasting Success

Check out 4G Advisory Group

https://www.4gadvisorygroup.com/

Connect with Kent

https://www.linkedin.com/in/kent-gustafson-a2351a7/

In this episode of Unfinished Business, Kimberly Griggsinterviews Natalia Sokolova, a dynamic entrepreneur and founder of SGG World. Natalia shares her inspiring journey of overcoming a life-altering accident, her insights on entrepreneurship, and the importance of resilience andself-love. She discusses the realities of building a business, the concept of unicorns, and the significance of embracing femininity in the business world. Natalia emphasizes the need for perseverance, the power of saying yes to opportunities,and the importance of creating a supportive ecosystem for entrepreneurs. The conversation concludes with Natalia's reflections on her ongoing journey andthe legacy she aims to build.

Keywords

Natalia Sokolova, entrepreneurship, overcoming adversity,mindset, self-love, unicorns, business strategies, women in business, personalgrowth, legacy

Takeaways

Trust the universe and follow your path.

Life's fragility teaches us gratitude for the basics.

Opportunities often come from unexpected places.

Saying yes can open doors to new experiences.

Perseverance is key to overcoming obstacles.

Self-love is essential for personal and professional growth.

Women should embrace their femininity in business.

Building a supportive ecosystem is crucial for entrepreneurs.

Don't give up when faced with challenges; keep pushingforward.

The journey of entrepreneurship is ongoing and ever-evolving.

Sound bites

"Perseverance got me out of my wheelchair."

"Self-guilt destroys us and our kids."

"Never stop believing in yourself."

Chapters

00:00 Introduction to Natalia Sokolova's Journey

02:24 Overcoming Adversity: The Car Accident Experience

07:35 The Unexpected Path to Modeling and Entertainment

17:21 Lessons in Perseverance and Grit

23:10 Understanding Unicorns and Sustainable Business

24:27 Mindset Shift for Entrepreneurs

25:24 Understanding the Ecosystem of Startups

26:06 The Role of Technology in Business Development

27:29 Navigating the Path to Going Public

28:43 The Importance of Team Dynamics

30:37 Identifying Coachable Teams

32:36 Lessons Learned from Trusting the Wrong People

33:34 Strategies for Overcoming Setbacks

36:10 The Power of Self-Love

36:45 Introducing the True Goddess Model

40:05 The Journey of Self-Discovery

44:39 Unfinished Business and Future Aspirations

Connect with Natalia:

https://www.linkedin.com/in/nsokolova/

https://www.instagram.com/nataliasokolova.official/?hl=en

AI isn’t coming—it’s alreadyhere. The question is: are you ready?

In the first episode of Unfinished Business’new monthly tech segment, host KimberlyGriggs sits down with Nicko Trataris, CEO of AI Agents, to break down what AI actually means for your work, your creativity, and your future. From job disruption to opportunity creation, this conversation cuts through the noise and fear surrounding AI and gets practical. Nicko explains why knowing how to ask the right questions (prompt engineering) is quickly becoming a must-have skill, howbias shows up in AI responses, and why curiosity—not code—is the real advantage in an AI-driven world.

Whether you’re tech-savvy or tech-hesitant, this episode will leave you informed, empowered, and thinking differently about what’s possible.

Takeaways 

• AI is becoming ubiquitous and should be accessible to everyone. 

• Many jobs are at risk of being replaced by AI, especially in customer service and programming.

• Education should focus on creativity and curiosity to prepare for the future.

• Hands-on experience and exposure to different fields can foster creativity.

• Prompt engineering is crucial for getting the most out of AI tools.

• Bias in AI reflects human bias; it's important to be aware of this.

• Using AI tools can significantly enhance productivity and creativity.

• The future of work will require adaptability and continuous learning. 

• AI can assist in various tasks, from scheduling to providing medical insights.

• Believing in your ideas and pursuing your passion is essential for success.

Sound bites

"There's no time left."

"Trust, but verify."

"Don't listen to other people."

Chapters 

00:00 Introduction to AI Agents and Their Mission

02:00 The Impact of AI on Jobs and Industries

05:38 Preparing for the Future: Education and Skills

09:17 Creativity and Curiosity in the Age of AI

13:40 Practical Tips for Engaging with AI

18:16 The Importance of Prompt Engineering

22:47 Navigating Bias and Truth in AI

27:17 The Future of AI Agents and Their Applications

Unlock your AI potential and enhance your skills andproductivity in just 5 days!

Enroll in AI BOOTCAMP for just $48 with code: IGNITE

Click the link below or copy and paste into your browser:

https://aiagentsacademy.thinkific.com/products/courses/ai-bootcamp⁠

For more information on AI Agents LLC, please visit:

⁠ ⁠https://www.askaiagents.com

⁠⁠https://www.linkedin.com/company/ai-agents-llc/about/

In this episode of Unfinished Business, Kimberly Griggs interviews Andrew Shotland, founder and CEO of Local SEO Guide. They discuss the evolution of SEO, its importance for businesses, and the differences between small and largeenterprises in leveraging SEO. Andrew shares insights on Google's ranking factors, the significance of backlinks, and the impact of AI on content generation. He emphasizes the necessity of trial and error in SEO strategies, the importance of content creation, and the common mistakes businesses make in local SEO. The conversation concludes with Andrew's advice for entrepreneurs and his aspirations for the future of his business.

Keywords

SEO, digital marketing, online visibility, Andrew Shotland, Local SEO Guide, content marketing, backlinks, AI in SEO, local search, small business marketing

Takeaways

SEO has evolved significantly over the years, becoming more complex and competitive.

Small businesses often have a competitive advantage in SEO due to their agility.

Content creation targeting customer pain points is crucial for SEO success.

Technical SEO is essential for ensuring that search engines can read and index your site.

Backlinks are vital for improving your site's authority and ranking.

AI is changing the landscape of SEO, but human oversight is still necessary forquality content.

Local SEO requires a focus on proximity and relevance to improve visibility.

Regularly updating content can enhance your site's performance in search results.

Trial and error is a key component of successful SEO strategies.

Investing in SEO is essential for long-term organic traffic growth.

 Sound Bites

"Trial and error is key to SEO success."

"Links are like gas for your SEO car."

"Don't do anything you don't want to do."

Chapters

00:00 Introduction to SEO and Andrew Shotland's Journey

04:38 Evolution of SEO: Past vs Present

10:02 Understanding SEO: Definition and Importance

12:52 SEO for Small vs Large Businesses

15:41 Google's Popularity Metrics and Ranking Factors

17:16 Trial and Error in SEO: The Key to Success

18:33 Content Creation: The Foundation of SEO

20:04 Technical SEO: Must-Have Elements

22:51 Backlinks: The Currency of SEO

24:35 AI's Impact on SEO and Content Generation

27:19 Local SEO: Strategies for Visibility

29:16 Long-Term SEO Investment: ROI and Expectations

35:31 AI-Generated Content: Best Practices

37:36 Common Local SEO Mistakes

41:02 Future Aspirations for Local SEO Guide

43:29 Final Lessons for Entrepreneurs

Connect with Andrew

https://www.linkedin.com/in/localseoguide/

Learn more about Local SEO Guide:

https://www.localseoguide.com/

Kelly Kendall, CEO and Co-Founder of KNC Strategic Services, shares how he went from being a disabled Marine Corps veteran to building a thriving cybersecurity company rooted in specialization, trust, and strong relationships. Throughout the conversation, Kelly unpacks the realities of entrepreneurship—from identifying the right niche and earning credibility before you have a proven track record to making key hires, building a team, and learning how to let go of control to scale. Kelly also offers a candid look at how AI is changing the cybersecurity landscape and what business owners should be paying attention to stay ahead.

Keywords

entrepreneurship, cybersecurity, military veteran, businessgrowth, networking, credibility, niching, AI in cybersecurity, leadership,business development

Key Takeaways

Why being known for one thing can accelerate businessgrowth

How to build credibility when you're still earning yourreputation

The networking strategies that create long-term businessopportunities

When entrepreneurs need to stop being the operator andstart being the CEO

How AI is reshaping cybersecurity and what that means forbusinesses

Lessons learned from building and scaling a service-basedcompany

Sound  Bites

"You can't do it all yourself"

"Let go of control to grow"

"Don't be afraid of niching down"

Chapters

00:00 Introduction to Unfinished Business and GuestBackground

01:03 Early Entrepreneurial Ventures and Lessons Learned

02:50 Choosing Cybersecurity: A Critical Decision

06:15 Building Relationships and Networking for Success

10:07 Establishing Credibility with Early Clients

13:12 Challenges Faced in the Early Years

14:09 Finding Identity and Niche in Cybersecurity

18:01 Transitioning from Owner to CEO

21:11 First Hires and Building a Team

22:08 Building a Family Business: The Journey Begins

24:32 Navigating Expectations: The Reality of Hiring

25:57 Learning Through Challenges: Growth and Adaptation

29:36 Leadership Lessons: Balancing Expectations and Reality

32:02 Applying Knowledge: The Journey of Leadership

33:29 Celebrating Success: The Growth of a Brand

34:39 Future Aspirations: Expanding Horizons

35:49 AI in Cybersecurity: Opportunities and Threats

39:30 Implementing AI: Best Practices and Cautions

41:02 The Magic Wand: Hiring Challenges

42:31 Three Lessons for Aspiring Entrepreneurs

Moreabout KNC Strategic Services:

https://www.kncss.com/

Connectwith Kelly:

https://www.linkedin.com/in/kellyckendall/

Leadership isn't about having the title—it's about earning trust and creating influence. In this episode, Rory Shepherd unpacks the qualities that separate great leadersfrom average managers, revealing why trust is the foundation of every high-performing team. From understanding the difference between authority and influence to leading with humility, authenticity, and accountability, Rory shares practical lessons that every leader can put into practice immediately. Ifyou want to build a culture where people choose to follow, not because they must, but because they trust you, this episode is for you!

Keywords

Leadership, Trust, Influence, Humility, Organizational Culture, Leadership Development

Key  topics

Difference between authority and influence

Building trust through competence, care, and authenticity

The importance of humility in leadership

Managing up and managing down effectively

The impact of trust on team performance

Leadership mistakes and lessons learned

The role of vulnerability and accountability

Takeaways

Authority is position-based; influence is relationship-based.

Trust is built on competence, care, and authenticity.

Humility is a critical trait for effective leadership.

Leading with transparency and accountability fosters trust.

Leadership involves managing both up and down effectively.

Soundbites

"Authority is title-based or position."

"Great relationships get things done."

"Humility is essential for effective leadership."

Chapters

00:00 Authority vs. Influence in Leadership

02:46 Building Trust: The Foundation of Influence

05:16 The Importance of Genuine Engagement

07:46 The Role of Competence and Care in Leadership

10:14 Learning from Leadership Mistakes

12:44 The Impact of Humility in Leadership

15:42 Navigating Leadership Challenges

18:05 The Consequences of Leadership Missteps

25:37 Taking Accountability as a Leader

28:17 Building Trust Through Humility

31:33 Learning from Mistakes and Preventing Future Issues

35:11 The Balance of Heroism in Leadership

40:04 The Importance of Integrity and Accountability

43:06 Future Leadership Skills in a Technological World

Special offer!!! Receive 10% off your copy of Rory’s Anchor PointsJournal when you mention “Unfinished Business” 

Call Now! 806-557-2240

More on West Texas ActionCoach and Rory Sheppard

https://westtexas.actioncoach.com/firm/

Connect with Rory

https://www.linkedin.com/in/rorysheppard/

In this episode of Unfinished Business, host Kimberly Griggs interviews Vanessa Vasquez DeLara, founder and CEO of Vasquez DeLara Law Group. Vanessa shares her journey into family law, the importance of building a supportive law firm culture, and how motherhood has influenced her professional life. She discusses the challenges of balancing work and family, the significance of client experience, and innovative strategies for preventing burnout among her team. Vanessa also highlights her commitment to foster care and her aspirations for the future, including writing a guide for professional women navigating divorce.

Keywords

family law, women in law, work-life balance, entrepreneurship, client experience, mentorship, foster care, law firm culture, professional growth, wellness

Takeaways

• Vanessa stumbled into family law after initially avoiding it.

• Building a supportive culture in a law firm is crucial.

• Motherhood has significantly influenced her approach to work.

• Client experience is a top priority in her practice.

• It's important to set boundaries to avoid burnout.

• Creating a family-friendly work environment benefits everyone.

• Investing in international talent can enhance productivity.

• Taking care of oneself is essential for long-term success.

• You can do it all, but not all at once.

• Fostering is a meaningful way to give back to the community

Sound bites

"I really stumbled into family law."

"We have a nursery in our office."

"It makes so much business sense."

Chapters

00:00 Introduction to Vanessa Vasquez DeLara

01:18 Journey into Family Law

04:41 Building a Family-Centric Law Firm

11:29 Emotional Challenges in Family Law

20:03 Advice for Young Career Moms

22:32 Teamwork and Client Experience

26:28 Customer-Centric Experience and Solopreneur Challenges

27:21 Leveraging International Talent for Efficiency

32:10 Return on Investment in Team and Operations

34:51 Preventing Burnout and Promoting Wellness

42:02 Fostering and Community Involvement

46:40 Future Aspirations and Advice for Entrepreneurs

Get in touch with Vanessa! 

https://www.familylawprotection.com/

Support the Supreme Scholars Foundation: 

https://www.facebook.com/SupremeScholarsFoundation

For those in the Miami/Dade area interested foster care opportunities, visit: https://4kids.us/locations/miami/

In this conversation, Kimberly Griggs and Molly Davis explore the intersection of health, wellness, and leadership. They discuss Molly's journey from a high-pressure marketing career to embracing mindfulness and yoga, emphasizing the importance of breath, body awareness, and the philosophy behind yoga. The discussion highlights the need for leaders to prioritize their health and well-being, recognizing that true success comes from a balanced approach to life. Molly shares practical advice on how to connect with oneself and the significance of being proactive about health, ultimately encouraging listeners to take time for self-care and personal growth.

Keywords

health, wellness, leadership, yoga, mindfulness, breath, body awareness, marketing, personal growth, self-care

Takeaways

• Health and wellness are essential for effective leadership.

• Yoga is not just an exercise; it's a holistic philosophy.

• Breath awareness can significantly impact mental clarity and presence.

