Market It With ATMA: Recent Episodes
Advent Trinity Marketing Agency
This podcast is about giving business owners the tips, tools, and strategies they need to market and grow their businesses.
Every leader eventually reaches a point where leadership becomes less about strategy and more about responsibility.
In this episode, Bryan Acosta sits down with Pastor Marty Collier, Lead Pastor of Rush Creek Church, to discuss leadership, organizational culture, mentorship, and what it takes to build an organization that continues to grow without losing its mission.
Marty shares the personal experiences that shaped his calling, the importance of investing in people, and why developing future leaders is one of the greatest responsibilities any organization has.
Together, they explore leadership during times of uncertainty, lessons learned from navigating COVID-19, scaling a multi-campus organization, and the role that trust, consistency, and compassion play in every decision a leader makes.
Whether you’re leading a business, nonprofit, church, or team, you’ll walk away with practical insights on building culture, earning trust, and creating a legacy that lasts far beyond your title.
If you enjoy the conversation, subscribe, leave a review, and share this episode with another leader who inspires you.
Learn more about Rush Creek Church:
Website
YouTube
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In this episode of the Market It with ATMA Podcast, Bryan Acosta sits down with immigration attorney Haim Vasquez to talk about what it really takes to build a successful law firm rooted in trust, systems, leadership, and community relationships.
Haim shares his journey from immigrating from Colombia to becoming a Dallas County prosecutor, transitioning into immigration law, and eventually launching his own law firm. From handling intake calls himself to building scalable systems and expanding into criminal defense, this conversation dives into the realities of growing a service-based business where reputation and relationships matter.
Together, they discuss:
• Building trust through consistent community relationships
• The power of authentic branding and social media consistency
• Why “guerrilla marketing” still matters
• Law firm growth and client acquisition strategies
• Intake systems, automation, and faster client communication
• Why answering the phone and follow-up systems matter
• CRM workflows, scheduling, and operational efficiency
• Leadership, hiring, and ego checks in business growth
• Expanding from immigration law into criminal defense
Haim also explains why automation is not about removing the human touch — it is about serving people faster and creating a better client experience.
If you are a law firm owner, entrepreneur, or business leader looking to grow through stronger systems, marketing, and trust, this episode is packed with practical insights.
Guest information:
https://haimvasquezlegal.com/
Facebok
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In this episode of the Market It with ATMA Podcast, Bryan Acosta sits down with Bernard Goor, a seasoned B2B SaaS executive with more than 25 years of experience across sales, marketing, customer success, and go-to-market leadership.
Together, they dive into one of the biggest challenges businesses face today: fragmentation between teams. From sales and marketing to onboarding and customer success, Bernard explains why misalignment creates inconsistent growth, weak customer experiences, and broken pipeline conversion.
Through his Holistic Selling framework, Bernard shares how companies can create a stronger “True North” focused on delivering extraordinary customer outcomes across the entire customer journey.
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🔑 Key Topics Covered
• Why sales slowdowns are rarely just a sales problem
• The connection between sales, marketing, and customer success
• How fragmented teams hurt business growth
• Building a customer-focused “True North”
• The importance of operational and strategic alignment
• Creating consistency through playbooks and processes
• How newsletters, podcasts, and short-form content build trust
• Practical ways to improve pipeline conversion and execution
• Why relationship-building still matters in modern B2B business
Bernard also shares valuable insights on leadership, value creation, and how businesses can scale more effectively by aligning teams around the customer experience.
If you’re a founder, business owner, SaaS leader, or marketer looking to improve growth, communication, and customer success, this episode is packed with actionable insights.
Guest Information:
https://holisticselling.com/
LinkedIn: https://www.linkedin.com/in/bernardgoor/
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In this episode of the Market It with ATMA Podcast, Bryan Acosta sits down with Jim Ross, current Mayor of Arlington, Texas, to talk about leadership, business growth, and the power of relationships in building both organizations and cities.
From his early experience in the U.S. Marines and undercover law enforcement to building a successful law firm and leading one of the fastest-growing cities in Texas, Jim shares the principles that have guided him at every stage.
This conversation goes beyond leadership theory.
It’s about integrity, resilience, and how relationships drive long-term success in business and community development.
🔑 Key Topics Covered
• Leadership lessons from the Marines, law enforcement, and entrepreneurship
• Why integrity and trust outperform titles and authority
• The role of relationships in business growth and leadership
• How to scale from a solo practice to a large organization
• Managing pressure and decision-making in high-stakes environments
• Arlington’s growth into a major destination city
• The importance of public safety, infrastructure, and long-term planning
• How partnerships drive economic development and business attraction
• A real-world example of business recruitment (eSpace satellite project)
• Why relationship-first thinking wins — even in high-value deals
🏙 Building a City Through Relationships
Jim Ross shares how Arlington has positioned itself as a city focused on:
• Growth with purpose
• Community relationships
• Business-friendly development
• Long-term vision
Rather than relying only on incentives, Arlington’s strength comes from its ability to build trust and create meaningful partnerships.
If you’re a business owner, leader, or someone interested in economic development, leadership, and building strong communities, this episode delivers practical insight you can apply immediately.
What’s Driving Arlington Forward:
https://www.arlingtontx.gov/Home
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In this episode of the Market It with ATMA Podcast, Bryan Acosta sits down with Cassie Davidson, Senior Director of Marketing, Communications, and Public Relations at the Humane Society of North Texas (HSNT).
With a 97% live release rate, HSNT is redefining what high-impact animal rescue and nonprofit leadership look like in North Texas.
This conversation goes beyond animal welfare.
It’s about building trust, scaling a mission-driven organization, and using marketing to create real community impact.
🔑 Key Topics Covered
• What a 97% live release rate actually means in animal rescue
• How HSNT supports North Texas through rescue, adoption, and community programs
• Cassie Davidson’s journey from volunteer to nonprofit marketing leader
• The role of partnerships and animal movement in reducing shelter overcrowding
• Why HSNT uses intake by appointment and behavioral evaluations
• Balancing adoptions, donations, and nonprofit sustainability
• How transparency builds trust in nonprofit marketing
• Differences between nonprofit and for-profit marketing strategies
• Using AI and digital tools without losing authenticity
• HSNT’s equine ranch and wellness programs for PTSD and cancer patients
🐾 Building Impact Through Trust
Cassie shares how the Humane Society of North Texas has built its reputation by focusing on:
• Community relationships
• Transparency
• Consistent outcomes
• Mission-first decision making
Rather than focusing only on numbers, HSNT prioritizes long-term impact through programs that support both animals and people.
📈 Nonprofit Growth & Sustainability
This episode also dives into the business side of nonprofit growth:
• Choosing the right partnerships
• Testing strategies with a “fail fast” mindset
• Scaling programs without losing quality
• Planning for future expansion, including a new shelter initiative
If you’re a nonprofit leader, business owner, or someone passionate about animal welfare, community impact, and mission-driven growth, this episode offers practical insights you can apply immediately.
Guest Information:
https://www.hsnt.org/
Facebook: https://www.facebook.com/HumaneSocietyofNorthTexas/
Instagram: https://www.instagram.com/humanesocietyofnorthtexas/
LinkedIn: https://www.linkedin.com/company/humane-society-of-north-texas/
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In this episode of the Market It with ATMA Podcast, Bryan Acosta sits down with Samantha Ybarra, founder and lead attorney of Ybarra Law Firm, a Texas personal injury law firm serving the Dallas-Fort Worth area and the Rio Grande Valley.
As a first-generation college graduate, Samantha built her firm with a clear mission: to serve clients — especially Spanish-speaking communities — with clarity, trust, and real communication.
This conversation goes beyond law.
It’s about building a business with purpose, growing from zero, and creating a client experience that actually matters.
🔑 Key Topics Covered
• Why traditional law firm models often fail clients
• Building a client-first personal injury law firm
• The reality behind cases like car accidents, 18-wheeler accidents, catastrophic injuries, and wrongful death
• Why honesty matters more than overpromising results
• Launching a law firm with zero clients
• Law firm marketing and competing in a high-budget industry
• The importance of systems, delegation, and maintaining quality
• Scaling a business without losing trust or reputation
⚖️ A Different Approach to Law
Samantha shares why she stepped away from the traditional “high-volume” law firm model and focused on building Ybarra Law Firm around:
• Communication
• Education
• Transparency
• Client relationships
Instead of clients feeling like a case number, the goal is to make sure they understand every step of the process.
🎙 Hosted by Bryan Acosta
CEO of Advent Trinity Marketing Agency
Learn more about Ybarra Law Firm:
https://ybarrafirm.com/
Facebook: https://www.facebook.com/ybarralawfirm/
Instagram: https://www.instagram.com/ybarralawfirm/
LinkedIn: https://www.linkedin.com/in/sybarra4/
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In this episode of the Market It with ATMA Podcast, Bryan Acosta sits down with Becky Gerro, Director of Development at the River Legacy Foundation, to explore how gratitude, environmental education, and nonprofit leadership can create lasting impact in a community.
Becky shares how the River Legacy Nature Center in Arlington, Texas connects thousands of students and families with the outdoors through hands-on environmental education along the Trinity River ecosystem. Through field investigations, forest exploration, and interactive STEM learning with animal ambassadors, students move from uncertainty about nature to curiosity, confidence, and stewardship.
As Director of Development, Becky also discusses how the River Legacy Foundation builds strong partnerships, raises critical funding, and engages the community to support conservation and education initiatives that protect one of North Texas’s most valuable natural spaces.
This conversation explores how nature-based learning supports mental health, improves focus, and builds resilience, while also helping young people understand ecosystems, conservation, and the importance of protecting the environment.