• Preventive health measures are crucial for long-term well-being.

• Connecting with oneself is key to personal and professional success.

• Mind-body connection influences creativity and problem-solving.

• It's never too late to start prioritizing health.

• Small, consistent actions lead to significant health improvements.

• Community support can enhance personal wellness journeys.

• Self-care is not selfish; it's necessary for sustainability.

Sound bites

"Life is short; what really matters?"

"Health is wealth."

"Take time to get to know yourself."

Chapters

00:00 Introduction to Health and Leadership

01:46 Molly's Journey: From Marketing to Mindfulness

06:14 The Cost of High Performance

07:41 Mind-Body Connection for Entrepreneurs

10:01 Yoga: More Than Just Exercise

11:12 Breathing Techniques for Presence

13:07 The Impact of Breath on Well-being

18:08 Preventive Health: Eastern vs. Western Philosophy

23:17 Building Healthy Habits

24:55 Transformative Health Journeys

28:43 The Balance of Hustle and Mindfulness

31:39 Life's Priorities and the Illusion of Urgency

35:49 Connecting Within: The Importance of Self-Awareness

39:25 Embracing Vulnerability on the Mat

43:01 Overcoming Fear of Slowing Down

46:41 The Essence of Self-Discovery

Connect with Molly: 

https://www.mollydavisyoga.com

https://www.instagram.com/molly_davis_yoga/

Chapters

00:00 Introduction to Leadership and Resilience

01:23 From Retail to Real Estate: Tammy's Journey

04:11 The Early Days of Entrepreneurship

06:20 Overcoming Challenges in Business Growth

09:24 Building a Strong Company Culture

10:49 Key Characteristics for Team Success

11:27 Understanding Emotional Intelligence in Business

13:02 Creating Unique Customer Experiences

15:49 Advice for New Entrepreneurs

17:11 Mindset Shifts for Business Growth

19:33 Adapting to Market Changes

21:02Diversifying Business Services

22:43Systems for Managing Client Relationships

24:06 Future Goals and Unfinished Business

26:02 Navigating Regulatory Challenges

29:18 Identifying Investment Opportunities

In this episode of Unfinished Business, host Kimberly Griggsspeaks with Janine Hoag, a real estate attorney and founding partner at Miller Hoag Law Firm. Janine shares her journey into law, the challenges she faced in starting her own firm, and her commitment to building a people-first practice.The conversation delves into the importance of client relationships, navigating real estate transactions, and the evolving landscape of legal planning in the real estate market. Janine emphasizes the value of education and awareness in empowering clients and discusses her aspirations for the future, including her initiative to foster collaboration among women in real estate

Takeaways

• Janine's early exposure to law and real estate shaped her career path.
• Building a law firm requires resilience and support fromothers.
• Client relationships are crucial in a referral-drivenindustry.
• Education and awareness empower clients in legal matters.
• Real estate transactions require careful planning andforesight.
• Janine emphasizes the importance of personal connections inbusiness.
• The legal landscape is evolving with technology and social media.
• Janine's firm focuses on high standards and personalized service.
• Collaboration among professionals enhances client outcomes.
• Legacy and impact are central to Janine's vision for herpractice.

Sound bites

"I wanted to emulate that, growing up."

"I want to be stagnant."

"Be the good in the room."

Chapters

00:00 Introduction to Janine Hoag and Her Journey

03:06 Early Career and Challenges in Law

06:30 Building a Referral-Driven Business

10:22 Understanding Real Estate's Value for Small Businesses

13:28 Client Relationships and Trust in Legal Services

17:01 Navigating Legal Complexities in Real Estate

19:55 Trends in Real Estate and Legal Planning

25:19 Future Aspirations and Building Community

Keywords

real estate, law, entrepreneurship, client relationships,legal advice, business growth, women in business, law firm, real estate transactions, legal planning

Janeen HogueReal Estate Law Expert

Owner of The Miller-Hogue Law Firm, P.C.Website

• m-hlaw.com 

entrepreneurship, trading, mentorship, AI, startups, business growth, community, risk management, market making, technology

Summary

In this conversation, Kimberly Griggs interviews Michael J Frank, a seasoned entrepreneur and co-founder of The Gilder. They discuss Michael's journey from day trading to building and scaling businesses, the challenges he faced, and the lessons learned along the way. The conversation also delves into the impact of AI on modern business, the importance of mentorship, and the creation of a supportive community for entrepreneurs. Michael shares insights on navigating the complexities of trading, the significance of adapting to technological advancements, and the value of affordable resources for startups.

Takeaways

Michael transitioned from day trading to entrepreneurship after recognizing changes in the trading landscape.

He emphasizes the importance of mentorship in guiding new entrepreneurs.

AI is transforming business operations and customer interactions.

Building a community for entrepreneurs can significantly enhance their chances of success.

Michael's experience in trading taught him valuable lessons about risk management and decision-making.

The Gilder provides a platform for startups to access mentorship and resources.

Affordable mentorship is crucial for early-stage entrepreneurs.

Navigating challenges in business requires resilience and adaptability.

Understanding market dynamics is essential for making informed business decisions.

Michael believes that continuous learning and networking are vital for entrepreneurial success.

Titles

From Trading Floors to Entrepreneurial Success

Navigating the Challenges of Business Growth

Sound bites

"What changed in the business?"

"It's not easy, right?"

"It's all about the customers."

Chapters

00:00 From Day Trading to Entrepreneurship

13:18 Building and Scaling a Trading Firm

17:11 Lessons Learned and Future Aspirations

17:12 Navigating Business Disruption and Change

21:52 The Impact of 9/11 on Business Decisions

26:03 Identifying Legitimate Entrepreneurs

28:42 The Rise of AI in Business

32:42 Building a Community for Startups

37:03 Affordable Mentorship and Resources

Meet Michael J Frank

Apply to Be a Gilder Member

In this engaging conversation, Vaughn North continues his conversation with host, Kimberly Griggs discussing his life’s journey through patent law, entrepreneurship, and personal growth, emphasizing the importance of curiosity, trust, and the Renaissance attitude. He recounts his experiences with a supreme court patent case, the importance of building trust in business relationships, and the significance of embracing one's entrepreneurial spirit. Vaughn also discusses the game of sleep, his personal health journey, and the six pillars of health and well-being, ultimately encouraging listeners to overcome doubt and explore their passions.

Keywords

Renaissance attitude, patent law, entrepreneurship, trust, curiosity, sleep health, personal growth, innovation, business relationships, overcoming doubt

Takeaways

• The Renaissance attitude is about continuous reinvention and curiosity.

• Building trust is essential in business relationships.

• Curiosity drives innovation and personal growth.

• Embracing multiple passions can enhance expertise in a primary field.

• The journey of life is as important as the destination.

• Sleep health is crucial for overall well-being.

• The game of sleep can be approached with a positive mindset.

• Small steps can lead to significant opportunities.

• Doubt can hinder progress; overcoming it is vital.

• Curiosity should be nurtured and explored in various directions.

Sound bites

“Let your curiosity open a door to credibility.”

"Trust is the foundation of everything."

"You have to allow your curiosity to lead you."

"Don't let the doubt people mess you up."

Chapters

00:00 The Renaissance Attitude: A Journey Begins

01:42 The Big Case: A Defining Moment

13:59 Building Trust in Business Relationships

18:26 Embracing the Entrepreneurial Spirit

28:05 Cultivating Curiosity and Overcoming Fear

28:58 Exploring New Interests and Passions

32:41 Navigating Multiple Passions and Focus

37:06 Health Challenges and the Pursuit of Sleep

42:28 The Game of Sleep: Techniques and Mindset

48:40 The Six Pillars of Health and Well-Being

51:13 Overcoming Doubt and Embracing Curiosity

Vaughn North’s books are now available on Audible. 

Get your copies here: 

https://www.audible.com/author/Vaughn-North/B0DGB8B8YG?srsltid=AfmBOoro8tAfaoGR5yofM7DWKF3WZOX4Sd8Fr3LMDuXyPhkSy3AhR3Ma

Learn More about Rem-Scape: https://rem-scape.com/

In this episode of Unfinished Business, Kimberly Griggsspeaks with Jordan, the VP of Customer Success at Soft Trip, about the challenges and opportunities in the travel and tour industry. They discuss the importance of balancing technology and personal touch in customer service, therole of AI and automation in enhancing customer experiences, and the need for businesses to adapt to changing user expectations. Jordan shares insights on product-led growth, scaling with purpose, and the future of technology inexperience-based businesses, emphasizing the importance of empathy and adaptability in leadership.

Keywords

business growth, customer success, travel industry,automation, AI integration, user experience, product-led growth, scaling,technology trends, empathy in business

Takeaways

Growth today isn't just about speed and scale; it's aboutsystems and service.

The human element drives loyalty, trust, and comfort inservice-based businesses.

Change management is a significant focus for many touroperators.

Bringing people along on the journey of change is crucialfor success.

AI is a huge disruptor in the software business,affecting roles and processes.

Human in the loop is essential for maintaining a personaltouch in automation.

User experience expectations have shifted dramaticallytowards B2C standards.

Being product-led allows for better alignment withcustomer needs and market demands.

Don't scale too early; ensure processes are repeatableand scalable first.

Empathy is a core characteristic for success in anybusiness.

Sound bites

"The human element drives loyalty and trust."

"Change management is a significant focus."

"Don't scale too early, nail it first."

Chapters

00:00 Navigating Business Growth in a Changing Landscape

01:42 Challenges in the Travel and Tour Industry

03:49 Bridging the Gap: Customer Success in Software

05:57 Automation vs. Personal Touch in CustomerExperience

07:37 Integrating AI for Enhanced Customer Interactions

09:49 User Experience Expectations in B2B Software

13:36 Product-Led Growth for Small Businesses

16:38 Scaling with Purpose and Automation

18:37 The Future of Technology in Experience-BasedBusinesses

20:24 Starting Your AI Journey

22:54 Lessons for Lasting Impact in Business

Connect with Jordan and Learn more about Softrip

https://www.softrip.com/

https://www.linkedin.com/in/jordan-wyner/

entrepreneurship, law, digital marketing, branding, client communication, law firm, transparency, automation, scaling, legal profession

Summary

In this episode of Unfinished Business, Kimberly Barclay-Griggs interviews Brandon Haubert, with WH Law an innovative entrepreneur in the legal field. Brandon shares his journey into law, emphasizing his desire to work independently and his unique approach to building a law practice. He discusses the importance of digital marketing, rebranding, and proactive communication with clients. Brandon highlights how transparency and automation have transformed his practice, allowing for better client relationships and increased efficiency. He also offers advice for new lawyers, particularly those in small towns, on how to navigate the challenges of starting a law firm and scaling their business.

Takeaways

• Brandon Haubert emphasizes the importance of transparency in law.
• He took a leap of faith by starting his own law firm.
• Digital marketing was crucial for attracting clients.
• Rebranding helped create a more approachable law firm atmosphere.
• Client feedback indicated a desire for less formality.
• Proactive communication reduces client anxiety.
• Automation can streamline client interactions and improve efficiency.
• Building systems allows for better delegation of tasks.
• New lawyers should be open to various practice areas initially.
• Narrowing focus over time can lead to a more successful practice.

Sound bites

"I knew I wanted to work for myself."

"We went digital media immediately."

"You can get fairly narrow in a small town."

Chapters

00:00 The Journey Begins: From Layoff to Law School

03:06 Building a Practice: The Early Days of Entrepreneurship

06:31 Rebranding: Finding Authenticity in Legal Practice

08:12 Communication Revolution: Enhancing Client Interactions

13:37 Efficiency and Automation: Streamlining Legal Processes

17:22 Specialization vs. Generalization: Navigating Small Town Law

18:52 The Evolution of Branding: Standing Out in a Crowded Market

In this episode of Unfinished Business, Kimberly Griggs and Nico Trataris explore how AI is transforming healthcare — especially for small and independent practices. From staffing shortages and missed patient calls to administrative burnout and revenue loss, today’s providers are stretched thin.

They discuss how AI-powered solutions can improve patient communication, reduce front-desk overwhelm, protect patient data, and help practices stay competitive in a rapidly evolving digital landscape.

If you’re navigating healthcare innovation, patient experience, or practice growth, this episode breaks down what adopting AI really means — and why waiting may cost more than you think.

Keywords

AI in healthcare, healthcare solutions, patient experience, data security, missed opportunities, healthcare technology, small practices, AI adoption, future of work, healthcare challenges

Takeaways

AI is changing how small healthcare practices operate.

Staff shortages in healthcare are a growing concern.

Privacy and data security are major issues in AI adoption.

Patients are increasingly comfortable using AI for health inquiries.

Missed calls can lead to significant financial losses for practices.

AI can alleviate administrative tasks, allowing staff to focus on patient care.

Ignoring AI adoption poses a risk to healthcare providers.

The future of work may involve less human labor due to AI.

Small practices need to adopt technology to stay competitive.

AI can enhance customer experience in healthcare settings.

Sound Bites

"Ignoring it is the biggest risk."

"AI can help you out, it can be pleasant."

"People just move on to the next provider."

Chapters

00:00 Navigating Healthcare Challenges with AI

02:19 AI Adoption in Healthcare: Current Trends

04:56 Addressing Privacy Concerns in AI Integration

07:17 Transforming Patient Expectations with AI

10:05 The Financial Impact of Missed Opportunities

12:36 The Future of Work: AI's Role in Healthcare

15:22 Innovative Solutions for Small Practices

18:12 Demonstrating AI Healthcare Assistant

20:32 Real-World Applications of AI in Healthcare

22:57 The Importance of Seamless Communication

25:16 Implementing AI Solutions in Clinics

27:51 The Evolution of Programming with AI

30:47 Embracing Change in Healthcare

Unlock your AI potential and enhance your skills and productivity in just 5 days! 

Enroll in AI BOOTCAMP for just $48 with code: IGNITE 

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For more information on AI Agents LLC, please visit:

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In this insightful interview, Matt Kinsey, founder of IT Fusion, shares his journey from corporate IT architect to cybersecurity and risk management expert. Discover practical strategies for small business resilience, leadership during crises, and building a profitable, scalable IT service business.

Keywords

IT security, cybersecurity, risk management, small business, business continuity, leadership, growth strategies, IT consulting

Key Topics

Cybersecurity and risk management for small businesses

Leadership and crisis management in IT

Building a profitable and scalable IT business

 Sound Bites

"We have a no asshole policy"

"We act as your virtual IT department"

"Walk in confidence during crises"

Chapters

00:00 Introduction to IT Fusion and Its Importance

08:53 Building Client Relationships and Retention Strategies

15:36 The 24-Hour Recovery Guarantee and Its Significance

19:50 Common Misconceptions About IT Security

24:59 Transitioning from Technician to CEO

33:32 Leadership in Crisis Management

37:49 Future Goals and Growth Strategies

42:16 Words of Wisdom for Future Business Owners

Mention Unfinished Business Podcast for your FREE businessassessment from IT Fusion!

https://www.itfusiontech.com/

Connect with Matt

https://www.linkedin.com/in/mattkinsey/

Most businesses don't struggle because they have a bad product—they struggle because they never get the right message in front of the right people.

In this episode of Unfinished Business, Kimberly Griggs sits down with entrepreneur and marketing strategist Tom McClintock to discuss marketing that actually works,AI, automation, and the systems that every growing business needs.

Keywords

entrepreneurship, business growth, marketing strategy, AI marketing, marketing automation, CRM, customer lifecycle, small business, startup, leadership, productivity, emailmarketing, business development, sales strategy, artificial intelligence,

Takeaways

• Why marketing should focus on reaching the right audience, not the biggest audience
• How AI and automation can save time while improving customer relationships
• Why entrepreneurs should budget both their money and their time
• The difference between a sales pipeline and the customer lifecycle
• How CRM systems help businesses grow more consistently
• Why email marketing continues to outperform many newer marketing channels
• Three pieces of advice every entrepreneur should hear before building a business

Chapters

00:00 Introduction

00:40 Why Tom's marketing journey started

05:13 The biggest problem with traditional marketing

11:04 Marketing advice for new entrepreneurs

15:13 Budgeting your time—not just your money

22:57 Prioritization and business growth

25:58 Using AI and automation to scale

30:01 Understanding the customer lifecycle

36:06 Who benefits most from marketing automation?

39:54 The future of AI and marketing

45:58 Three lessons every entrepreneur should remember

Check out Relationship Martech

https://relationshipmartech.com/

 Connect with Tom

https://www.linkedin.com/in/tommcclintock/

In this conversation, Jaz Lin, CEO and Co-Founder of Skyrelis offers firsthand insight into the operational and policy challenges enterprises encounter when implementing autonomous systems. She also focuses on identifying early customer signals and building relationships rather than focusing solely on contracts. The dialogue emphasizes the need for startups to recognize opportunities that indicate a solution's potential for longevity in the market.

Takeaways

• There are early customer wins that signal future-proof solutions.

• Building relationships is more important than immediate contracts.

• Investors often prefer signed contracts, but there are alternative approaches.

• Creating a product that customers can see in action is crucial.

• Engagement with customers can lead to better insights and opportunities.

Keywords

customer signals, startup opportunities, relationship building, future-proof solutions, customer engagement

Sound bites

• "I took a little bit different approach"

• "Not pushing my customers to sign anything"

• Security can become a business accelerator, not just a brick.

Chapters

00:00 Introduction to Skyrelis and Jazz Lin's Journey

00:36 The Unfinished Business of Defining a New Category

Learn More about Skyrelis and Connect with Jaz Lin

https://www.skyrelis.com/

https://www.linkedin.com/in/jaz-lin/

In this conversation, Yandy Plasencia discusses the need to shift the focus of data analysts from spending the majority of their time on data extraction to dedicating more time to critical thinking and problem solving. The goal is to improve the industry by making this transition, allowing analysts to engage more deeply with the data they work with.

Keywords

data analysis, critical thinking, problem solving, industry improvement, data extraction, analytics

Takeaways

• The goal is to switch the 80-20 rule in data analysis.

• 80-90% of analysts' time should be on critical thinking.

• Only 10% of time should be spent on data extraction.

• This shift represents a huge improvement in the industry.

• Critical thinking is a core value function in data analysis.

• The mission is to enhance the role of analysts.

• Data extraction should be minimized for better insights.

• Problem solving is essential in data analytics.

• The industry needs to evolve towards this model.

• Engaging deeply with data leads to better outcomes.

Sound bites

"core mission to switch that"

"10% just getting to the data"

“visibility more than anything”

Chapters

00:00 Introduction to Data Haven and Yandi's Journey

00:40 Final Advice for Aspiring Entrepreneurs

Learn More about DataHaven and Connect with Yandy

https://www.datahaven.software/about

legal marketing, brand clarity, community trust, digital presence, law firm marketing, personal branding, community engagement, marketing strategies, compliance, future of marketing

Summary

In this episode of Unfinished Business, Kimberly Griggs interviews Britt Frank, the marketing director of Gimble Riley, Gerwin and Brown, discussing the unique challenges and strategies of marketing within the legal industry. Britt shares her journey into legal marketing, emphasizing the importance of brand clarity, community trust, and the evolution of digital presence in law firms. The conversation highlights the significance of personal branding, community engagement, and adapting marketing strategies to different platforms while navigating compliance. Britt also reflects on the future of legal marketing and her personal aspirations.

Takeaways

• Marketing is all about knowing your people.
• Building a web presence is crucial for law firms.
• Understanding the firm's mission helps in effective marketing.
• Personal branding within a law firm can enhance client connections.
• Community engagement fosters trust and visibility.
• Tailoring marketing strategies for different platforms is essential.
• Effective communication is key in legal marketing.
• Navigating compliance is a challenge in legal marketing.
• Prioritizing marketing efforts can lead to better outcomes.
• The future of legal marketing will blend technology with personal interaction.

Sound bites

"Marketing is all about knowing your people."

"It's all about bringing everyone together."

"The law is going to always keep changing."

Chapters

00:00 Introduction to Legal Marketing and Brand Clarity

01:10 Britt's Journey into Legal Marketing

03:25 Navigating the Learning Curve in Marketing

09:41 Building a Marketing Strategy from the Ground Up

16:09 Understanding the Mission of GRGB

19:37 Translating Trust Across Different Platforms

21:50 Community Impact Through Service

25:27 Marketing Strategies for Law Firms

31:33 Navigating Compliance and Targeting

36:02 Prioritizing Marketing Efforts

37:57 The Future of Legal Marketing

40:59 Personal and Professional Growth

James Gaffney never expected a life-threatening diagnosis to become the catalyst for his life's work. In this episode, he shares the deeply personal journey that forced him to rethink everything—from the food he consumed to the purpose hepursued. What began as a search for answers evolved into The Organic Earthling, a wellness company dedicated to helping people make informed choices through high-quality herbal supplements, nutrition, and education. James discusses theimportance of ingredient sourcing, product integrity, and why true wellness starts long before someone reaches for a supplement. Whether you're interested in entrepreneurship, natural health, or simply navigating life's unexpectedsetbacks, this conversation is a reminder that some of our greatest opportunities are born from our hardest seasons.

Keywords

health journey, herbal medicine, wellness business, nutrition, healing, CBD, supplements, entrepreneurship, organic products, second chances

Key  topics

James Gaffney's personal health journey and diagnosis

The role of nutrition and herbal medicine in healing

Building The Organic Earthling business and product sourcing

The importance of standardization and quality in supplements

Community engagement through wellness fairs and education

Overcoming challenges in business scaling and inventory

Sound Bites

"My life stopped right then and there."

"The body can heal itself if given the right conditions."

 "Never give up on yourself, no matter the challenge."

Chapters

00:00 Introduction to Unfinished Business

09:15 The Road to Recovery and Reevaluation

18:00 Transforming Health Through Nutrition

26:46 Building a Business from Personal Experience

32:21 Impacting Lives Through Health and Wellness

37:22 Overcoming Overwhelm in Wellness

43:14 Customer Insights and Supplement Education

48:45 Challenges of Inventory Management

56:00 Future Aspirations and Lessons Learned

More about The Organic Earthling & Zenergy Café

https://www.theorganicearthling.com/

https://www.instagram.com/theorganicearthling/

https://www.facebook.com/ZenergyCafe/

Connect with James

https://www.linkedin.com/in/james-gaffney-17565041/

In this conversation; host, Kimberly Griggs and guest, David Carmell discuss the critical issue of messy data in the tech industry and how it affects businesses of all sizes. David shares his journey in founding DATAROCKiT™, a company focused on transforming data to make it clean and AI-ready. They explore the challenges posed by legacy systems, the importance of clean data for AI applications, and how small businesses can leverage technology to improve their operations. The discussion emphasizes the need for trust in data, the balance between technology and human touch, and the importance of challenging assumptions in business.

Keywords

data, AI, clean data, small business, technology, data compatibility, legacy systems, data transformation, human touch, trust in data

Takeaways

• Data is often treated poorly, affecting its usability.

• Clean data is essential for effective AI applications.

• Legacy systems pose significant challenges for data integration.

• Small businesses can leverage clean data for competitive advantage.

• The human touch is crucial in technology implementation.

• Trust and confidence in data are paramount for decision-making.

• AI can help identify and solve business problems.

• Businesses should embrace change and new ideas.

• Challenging assumptions can lead to innovative solutions.

• Creating a unique approach can differentiate a business.

Sound bites

"No clean data, no AI."

"The journey is never over."

"You need to start taking a look at it."

Chapters

00:00 Introduction to Data Challenges

01:36 The Importance of Clean Data

05:15 Understanding Data Compatibility with AI

10:15 The Journey of DATAROCKiT™

13:49 Legacy Systems and Their Limitations

17:16 Empowering Small Businesses with Data

23:18 Real-World Applications of Data Solutions

29:27 Balancing Human Touch and Technology

29:56 Harnessing AI for Business Insights

31:31 Building Relationships Through Data

33:24 The Rule of Two: Strategic Thinking

35:06 Balancing Speed and Thoughtfulness

37:54 Identifying and Solving Hidden Problems

40:22 The Importance of Diverse Perspectives

44:56 Embracing Continuous Improvement

47:33 The Power of Open-Mindedness

50:04 Starting Your Journey with Data

Connect with David and Learn More about DATAROCKiT™

https://www.linkedin.com/in/davidcarmell/

https://datarockit.com/

In this episode, Mary Deatherage, a seasoned wealth management expert with over two decades of experience, shares her journey from a childhood passion for teaching tobecoming a leader in the financial advisory field. With a background in accounting and a deep understanding of client dynamics, Mary has successfully built scalable teams and developed innovative strategies for client engagementand growth. Her insights are invaluable for anyone looking to enhance their practice's growth and client satisfaction.

Keywords

Wealth Management ClientRelationships Trust Building Team Dynamics Succession Planning AI and Technology Personalized Service Intergenerational Strengths Experiential Learning Strategic Hiring Leadership Organic Growth Innovation Human SkillsProfessional Purpose

Key Topics

The intersection of teaching, accounting, and wealthmanagement, finding your authentic niche

Developing trust with clients and transferring that trustthrough team building

Effective hiring strategies using personality and motivatorassessments

Strategies for prospecting and referral generation in modernadvisory

The future of industry tech, AI, and human skill development

Succession planning and overcoming generational challenges

Practical tools for engaging teams and ensuring continuousgrowth

Chapters

(00:00) - Welcome & introduction to Mary Deatherage's journey

(01:16) - How a childhood desire to teach led Mary toward wealth management

(02:30) - The importance of communicating with empathy in client relationships

(03:16) - Family dynamics as a core of wealth planning

(04:01) - Building trust through understanding clients' personal stories

(05:27) -Transferring trust to team members and creating mutual respect

(06:34) - Lessons learned from trial and error in team building

(07:28) - Recognizing diverse skill sets and motivations in team members

(08:50) - The role of leadership and hierarchy in practice management

(09:59) - Valuing frontline staff and their impact on client trust

(11:15) - Effective interview techniques and assessing suitability

(12:25) - Using LinkedIn and networking for recruitment and referrals

(13:55) - Mentoring and developing young professionals

(15:02) - Three key points for smarter hiring decisions

(16:36) - Expectations of exceptional service in wealth management

(17:06) - Going above and beyond client needs with real-life examples

(21:12) - Challenges new advisors face starting from zero

(22:30) - The importance of persistence and prospecting in growth

(23:29) - The evolution of prospecting strategies into 2026

(24:38) - Building and leveraging centers of influence

(26:52) - How to organically generate referrals & client introductions

(28:50) - Adapting to AI and technology in client service

(32:52) - Customized support vs. standardized training gaps

(34:23) -Facilitating open conversations on succession and team development

(37:16) - The importance of inclusivity across generational teams

(41:23) - The impact of delaying succession conversations

(46:56) - How tech will enhance portfolio reporting and client interactions

(48:34) - Human skills vital for the next decade

(51:22) - Overcoming confidence barriers in a changing industry

(52:31) - Lessons for aspiring industry leaders from Mary’s journey

(53:33) - The importance of passion and authentic life balance

Learn More about Xcelerate Growth Partners LLC

https://www.xcelerategrowthpartners.com/

Connect with Mary

https://www.linkedin.com/in/marymdeatherage/

Key Highlights:

Matt's early start in entrepreneurship was with a lawn carebusiness. The role of communication and expectation management in successful leadership.

Wedge's impact on reducing candidate ghosting and enhancing hiring efficiency.

Chapters

00:00The Journey Begins: From Lawn Care to Entrepreneurship

05:47 Building Relationships: The Human Element in Business

11:10 The Birth of Wedge: Bridging the Hiring Gap

22:58 Understanding Wedge's Role in Hiring

27:57 Challenges in the Hiring Process

32:42 The Journey of Building Wedge

39:06 Advice for Aspiring Entrepreneurs

Watch now to explore Matt's journey and learn how Wedge ischanging the way companies hire. Subscribe for more inspiring stories and insights!

To Learn More About Wedge HR or Contact Matt Baxter

Matt Baxter, CEO of Wedge HR

matt@wedgehr.com

To Book a Demo Visit https://wedgehr.com/

 #Entrepreneurship #HiringInnovation #Leadership#TechStartups #saas

In this episode of Unfinished Business, host Kimberly Griggs interviews Vaughn North, a patent attorney turned inventor and entrepreneur. Vaughn shares his journey from a diverse background in music, military service, and law tobecoming a successful patent attorney and innovator. He discusses the importance of curiosity, lifelong learning, and the Renaissance attitude, which emphasizes personal growth and serving a greater purpose. Vaughn also delvesinto his inventions, including a unique sleep innovation, and the challenges he faced in his entrepreneurial journey.