If you care about nonprofit leadership, environmental education, conservation, or community impact, this episode offers powerful insights into how access to nature helps build healthier people, stronger communities, and future environmental leaders.
Key Topics in This Episode
• How gratitude connects service, leadership, and nonprofit growth
• Becky Gerro’s role as Director of Development at River Legacy Foundation
• How hands-on environmental education inspires the next generation
• What a real fourth-grade field investigation in nature looks like
• Why access to nature improves mental health, focus, and stress reduction
• How forest bathing supports clearer thinking and leadership
• Using animal ambassadors to create engaging STEM education
• Why authentic storytelling and Instagram Reels help nonprofits grow
• Building community partnerships and raising $2.5 million for conservation and education programs
About River Legacy Foundation
https://www.riverlegacy.org
Facebook:https://www.facebook.com/riverlegacyparks/
Linkedin: https://www.linkedin.com/company/riverlegacyfoundation/
Instagram: https://www.instagram.com/rlnaturecenter
👍 If you enjoyed this conversation:
• Subscribe to the channel
• Share this episode with someone who cares about nature and community impact
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Pressure reveals every crack in leadership.
In this episode of the Market It with ATMA Podcast, Bryan Acosta sits down with Anthony “Tony” Brock, retired Navy Commander, former intelligence officer supporting SEAL teams, and CEO of Compass Leadership Partners.
Tony shares powerful leadership lessons from Special Operations and translates them directly into the realities of business leadership, team alignment, and organizational growth.
One of the biggest threats to high-performing teams is something Tony calls “drift.”
When leaders lose clarity, priorities blur, standards slip, and execution suffers.
In this conversation, we break down how elite leaders prevent drift by building a clear North Star, leadership dashboards, and habits that keep teams aligned even when pressure rises.
Tony also shares how leaders can scale organizations without losing their culture, their people, or their purpose.
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🔑 Key Topics in This Episode
• Leadership lessons from U.S. Navy Special Operations
• How high-performance teams avoid leadership drift
• Why leaders must lead people and manage things
• Building a personal board of directors for business decisions
• Turning self-doubt into focus instead of paralysis
• Why you can’t out-market a bad product
• Scaling leadership while maintaining team alignment
• Delegation strategies for growing companies
• How to balance ambition with aspiration in leadership
• Using AI and technology without losing the human element
Tony also explains why the best leaders focus on clarity, discipline, and trust instead of complexity.
If you’re a founder, entrepreneur, or executive trying to grow a business while keeping your team aligned and motivated, this episode provides a practical blueprint for leadership under pressure.
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🎙 Hosted by Bryan Acosta
CEO of Advent Trinity Marketing Agency
Learn more about Tony Brock:
www.compassleadershippartners.com
Facebook: https://www.facebook.com/tony.brock.3152
LinkedIn: https://www.linkedin.com/in/anthonybrockgroup/
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With over 40 years of experience in commercial banking and commercial real estate lending, Joni shares powerful insights on leadership, relationships, community involvement, and what it truly takes to scale a business responsibly.
Susser Bank, founded in 1959, has remained relationship-driven and community-focused — proving that trust, transparency, and accountability never go out of style.
🔑 Key Topics Covered
• Why business is ultimately human-to-human
• The difference between commercial banking and consumer banking
• How strong relationships drive long-term success
• Delivering tough truths with honesty (“not now” vs. “no”)
• Scaling from operator to legacy builder
• Why documentation and realism matter in financing
• The importance of teamwork in serving business owners
• Leadership lessons rooted in accountability and discipline
Joni also shares her perspective on giving back to the community, serving on nonprofit boards, and helping business owners grow responsibly.
If you’re a business owner, entrepreneur, or executive looking to build long-term success, this conversation is filled with practical and timeless wisdom.
Guest Information:
https://www.susserbank.com/
/ susserbank
/ susser-bank
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Since 2016, Michael has led Arlington’s oldest and largest business organization, representing over 1,000 businesses and nonprofits, with a mission to champion economic and community prosperity.
🔑 Key Topics Covered
1️⃣ The Framework for Economic Growth
The Chamber’s strategy focuses on four pillars:
• Grow (helping members grow professionally and in business)
• Foster (driving overall economic development)
• Amplify (being the voice of business)
• Develop (investing in workforce and education)
2️⃣ The Foundations of a Thriving City
What drives real economic momentum?
• Strong infrastructure
• Quality education systems
• Reduced cost of doing business
• Affordable cost of living
• Quality of life investments
• Favorable tax and regulatory environments
• Civic will
3️⃣ How Arlington Recruits Businesses
Recruitment is about telling a factual, data-backed story.
From K-12 career tech programs to UT Arlington and workforce development systems, the city positions itself to minimize risk and maximize opportunity for incoming companies.
4️⃣ Networking vs. Relationship Building
Networking is good.
Trusted relationships are better.
Michael shares why chamber members should approach events with intention — focusing on helping others succeed.
5️⃣ The Future of Arlington
With 99 square miles nearly built out, Arlington’s next phase relies on redevelopment.
Major events like the World Cup and Final Four will continue elevating the city globally — while leadership works to ensure that growth benefits everyone.
👉Subscribe for more conversations on leadership, marketing, and growth.
Available on YouTube & Spotify
Guest Information:
https://www.arlingtontx.com/
https://www.facebook.com/GreaterArlingtonTX
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In this episode of the Market It with ATMA Podcast, Bryan sits down with Mayor Laurie Bianco of Dalworthington Gardens, Texas to discuss servant leadership, city growth, and long-term planning.
With a background in education and public service, Mayor Bianco shares how leadership rooted in relationships, trust, and accessibility shapes a thriving community.
🔑 In this conversation:
• What “servant leadership” really means
• How Dalworthington Gardens is becoming a destination — not a drive-thru
• Attracting businesses without raising residential taxes
• Why structure, documentation, and transparency matter
• Developing future leaders through civic involvement
This episode is for entrepreneurs, city leaders, and anyone building something meant to last.
👉 Subscribe for more conversations on leadership, marketing, and growth.
Available on YouTube & Spotify
Guest Information
https://www.cityofdwg.net/
https://www.facebook.com/profile.php?id=100067621638146
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In this episode of the Market It with ATMA Podcast, we sit down with Jeff Williams, former Mayor of Arlington, Texas, CEO of Graham Associates, and author of The Unity Blueprint.
Jeff served three terms as mayor of Arlington, where he helped orchestrate billions of dollars in public-private partnerships that reshaped the city’s economy, culture, and national presence. Under his leadership, Arlington became home to iconic developments such as AT&T Stadium, Globe Life Field, Texas Live, the National Medal of Honor Museum, and the largest eSports arena in the United States.
In this conversation, Jeff shares powerful lessons on unity, leadership, planning, and purpose—principles that apply to business leaders, entrepreneurs, and community builders alike.
🔑 Key Topics Covered:
• Why unity is a critical leadership skill in business, government, and life
• How leaders must act as a bridge to connect people with purpose
• Why diversity of thought strengthens teams and organizations
• The role of passion and purpose in long-term success
• Why leaders must plan, research, and map it—not just react
• How flexible planning leads to better decisions and stronger teams
• Lessons on leadership during difficult moments: respond, don’t react
Jeff also shares real-world examples from landmark projects—including AT&T Stadium, Globe Life Field, Arlington’s eSports arena, and cultural transformation at Graham Associates—that show how unity and planning drive results.
👉 This episode is a must-watch for business owners, executives, city leaders, and anyone interested in leadership, growth, and long-term impact.
Guest Information:
https://wjeffwilliams.com/
The Unity Blueprint Book
https://www.facebook.com/wjeffwilliams
https://www.linkedin.com/in/w-jeff-williams-a00048b
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In this must-watch episode of the ATMA Podcast, host Bryan Acosta, CEO and co-founder of Advent Trinity Marketing Agency (ATMA), sits down with strategic business leader, entrepreneur, and capital advisor Clifton Norwine.
Clifton Norwine is a Managing Partner at Inquest Advisory Capital Partners and oversees more than $200 million in multifamily assets. With over 30 years of experience across real estate, media, corporate enterprise, and municipal leadership, Clifton shares hard-earned lessons on perseverance, leadership, and long-term wealth building.
In this conversation, Clifton opens up about leaving his executive role at American Airlines after 9/11, his transition into entrepreneurship, and the pivotal $300,000 real estate loss that reshaped his investment mindset.
🔑 Key Topics Covered in This Episode
Learning from Failure
Clifton recounts the painful experience of losing $300,000 on a $4.5M property in South Beach, Miami, including misleading information, legal challenges, and why he ultimately chose growth over a decade-long lawsuit.
Understanding Real Estate Syndication
Learn how syndication works, how teams help high-net-worth investors deploy capital efficiently, and the difference between active and passive investing.
Why Trust Matters More Than the Numbers
While many deals look great on paper, Clifton explains why investors prioritize trust, transparency, and team integrity—and shares his deep due diligence process, including property inspections using advanced tools.
Leadership and Consistency in Recession-Resistant Assets
Multifamily real estate remains resilient because people always need housing. Clifton explains why consistency, discipline, and team alignment matter—especially during slower market cycles. Drawing from 35 years of coaching experience, he shares insights on leading diverse teams effectively.
Scaling with a Long-Term Exit Strategy
With a defined time horizon, Clifton discusses leveraging multiple teams and asset classes—including multifamily, triple-net retail, self-storage, and mobile home parks—to grow his balance sheet and prepare for a strategic exit.
👉 This episode is a must-watch for entrepreneurs, investors, business leaders, and anyone interested in real estate syndication and long-term wealth strategies.
🔔 Subscribe for more real conversations on business, leadership, and growth.
🎧 Available on YouTube & Spotify.
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We sit down with marketing director Ryan Shinn to unpack how mission-led strategy, targeted outreach, and humble leadership scaled enterprise roofing results while keeping a human touch. From AI to handwritten notes, we trace what still works and why it matters.
• Ryan’s path from retail to B2B marketing
• Reframing telemarketing into targeted outreach
• Mission, vision, and goal cadence that drives ownership
• $170m revenue attributed since 2016
• Positioning for enterprise buyers and single-source warranties
• National scale with local execution
• Delegation, hiring for complementary strengths
• Giving credit to unlock innovation
• AI as an accelerant, not a crutch
• Analog touchpoints that cut through spam fatigue
• COVID pivots, remote enablement, and supply foresight
• Legacy, mentorship, and relationship-centered leadership
Visit us at centimark.com. Contact Ryan at ryan.shin@centimark.com
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We dive into Carol Tam’s 30-year journey from questioning closing costs to building a boutique commercial brokerage that blends CCIM rigor with real-world warmth. Strategy, grit, and clear boundaries shape her approach to investing, planning, and leading with integrity.
• curiosity about fees leading to broker and CCIM expertise
• investment-first thinking on timing, capital, and holding period
• redefining success through kindness, service, and integrity
• boutique model tailored to client goals and budgets
• economic development links between Texas and Asia
• structure through early business planning and checklists
• lessons from 2019 on forgiveness, gratitude, and mindset
• boundaries as a tool for focus and sustainable leadership
• actionable framework for a 2026 vision and big rocks
Find me on Instagram, Facebook, LinkedIn, or type in google www.tacbrokerage.com. I actually have 2026, I have two big events coming up. The first one is Taiwan Trade Mission.
Website URL
www.tacbrokerage.com
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We sit down with Queen N'Kima of Queendom Arts Consulting to unpack how a fractional COO builds systems that honor real life, drive execution, and create sustainable growth. From $10.5M raised to reviving a college venture program, we break down ethics, psychology, and process.
• shifting from arts consulting to serving professionals and orgs
• defining a fractional COO and clean transitions
• core values as a market edge
• customer journey design as a starter service
• six-stage development framework
• psychology of money and risk tolerance
• needs assessment focused on relationships and capacity
• writing processes by hand for clarity
• building culture, setting boundaries, failing fast
• 2023 lessons, stronger messaging, more handholding
• top wins: investments, nonprofit traction, college relaunch
• “Breaking Ceilings” support group and where to connect
Please, please, please go see the queendomarts.com, visit the website, see what she can really do!
help@queendomarts.com
815-496-0637
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We sit down with architect and founder Gueston Smith to explore how movable, modular spaces unlock access, speed, and real-world connection for brands and communities. From ADA-inspired roots to award-winning mobile classrooms, we map the path from idea to impact with clear steps any owner can apply.
• origin story tied to accessibility and architecture
• reimagining trailers as executive-grade work and retail spaces
• how mobile builds de-risk market tests and boost brand connection
• examples across trades, retail, wellness, and education
• process from assessment and budget to fabrication partners
• timelines and trade-offs from one to six months
• scaling plan with rentals, community infrastructure, and venue hub
• mindset of alignment, authenticity, and market feedback
• personal practices for balance and sustained focus
• advice for founders on knowing strengths and staying genuine
Please go to his website or contact me directly
www.guesscreative.com
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We sit down with nurse and coach Nakia Fleming to explore how women can “bloom anywhere” by building values-based habits, community, and a realistic plan. From empty nests to new careers, we trade balance for harmony and walk through her Rooted in Six method.
• moving from nursing to personalized coaching
• serving empty nesters and women in transition
• the wildflower metaphor and resilience
• why community reduces isolation during change
• values-first planning and habit anchoring
• customizing health beyond diet and exercise
• budgeting basics with trusted referrals
• harmony over balance across life’s seasons
• authentic marketing and networking as a founder
• Rooted in Six framework and monthly goals
• mental health advocacy and therapy referrals
• upcoming GEW workshop and growing community
Schedule your free 30-minute Seasonal Life Audit at www.wildwellnesscoach.com. Find Nakia on Facebook at Wildflower Lifestyle Coaching and on Instagram/TikTok at The Wildflower Coach. GEW details will be posted on her site and socials with an Eventbrite link.
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A single hour can change how you see yourself. That’s the promise behind Nightflower Boudoir, and in this conversation, Nelly shares how she guides clients from nerves to genuine confidence with a process built on care, creativity, and skill. We get into the intimate origin of her studio’s name—a night-blooming cactus that opens fully for a brief, luminous moment—and how that image fuels her mission to help people open to their own light without waiting for “perfect.”
We walk through the entire client journey: a real phone call to understand the why, an in-home styling consult that solves the “what do I wear” spiral, a tailored mood board to align on look and vibe, and coordinated hair and makeup so the day feels effortless. Nelly explains the difference that professional lighting, posing, and direction make, especially for those who feel camera-shy. She shares moving client stories—tears of recognition, newfound power, even life changes that followed seeing themselves as strong, beautiful, and present. Whether in her DFW studio, a client’s home, a ranch, or a Vegas suite, the constant is safety, privacy, and a hype-bestie energy that turns fear into fun.
We also dig into the business side: relocating to a new market, building through networking and referrals, and choosing authenticity over AI-generated images. Mentors and ongoing education shape her craft and mindset, while her advice to her younger self—don’t be afraid, invest sooner—speaks to any creative founder. If you’ve ever said “when I lose five pounds” or “maybe next year,” consider this your sign. You don’t need a perfect body to love your photos; you need a process that sees you as you are and brings your best forward.
Ready to celebrate yourself or gift that confidence to someone you love? Subscribe, share this episode with a friend who needs the boost, and leave a review telling us what you’d want your session to express. Your story deserves the spotlight.
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Welcome back to Market It with ATMA! 👋 In this essential episode, host Atma is joined by Dolly Chevalier, Founder of Mission Complete and a seasoned financial professional with over 20 years of leadership experience, including 25 years as an Army veteran. Dolly shares her powerful journey from the military to the finance industry, driven by a passion to educate people on financial independence and ensure families are protected.
🚨 Are your finances truly taken care of? Dolly reveals common financial blind spots for both individuals and business owners, emphasizing that a tailored approach is key to securing your future. She explains how being an independent financial professional allows her to custom-design strategies from over 150 different companies—unlike working with a single bank.
In this must-watch interview, you will learn:
Why traditional life insurance assumptions are wrong (and the crucial role of living benefits).
Wealth protection strategies tailored for different ages—from young people building wealth to older adults protecting assets from long-term healthcare costs.
Critical questions every small business owner must ask about tax-free accounts and business continuity.
How to potentially set up an account to avoid college loans for your children.
Dolly’s successful marketing strategy built on trust and word-of-mouth referrals.
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🤔 Is your business ready to grow? Book a strategy session with Atma and refine your process, methodology, and market approach: https://adventtrinity.com/consultation/
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Rich Ashton shares his 55-year entrepreneurial journey from real estate to running a successful service company, revealing how he transformed struggling employees into exceptional leaders through an accidental leadership book that began as internal training blogs. His approach to developing leaders by breaking through their perceived limitations has created an exceptional company culture with remarkable employee retention in an industry known for high turnover.
• Turning internal training blogs into a published leadership book for small businesses
• Breaking through leadership "ceilings" that limit employee growth and potential
• Creating accountability and proactive management within teams
• Learning from mentors throughout your business journey
• Running all business decisions through your company's "why" filter
• Addressing negative employees promptly before they impact team culture
• Selectively adopting technology while maintaining core company values
• Continuous reevaluation and commitment to excellence as keys to longevity
Find Rich's book online at Amazon and Barnes & Noble or visit growingyourown.net . You can contact Rich directly at rich@growingyourown.net or on Linkedin @RichAshton
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**What if the key to unlocking your business potential isn't found in the latest software or marketing strategy, but in something far more fundamental—understanding how you and your team are wired to communicate? Dan Dalton, owner of P3:14 Consulting, brings three decades of human resources expertise to this enlightening conversation about the transformative power of personality profiling.
Drawing from his experience across banking, healthcare, retail, and manufacturing, Dan reveals how personality assessment tools like DISC and Insights Discovery can revolutionize workplace dynamics. "Self-awareness is the root of self-improvement," he explains, describing how understanding communication preferences helps teams connect more effectively. From the fiery red "be brief, be bright, be gone" personalities preferences to the earth green "show me that you care" energy types, these insights create a framework for meaningful connection.
Particularly valuable for small to medium-sized businesses, personality profiling helps leaders place the right people in the right roles. By analyzing job requirements against personality strengths, companies can build teams where everyone operates in their zone of genius rather than constantly fighting against their natural tendencies. This alignment doesn't just create happier employees—it directly impacts the bottom line through improved productivity and reduced miscommunication and a healthier culture.
Dan also works with young adults ages 15-22, helping them understand their personality types before making critical career decisions. Since personality is largely established by our mid-teens, these insights can prevent costly mistakes like changing college majors or entering misaligned career paths. In our AI-driven world, this human-centered approach provides a crucial counterbalance, reminding us that understanding ourselves and others remains the foundation for both personal and professional success.
Ready to transform your team dynamics or help a young person discover their natural strengths? Connect with Dan Dalton to learn how personality profiling can create clearer communication, stronger relationships, and better business outcomes.**
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Andre Jackson's journey from military service to owning a thriving security franchise offers a masterclass in scaling with intention. Drawing from his structured military background, Andre strategically positioned himself for success by working across multiple departments at Signal's corporate office before acquiring his own franchise. This comprehensive understanding of operations became the foundation for his rapid business growth.