Keywords

Vaughn North, Renaissance Attitude, patent law, entrepreneurship,inventions, sleep innovation, curiosity, lifelong learning, personal growth,challenges

Takeaways

·     Vaughn North embodies the spirit of constant reinvention.

·     The Renaissance attitude is about lifelong growth and serving others.

·     Curiosity is essential for discovering opportunities.

·     A patent attorney's job is like solving a puzzle.

·     Failure is a part of the journey to success.

·     We need more artists and creative thinkers in society.

·     Personal growth often starts within the home.

·     Inventions can stem from everyday observations.

·     The importance of relationships in professional success.

·     It's crucial to know when to let go of a pursuit.

Sound bites

"I have 26 or 27 patents of my own."

"Failure is a part of the journey."

"You don't know where the batons lie."

Chapters

00:00 Introduction to Vaughn North

01:39 The Journey Begins: From Music to Patent Law

11:04 The Role of Curiosity in Career Choices

17:25 The Renaissance Attitude: Lifelong Growth and Courage

22:01 The Importance of Passion Over Profit

29:31 Invention and Innovation: Vaughn's Creative Process

34:23 Rem-Scape: A New Approach to Sleep

39:58 Navigating Failure and Unfinished Business

Grab a Copy of Vaughn North’s Books:

 https://www.audible.com/author/Vaughn-North/B0DGB8B8YG?srsltid=AfmBOoro8tAfaoGR5yofM7DWKF3WZOX4Sd8Fr3LMDuXyPhkSy3AhR3Ma

Learn More about Rem-Scape:

https://rem-scape.com/

Join Kimberly Griggs in a deep and inspiring conversation with Mariana Sampaio from the Mind Over Matters Institute. Mariana shares her journey from Brazil to the US, her unique approach to mental health, performance, and life mastery, and practical insights on overcoming fear, decision-making, and building a meaningful life and business.

Keywords

mental health, performance, neuroplasticity, decision-making, life coaching, resilience, personal growth, mindfulness, yoga, sports psychology

Key Topics

Mariana's journey from Brazil to the US

The role of surfing and yoga in mental fitness

Neuroplasticity and habit formation

Overcoming fear and decision-making challenges

The concept of life as an adventure and growth through struggles

SoundBites

"Ready, healthy to life's challenges"

"See the world as a safe place"

"Struggles are the way to grow"

Chapters

00:00 Building a Meaningful Life

01:01 Mariana's Journey to the U.S.

04:27 The Transformative Power of Surfing and Yoga

07:42 Expectations vs. Reality in America

11:33 Lessons from Scuba Diving

13:28 The Drive to Take Risks

15:14 Neuroplasticity and Personal Growth

20:06 Overcoming Fear and Anxiety

24:20 Selling an Adventure, Not Just Services

29:45 Navigating Perfectionism and Decision Making

32:33 The Power of Trust and Letting Go

34:44 Understanding Cognitive Behavioral Therapy (CBT)

38:01 Transformative Stories of Growth

41:09 Building a Meaningful Business

45:17 Preventing Burnout in Entrepreneurship

49:15 The Journey to Working with Elite Athletes

Learn More about Mind Over Matters Institute:

https://momi.health/en/

Connect with Mariana:

https://www.linkedin.com/in/mariana-sampaio-4803a4b8/

In this episode, Kimberly Griggs and Rory Sheppard explore the complexities of conflict in the workplace, how trust influences team dynamics, and practical strategies for healthy conflict resolution. They discuss trust domains, the importance of vulnerability, and tools for leaders to foster better communication and relationships.

Keywords

conflict resolution, workplace trust, team dynamics, leadership skills, healthy conflict, organizational culture, trust domains, communication, team building, leadership development

Key  Topics

Why humans struggle with conflict

The four domains of trust: authenticity, reliability, capability, care

The impact of conflict on team performance

Strategies for healthy conflict and commitment

The role of vulnerability and trust in leadership

Sound bites

"Everyone wants to win in conflict."

"Reliability is a key trust indicator."

"Language shapes how we build trust."

Chapters

00:00 Introduction to Conflict and Trust in Business

01:56 Why Humans Struggle with Conflict

03:01 Healthy Conflict vs. Negative Conflict

04:39 Origins of Conflict and Negative Associations

06:28 The Motivation to Win and Self-Interest

08:02 Playing Our Scripts in Conflict

09:22 Escalation of Unaddressed Conflict

10:03 The Continuum of Conflict: Negative and Positive

11:15 Conditioning and Workplace Behavior

12:57 The Five Dysfunctions of a Team and Trust

13:56 Building Trust: The Four Domains

15:11 Trust as a Report Card: Indicators of Trust

17:53 The Impact of Reliability on Trust

19:57 Language and Trust: Changing the Conversation

23:27 Creating a Culture of Trust and Engagement

33:46 The Role of Conflict in Team Development

34:26 From Conflict to Commitment and Accountability

36:01 Real-Life Examples of Conflict Resolution

39:18 Leadership and Apologies in Conflict Management

42:35 Healthy Conflict and Decision-Making

48:44 Fostering Team Involvement and Buy-In

49:54 Conflict in Remote Work Environments

51:49 Frequency of Face-to-Face Interactions

53:46 Skills Future Leaders Need: Communication and Relationships

56:05 The Power of Genuine Communication

57:12 Tools for Daily Discipline and Reflection

01:02:15 Connecting and Closing: Resources and Final Thoughts

For more information on Rory’s Anchor Points Journal go to: https://anchorpointsjournal.com/home

Special offer!!!  

Receive 10% off your Anchor Points Journal when you mention “Unfinished Business”  

Call Now! 806-557-2240

More on ActionCoach and Rory Sheppard

https://westtexas.actioncoach.com/firm/

Connect with Rory

https://www.linkedin.com/in/rorysheppard/

In the first volume of a recurring monthly series, on Unfinished Business, host Kimberly Griggs sits down with ActionCOACH, Rory Sheppard discussing the importance of articulating a clear vision, the challenges entrepreneurs face in doing so, and practical strategies to overcome these hurdles. Rory introduces the concept of the 17-minute sprint for productivity and emphasizes the significance of reflection and daily actions in achieving long-term goals. The conversation also touches on the messy middle of entrepreneurship, the importance of legacy, and the need for incremental improvement.

Takeaways

• Articulating a vision can be challenging for many entrepreneurs.

• Pulling away from daily operations is crucial for clarity.

• The 17-minute sprint technique can enhance productivity.

• Reflection is key to understanding progress and setting future goals.

• Legacy is about the impact you have, not just the business itself.

• Incremental improvements lead to significant changes over time.

• Daily planning is the most important aspect of achieving long-term goals.

• Understanding the difference between long-term and short-term vision is essential.

• Motivation often follows action, not the other way around.

• It's important to celebrate small wins to maintain momentum.

Sound bites

"We're always in the middle, at the messy middle."

"What needs to be different?"

"17 minutes sprints is actually a concept.”

Chapters

00:00 Introduction to Mastery and Vision

01:50 The Challenge of Articulating Vision

04:31 The Importance of Clarity in Vision

08:18 Prioritizing Time for Vision Work

11:58 Implementing the 17-Minute Sprint

16:09 Long-Term vs Short-Term Vision

18:32 Planning Realistically for the Future

22:44 Navigating the Messy Middle

27:15 The Power of Reflection

31:34 Understanding Anchor Points

36:33 Legacy and Impact

42:17 Closing Thoughts and Resources

Connect with Rory

https://westtexas.actioncoach.com/

https://www.linkedin.com/in/rorysheppard/

In this episode, Kimberly hosts Co-CEO of Sapphire Healthcare Ai, Brenda Wunsch who shares how Sapphire is providing innovative financial solutions in healthcare, focusing on the importance of accurate data for hospital receivables and their partnerships with banks to enhance financial outcomes. As a generalist, Brenda also shares valuable insight on the value of learning AI, and building relationships to grow in an entrepreneurial journey.

Takeaways

• Accurate data is crucial for financial institutions working with hospitals.

• Partnerships with banks can lead to better financial solutions.

• Innovative approaches can significantly impact healthcare finance.

• Data accuracy can improve hospital receivables management.

• Collaboration between healthcare and finance sectors is essential.

• Understanding the financial needs of hospitals can drive better solutions.

Sound bites

• “We tested on one hospital group and recouped for them $50 million.”

• “Rural hospitals are really in trouble.”

• “If you're losing 10 million a month, you are drowning.”

• “whatever industry you're in there's AI.”

• “people are becoming more generalists because they can utilize AI to learn things so quickly.”

• “partnerships are very important.”

Learn More about Sapphire and Connect with Brenda

https://www.sapphirehealthcareai.com/

https://www.linkedin.com/in/brendawunsch/

In this episode of Unfinished Business, host Kimberly Griggs sits down with professional mediator and attorney Alicia Perez, Certified Supreme Court Mediator and Co-Founder of RT & AP Mediation and Law Group, to explore how conflict reveals more about us than we think — and how learning to navigate it can lead to healing, leadership, and personal power.

With years of experience helping families, professionals, and communities work through emotionally charged disputes, Alicia shares the mindset behind effective mediation, why our responses matter more than the circumstances, and what it means to reclaim your agency during life’s most difficult conversations.

Whether you’re a business owner, leader, or just trying to grow through tough situations, this episode will give you tools to lead with intention — even when the stakes feel high.

👉 Subscribe for more real, unfiltered conversations on growth, leadership, and what’s still unfinished.

🔗 Learn More About Alicia Perez and RT & AP Mediation:
🌐 https://www.rtmediation.com/copy-of-about
🔗 https://www.linkedin.com/in/aliciaperezmediates/

🔥 Learn More About Ignite Coaching & Consulting:
🌐 https://igniteconsulting.biz/

In this episode of Unfinished Business, Kimberly sits down with Bree Proffitt, Co-Founder of Blueprint Fitness Lab, to unpack the deeper side of health transformation — beyond quick fixes, crash diets, and the number on the scale. Breeshares her personal journey through health struggles, mindset shifts, and discovering a sustainable approach to nutrition that actually fits real life.

Keywords

nutrition, fitness, women’s health, business, mindset, macro tracking, sustainable health, one on one coaching

Key  topics

Bree’s personal health journey

The science of macro tracking and metabolism

Building a business around health and fitness

Mindset shifts in nutrition and fitness

Challenges and solutions in scaling a coaching business

Key  frameworks

Macro Tracking

Metabolism Restoration

Progress Beyond the Scale

Soundbites

"Sugar in our food is truly mind boggling"

"Eating more and feeling better is possible"

"You can enjoy food and reach your goals"

Chapters

00:00 Introduction to Unfinished Business and Bree Proffitt

00:52 Bree's Journey: From Church Marketing to Fitness Coaching

02:36 Navigating Family Life: Meal Planning and Nutrition

05:04 Advice for Busy Moms: Prioritizing Self-Care and Nutrition

08:02 The Importance of Nutrition for Family Well-Being

10:52 Bree's Personal Health Journey: Baby Steps to Wellness

13:32 Understanding Food Labels: The Sugar Shock

15:59 The Dangers of Processed Foods and Sugar Substitutes

18:11 Shifting Mindsets: From Scale Obsession to Health Focus

20:45 The Role of Coaching in Health Transformation

23:31 Building a Business: From Personal Journey to Blueprint Fitness Lab

30:01 Navigating Body Composition Challenges

32:36 The Power of Personalized Coaching

35:09 Transforming Food Relationships

39:59 Building Blueprint Fitness Lab

47:09 Challenges of Entrepreneurship

49:20 The Blueprint Fitness Lab Process

More information on Blueprint Fitness Lab:

https://blueprintfitnesslab.com/

Find Blueprint Fitness lab on Instagram

https://www.instagram.com/blueprintfitnesslab/

Email Bree

bree@blueprintfitnesslab.com

In this episode of Unfinished Business, Kimberly Griggs interviews Adam Svet, founder of TrainHQ, about the future of sales coaching. They discuss the challenges of training sales teams, the importance of role-playing and simulations, and how TrainHQ is accelerating skill acquisition. Adam shares his personal journey and insights into building TrainHQ, emphasizing the need for effective onboarding and continuous learning in sales organizations.

Takeaways

• Accelerating skill acquisition iscrucial for sales success.

• Role-playing and simulations areeffective training tools.

• AI can significantly reduce ramp timefor sales teams.

• Effective onboarding is key to salesteam performance.

• Continuous learning is essential insales organizations.

• Sales managers are often overburdenedwith training duties.

• TrainHQ offers bespoke AI role-playsolutions.

• Sales coaching should be consistent andobjective.

• Recorded calls are an untapped assetfor sales insights.

• Meeting quota reduces turnover in salesteams.

Keywords

sales coaching, AI training, skillacquisition, TrainHQ, sales teams, onboarding, role-playing, simulations,continuous learning, sales management

Sound bites

"Accelerating skill acquisition isour North Star."

"Role-playing is key to effective salestraining."

"AI can drastically reduce ramp time.""Effective onboarding is crucial."

"Continuous learning is essential in sales."

"Sales managers are overburdened."

"TrainHQ offers bespoke solutions."

"Recorded calls are untappedassets."

"Meeting quota reduces turnover." "AI role-playaccelerates learning."

Chapters

00:00:00 Introduction to TrainHQ             00:00:00 The Importance of Role-Playing00:00:00 AI in Sales Training00:00:00 Adam's Personal Journey00:00:01 Building TrainHQ00:00:01 Future of Sales Coaching

Learn More about TrainHQ

https://www.trainhq.ai/

Connect with Adam

https://www.linkedin.com/in/adamsvet/

Join Kimberly Griggs in a candid conversation with Cassandra Markham, owner of Bella Luna by Beautiful You Aesthetics, as they explore the artistry, science, and holistic approach behind modern aesthetic treatments. Discover insights onbuilding trust, personalized care, and the future of aesthetics.