What truly distinguishes Andre's approach is his commitment to genuine relationship-building. He implements a structured client onboarding process while maintaining frequent, informal touchpoints that focus not on services but on understanding clients' overall business health. "A lot of the times it's not service-related," Andre explains, "it's just to see how things are going on their side." This partnership mindset has fueled growth through steady referrals while maintaining exceptional service quality.
Andre's team-building philosophy mirrors this intentional approach. Having grown from a small operation to sixteen employees, he emphasizes serving others and maintaining integrity as core values. "When you're trying to intentionally help someone, it removes a lot of the selfish approaches," he shares. This leadership style creates a culture where team members feel valued and understand their contribution to the larger mission of providing peace of mind to communities.
For entrepreneurs struggling with scaling challenges, Andre offers refreshingly practical advice: "Take chances and don't try to do things perfect... don't be afraid to start a rough draft." He advocates starting with one client, mastering that relationship, and then duplicating the process—ensuring quality never suffers during growth. With future plans focused on deepening community involvement through local partnerships, Signal Security under Andre's leadership demonstrates how intentional scaling creates businesses that thrive financially while making meaningful community impact.
Ready to learn more about intentional business scaling? Subscribe to our podcast for more conversations with purpose-driven entrepreneurs who are changing their industries through authentic leadership and strategic growth.
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The grant funding landscape is undergoing a seismic shift that threatens the financial stability of businesses, nonprofits, and educational institutions nationwide. In this eye-opening conversation, Doria, founder of The Sailor Justice Project, reveals how recent legislative changes are reshaping access to critical funding opportunities.
Doria's journey from anime-loving college administrator to sought-after grant writing expert began during the pandemic when a friend's request for contract work unexpectedly blossomed into a thriving business. Drawing inspiration from K-pop group BTS's message of self-empowerment, she found the courage to launch The Sailor Justice Project, which now helps organizations secure vital funding in an increasingly challenging environment.
The conversation takes an urgent turn as Doria explains how a January executive order attempted to freeze federal grants with just hours' notice, creating a climate of fear that persists despite a judicial injunction. With federal grant applications at record lows and the Department of Education facing potential dismantling, organizations are scrambling to understand where taxpayer dollars allocated for grants are being redirected. Meanwhile, foundation grants face unprecedented competition as organizations shift away from unstable federal funding sources.
For business owners feeling overwhelmed, Doria offers practical starting points: connect with your local bank's foundation, explore resources like GrantStation and Hello Alice, and most importantly, plan ahead. The grant funding process typically takes 3-6 months from application to receiving funds, making proactive preparation essential. She emphasizes the importance of solid analytics, compelling mission statements, and professional assistance to navigate the increasingly competitive funding landscape.
Ready to secure funding for your business or nonprofit? Connect with Doria on LinkedIn, Instagram, Facebook, and TikTok at The Sailor Justice Project, or visit thesailorjusticeproject.com to learn how her expertise can help you access the funds you need to thrive despite today's funding challenges.
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Ever wondered why insurance feels so complicated? In this illuminating conversation with Cliff and Cyndi Stubbs of Rhythm Insurance Agency, we uncover how genuine education and relationship-building have created extraordinary success in an industry often plagued by confusion and mistrust.
The name "Rhythm" wasn't chosen by accident. As Cliff explains, it emerged from his background as a drummer, but evolved to represent the changing rhythms of life that necessitate different insurance needs. This philosophy has guided their approach for over 20 years, leading to an astounding 96% client retention rate for Medicare customers and a three-million-dollar book of premium built entirely through referrals.
What makes their story particularly compelling is their commitment to education before sales. "Most people spend more time researching a new iPhone than their health insurance," Cliff points out. This knowledge gap leaves many vulnerable when they actually need their coverage. The Stubbs couple addresses this by ensuring clients understand exactly what they're purchasing, often providing free advice even when there's no immediate sale opportunity.
Their faith-based approach prioritizes doing right by people over maximizing short-term profits. "If you do the right thing, the money comes," Cliff shares, reflecting on countless situations where they've helped people without compensation, only to see those good deeds transform into referrals later.
For those considering entering the insurance industry, Cyndi offers invaluable advice about finding mentorship and setting realistic expectations. Her transition into the business provides a blueprint for success through proper guidance and community support.
Whether you're a business owner looking to build sustainable growth through trust, someone confused about insurance options, or an entrepreneur seeking a client-first business model, this conversation offers clear, actionable insights that challenge industry norms while delivering remarkable results.
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Dr. Noe Jamilio shares his journey from dental assistant at age 18 to owning a successful cosmetic dentistry practice in Midlothian with cutting-edge technology and a patient-centered approach. His practice recently crossed the million-dollar revenue milestone by focusing on advanced procedures, continuing education, and creating meaningful relationships with patients.
• Started career as a dental assistant at 18 before becoming a dentist
• Mentors recognized his potential early and encouraged him to pursue dentistry
• Learned strong work ethic from his father, a commercial fisherman who owned boats
• Focuses on smile transformations that change lives beyond just appearances
• Invests in advanced technology including 3D printers, scanners, and simulation software
• Completes 100-150 hours of continuing education annually (state requires only 25)
• Creates personal relationships with patients, knowing each of their stories
• Works alongside his wife who manages the business operations
• Son is now pursuing dentistry to eventually join the family practice
• Participates in mastermind groups for continued growth and development
Reach out to Dr. Jamilio for a complimentary consultation for cosmetic dentistry or implant surgery through DFW Smile Design website, Instagram (@DrNoeJamilio), or Facebook (Aesthetic and Implant Dentistry).
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You’ve built the foundation, launched your brand, and started nurturing leads — now it’s time to scale. But growth without systems? That’s chaos.
In this final episode of the ATMA Podcast & Live Webinar Series, we’re diving deep into the Scale phase. Discover how automation, AI, and delegation can free up your time, increase efficiency, and take your business to the next level — without burning out.
Join Storie and Bryan Acosta, CEO of Advent Trinity Marketing Agency, as they walk you through the tools, strategies, and timing to scale your business smart and sustainably.
Inside this episode:
- The exact automations we use to save 40+ hours per month
- How AI is transforming modern marketing — and how you can use it right now
- How to know when it’s time to scale (and when to optimize first)
- Real examples of businesses that scaled profitably and predictably
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Growth isn’t just about getting more leads — it’s about building lasting relationships with the ones you already have.
In Episode 4 of the ATMA Podcast & Live Webinar Series, we’re talking about the Grow phase — where follow-up meets fortune. If you’ve been collecting leads but struggling to convert them, this episode is for you.
Join Storie as she interviews Bryan Acosta, CEO of Advent Trinity Marketing Agency, to uncover how the best brands use smart automation and human-centered messaging to grow their customer base from the inside out.
What you’ll get:
- The email/SMS formula that builds trust and drives action
- How to use content marketing to stay top of mind with your audience
- The CRM workflows we use to increase retention and generate upsells
- Real-world examples of nurture campaigns that work
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Launching a business isn't just about flipping the "open" sign – it's about orchestrating a symphony of marketing elements working in perfect harmony. In this enlightening episode, Bryan Acosta, CEO of Advent Trinity Marketing Agency, breaks down why so many businesses fail during the critical launch phase and provides a masterclass in launch strategy.
Ever wonder how much you should really be spending on marketing? Bryan drops the truth bomb that most businesses should allocate 5-12% of their total revenue to marketing efforts – and explains exactly how to distribute that budget for maximum impact. With 30-40% going to advertising, 20-30% to content creation, 10-20% to influencer partnerships, and 10% to contingencies and analytics, you'll have a blueprint for success rather than shooting in the dark.
The concept of "launch velocity" – the speed and momentum of acquisition and engagement – emerges as a crucial factor in launch success. Bryan explains why both paid and organic strategies must work together, with paid providing immediate reach while organic builds sustainable trust. Through real-world success stories, including a coworking space that increased leads by 3,000% and a law firm that tripled daily inquiries, Bryan illustrates how proper strategy transforms outcomes.
Perhaps most valuable are Bryan's warnings about common pitfalls: emotional decision-making without data, premature campaign adjustments, and over-reliance on digital channels. As he colorfully puts it, "You live by the walk-in, you die by the walk-in" – emphasizing that successful businesses need both inbound and outbound marketing strategies. With the sobering statistic that 80% of product launches require post-launch pivots, Bryan's insights on maintaining flexibility and analytical focus provide essential guidance for entrepreneurs and marketers.
Whether you're launching a new business, product, or campaign, this episode delivers actionable strategies to ensure your marketing orchestra plays in perfect harmony. Ready to transform your approach to launching? Visit AdventTrinity.com to schedule a consultation and take your business to the next level.
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Your website isn't just a digital business card—it's the brain of your marketing ecosystem. In this revealing conversation, Bryan Acosta, CEO of Advent Trinity Marketing Agency, dismantles common misconceptions about digital asset building that cost businesses thousands in wasted marketing dollars.
The foundation of successful digital marketing isn't flashy ads or viral social posts—it starts with properly built assets that connect, convert, and provide crucial analytics. Bryan walks us through the three non-negotiable elements every business needs: a conversion-ready website that loads in under three seconds, comprehensive visual branding that maintains consistency across all platforms, and authentic content that establishes credibility in an AI-saturated world.
We unpack what separates a $500 template website from a $50,000 revenue-generating machine, exploring the critical roles of user experience design, proper SEO foundation, and strategic call-to-action placement. Bryan shares horror stories of businesses that skipped the build phase entirely, attempting to launch marketing campaigns without proper infrastructure—and the costly rebuilds that followed.
For entrepreneurs working with limited budgets, Bryan provides a practical roadmap for prioritizing digital investments: start with branding to establish your voice, capture authentic photography and video, build a strategic website, and ensure proper analytics connectivity before launching campaigns. This methodical approach ensures every marketing dollar is trackable, every conversion measurable, and every business decision data-driven.
Whether you're launching a new business or struggling with an underperforming digital presence, this episode offers a blueprint for building digital assets that genuinely drive revenue. Connect with our team at adventtrinity.com to transform your business from digital chaos to a fine-tuned revenue machine.
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Ever wonder why some businesses thrive while others struggle despite seemingly solid marketing efforts? The answer lies in something surprisingly fundamental yet frequently overlooked: strategy.
Bryan Acosta, CEO of Advent Trinity Marketing Agency, breaks down why marketing strategy serves as the crucial foundation for business success. With sobering statistics—97% of businesses fail, website conversion rates average a mere 2.35%—Bryan illustrates why throwing money at marketing without proper planning amounts to gambling with your company's future.
This eye-opening conversation explores the discovery process that separates successful marketing campaigns from expensive failures. Bryan dismantles common myths, like the belief you can simply copy competitors' tactics and achieve similar results. Instead, he advocates for a data-driven approach that identifies your unique position in the market and creates tailored campaigns that speak directly to your ideal customers.
The discussion demystifies how to properly allocate marketing budgets across different channels and phases of the customer journey—from initial awareness through engagement, conversion, and customer delight. Bryan explains why many businesses underinvest in their marketing efforts and how this undermines their ability to compete effectively in today's saturated digital landscape.
Perhaps most valuable is his candid explanation of how Advent Trinity approaches marketing strategy, refusing to work with clients who want to skip the discovery phase. This commitment stems from hard data showing significantly higher success rates for businesses that invest in understanding their market before launching campaigns.
Whether you're just starting out or looking to revitalize your existing marketing efforts, this episode provides the framework to stop wasting resources and start building campaigns with purpose. Take the first step toward joining the 3% of businesses that succeed by learning how to transform marketing from a cost center into a strategic investment.
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Brooke Hoffman, Business Development Manager at Questco, shares how Professional Employer Organizations (PEOs) help businesses thrive by managing HR responsibilities while business owners focus on growth and revenue generation. Her journey from being "HR's worst nightmare" to helping businesses navigate the complexities of employment showcases the value of outsourcing specialized functions.
• PEOs co-employ workers, handling payroll, taxes, and assuming employer risk and liability
• Small business owners can focus on revenue-generating activities instead of administrative HR tasks
• Outsourced services allow experts to handle specialized functions while business leaders focus on growth
• Compliance management is crucial as employment laws constantly change across different locations
• Building authentic relationships based on trust is essential in business development
• Finding the right benefits solutions requires understanding what employees truly want and need
• Questco takes a partner-not-push approach, focusing on education and customized solutions
• Making personal connections through phone calls and in-person meetings creates stronger business relationships than digital outreach
Reach out to Brooke Hoffman at brooke.hoffman@questco.net to learn more about how PEO services can help your business focus on what matters most.
www.questco.net
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Xavier Egan, CEO of PolicySage, revolutionizes policy analysis by transforming the overwhelming task of tracking legislation into a streamlined, AI-powered process. His innovative platform converts what traditionally takes analysts 40-60 hours into minutes, enabling organizations to better understand and respond to the 150,000-200,000 bills proposed across the country each legislative session.
• PolicySage originated from observing community organizations struggling with manual legislation tracking
• The scale of legislation is overwhelming – 10,000 policies and 47,000 pages in the current Texas session alone
• Traditional policy analysis requires 40-60 hours per bill, making comprehensive coverage impossible
• AI technology connects users directly to source materials while dramatically reducing analysis time
• The platform serves Fortune 1000 companies, government contractors, investors, and advocacy groups
• PolicySage empowers smaller organizations and nonprofits by democratizing access to policy intelligence
• The company recently onboarded one of the top 10 counties in the country as a customer
• Partnerships and community connections are crucial for business success and innovation
Check out our website at www.policy-sage.com to learn more about how PolicySage can help your organization stay ahead of regulatory changes.
xavier@policy-sage.com
Link to Xavier's Linkedin>>>>click here<<<<<
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Ron Wadley, owner of Insurance for Texas, explains how business owners can protect their financial futures through customized insurance solutions that address industry-specific risks and common misconceptions about liability exposure.
• Journey from high school math teacher to corporate insurance to independent agency owner
• Focus on churches, early childhood education centers, and technology businesses
• Common misconception about Texas liability limits – pain and suffering capped at $250K but economic damages are unlimited
• Cybersecurity insurance as essential protection against data breaches with costly per-person fines
• Building business through niche targeting and consistent digital content creation
• Emphasis on education rather than sales tactics when working with clients
• Personal touch in a digital world creates stronger client relationships
• Balancing entrepreneurship with family values and teaching children resilience
• Growth strategy focused on generating consistent lead flow and nurturing prospects
• Final advice: don't leave your business exposed to liability risks
Contact Insurance for Texas to learn more about customized insurance solutions for your business needs.
www.insurancefortexans.com
ron@insurancefortexans.com
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Angel Mosley, founder of Cybase Risk Management, shares her journey from media studies to becoming a cybersecurity expert with over 20 years of experience helping small businesses and nonprofits protect themselves from digital threats.
• Starting her career in media before switching to computer science after learning about the salary differences
• Focusing on small businesses and nonprofits because they're often the vulnerable "cracks" that hackers exploit to reach larger corporations
• Creating customized crisis simulation exercises that walk C-suite executives through realistic cybersecurity breach scenarios
• Using AI to develop tailored security scenarios that provide probability-based outcomes for different decision paths
• Explaining the importance of multi-factor authentication as a critical first step in cybersecurity protection
• Educating clients about cybersecurity insurance and helping them implement the baseline controls needed to qualify
• Mentoring both young students and career-changers interested in entering the cybersecurity field
• Building an AI-powered tool that will help consultants multiply their impact in cybersecurity training
For more information about Angel's services or to protect your business from cyber threats, visit cybaserisk.com or call 858-413-RISK.
Email: angel@cybaserisk.com
Linkedin Link >>>Click Here<<<
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Kimball Sinclair shares how his wife Debbie's cancer journey led them to create Sinclair Apothecary, a natural remedies business rooted in their faith and commitment to holistic healing. Their mission transformed from traditional ministry to helping others find wholeness through natural plant-based products.
• Kimball's understanding of ministry changed after a profound conversation with his dying father who told him "my legacy is a surrendered heart"
• Debbie created her first healing salve using comfrey plants to help a neighbor with a serious burn, which healed completely without scarring
• After experiencing debilitating side effects from cancer medications, Debbie turned to natural remedies and became "not just a survivor but a warrior"
• Their products include tinctures, healing salves, and magnesium gel, all created with carefully sourced natural ingredients
• A woman with psoriatic arthritis experienced immediate pain relief after trying their healing salve, which inspired Kimball to fully commit to the business
• Their business expanded from farmers markets to a physical store that came to them through prayer and perfect timing
• Each product comes with a prayer and ribbon, which customers have embraced as symbols of blessing
• They emphasize transparency in their ingredients and don't position their products as replacements for medical treatment
Find Sinclair Apothecary at markets around Denton, Keller, Arlington, and Flower Mound, or visit their store at 1865 McGee Lane. Shop online at stclairapothecary.com with free shipping through the end of the month.
www.sinclairapothecary.com
Instagram: @sinclair.apothecary
Facebook Link >>>Click Here<<<
Email: sinclairelderberry@gmail.com
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Suizan Schacherer, owner of Square Peg Marketing, shares her journey from corporate media to entrepreneurship and reveals how her 30+ years of experience helps small and medium businesses create sustainable growth strategies.
• Suizan's background includes working for major companies like ABC Disney and CBS before starting her own marketing business
• Creating Square Peg Marketing allowed Suizan to maintain valuable client relationships while gaining flexibility to raise her family
• Unlike many consultants who "sell a product," Suizan focuses on building trust and providing honest advice even when it means turning down business
• The importance of understanding business owners' goals - whether growth, sustainability, or preparation for selling
• Why marketing strategies should begin with internal evaluation before external promotion
• Leveraging existing customers through referrals and vertical growth before expanding horizontally
• Creating a business that's "party ready" - making sure all aspects of your operation reflect your brand before inviting new customers
• The value of bringing in unbiased perspectives to identify blind spots in your business
• How business owners can build brand trust through integrity and consistency
• Suizan's upcoming speaking engagement at the Connecting Collaboration event with Premier Allied Health Group on the 24th
Connect with Suizan through LinkedIn or email her directly using the contact information in the
suizan@squarepm.onmicrosoft.com
Click here >>>Suizan Linkedin Page<<<<
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Jen Perez, the Leverage Maven AKA "The Spicy CEO", shares her journey from studying sexology to becoming a financial consultant, putting a unique twist on business finances with her upcoming book "69 Ways Money is Like Sex." She reveals how her personal financial struggles inspired her mission to help business owners handle their finances without feeling intimidated or embarrassed.
• Creating a different approach to finance by drawing parallels between money conversations and visiting a gynecologist - both involving emotion, embarrassment, and fear
• Building a business over nine years, transitioning from hands-on bookkeeping to consulting and assembling a trusted team
• Developing consulting packages that help established businesses scale and grow strategically
• Helping clients create personalized financial game plans based on their lifestyle goals rather than just focusing on numbers
• Addressing common business owner challenges like knowing how much to pay themselves and structuring operations for growth
• Leveraging people, time, and money as the key lesson she wishes she'd learned earlier as a business owner
• Implementing the simple habit of opening a "profit" account and allocating 1% of all deposits to intentionally drive profitability
Text MONEY to 469-829-7697 to join Jen's VIP list for early access to her book and bonus content, or attend her three-day Scalable Success Intensive in Frisco, Texas on September 11-13.