Keywords

Aesthetics, Beauty, Confidence, Holistic Health, Skin Rejuvenation, Botox, Fillers, Hormone Therapy, Laser Treatments, Business Growth

Key  Topics

Holistic approach to aesthetics

Building trust and confidence in clients

Innovative treatments and technology in aesthetics

Soundbites

"Artistry is applying medicine creatively."

"Confidence starts long before treatments."

"Facial anatomy is key to natural results."

Chapters

00:00 Building Confidence in Aesthetics

02:25 Cassandra's Journey from Nursing to Aesthetics

05:12 Understanding Hormonal Changes and Their Impact

07:14 The Artistry of Aesthetic Treatments

09:52 Enhancing Natural Beauty and Confidence

11:46 The Importance of Patient Relationships

13:26 Emotional Wellbeing and Physical Health

15:25 Trust and Communication in Aesthetic Treatments

17:41 Debunking Myths in Aesthetics

20:09 Navigating the Aesthetic Industry

22:08 Holistic Approaches to Aesthetic Treatments

28:06 The Importance of Healthy Weight Loss

29:00 Facial Balancing and Aesthetic Treatments

30:19 Budgeting for Aesthetic Treatments

31:36 Building a Holistic Aesthetic Business

33:37 Trust and Client Relationships

34:54 Continuous Learning and Experience

37:56 The Merger of Beautiful You and Bella Luna

40:40 Holistic Health and Aesthetic Integration

42:14 Introducing Advanced Laser Treatments

44:18 The Impact of Laser Treatments on Skin Health

46:30 Advice for Aspiring Aesthetic Practitioners

Explore Services at Bella Luna by Beautiful You Aesthetics:

https://www.beautifulyoutexas.com/

Follow Bella Luna by Beautiful You on IG!

⁠https://www.instagram.com/beautifulyou_aesthetics_pllc/

Keywords

roofing, insurance, family business, entrepreneurship, home improvement, Texas Panhandle, community involvement, financial challenges, homeowner education, roofing solutions

Takeaways

• Rodney Lewis started in roofing as a troubled teen.

• The importance of family legacy in business.

• Navigating financial challenges is crucial for roofing companies.

• Homeowners need education on insurance processes.

• Building trust is essential in a competitive market.

• Understanding roof insurance is vital for homeowners.

• Financing options can help homeowners manage costs.

• Choosing cost-effective roofing solutions can save money.

• Severe weather impacts roofing and home exteriors significantly.

• Community involvement is a core value for All-Star Roofing.

Sound Bites

• "He was just an icon."
• "You can always lean on your agents."
• "Communication is key."

Learn More about All Star Sheet Metal & Roofing:

https://amarillotxroofing.com/

In this episode, Lee Blaylock, CEO and Co-Founder of ConstructionBevy, previously, HyperWater, shares insights on transforming the construction bidding process using AI andmarketplace strategies. Discover how technology can streamline industry inefficiencies, unlock new opportunities, and empower subcontractors and general contractors alike.

Keywords

Construction, AI, Marketplace, HyperWater AI, Bidding Process, Industry Innovation, Subcontractors, General Contractors, Digital Transformation, Business Strategy

Key  topics

AI-driven construction bidding

Marketplace strategies for construction industry

Transforming subcontractor and contractor workflows

 Sound Bites

"Bid management software is limited."

"Design for power users."

"Build value in single player mode."

Chapters

00:00 Introduction to Unfinished Business and Hyperwater AI

01:08 Lee Blaylock's Journey into Construction Tech

03:01 Understanding the Construction Bidding Process

05:07 Challenges Faced by Subcontractors and General Contractors

08:55 The Role of AI in Construction Bidding

12:18 Overcoming Challenges as a Non-Tech Entrepreneur

13:19 The Importance of Grit and Determination in Entrepreneurship

15:11 Identifying Market Opportunities and Customer Needs

19:29 Iterating on Product Development in B2B

23:23 Learning from Users to Improve Product Functionality

24:30 The Bold Moves of Leadership

24:55 Lessons from Silicon Valley Legends

25:35 Understanding Competition in Business

26:48 Challenges in the Construction Industry

28:52 Innovative Solutions for Subcontractors

31:41 Building a Marketplace for Pre-Construction

33:12 The Complexity of Inside Marketplaces

39:22 Removing Barriers for Subcontractors

42:54 Key Lessons for Entrepreneurs

Learn More about ConstructionBevy (formerly HyperWater)

https://constructionbevy.com/

Connect with Lee

 https://www.linkedin.com/in/leeblaylock/

In this episode of Unfinished Business, Kimberly Griggsinterviews Britt Frank, the marketing director of Gimble Riley, Gerwin and Brown, (GRGB), discussing the unique challenges and strategies of marketing within thelegal industry. Britt shares her journey into legal marketing, emphasizing the importance of brand clarity, community trust, and the evolution of digital presence in law firms. The conversation highlights the significance of personal branding, community engagement, and adapting marketing strategies to different platforms while navigating compliance. Britt also reflects on the future of legal marketing and her personal aspirations.

Takeaways

Marketing is all about knowing your people.

Building a web presence is crucial for law firms.

Understanding the firm's mission helps in effectivemarketing.

Personal branding within a law firm can enhance clientconnections.

Community engagement fosters trust and visibility.

Tailoring marketing strategies for different platforms isessential.

Effective communication is key in legal marketing.

Navigating compliance is a challenge in legal marketing.

Prioritizing marketing efforts can lead to better outcomes.

The future of legal marketing will blend technology withpersonal interaction.

Titles

Navigating the Complex World of Legal Marketing

Building Trust in Legal Services

Sound bites

"Marketing is all about knowing your people."

"It's all about bringing everyone together."

"The law is going to always keep changing."

Chapters

00:00 Introduction to Legal Marketing and Brand Clarity

01:10 Britt's Journey into Legal Marketing

03:25 Navigating the Learning Curve in Marketing

09:41 Building a Marketing Strategy from the Ground Up

16:09 Understanding the Mission of GRGB

19:37 Translating Trust Across Different Platforms

21:50 Community Impact Through Service

25:27 Marketing Strategies for Law Firms

31:33 Navigating Compliance and Targeting

36:02 Prioritizing Marketing Efforts

37:57 The Future of Legal Marketing

40:59 Personal and Professional Growth

In this interview, Kevin Weber, a cloud solutions architect and founder of Polyfortech, shares his expertise on modern IT infrastructure, AI automation, and cybersecurity. Discover practical strategies for leveraging AI responsibly, building scalable cloud systems, and growing a successful tech business.

Keywords

AI automation, cloud solutions, cybersecurity, IT infrastructure, business growth, Polyfortech, AWS, AI guardrails, tech entrepreneurship

Key  topics

AI automation and guardrails

Cloud infrastructure modernization

Cybersecurity risks with AI

Entrepreneurship in tech

Scaling IT solutions

 Sound bites

"AI is often a solution without a problem"

"Guardrails are essential for safe AI deployment"

"Malicious code can be hidden in AI comments"

Chapters

00:00 The Role of Technology in Business Growth

01:02 AI: Opportunities and Challenges

08:36 Kevin's Journey into IT and Entrepreneurship

12:02 Building a Business: Lessons Learned

16:48 Polyfortech: A Unique Approach to IT Solutions

18:06 Building a Learning Culture

19:53 Client Engagement and Business Growth

22:03 Sales Process for Small Businesses

22:53 Transitioning from Owner to CEO

25:04 Hiring and Scaling Challenges

26:30 The Future of Coding and AI

32:46 Advice for Businesses Embracing AI

35:11 Final Thoughts and Legacy

Read Kevin’s Blog Post on the Security of OpenClaw:

https://www.polyfortech.com/blog/on-the-security-of-openclaw-and-other-agents

More on Polyfortech:

https://www.polyfortech.com/

Connect with Kevin:

https://www.linkedin.com/in/kevinweber-314/

Schedule a Discovery Call with Kevin:

https://www.polyfortech.com/contact

In this conversation, Kimberly Griggs and Molly Davis explore the often-overlooked importance of slowing down and prioritizing self-care, especially for women in leadership roles. They discuss the impact of chronic stress on mental and physical health, the power of breath and movement in wellness practices, and the significance of building a supportive community. The conversation emphasizes the need for self-kindness and acceptance, encouraging women to embrace their wellness journey without the pressure to do it all.

Keywords

women leadership, wellness, self-care, stress management, yoga, Pilates, community support, personal growth, mental health, empowerment

Takeaways

Slowing down is essential for personal and professional growth.

Women often feel pressured to accomplish more, leading to stress.

Chronic stress can manifest as physical and mental health issues.

Breathwork is a powerful tool for releasing tension and energy.

Creating a supportive community can enhance wellness practices.

Self-kindness is crucial for maintaining balance in life.

Movement, even in small doses, is beneficial for overall health.

It's important to listen to your body and recognize when to rest.

Setting realistic wellness goals can help in building sustainable habits.

Women should prioritize their own needs to better support others.

Sound bites

"Women often confuse rest with laziness."

"Chronic stress can lead to depression."

"You deserve to take time for yourself."

Chapters

00:00 The Importance of Slowing Down

08:11 Understanding the Impact of Stress on Women

15:59 The Power of Breath and Movement

24:53 Building a Sustainable Wellness Practice

32:38 Creating a Supportive Community

41:51 Embracing Self-Kindness and Acceptance

Connect with Molly

https://www.mollydavisyoga.com/

https://www.instagram.com/molly_davis_yoga/

https://www.linkedin.com/in/molly-davis-yoga-and-pilates-a1a61033b/

In this episode, Kimberly Griggs introduces the vision and mission of Unfinished Business, emphasizing the challenges and journeys of entrepreneurs. She shares insights on the importance of relationships, learning from mistakes, and the necessity of a growth mindset. The conversation also touches on balancing business with personal life, highlighting the show's commitment to providing valuable content for listeners.

Keywords

entrepreneurship, business growth, mindset, personal development, challenges, relationships, learning, scaling, stories, Unfinished Business

Takeaways

• The purpose of Unfinished Business is to inspire entrepreneurs.

• Relationships formed during business journeys are invaluable.

• Learning from others' mistakes can save time and resources.

• Entrepreneurship is a continuous journey with no perfect solutions.

• Mindset plays a crucial role in entrepreneurial success.

• Personal growth is essential alongside business growth.

• Embracing change is necessary for success in business.

• The show will cover both business strategies and personal life.

• Listeners are encouraged to share their interests for future content.

• Unfinished Business aims to leave listeners in a better place.

Sound bites

"I want to bring something very special"

"It's hard to run and scale a business"

"Learning from mistakes that they've made"

Chapters

00:00 Introduction to Unfinished Business

02:27 The Journey of Entrepreneurship

05:04 Mindset and Personal Growth

07:03 Balancing Business and Life 

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In this conversation, Kimberly Griggs and Whitney Penningtondiscuss the critical importance of estate planning for families and business owners. They explore when individuals typically realize the need for estate planning, the complexities involved in blended families, and the implications of probate. Whitney shares insights on the role of AI in legal documentation, common misconceptions about estate planning, and the unique considerations for special needs individuals. The discussion emphasizes that estate planning isnot just for the wealthy but is essential for everyone to ensure peace of mind and protect loved ones.

Keywords

estate planning, family law, blended families, probate,business assets, special needs, wills, trusts, legal advice, Virginia

Sound  Bites

"Blended families face unique challenges."

"Probate complicates asset distribution."

"Special needs considerations are vital."

Chapters

00:00 Understanding Estate Planning: The Basics

07:03 Family Dynamics: Blended Families and EstateChallenges

11:40 Navigating the Administration of an Estate

Connect with Whitney

https://www.linkedin.com/in/whitney-pennington-40670765/⁠

Learn More about Pennington Law Firm

https://penningtonlawfirmva.com/

In this episode of Unfinished Business, Kimberly Griggs interviews Peggy Gruenke, co-founder of CPN Legal, who shares her journey from IT consulting to helping lawyers streamline their practices. They discuss the pitfalls of perfectionism, the importance of mentorship, and the challenges faced in the early days of building a business. Peggy emphasizes the significance of hiring for culture, learning from mistakes, and the role of thought leadership in marketing. The conversation also touches on the impact of AI and automation in the legal field, as well as Peggy's future goals and the legacy she hopes to leave for her grandchildren.

Keywords

business growth, perfectionism, legal practices, mentorship, hiring, client success, marketing, AI, automation, legacy

Sound Bites

• "You have to learn to pivot."
• "It's all about connections."
• "Your books are a mess."

Chapters

00:00 Embracing Imperfection: The Journey Begins

02:35 From IT to Legal: Peggy's Career Path

05:49 Building CPN Legal: The Accidental Growth

08:22 Hiring for Culture: The Key to Success

11:24 Navigating Early Challenges: Lessons Learned

14:20 Client Success Stories: Celebrating Wins

20:29 Navigating Burnout and Celebrating Wins

21:30 Lessons from COVID: Financial Preparedness for Lawyers

24:11 The Importance of Trust Accounting

25:24 Transforming Messes into Opportunities

26:33 Effective Communication with Clients

28:46 The Role of Thought Leadership in Business Growth

31:21 Balancing Operations and Client Relationships

34:10 Building Trust with Clients

36:24 The Impact of AI and Automation on Business

38:29 Personal Goals and Business Legacy

40:58 Parting Wisdom for New Business Owners

Connect with CPN Legal

Website

Facebook

Instagram

LinkedIn

In this in-depth interview, Peter Heinicke shares over 40years of expertise in manufacturing systems, IT consulting, and the evolutionof technology from early programming to AI. Discover how his journey fromscientist to trusted advisor offers valuable lessons on sales, leadership, andleveraging technology for business growth.

Keywords

manufacturing systems, IT consulting, AI, sales strategy,leadership, business growth, technology evolution, manufacturing software,entrepreneurship, lifelong learning

Key  Topics

Evolution of manufacturing systems from early programming to AI

Importance of relationships and trust in business growth

Strategies for effective sales and leadership in techconsulting

The role of lifelong learning and adaptability in success

Sound bites

"Code not to reinvent the wheel"

"Start asking questions and show genuine interest"

"Maybe I didn't want it to, that was part of it"

Chapters

00:00 The Invisible Backbone of Business Systems

01:20 Peter Heinicke's Journey into IT

05:37 Transitioning from Technician to Trusted Advisor

11:06 The Sales Process: Lessons Learned

15:15 Leadership Challenges in Growing a Business

19:23 Evaluating IT Solutions for Business Needs

25:08 The Future of IT and AI Integration

30:54 Key Lessons for Aspiring Business Builders

More on PC Methods

https://www.pcmethods.com/

Connect with Peter

https://www.linkedin.com/in/peterheinicke/

In this in-depth and emotional interview, you’ll discover how Dr. Merten Pearson, a seasoned veterinarian based in Amarillo, combines compassion with cutting-edge treatments to enhance pet health and longevity. This episodeexplores the future of veterinary medicine, emphasizing the importance of proper diagnostic care, advanced surgeries, regenerative medicine, and the philosophy behind Noah’s Ark Pet Hospital’s community-focused practice.