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Dan Dalton, founder of P314 Consulting, shares how understanding personality profiling can help young adults make better career choices and improve family communication dynamics. His 30+ years of experience in leadership and HR led him to develop a program that helps identify personality types and leverage their strengths.
• P314 Consulting focuses on self-awareness and personality profiling to improve communication
• Dan uses the DISC personality assessment to identify four main types: D (dominant/drivers), I (includers), S (social justice/fairness), and C (detail-oriented)
• Understanding your personality type helps identify how you make decisions and recharge
• Everyone has at least one dominant trait, with some having up to three strong traits
• Knowing your personality type can help young adults choose appropriate career paths
• Parents can better support their children by understanding personality differences
• The assessment takes only 30 minutes, followed by a family debriefing session
• Both students and parents report "aha moments" that improve family dynamics
• Personality types aren't rigid - people can develop skills in non-dominant areas when needed
For more information or to connect with Dan, email him at: dan@p314consulting.com
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Matt Yigit shares his journey from software engineer to founder of Tiles Workshop, where guests create beautiful Turkish mosaic lamps while enjoying authentic coffee and baklava in a supportive, structured environment.
• Turkish mosaic art has historical roots in Roman, Ottoman, and Byzantine empires
• Unlike paint-and-sip concepts, this experience lets participants create functional art for their homes
• Workshops serve as "creative escape" from corporate life while blending structure and artistic freedom
• The imperfect nature of tiles helps participants with OCD embrace imperfections and find beauty in differences
• Classes accommodate 5-50 people, with strangers often connecting at tables of six
• Materials are sourced directly from Turkey to ensure authentic, high-quality experience
• Corporate teams book private sessions for team building events
• Future plans include opening a permanent Plano location while maintaining mobile workshops
• Franchise opportunities upcoming following interest from Chicago, San Antonio and Houston
• Matt credits "networking" as the most important factor in his business success
Click the link in below to book a workshop with Matt, or reach out to us directly and we'll connect you with Tiles Workshop.
www.tilesworkshop.com
www.instagram.com/tilesworkshop
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Sameer Ranjan, founder of Catenate Corp, shares how his AI-powered talent assessment tool Maya Maya is revolutionizing how businesses understand, develop, and retain their employees beyond traditional resume screening.
• Maya Maya evolved from an earlier product designed to help students identify optimal college and career paths
• The platform uses behavioral assessment to evaluate 84 different personality parameters that reveal both strengths and potential blindspots
• Unlike traditional personality tests, Maya Maya presents realistic situations with multiple viable options that can't be gamed
• The system tracks personality evolution over time, helping businesses align incentives with employees' changing priorities and life circumstances
• Universities use Maya Maya to prepare students for available jobs, align curriculum with market needs, and identify candidates for graduate programs
• The platform helps companies understand team dynamics by identifying which personality types work well together and who shows leadership potential
• Sameer's philosophy: "Not knowing AI will take your job" - emphasizing the importance of adapting to technological change
Connect with Sameer to learn more about Maya Maya and how it can transform your approach to talent management, hiring, and employee development.
sameer@catenate.io
www.catenate.io
Sameer Linkedin Profile
Instagram Profile
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Bryan Hayes, co-founder of Convrzn AI, shares his journey from commercial real estate broker to tech entrepreneur and how his innovative voice AI assistant is transforming business communication and lead management.
• Leaving commercial real estate in 2022 when interest rates rose and deals dried up
• Working briefly at debt collection agencies before being told he was "just the sales guy"
• Creating Convrzn AI to solve the "speed to lead" problem that plagues many businesses
• Developing "Ti" - a voice AI assistant that handles calls while taking notes, scheduling appointments, and creating follow-up tasks while learning and optimizing
• Making AI sound conversational and human rather than robotic
• Customizing the AI with different personas, languages and dialects to reach diverse demographics
• Planning expansion into multiple global markets with voice AI technology
• Sharing his personal motivation from a challenging childhood with a teen mom
• Emphasizing that AI should enhance human capabilities, not replace jobs
Connect with Bryan at:
- bryan@convrzn.ai or
- call 972-399-6448
- Bryan Hayes Linkedin Link
to learn more about implementing voice AI in your business.
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Jessica Marion's journey from personal struggle to educational innovator exemplifies how lived experience can spark positive change in communities. Drawing from her own childhood learning disabilities, Jessica established Marion Child Care University in Arlington after 25 years in the industry, creating an educational haven that champions diversity and community engagement.
What immediately stands out about Jessica's approach is her understanding that quality child care extends beyond classroom walls. She's pioneered a "me time" concept—dedicating daily hours where parents can discuss personal challenges in a judgment-free environment. "If I know that parent is okay, I know that child is okay," she explains, underscoring the holistic philosophy that distinguishes her center from traditional facilities.
The alarming statistic Jessica shares—90,000 children on waiting lists for state-funded childcare in Tarrant County alone—highlights the urgent advocacy work driving her mission. This passion recently earned her recognition as Miss Corporate America Texas 2025, a platform she's leveraging to educate the public about childcare as the foundation of early learning. "Child care is the foundation, not kindergarten," Jessica emphasizes, challenging common misconceptions about early childhood education.
Perhaps most touching is Jessica's creation of National Fallen Teacher Day, commemorating educators who have passed but left enduring legacies. Through balloon releases and reading nomination letters from community members, she ensures these influential figures aren't forgotten while inspiring current teachers.
Looking ahead, Jessica's partnership with Arlington ISD for pre-K programs signals growing recognition of her innovative approach. Whether organizing free clothing giveaways or summer enrichment programs for children with working parents, she continues demonstrating how business leadership can create rippling community impact. Want to support Jessica's mission? Reach out via marionchildcareuniversity@gmail.com or follow her journey as she competes for the national Miss Corporate America title this June.
www.marionchildcareuniversity.com
marionchildcareuniversity@gmail.com
817-617-2612
www.facebook.com/marionchildcareuniversity
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David Lloyd from Flo Water shares his journey from long-COVID recovery to water evangelism, revealing how proper hydration dramatically improved his health and energy levels. His personal experience led him to a mission of bringing cleaner, more effective water to businesses and communities across North Texas.
• Advanced seven-step purification process eliminates 99.9% of contaminants including nanoplastics and forever chemicals
• Standard tap water in Texas ranks 49th nationally in water infrastructure with concerning levels of arsenic and other contaminants
• Plastic bottled water leaches endocrine-disrupting chemicals that lower testosterone and cause reproductive issues
• Flo Water transforms acidic water into alkaline water with essential minerals and electrolytes for better cellular absorption
• Professional sports teams including FC Dallas have experienced performance improvements after switching to Flo Water
• Commercial clients save money and storage space compared to traditional five-gallon jug systems
• Flo Water helped transform the Flint, Michigan water crisis by donating purification stations to schools and first responders
• A former Olympic gymnast with esophageal cancer who couldn't physically drink tap water found immediate relief with FloWater
Connect with David Lloyd for a free two-week trial at:
david@drinkflowater.com
or find him on
LinkedIn www.linkedin.com/in/davidlloydmba/
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What happens when a dental industry veteran decides to revolutionize teeth whitening? You get a mobile service that brings professional results directly to your doorstep at half the price.
On this episode of Market it with ATMA, we're joined by Heather Walker, owner of Brite Smiles by Heather, who's reimagining how we approach teeth whitening. Drawing from her 30 years of dental experience, Heather shares how COVID inspired her to create a mobile teeth whitening business that addresses the common barriers people face: dental anxiety, high costs, and inconvenience.
"The prettiest thing you can wear is a smile," Heather tells us, explaining her passion for helping clients feel confident in their appearance. Unlike traditional dental office experiences with their clinical atmospheres and hefty price tags, Brite Smiles offers a spa-like environment whether at her Denton studio or traveling to clients' homes and offices. The service uses the same professional-grade light-activated gel treatments but delivers them in a comfortable setting without the overhead costs.
We explore the business side of Heather's journey too—from her recent pitch competition success to her marketing strategies through Facebook groups and networking. Her advice for entrepreneurs resonates beyond the dental industry: follow through on promises, build authentic relationships with clients, and don't be afraid to put yourself out there. The heartwarming success stories she shares, including an 88-year-old man seeking a confidence boost for dating after losing his wife, demonstrate the transformative power of her work.
Ready to brighten your smile without the dental office stress? Learn how Heather's innovative approach is changing smiles and lives across the DFW area. Subscribe now and discover how entrepreneurs like Heather are finding creative ways to serve clients while building successful businesses.
Website: www.smilesbyheather.com
Instagram: @BriteSmilesbyHeather
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Ever wondered how therapists maintain boundaries while genuinely caring for their clients? Dr. Galit Birk reveals the delicate balance in this illuminating conversation about mental health, entrepreneurship, and personal growth.
As founder of Core Counseling and Wellness, Dr. Birk (affectionately known as "Dr. G") shares her unexpected journey from aspiring trauma specialist to relationship counseling expert. Rather than forcing a predetermined specialty, she allowed her true calling to emerge organically. "They always say when you're going through school that your specialty will find you," she explains, noting how couples counseling chose her rather than the other way around.
The conversation explores the challenging yet crucial practice of setting healthy boundaries in both professional and personal life. Dr. Birk offers practical wisdom about communicating limits clearly and then—most importantly—honoring them yourself. Her approach to women's empowerment coaching similarly emphasizes giving women permission to prioritize themselves, something many struggle with in our busy world.
What truly sets Dr. Birk apart is her commitment to authentic connection. From posting morning videos with bedhead to acknowledging when she makes mistakes with clients, she embodies the "perfectly imperfect" philosophy she teaches. This transparency creates deeper trust with clients and followers alike. Her recent 50th birthday catalyzed a powerful shift—turning someday dreams into today's reality through a book project, business expansion, and even her first tattoo that reads "so she did."
Ready to transform your thinking about mental health, business boundaries, or personal growth? Connect with Dr. Birk for a free 20-minute consultation at drbirkpsychotherapy@gmail.com and discover how her personalized approach might be exactly what you need.
Instagram: @drgalitbirk
Website: core-counseling-wellness.com
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Shikilia Caro, founder and CEO of Shea Asset Management Group, shares her journey from insurance underwriter to creating a diversified financial services company offering real estate, insurance, and financial advisory services. Her story demonstrates how adapting to challenges and having a clear vision can lead to sustainable business growth over more than two decades.
• Started her business in 1999 after relocating from New Jersey to Texas
• Transitioned from real estate to insurance during market downturns, using corporate experience to enhance entrepreneurial ventures
• Created the "Money Matters Analysis" process to help clients understand their complete financial picture
• Emphasizes the importance of legacy planning and proper life insurance education
• Developed "Girl Flip," an investment training course giving women a safe space to learn real estate investing
• Believes in celebrating small wins while working toward bigger goals
• Approaches wealth as a relative concept, tailored to individual definitions of success
• Values continuous learning and maintaining a "forever student" mindset
Every coach needs a coach. Find someone you trust to be on your financial team, whether you're an individual or a business owner. They can expose you to opportunities you may be unaware of that could provide the security you're looking for.
https://sheaassets.carrd.co/
sheaassetmanagementgroup.com
instagram @SheaAssets
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Jessica and Deanna, owners of Social Bee Events, share their journey from friendship to business partnership, explaining how they transformed a passion for event planning into a thriving business during the pandemic.
• Started as Jessica's solo venture for grazing tables and catering in 2019, before partnering with Deanna in 2020
• Target clients are busy professionals who want memorable events but lack time to plan them
• Differentiate themselves through visual presentation and professional expertise similar to specialized mechanics
• Instagram serves as their primary marketing tool due to the visual nature of their business
• The New Year's Eve party they planned demonstrates their ability to transform spaces completely
• Learning when to say "no" to clients who aren't the right fit has been an important business lesson
• Their professional success relies on building a trusted network of reliable vendors
• Partnership that allows flexibility when personal challenges arise has been crucial to their longevity
Find Social Beat Events on their website socialbeedfw.com or on all social platforms @socialbeedfw.
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Rebecca Gorman shares her journey from struggling with immune system issues to founding Wholly Redefined Counseling and Therapy, where she provides holistic therapeutic approaches that integrate mind, body, and spirit.
• Personal healing journey inspired Rebecca to pursue a master's in marriage and family therapy
• Uses Internal Family Systems therapy to help clients integrate different emotional parts
• Focuses on mind-body connection through techniques like mindfulness and body awareness
• Primarily works with high performers and caregivers who struggle with acknowledging anger
• Believes suppressed emotions can manifest as physical symptoms and autoimmune issues
• Emphasizes the importance of therapists doing their own therapeutic work
• Currently in the "launch phase" of her business after transitioning from marketing background
• Finding the entrepreneur mindset requires shifting from "fitting in" to creating your own systems
• Offers in-person therapy at C3 Fort Worth, virtual sessions, and "walk and talk" therapy
• Available for mentoring future therapists through their licensure journey
Contact Rebecca at whollyredefined.com or email rebeccagtherapist@gmail.com for counseling services or mentoring opportunities.
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Stephanie Philipos, mortgage loan officer with Succedo Mortgage, shares her journey from stay-at-home mom to helping clients navigate the modern mortgage landscape with personalized service and digital convenience.
• Grew up in the mortgage industry with father working as realtor and loan officer
• Transitioned to mortgage industry after being a stay-at-home mom for seven years
• Today's mortgage process can be completely virtual - applications, signatures, and closings
• Can provide pre-approval in 24 hours and close loans in just over two weeks
• Offers more flexibility, better rates, and faster service than traditional banks
• Maintains relationships with wholesale lenders and advocates who can expedite files
• Focuses on explaining options in plain language and breaking down complex terms
• Offers soft credit checks so exploring options doesn't hurt your credit score
• Advises potential homebuyers to start the process early even if not ready to buy
• Partners with credit specialists to help clients improve their credit profiles
Reach out to Stephanie Philippos on Instagram and Facebook @steph.theloaner or call/text 972-537-8446 for mortgage questions and consultations.
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Loneliness and chronic wounds often go hand in hand. Our guest today, Ron Philipose from Healing Hands Wound Clinic, sheds light on how personalized care transforms lives. He shares inspirational stories of healing while addressing the challenges faced in wound care.
- Ron’s journey from nursing to opening his clinic
- The importance of personalized treatment plans for chronic wounds
- Community support and outreach through Healing Hands
- Building patient relationships that foster trust and education
- Challenges in wound care and healthcare dynamics
- Future goals for expanding Healing Hands services
If you're looking for personalized wound care solutions or want to delve deeper into patient education, reach out to the Healing Hands Wound Clinic today!
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Bianca LaRue takes us through her personal and professional journey, highlighting the importance of mental health and how her life experiences fueled her desire to help others. She talks about the services offered at Nora Mental Health and the challenges of starting a new franchise.
• Bianca's background and story in mental health
• A look at different therapy approaches: EMDR, play therapy, DBT
• Challenges and rewards of opening a mental health franchise
• The importance of community connections and networking
If you're interested in learning more about Nora Mental Health, visit www.noramentalhealth.com/fort-worth-texas
Bianca LaRue
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Understanding plumbing issues and insurance coverage is vital for every homeowner. Our discussion covers Todd Shaw's insights on navigating plumbing emergencies, the significance of insurance knowledge, financing options, and the essential 24/7 services offered by his business.
• The importance of understanding plumbing services
• How homeowners can leverage insurance for water damage
• Financing options available for plumbing repairs
• The value of 24/7 service and customer-centric approach
• The need for proactive preparation for plumbing emergencies
• Growing the business through digital marketing and referrals
If you have a home, you have water. If you have water, sooner or later it's going to be an issue.
Todd Shaw
www.notxpa.com
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What if the path you never anticipated leads to the greatest successes of your life? This episode features the inspiring journey of Danyelle Fredrick, who found herself transitioning from a restaurant general manager to the president of Insurance Made Easy under unexpected circumstances. When her mother fell ill in 2021, Danyelle stepped into the insurance world to preserve her mother's legacy while navigating the challenges of new motherhood. With the indispensable support of her Aunt Tamara, she embraced the complexities of the insurance industry, driven by a family-instilled dedication to service.
Explore the transformative power of networking and referrals with Danyelle as she shares her insights on growing her business through unique communities like a Christian biker group and Business Network International (BNI). These networks have not only expanded her client base but have also enriched her business strategies and personal growth. Danyelle passionately talks about her mission to simplify insurance plans for her clients, striving to make the often intimidating world of insurance approachable and understandable. Her focus on client education and relationship-building sets her apart from typical insurance agents, even amidst the whirlwind of the open enrollment period.
Experience the unexpected joy and fulfillment that life’s surprises can bring through Danyelle's story. Reflecting on her unforeseen career shift, Danyelle expresses gratitude for the happiness and success she has found in a field she never anticipated joining. Her journey underscores the potential for joy and achievement that lies in embracing life's unpredictability. Tune in to hear how Danyelle's path has not only preserved her mother's legacy but also created a thriving business and a source of immense personal satisfaction.
Insurance Made Easy
Danyelle Fredrick
Email: dfredrickinsurance@gmail.com
Website URL: https://calendly.com/dfredrickinsurance
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Journey with us as Jamal Robinson, the mastermind behind 720 Astrology, unveils his remarkable transformation from the world of fitness to the cosmic realm of astrology. Discover how life's unexpected turns and a serendipitous inheritance of astrology books set Jamal on a path of self-discovery and professional reinvention. Learn how a well-crafted digital presence, powered by Advent Trinity, became his signature tool in standing out within the crowded astrology market.
Explore the profound layers of astrology that go beyond mere horoscopes, as Jamal shares the essence of what makes an astrologer more than just a star reader. By drawing connections between Western psychology and cosmic insights, he reveals how astrology can serve as a powerful method for personal therapy, highlighting Carl Jung's usage of astrological charts. Hear how Greek mythology serves as a bridge to understanding astrological archetypes, and uncover the challenges faced when building a business that intertwines the mystical with entrepreneurship.
This episode promises to stretch your understanding of astrology's role in both personal growth and business strategy. From unlocking personal potential through birth chart readings to insightful synastry assessments for improving business relationships, Jamal offers practical guidance for applying astrology in everyday life. His advice is clear for those doubting their cosmic calling: let passion lead the way, and mastery will follow. Tune in for a transformative conversation, and find out how you can connect with Jamal for your own astrological journey.
Jamal Robinson
Email: info@720astrology.com
Company name: 720 Astrology
Website URL: www.720astrology.com
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Prepare to be inspired by the creative journey of Ashley D Love, the visionary designer behind Ashley D Love Design. Ashley shares her path from being recognized for her innate creativity to establishing herself in the fashion industry, focusing on vibrant and innovative designs in women's activewear, swimwear, and sleepwear. Learn how a crucial suggestion from a professor during her graduate studies steered her focus toward activewear, and hear the uplifting story of a model's admiration for Ashley's pieces—a moment that underscored her potential in the industry. This episode promises insights into the dedication and passion that fuel Ashley's flourishing career.