Keywords:

Veterinary Innovations, Dr. Merten Pearson, Stem CellTherapy, Regenerative Medicine, PulseVet, Pet Dental Health, Advanced Veterinary Care, Pet Health and Wellness, Veterinary Surgery, Animal Care Philosophy, Amarillo, Texas

Key  Topics:

Overview of advanced veterinary treatments like stem celltherapy and PulseVet therapy

The process and benefits of banking stem cells early in apet’s life

Regenerative medicine’s role in healing joints, tissues, andchronic conditions

Dr. Pearson’s care philosophy emphasizing diagnostics,transparency, and emotional support

The importance of dental health in pets and moderntechniques for preventative care

How surgical advancements, such as TPLO and CBLO, improveoutcomes and pet longevity

The significance of building trust and creating a calmenvironment during procedures and euthanasia

The value of fostering teamwork and continuous learningamong veterinary staff

Personal stories of animal rescue and client relationshipsthat motivate and inspire

Sound bites:

"Stem cells are cells that can become anything.”

"I want to see how long I can keep your dog feeling well while it's alive.”

“It's exciting to do something that fixes a problem insteadof masks the problem.”

Chapters:

00:00 - Welcome & episode overview: Innovations in pet veterinary care

02:20 - What keeps Dr. Pearson passionate after 20+ years?

05:23 - Stem cell therapy: repairing injuries and preventingarthritis

10:02 - Modern orthopedic surgeries: TPLO, CBLO, andimproving lifespan

15:45 - The importance of diagnostics, standards of care,and client communication

22:00 - PulseVet shockwave therapy: easing arthritis andsoft tissue injuries

28:38 - Regenerative medicine: laser therapy, platelet-richplasma, and future trends

30:56 - An emotional case highlighting compassionateend-of-life care

36:48 - Building a community-centered veterinary practicealigned with Christian values

39:03 - How pet owners can take proactive steps for dentalhealth and early detection

45:28 - The significance of early dental intervention andmodern extraction techniques

48:50 - The value of banking stem cells as health insurancefor pets

54:15 - Final thoughts on lifelong pet care rooted inquality and compassion

Learn more about Noah’s Ark Pet Hospital in Amarillo, TX

https://www.noahsarkpethospitalamarillo.com/

Keywords

Financial Health, Small Business, Cash Flow, InflationImpact, Business Strategy, Scenario Planning, Financial Discipline, Leadership, Economic Uncertainty, Business Resilience

Chapters

00:00 - Welcome and overview of the series on mastering business challenges
02:02 - Why entrepreneurs often get stuck in the messy middle, not quitting early
04:24 - The overlooked aspect of health: financial wellness of small businesses
07:44 - Impact of inflation and global tension on local business cash flow
11:10 - The importance of tracking lead conversion rates accurately
14:52 - Basic concepts: Cash flow vs profit and why they matter
16:49 - Case study: Cash flow issues in construction due to delayed payments
19:42 - Estimating runway: How long can your business survive with current cash?
22:03 - Setting a safety buffer: How much cash reserve is enough?
25:04 - Common mistakes business owners make during financial stress
30:54 - Warning signs of impending financial trouble
34:11 - Tools & routines for maintaining financial discipline
38:36 - The psychology behind avoiding financial data and fear of success
41:42 - How financial clarity boosts leadership and team trust
45:42 - Developing daily and weekly routines for financial health
48:45 - Introduction to the Anchor Points Journal for disciplined reflection
54:47 - The power of daily reflection and iteration in business success

For more information on Rory’s Anchor Points Journal goto: https://anchorpointsjournal.com/home

Special offer!!! 

Receive 10% off your Anchor Points Journal whenyou mention “Unfinished Business” 

Call Now! 806-557-2240

More on ActionCoach and Rory Sheppard

https://westtexas.actioncoach.com/firm/

Connect with Rory

https://www.linkedin.com/in/rorysheppard/

 Chapters:

In this episode of Unfinished Business, host Kimberly Griggs speaks with Doug Sims, founder of Bee's Fundraising, about his journey into the fundraising world and the impact of purpose-driven businesses. Doug shares his experiences with Butter Braid pastries, the importance of building relationships with fundraising partners, and effective strategies for successful fundraising. He emphasizes the significance of making fundraising easy for group leaders and the positive impact it has on students and communities. The conversation also touches on unique fundraising opportunities and Doug's future goals for his business.

Key Takeaways

• Doug Sims founded Bee's Fundraising in 2017 after discovering Butter Braid pastries.
• Butter Braid pastries are only sold through fundraisers, creating excitement among buyers.
• Building trust and relationships with schools and organizations is crucial for fundraising success.
• Doug emphasizes making fundraising easy for group leaders to improve retention rates.
• Successful fundraisers require active participation and communication from group leaders.
• Online fundraising complements traditional methods and simplifies the process for participants.
• Doug's business has raised between $1.4 and $1.5 million for various causes.
• Unique fundraising opportunities include supporting church camps and families in need.
• Doug aims to help students experience opportunities they otherwise couldn't afford.
• The future goal is to expand services and continue supporting community needs.

• The Heart of Fundraising: Doug Sims' Journey
• Butter Braid Pastries: A Unique Fundraising Solution

• "Experience the wow!"
• "I require no minimums."
• "It's Butter Braid Day!"

Chapters

00:00 Introduction to Bee's Fundraising and Doug Sims

02:32 The Journey of Starting a Purpose-Driven Business

05:13 Understanding Butter Braid Pastries

07:48 Building Relationships for Fundraising Success

10:28 Innovative Fundraising Strategies and Results

13:04 Simplifying the Fundraising Process

15:19 The Impact of Fundraising on Communities

18:09 Engaging Students in Fundraising Efforts

20:38 Navigating Online Fundraising

23:14 Future Aspirations and Unfinished Business

Keywords

fundraising, purpose-driven business, Butter Braid pastries, community support, Doug Sims, Bee's Fundraising, school fundraisers, fundraising strategies, online fundraising, community impact

Chris Perkins, President of Model B, shares why he believes the traditional agency model is ready for a rethink. Drawing from a management consulting mindset, he explains how Model B's innovative "open talent" approach connectsbusinesses with world-class marketing expertise while minimizing friction, maximizing flexibility, and delivering measurable growth. From challenging industry norms to building stronger partnerships between brands and theircustomers, Chris offers a fresh perspective on what it takes to create smarter, more sustainable marketing in today's business landscape.

Keywords

Marketing, Agency Model, Business Growth, AI, Talent Management, Model B, Marketing, Strategy, Leadership, Business Development

Key  topics

The evolution of the agency model and the need for precision

How Model B leverages a management consulting approach

The role of AI in marketing and business development

Building trust and transparency with clients

Strategies for hiring, team building, and leadership

Sound Bites

"Less is more in content strategy"

"Expose vulnerabilities through workshops"

"Say no to clients that aren’t a good fit"

Chapters

00:00 Introduction to Model B and Chris Perkins

00:55 Chris Perkins' Journey in Marketing

04:04 The Model B Approach to Agency Work

09:07 Building Trust and Client Relationships

11:40 Understanding Client Needs and Misconceptions

19:14 Business Development and Sales Integration

24:26 Hiring and Team Building Insights

25:45 Creating a Flexible Work Culture

29:19 The Role of Leadership in Modern Workplaces

33:50 Building a Community Over a Family

39:00 Navigating Client Relationships

44:23 The Future of Model B and Embracing AI

47:54 Lessons for Lasting Business Success

 Learn More about Model B

https://modelb.com/

Connect with Chris

https://www.linkedin.com/in/topherperkins/

Keywords

entrepreneurship, law, success, client relationships,assertiveness, continuous learning, business growth, legal profession, communication skills, personal development

Takeaways

o  Larry's core value is helping others get whatthey want.

o  Early experiences shaped his sense of justiceand responsibility.

o  Starting a law practice is both exciting andfrightening.

o  Assertiveness is crucial in legal practice andclient interactions.

o  Continuous learning is essential for success inlaw.

o  Building a supportive team is key to asuccessful practice.

o  Client relationships require empathy andunderstanding.

o  Failure is a part of the journey to success.

o  You can redefine success on your own terms.

o  Family and love are what truly matter in life.

Sound bites

"I want to be a superhero of sorts."

"You have to learn how to be a lawyer."

"Accept no."

To learn more about Larry and Miller Law Group, visit: https://millerlawgroup.net/

#entreprenuer #LegalSpace #BusinessPeace

In this episode of Unfinished Business, Kimberly Griggs interviews Chris Bayardo, founder of Bayardo Safety, who shares his journey from corporate life to entrepreneurship. Chris discusses the inefficiencies he observed in the safety and credentialing industry, leading to the creation of his company that offers compliance as a service. He emphasizes the importance of understanding the problem before creating a solution and highlights the role of AI in modernizing business processes. Chris also shares insights on leadership, personal values, and offers advice for aspiring entrepreneurs, stressing the need for resilience and humility in the face of challenges.

Keywords

entrepreneurship, safety, compliance, AI, leadership, business growth, innovation, credentialing, personal development, resilience

Takeaways

• Chris Bayardo founded Bayardo Safety to address inefficiencies in safety and credentialing.

• The concept of compliance as a service emerged from Chris's experiences in the industry.

• Understanding the problem is crucial before developing a solution.

• AI can significantly enhance business processes and innovation.

• Personal values and leadership style greatly influence team dynamics and company culture.

• Resilience is key for entrepreneurs; they must learn to get back up after failures.

• It's important to know your worth and not undervalue your services.

• Creating a supportive environment for employees leads to greater job satisfaction.

• Chris emphasizes the importance of setting personal, professional, and financial goals for team members.

• The journey of entrepreneurship is filled with challenges, but perseverance is essential.

Sound bites

"Compliance as a service was born."

"You have to know your worth."

"Fail fast, learn from it."

Chapters

00:00 Hiring for Success

Learn More about Bayardo and Connect with Chris

https://www.bayardosafety.com/

https://www.linkedin.com/in/christopher-bayardo-ab065724/

In this episode of Unfinished Business, Kimberly Griggs interviews Jon Perkins, CEO of Maine Technology Group, who shares his unique journey from growing up on a dairy farm to leading an IT company. Jon discusses the importance of service in business, the challenges of transitioning from employee to owner, and the strategies he implemented to redesign his company for success. He emphasizes the significance of building relationships with clients, measuring success through referrals, and the delicate balance of technology and client needs. Jon also shares insights on leadership, hiring, and the importance of community support in overcoming business challenges.

Keywords

business, leadership, service, technology, referrals, client satisfaction, sales, growth, training, community

Takeaways

Jon's diverse background shaped his understanding of business needs.

The transition from sales to service was crucial for success.

Building strong client relationships is key to satisfaction.

Referrals are a vital metric for measuring success.

Effective leadership involves removing obstacles for the team.

Understanding client needs is essential for service delivery.

Hiring for weaknesses can strengthen a business.

Trust is foundational in the client-service provider relationship.

Investing in infrastructure requires careful consideration.

Community involvement enhances business growth.

Sound Bites

"You can't suffer from ego."

"You have to know your product."

"Hire slowly, fire quickly."

Chapters

00:00 From Dairy Farm to CEO: A Unique Journey

02:39 The Aha Moment: Realizing the Power of Service

05:25 Navigating Business Ownership: The Transition to CEO

08:08 Redesigning for Success: Shifting from Sales to Service

10:55 Measuring Success: The Importance of Referrals

13:43 Building Relationships: The Key to Client Satisfaction

16:30 The Balancing Act: Technology and Client Needs

19:13 Prospecting and Trust: The Sales Process

21:59 Scaling the Business: Hiring and Training for Growth

24:32 Leadership and Delegation: The Art of Letting Go

27:19 Investing in Infrastructure: Knowing When to Scale

30:05 Overcoming Challenges: The Role of Community and Support

33:02 Lessons Learned: Advice for Future Leaders

Connect with Jon and Learn More about Maine Technology Group

https://www.mainetechgroup.com/

https://www.linkedin.com/in/jonathan-perkins-34805527a/

Keywords

forensic accounting, CFO services, financial management,business mentorship, wealth management, financial red flags, outsourcing, AI in finance, business systems, client success stories

Summary

In this episode of Unfinished Business, host Kimberly Griggsinterviews Dante Puccinelli, a certified CPA specializing in forensic accounting and fractional CFO services. Dante shares his journey into accounting, the importance of mentorship, and his transition to providingfractional CFO services for businesses. He discusses the significance of setting up systems and processes, identifying financial red flags, and understanding business flow. The conversation also touches on the impact oftechnology and AI in finance, the challenges of outsourcing, and the importance of adapting to change in the financial landscape.

Takeaways

Dante discovered his knack for accounting early on.

Mentorship played a crucial role in Dante's career.

Setting up systems can lead to working less hours.

Understanding cash flow is vital for business success.

Many businesses struggle with outdated financial practices.

Dante emphasizes the importance of vision in business.

Outsourcing can be a game changer for efficiency.

AI is transforming the finance industry.

Cross-training staff is essential for business continuity.

Dante's approach focuses on creating effective teams.

Chapters

00:00 Introduction to Forensic Accounting and CFO Services

00:55 Journey into Accounting and Forensics

05:22 Transitioning to Fractional CFO Services

11:43 Expert Witness Work and Its Importance

16:43 Identifying Financial Red Flags in Businesses

20:09 Identifying Red Flags in Business Financials

23:17 Understanding Business Flow and Vision

family law, estate planning, business planning, special needs planning, family estate planning

Summary

In this episode of Unfinished Business, KimberlyBarclay-Griggs speaks with Whitney Pennington, a family law and estate planningattorney. They discuss the emotional challenges families face during legal processes, the importance of proper planning, and the misconceptionssurrounding estate planning. Whitney shares her personal journey into law, the significance of understanding family dynamics, and the impact of unexpected events on business owners. The conversation emphasizes the need for empathy,transparency, and proactive planning to ease the burdens on families and ensure smooth transitions during difficult times. In this conversation, Whitney Pennington discusses her journey in estate planning, emphasizing the importanceof having a supportive team, navigating unexpected life events, and the challenges of marketing and self-doubt. She shares insights on expanding her services to include special needs trusts and Medicaid planning, while also highlighting the significance of community involvement and personal growth in her business. Whitney encourages listeners to take the first step in estate planning by making an appointment and seeking guidance.

Insurance rates are rising and many people are asking the wrong questions. In this episode, Leslie Massey, a seasoned Farmers Insurance Agency owner, breaks down what’s really driving premiums up, common coverage gaps people miss, and how to think about protection, risk, and life insurance before a crisis forces the conversation.

Keywords

Insurance, Farmers Insurance, Risk Management, Coverage Tips, Life Insurance, Industry Challenges, Client Relationships, Amarillo

Key  Topics

Industry challenges and recent changes in insurance

Building long-term client relationships and trust

Proactive risk management and coverage review strategies

Sound Bites

"People didn't even know what coverage they had"

"An umbrella policy offers peace of mind"

"Don't give up, do the right thing, enjoy it"

Chapters

00:00 Introduction to the Insurance Landscape

01:56 Leslie Massey's Journey into Insurance

04:35 Building a Client-Centric Insurance Agency

07:31 Navigating the Challenges of the Insurance Industry

10:24 Understanding Policy Changes and Client Education

12:55 The Importance of Proactive Client Care

15:57 Current Trends and Changes in Insurance Rates

18:38 Preparing for Future Insurance Needs

25:49 Stabilizing Insurance Rates Post-COVID

26:32 Client Concerns: Auto Coverage and Discounts

28:36 Navigating Coverage for Young Drivers

31:19 The Importance of Adequate Liability Coverage

33:09 Understanding Umbrella Policies

34:44 Business Insurance Essentials

39:27 Innovations in Life Insurance

41:59 Life Insurance for Young Adults

43:39 Life Insurance for Families and Aging Adults

47:07 Overcoming Fear and Confusion in Insurance Decisions

48:00 Final Thoughts and Lessons Learned

Learn More about Farmers and The Leslie Massey Agency

https://agents.farmers.com/tx/amarillo/mary-leslie-massey/?SourceID=AMPALFGMAG&utm_source=GMB&utm_medium=Local

Connect with Leslie

https://www.linkedin.com/in/leslie-massey-0984b211/

Keywords

Cloud Technology, Data Security, CleanData, Automation, Business Evolution, ERP Systems, SAP, AI Strategy, CloudMigration, Predictive Analytics

Takeaways Clean data comes before AIAI enhances people, it doesn’t replace themThe right tools depend on the teamDigital transformation is an evolutionSmall businesses can access enterprise-level techAutomation works best in HR and operationsSecurity must be a top priorityAI should deliver real ROIChange requires leadership and accountabilityContinuous learning is essentialStrong leaders invest in peopleThis too shall pass

Sound bites

“Technology doesn’t replacepeople — it evolves them.”

“Small businesses deserve thesame tools as Fortune 500 companies.”

“Automation should free humansto think bigger, not do less.”

Chapters

00:00 – Welcome to Unfinished Business01:00 – Falling in Love With Technology02:35 – Building Before AI Had a Name04:00 – Technology as a Tool to Help People05:20 – Leveling the Playing Field for Businesses06:40 – Choosing the Right Tools for the Right Teams08:25 – Reframing Digital Transformation10:20 – Clean Data Is Everything12:45 – What Clean Data Really Means13:50 – Preparing Data for AI Initiatives15:00 – Industries and Impact16:20 – AI With Real ROI17:30 – Where AI Works Best Today19:20 – How Much Automation Is Too Much?21:00 – Resistance to Change23:00 – Leadership and Accountability25:20 – Leaders Who Shaped the Journey27:30 – Training for the Future28:35 – Learning Resources to Get Started30:00 – What’s Next for Approyo31:00 – Advice for Entrepreneurs31:55 – This Too Shall Pass33:15 – Final Thoughts and Where to Connect

Connect withChris and Learn More about Approyo:

⁠https://approyo.com/⁠

⁠https://www.linkedin.com/in/christopher-carter-885159/⁠

TrainingResources Mentioned:

American SAPUser Group (ASUG): https://www.asug.com⁠

SAP LearningResources: https://www.sap.com⁠

In this conversation, Abby Chin shares her journey from being a competitive swimmer to a successful attorney, emphasizing the importance of maintaining a positive mindset, the value of mentorship, and the need for emotional balance in the legal profession. She discusses how her athletic background informs her approach to law, the significance of hiring for values, and the challenges of managing burnout. Abby also highlights the importance of building authentic connections in marketing and the ongoing journey of personal and professional growth.

Keywords

swimming, law, mentorship, burnout, happiness, values, hiring, marketing, legal practice, personal growth

Takeaways

Swimming taught me many life lessons.

Happy swimmers are fast swimmers.

Maintaining a routine is key to success.

Communication with teammates is essential.

Values alignment is crucial in hiring.

Building connections authentically is important.

Managing burnout requires proactive breaks.

It's okay to take a step back when overwhelmed.

Finding your why keeps you motivated.

Unfinished business drives continuous improvement.

Sound bites

"Happy swimmers are fast swimmers."

"You have to drink the Kool-Aid a little bit."

"Everything feels unfinished."

Chapters

00:00 The Journey Begins: Abby's Swimming Background

02:43 Lessons from the Pool: Applying Athletic Mindset to Law

05:15 The Importance of Mentorship and Happiness in Success

07:48 Balancing Heavy Emotions in Legal Practice

10:29 Finding Fulfillment: Aligning Values with Work

12:35 Cooper Elliott Cares: Making a Difference in the Community

14:34 Powering Good: Protecting People Through Legal Advocacy

17:53 Addressing Safety in Public Transport

19:49 Hiring for Values and Growth Mindset

21:40 Building Authentic Connections

24:41 Organizing for Success

27:01 Managing Burnout and Stress

30:54 Unfinished Business and Future Aspirations

For more information on Cooper Elliot or to contact Abby, please visit:

https://cooperelliott.com/

Email Abby:

abbyc@cooperelliott.com

In this episode of Unfinished Business, Kimberly sits down with Marc Freedman, CEO of Expense To Profit, to uncover thehidden expenses quietly draining cash flow and limiting growth inside businesses of every size. After conducting more than 25,000 expense reviews and helping organizations recover millions in overlooked savings, Marc has learnedthat many companies aren't suffering from a revenue problem — they're suffering from a visibility problem.

Keywords

businessexpenses, profitability, expense reduction, business efficiency, wellnessprograms, success-based consulting, cost savings, team building, financialhealth, AI tools

Key  Topics

Success-based expense reduction model

Proactive employee wellness programs

Data-driven expense analysis and AI tools

Building expert teams for cost savings

Strategies for business growth and profitability

Sound Bites

"Prices can increase by half to 1% monthly."

"Family is the most important thing."

"Enjoy what you do to be truly successful."

Chapters

00:00 Introduction to Business Growth Challenges

01:08 Marc Freedman's Journey into Expense Management

05:14 Transitioning to a Success-Based Model

11:12 Selling Services to Unaware Clients

17:17 Common Financial Mismanagement in Growing Businesses

18:52 The Importance of Employee Retention and Wellness Programs

24:34 Employee Satisfaction and Retention

27:12 Integrating Wellness Programs in Business

28:17 Financial Health Visibility for Business Owners

32:29 Marketing Efficiency and ROI

35:28 Practical Steps for Business Owners

38:38 Lessons for Aspiring Entrepreneurs

More about Expense To Profit

https://expensetoprofit.com/

Connect with  Marc

https://www.linkedin.com/in/freedmanmarc/

Get your copy of Marc's #1 Best Seller: Expense To Profit

https://www.amazon.com/Expense-Profit-Eliminate-Sabotage-Growth/dp/B08P8RC2QH

On this episode of Unfinished Business, guest Nick Link, CEO of Bitoda, breaks down the challenges and opportunities of integrating AI into business processes. He explores the gapbetween AI adoption and full automation, the importance of deterministic workflows, and practical strategies for safe and effective AI implementation.

Keywords

AI, automation, business processes, deterministic workflows, AI safety, enterprise, AI, Bitoda, Fawdy, AI adoption, digital transformation

Key  topics

AI adoption gap and transformation challenges

Deterministic vs probabilistic workflows in AI

Cost and value analysis of AI projects

Safety guardrails and deterministic systems

Business lessons from startup journey

 Sound bites

"Every AI call has a cost, and understanding ROI is crucial."

"AI is like a gun—powerful but dangerous without guardrails."

"Build community through helping others, not just selling."

Chapters

00:00 Introduction to AI and Automation Challenges

02:36 Understanding Probabilistic vs Deterministic Workflows

05:29 Real-World Applications of AI in Business

08:00 Cost Analysis and Value Mechanisms in AI

10:27 The Importance of Guardrails in AI Implementation

13:14 Nick Link's Entrepreneurial Journey

15:49 Building Bitoda and Finding Market Fit

20:58 Navigating Customer Relationships and Time Management

22:39 Transitioning to Leadership and Delegation

26:35 The Role of Engineers as CEOs

28:22 Balancing Short-Term Gains with Long-Term Goals

28:52 The Future of Bitoda and Fawdy

32:24 Evaluating Customer Readiness for AI Implementation

36:58 The Risks and Rewards of OpenClaw

40:59 Overcoming Distribution Challenges for Growth

42:13 Three Key Lessons for Entrepreneurs

Learn More about Bitoda and Fawdy

https://bitoda.com/

https://fawdy.com/

Connect with Nick

https://www.linkedin.com/in/nicholaus-link/

In Volume 3 of In the Middle of Mastery, Kimberly Griggs and Rory Sheppard explore the concept of capacity ceilings, those hidden limits that hinder personal and business growth. They discuss practical frameworks for recognizing these ceilings, managing ego, developing emotional intelligence, and fostering leadership skills to break through barriers.

Keywords

Capacity Ceilings, Leadership Growth, Emotional Intelligence, Peter Principle, Continuous Learning, Ego Management, Situational Leadership, Self-awareness,  

Sound Bites

"Breaking through capacity ceilings isessential for both personal and business growth."

"The Peter Principle highlights how peopleoften rise to their level of incompetence, impacting leadershipeffectiveness."

"Emotional intelligence is a crucial toolfor managing self-awareness and relationship management in leadership."

Chapters

00:00 - Introduction to capacity ceilings and why they matter

02:00 - The Peter Principle explained: rising beyond competence

04:20 - Business growth limited by leader’s capacity to learn
06:30 - Red flags: red flags signaling capacity overload

09:45 - Physical and emotional signs of hitting capacity ceilings

12:30 - The three buckets: skill, emotional, relational capacities

14:50 - How deficiencies in one area affect others over time

17:40 - Personal story: managing rapid growth and the toll on relationships

20:15 - Coaching strategies: delegating effectively and situational leadership

23:30 - Building trust, sharing feedback, and creating psychological safety

26:15 - Ego barriers: pride and fear of admitting gaps

29:00 - Developing emotional intelligence: self-awareness and self-management

32:00 - The role of failure as a teacher and growth accelerant
34:30 - Practical tools: gratitude, anchor points, daily reflection

37:00 - Cultivating relationship management skills for better leadership
39:15 - Handling difficult conversations and emotional triggers

42:30 - Supporting personal identity beyond business success

44:00 - Using anchor points to reinforcegrowth and leadership identity

48:00 - Practical activities: role-basedgrowth goals and self-awareness

52:00 - The power of gratitude to shift mindset before interactions

55:00 - Client feedback: transforming through daily reflection practices

58:00 - Closing thoughts: managing growth with humility and intentionality

For more information on Rory’s Anchor Points Journal goto: ⁠https://anchorpointsjournal.com/home⁠

Special offer!!! 

Receive 10% off your Anchor Points Journal whenyou mention “Unfinished Business” 

Call Now! 806-557-2240

More on ActionCoach

https://westtexas.actioncoach.com/firm/

Connect with Rory

https://www.linkedin.com/in/rorysheppard/

In this conversation, Kimberly Griggs and Rory Sheppard explore the critical role of mentorship in personal and professional growth. They discuss how to find and engage with mentors, the importance of self-awareness, and the characteristics of effective mentor relationships. Rory emphasizes the need for reflection and the impact of values on mentorship, while also addressing common barriers to seeking mentorship. The discussion highlights the significance of building strong relationships and the ongoing process of learning and growth through mentorship.

Keywords

mentorship, personal development, leadership, self-awareness, relationships, growth, business coaching, reflection, values, learning

Takeaways

Mentorship is crucial for personal and professional growth.

Finding trusted voices in your field can be a form of mentorship.

Self-awareness is key to identifying the right mentors.

Good mentors invest in their mentees without expecting anything in return.

Reflecting on interactions helps in personal development.

You can learn from multiple mentors, both formally and informally.

Education can shortcut the experience needed for success.

Building relationships is essential in business and leadership.

Regular check-ins with mentors and relationships are important.

Mentorship shapes not just skills but also identity. 

Sound bites

"Business is just one person talking to another."

"Education is the shortcut to experience."

"Mentorship shapes our identity, not just skills."

Chapters

00:00 The Importance of Mentorship

05:44 Finding and Engaging with Mentors

09:10 Characteristics of Effective Mentors

13:54 The Role of Relationships in Leadership

15:57 The Role of Mentorship in Personal Growth

17:28 Characteristics of Healthy Mentor-Mentee Relationships

18:46 The Importance of Self-Awareness in Mentorship

24:17 Tools for Reflection and Growth

27:12 Overcoming Barriers to Mentorship

28:30 Lessons Learned from Mentors

Get your Anchor Point Journal!

https://anchorpointsjournal.com/products

Connect with Rory

https://westtexas.actioncoach.com/firm/

https://www.linkedin.com/in/rorysheppard/

Leadership Podcasts Rory’s Following:

Craig Groeschel Leadership Podcast

https://www.craiggroeschel.com/leadershippodcast

Patrick Lencioni

https://open.spotify.com/show/6NWAZzkzl4ljxX7S2xkHvu

Andy Stanley

https://podcasts.apple.com/us/podcast/andy-stanley-leadership-podcast/id290055666

In this episode, Kimberly Griggs interviews Diane Camacho, acertified legal manager and founder of DLC Consulting Services. They discuss Diane's journey into legal management, the challenges faced by small law firms,and the importance of operational efficiency. Diane shares insights on building confidence as a consultant, identifying common pain points in law firm operations, and the value of fractional support for small firms. The conversation also touches on the mindset required for entrepreneurship, keymetrics for struggling firms, and Diane's personal unfinished business goals.

Keywords

legal management, consulting, law firms, operational issues,small business, entrepreneur, practice management, consulting services, lawfirm operations, business growth

Takeaways

• Diane Camacho has 25 years of experience in legalmanagement.
• Small law firms often lack the resources for full-timemanagement.
• Building confidence is crucial for consultants andentrepreneurs.
• Training and ongoing support are essential for operationalsuccess.
• Fractional support can be a cost-effective solution forsmall firms.
• Understanding key metrics can help struggling firms improve.
• Mindset plays a significant role in entrepreneurship.
• Diane emphasizes the importance of loving what you do.
• The world will continue to spin, so don't stress overdeadlines.
• Diane's unfinished business includes becoming a speaker andsystemizing her own business.

Sound bites

"Training is an ongoing process."

"It's harder than it looks."

"You better love what you do."

Chapters

 00:00 Introduction to Diane Camacho and DLC Consulting

01:48 Diane's Journey into Legal Management

03:58 First Client Experiences and Building Confidence

06:15 Operational Challenges in Law Firms

07:49 Training and Software Utilization

09:40 Fractionalized Support for Law Firms

12:14 Building from Scratch vs. Solving Problems

14:17 Navigating Owner-Operator Challenges

15:43 The Reality of the Four-Hour Work Week

16:40 The Importance of Delegation and Support

18:03 Financial Stress and Business Growth

19:10 Finding Balance in Entrepreneurship

21:05 The Journey to Becoming an Entrepreneur

22:14 Building a Supportive Community

22:52 Key Metrics for Business Success

24:00 Unfinished Business and Future Goals

For more information on DLC Consulting Services, LLC,please visit:

https://dlccs.com/legal-management-consulting/ 

Email Diane:

diane@dlccs.com

In this episode of Unfinished Business, host Kimberly Griggsspeaks with David Faux, an intellectual property attorney, about his journey into the world of IP law, the importance of protecting creative work, and the challenges faced by creators. David shares insights on building clientrelationships, the significance of organization in legal practice, and the impact of technology on negotiations. The conversation also delves into the role of AI in copyright law and the common mistakes creators make in protectingtheir work. David emphasizes the need for creators to treat their work as an asset and the potential for licensing to generate revenue.

Keywords

intellectual property, copyright, trademark, creative work,legal advice, licensing, business strategy, AI in law, client relationships, legal practice

Takeaways

David Faux transitioned from academia to law for moreimmediate impact.

He emphasizes the importance of responsiveness in clientrelationships.

Building a successful practice requires setting highstandards for client interactions.

Early career challenges taught him to seek directconnections with potential clients.

Organization and checklists are crucial for managing a legalpractice.

Staying optimistic is essential during tough times inbusiness.

Emotional control is vital in negotiations and legaldisputes.

Zoom has changed the dynamics of legal negotiationspositively.

Creative work should be treated as an asset with properprotections.

Licensing can provide a significant revenue stream forcreators.

Sound bites

"You have to be organized."

"You have to clear your trademark."

Chapters

00:00 Introduction to Intellectual Property Law

02:15 David's Journey into IP Law

05:39 Client Relationships and Responsiveness

09:34 Building a Successful Practice

11:25 Overcoming Early Career Challenges

14:12 Key Habits for Business Success

16:45 The Power of Visual Communication

19:46 Creative Work as Business Assets

20:04 Creative Work as an Asset

27:59 Leveraging Creative Assets: Royalties and Licensing

30:16 Common Pitfalls for Creators

33:14 Navigating AI in Creative Design

35:26 Unfinished Business: Future Aspirations

#entreprenuership #intellectualpropertylaw#creativeassets

For more information or to contact David, please visit:

https://dhf-law.net/

Email David:
davefaux@dhf-law.net

In this episode, Kimberly Barclay-Griggs interviews AdrianWinter, co-founder of Beach Life Rentals, about their unique approach to property management on Anna Maria Island. They discuss the importance of transparency, building relationships with homeowners, and the challenges ofmanaging short-term rentals. Adrian shares insights on transforming properties into guest favorites and the future expansion plans for Beach Life Rentals.

Keywords

Beach Life Rentals, Anna Maria Island, vacation homes,property management, guest experience, real estate, short-term rentals,homeowner relationships, property transformation, business expansion

Takeaways  

• Beach Life Rentals differentiates itself with a licensed general contracting company.
• The team focuses on providing five-star staysand unforgettable guest memories.
• Building trust with homeowners is crucial forsuccessful property management.
• Transparency in communication helps maintainstrong relationships with clients.
• Adrian emphasizes the importance of treating each property as if it were their own.
• The company uses technology like 3D tours to enhance the guest experience.
• Adrian shares that they have never had issues with property damage from renters.
• The team is committed to maximizing revenue for homeowners through strategic improvements.
• Future expansion plans include exploring new markets while staying true to their roots.
• The goal is to create unforgettable experiences for guests visiting Anna Maria Island.

Sound bites

"What makes Beach Life Rentals unique?"

"We want to stay true to our roots."

"Connect with us at Beach Life Rentals."

Chapters

00:00 Building Beach Life Rentals: The Origin Story

06:07 Life on Anna Maria Island: A Personal Perspective

07:18 Challenges in Luxury Property Management

07:49 Strategies for Success in Property Management

08:32 The Secret Sauce of Beach Life Rentals

11:04 Standing Out in a Crowded Market

13:54 Balancing Homeowner and Guest Relationships

16:52 Transparency and Trust in Property Management

19:39 Common Misconceptions About Short-Term Rentals

22:10 Key Questions for Potential Investors

24:11 Future Growth and Opportunities for Beach Life Rentals

For more information on Beach Life Rentals Visit:

https://beachliferentalsfl.com/

#BeachLife #VacationRentals #Entreprenuership #ShortTermRentals

patent, invention, patent attorney, startup, intellectual property, trade secrets, AI in law, client collaboration, self-doubt, reinvention

Summary

In this episode of Unfinished Business, host Kimberly Griggs speaks with Clint Mehall, a patent attorney who shares his journey into the world of invention and patent protection. They discuss the importance of understanding the patent process, overcoming self-doubt, and the significance of collaboration with clients. Clint emphasizes the need for thorough preparation before filing patents, the differences between trade secrets and patents, and the evolving role of AI in patent law. The conversation also touches on Clint's personal journey of reinvention through stand-up comedy and the lessons learned along the way.

Takeaways

• Clint's early exposure to invention shaped his career path.
• Asking questions is crucial in the patent process.
• Imposter syndrome is common among professionals.
• Collaboration with clients enhances the patent process.
• Understanding trade secrets is as important as patents.
• Patents can be costly and time-consuming to obtain.
• Not all industries require patents for success.
• AI can assist in patent searches but requires skilled interpretation.
• Stand-up comedy has helped Clint improve his public speaking.
• Continuous improvement is essential in any profession.

Sound bites

"This episode is definitely for you."

"I didn't want to be an engineer."

"Always try to get better at your job."

Chapters

00:00 Introduction to Invention and Reinvention

02:16 The Journey to Patent Law

04:28 Overcoming Imposter Syndrome

07:53 Building a Book of Business

10:22 The Importance of Collaboration

13:04 Understanding the Ideal Client

16:01 Navigating the Patent Process

17:42 Navigating Trade Secrets and Patents

20:00 Understanding Patent Costs and Complexity

21:31 Industry Insights on Patent Necessity

23:21 The Role of AI in Patent Law

25:47 The Uncertainty of Patents

27:01 The Patent Nerd Identity

29:10 Reinvention Through Stand-Up Comedy

33:06 Unfinished Business and Growth

34:37 Key Life Advice

Clint Mehall: aka -The Patent NerdClint Mehall is a partner with ⁠Davidson Kappel, LLC⁠. He is a registered patent attorney practicing in multiple technology areas, with a passion for continuous learning to improve his craft. Using patent analytics and a thorough understanding of case law as guides, he seeks to gain every advantage for his clients.

Email: clint.mehall@gmail.comLinkedIn Profile: linkedin.com/in/clint-mehall-patents

automation, business efficiency, technology, entrepreneurship, legal industry, client journey, AI, systems, workflows, consulting

Summary:

In this episode of Unfinished Business, Kimberly Griggs speaks with Casita Simpson, founder of Simpsons Associates, about the intersection of technology and business efficiency. Casita shares her journey from working in the legal field to starting her own consultancy, focusing on automating processes for law firms and service-based businesses. The conversation covers the importance of tailored systems, the challenges of implementing automation, and the role of AI in modern business practices. Casita emphasizes the need for businesses to map out their client journeys and adapt to changes in technology while maintaining a human touch in client interactions.

Key Takeaways:

• Casita's journey into tech began in the legal field.
• Automation can free up time for businesses to focus on service.
• Every business needs a tailored system for efficiency.
• Trust is essential in client relationships, especially in the legal industry.
• Mapping out client journeys can enhance service delivery.
• AI will play a significant role in future business operations.
• It's important to be mindful of the data shared with AI tools.
• Automation can reduce human error in repetitive tasks.
• Entrepreneurs should be open to pivoting their business strategies.
• Never give up on your entrepreneurial journey.

Sound Bites:

• "Trust is a two-way street."
• "Never give up."
• "It's okay to pivot."

Chapters:

00:00 Introduction to Automation and Business Efficiency

05:41 The Journey to Entrepreneurship

11:26 Understanding Client Needs and System Integration

17:02 Navigating Challenges in Automation Projects

22:37 The Importance of Mapping Client Journeys

28:26 Leveraging AI in Business Operations

34:04 Final Thoughts and Advice for EntrepreneursSimpson & Associates

Casita Simpson (CEO)

Email

Website

Book an Appointment

Follow Simpson & AssociatesFacebook

Instagram

In this insightful interview, Jarrett Copheranham shares his journey of leading Fiesta Foods, a family-owned grocery chain, highlighting lessons on leadership, family dynamics, operational growth, and adapting marketing strategies in a competitive landscape.

Keywords

family business, leadership, grocery store, operational growth, marketing, brand rebranding, customer experience, family dynamics, business lessons

Key Topics

Leadership development in family business

Operational challenges and growth strategies

Marketing evolution from traditional to digital

Family dynamics and compartmentalization

Lessons learned from business setbacks and rebranding

Key Frameworks

Family Business Dynamics

Leadership Development

Operational Efficiency

Marketing Strategies in Retail

Sound Bites

"You've got to find balance in work and life"

"Work is so much more than just mechanics"

"Make mistakes, but don't make them twice"

Chapters

00:00 Introduction to Fiesta Foods and Jarrett's Background

01:19 Realization of a Future in Family Business

03:02 Early Experiences and Mentorship in Grocery Management

05:19 Stepping into Leadership at a Young Age

07:38 Challenges of Leading as a Young Manager

09:58 Building Trust and Managing People Effectively

12:02 Setting the Tone and Culture in Stores

12:35 Balancing Friendliness and Accountability

14:26 Advice to Younger Self on Leadership

15:34 Myths and Realities of Family Business Dynamics

16:57 Strategies for Family and Business Balance

19:19 Operational Lessons from Growth and Expansion

21:29 Learning from Business Failures and Rebranding

24:53 Evolution of Marketing from Traditional to Digital

26:43 Exciting Developments and Customer Engagement

28:33 The Success of Fiesta Tortillas and Traditional Products

28:52 Innovations in Hispanic Food Offerings

30:31 Adapting to Convenience and Modern Consumer Needs

32:24 Customer Reactions and Building Raving Fans

33:37 Future Goals and Challenges for Fiesta Foods

34:00 The Magic Wand: Overcoming Major Industry Challenges

34:27 Leaving a Legacy: Lessons and Final Messages

Check out Fiesta Foods 

https://fiestafoods.net/

Connect with Jarret

https://www.linkedin.com/in/jarrett-copheranham-7981b26b/

In this episode of Unfinished Business, Kimberly Griggs interviews Maurice Simpkins, a former NFL linebacker turned entrepreneur, who shares his unique journey from sports to fraud prevention technology in higher education. He discusses the development of the SAFE platform, designed to combat fraud in student applications, and emphasizes the importance of data integrity in educational institutions. Maurice reflects on his experiences, the challenges of entrepreneurship, and the lessons learned along the way, including the significance of listening to clients and remaining true to oneself.

Takeaways

• Maurice Simpkins combines his sports leadership with IT expertise.

• The SAFE platform helps colleges detect fraudulent applications.

• Listening to clients is crucial for business growth.

• Fraud in higher education is a growing concern.

• Remote work allowed Maurice to pursue both coding and football.

• Education is a vehicle for building a legacy.

• The importance of mentorship in personal and professional growth.

• Data integrity is essential in combating fraud.

• Entrepreneurship requires remaining true to oneself.

• The fight against fraud is a continuous journey.

Sound bites

"Fraudsters don't sleep, and neither do we."

"Fraud is massive among institutions."

"We want to put fraud to bed."

Chapters

00:00 The Journey Begins: From Sports to Technology

22:03 Navigating Challenges: The Path to AMSA

23:07 Lessons from the Grave: Overcoming Challenges

25:02 The Relentless Pursuit of Perfection

29:02 The Impact of Identity Theft on Personal Growth

30:04 Introducing SAFE: A Solution to Fraud in Education

37:25 The Ongoing Battle Against Fraud

41:10 Advice for Aspiring Entrepreneurs

For more information on S.A.F.E. and AM Simpkins and Associates Visit: 

https://amsa-highered.com/

https://www.linkedin.com/company/amsa-consulting/

https://www.linkedin.com/showcase/highered-safe/