Our conversation takes a deep dive into the real-world challenges faced by fashion designers, exploring how they balance personal creativity with market demands. Discover the role of AI tools like Newark in transforming sketches into realistic designs, and the importance of a strong social media presence for attracting clients and referrals. We also hear from a seasoned designer with over 17 years of experience, who sheds light on the surprisingly crucial role of math in design and pattern making. Tune in for valuable advice on the power of networks and mentorship, and the joys of branching out into new creative ventures with the support of family and friends.
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Discover the transformative potential of done-for-you services with our insightful guest, Paul Brodie, CEO of Brodie Consulting. Paul takes us on his entrepreneurial journey, revealing how he pivoted from traditional coaching to offering comprehensive services tailored to the needs of busy entrepreneurs. By adapting to the demands of his clients, Paul has achieved remarkable financial milestones and helped individuals like Sheriff Mark Lamb harness the marketing power of books. Listen as Paul shares how books can serve as powerful tools for networking and professional growth, offering a unique edge in today's competitive market.
Shifting gears, we explore the significant role of community engagement in building trust and fostering business success. Through personal anecdotes, I share the profound impact community organizations like the Rotary Club and River Legacy have had on both my personal and professional life. Emphasizing the principle of "truth and service," we discuss how genuine involvement in local initiatives not only supports the community but also enhances personal integrity and business relationships. When passion and commitment are at the heart of what you do, success becomes a natural, inevitable outcome.
Finally, join us as we delve into the power of stoicism and the enduring impact of giving back. Through stories of philanthropy inspired by family, we highlight the snowball effect of small acts of kindness and the importance of corporate responsibility. Embracing stoic principles like resilience and perseverance, we underline the value of consistency in daily life and personal growth. By remaining open to change and listening to recurring advice, we can achieve significant accomplishments and cultivate a life centered around service and balance.
Paul Brodie
CEO at Brodie Consulting
brodie@brodieconsultinggroup.com
brodieconsultinggroup.com
www.linkedin.com/in/paulgbrodie/
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Unlock the secrets to entrepreneurial success with Tye Threats, the innovative CEO and founder of WTV Consulting. Tye's journey from a 23-year career in Fortune 500 companies to leading her own consulting firm is nothing short of inspiring. Learn how her unique ability to bring order to chaos and lead teams with clarity has driven her self-retirement from corporate America. Tye shares her insights on being adaptable in business, emphasizing the need to stay committed to outcomes while being flexible with the process.
Discover the transformative power of strategic partnerships as we discuss how a legacy of entrepreneurship has shaped one individual's approach to business. From hands-on corporate training to international growth, the conversation highlights the significance of collaboration and organizational planning in achieving business success. Tye shares anecdotes of working with diverse clients, the thrill of team-building, and the importance of fostering a supportive work environment.
We also dive into the nuts and bolts of scaling a business efficiently. Tye offers strategies for optimizing operations, including the benefits of outsourcing recruitment and the necessity of aligning skill sets with business goals. Explore the critical role of technology and strategic partnerships in refining business operations and client engagement. Whether you're reassessing outdated processes or seeking to enhance operational excellence, this episode provides a roadmap to driving your business forward with innovation and strategic insight.
Tye Threats
Write the Vision Consulting Group
tye.threats@wtvconsulting.com
www.wtvconsulting.com
WTV Consulting Instagram
WTV Consulting Linkedin
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Jeopardy champion Alan Tabar takes us on an entrepreneurial journey from tutoring to leading the Junk Shot franchise in South Arlington. Discover how Alan's quest for a scalable business led him to carve a niche in the multifamily market with innovative services like bulk item removal and valet trash, all powered by a patented app that promises precise quotes and streamlined operations. Learn how honesty and integrity have been his guiding principles in a fragmented industry while building trust and lasting relationships. Alan shares the challenges he's encountered and the strategies he's employed to set his business apart.
In this engaging discussion, we also explore Alan's commitment to community and environmental responsibility. From participating in trade shows to building partnerships with local organizations, his approach to business growth is as much about community involvement as it is about profit. Alan aims for a 15% share of the multifamily storage area market in DFW, with goals to expand his fleet and achieve profitability by 2025. Get inspired by his story that balances business acumen with a heart for community, and find out how personal experiences have shaped his ambitions in the junk removal industry.
ALAN Taber
alan.taber@acceleratedwaste.com
https://www.junkshotapp.com/south-arlington/
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Discover the fascinating journey of Oliver Parr, the co-founder of Modern Brick Haus, as he takes us through the creative and entrepreneurial triumphs behind this innovative e-commerce venture. Inspired by a lifelong passion for Lego, Oliver crafted a unique product: the customizable canvas, a brick-based art piece that transcends traditional toys and taps into the booming adult toy market. Alongside his partner Gabe, Oliver explains how they organically found their niche audience and bypassed the typical Lego crowd to connect with a diverse market. Their story is a testament to how creativity and e-commerce expertise can transform a childhood fascination into a thriving business.
Our conversation uncovers the unexpected challenges and dynamic strategies that fueled Modern Brick Haus’s explosive growth, sparked by a viral video created by a delighted customer. Oliver delves into their decision to collaborate with a woman-owned fulfillment center and shares his insights on the vital role of strategic partnerships and trusting one's instincts. Explore how they’ve combined creativity and functionality in home decor with modular, customizable product lines that allow for seasonal flair and personalization. As Oliver recounts the company’s first successful year, you'll gain valuable lessons on entrepreneurship and the exciting potential for future expansion. Ready to explore these innovative kits? Head over to modernbrickhouse.com and see how they’re changing the game.
Oliver Parr
Modern Brick Haus
oliverparr@modernbrickhaus.com
modernbrickhaus.com
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The episode features Ryan and Brigitte from the DFW Curling Club, discussing curling's unexpected growth in Texas and their strategies for increasing local interest. They emphasize community building, upcoming events, and the unique challenges of promoting a winter sport in a warm climate.
• Overview of DFW Curling Club's history and growth
• Ryan's role as Communications Director and promotional efforts
• Challenges of establishing curling in Texas
• Future plans for relocation to Plano and increased accessibility
• Audience engagement through events and corporate team building
• Announcement of the upcoming "Learn to Curl" event
• Importance of fundraising and community involvement for sustainability
• Insights on creating inclusive programs for all ages and abilities
Brigitte Robertson
brigitte@dfwcurling.com
www.dfwcurling.com
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Financial literacy is crucial for families to thrive, yet many feel overwhelmed and uninformed. Chayla Miller from Attained Royalty Finance shares how education, structured reviews, and strategic planning can transform financial futures, revealing gaps and fostering independence.
• Importance of financial education
• Identifying and solving financial gaps
• The holistic approach to financial planning
• Success stories that highlight transformative journeys
• Significance of consistent communication in building relationships
• Chayla's ambitious goals for agency expansion in 2025
• Call to action: Consider a complimentary financial review with Chayla for insights and personalized guidance.
Chela Miller
chelamiller@gmail.com
Attained Royalty Finance through Primericahttps://livemore.net/Chelamillersave
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What happens when a lawyer chooses to lead with empathy in a world that often values case volume over personal connection? We invite you to join us as we welcome the compassionate Samantha Ybarra from the Ybarra Law Firm. Samantha shares her inspiring journey from the emotionally taxing realm of family law to finding her true calling in personal injury law. Driven by a desire to genuinely help people without sacrificing her mental wellbeing, Samantha reveals how her path was influenced by her parents' encouragement to pursue a professional career. Her story is a testament to the power of staying true to one's passion and the profound impact of empathy in the legal profession.
In our conversation, Samantha opens up about a pivotal moment that reshaped her career—an experience with her family's car accident that steered her towards helping others in similar situations. Discussing her decision to open her own firm, she emphasizes the importance of prioritizing clients over caseloads, drawing from her parents' values of humility and dedication. Samantha's journey is one of self-belief and purpose, highlighting the challenges and triumphs of starting a law firm. Together, we explore how empathy and trust are key in legal marketing, ensuring clients feel seen and supported every step of the way. Tune in to discover how Samantha's human touch sets her apart in the competitive legal field.
Samantha Ybarrra
Ybarra Law Firm PLLC
www.ybarrafirm.com
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Dr. T from Heritage Leadership Consulting shares her unique perspective on leadership development with us in an engaging episode that promises to transform the way you view team dynamics. Discover how the often-overlooked soft skills like empathy and communication can significantly reduce employee turnover and foster long-lasting loyalty within your organization. With a fresh approach, Dr. T uses childhood stories like "The Wiz" to simplify complex leadership concepts, making them not only accessible but also memorable and engaging for teams looking to enhance their collaborative spirit.
We explore the balance of technical and soft skills required to cultivate a positive workplace culture. Dr. T draws from her rich experiences at American Express and Continental Airlines to illustrate the profound impact of personal relationships on team morale and productivity. Her latest venture, the Oz Experience Intensive, is designed to refine leadership styles and boost team performance. Understand the importance of personal connection in turning routine tasks into personal goals, and learn how executing these strategies can lead to a happier, more loyal workforce. Join us for an inspiring conversation that's sure to revolutionize your approach to leadership.
Dr. Tajiri Brackents
Heritage Leadership Consulting, LLC
dr-tajiri.com
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Unlock the secrets to real estate success with Kevin Hunter from Hunter Realty, a former enterprise software sales leader turned luxury real estate expert. In our latest episode, Kevin shares his transformative journey and reveals how his sales and customer care background has shaped a unique, client-focused approach that ensures each client feels uniquely attended to. Discover the power of building a robust network of trusted vendors and partners, and learn how Kevin's keen negotiation skills help clients maximize their budgets and achieve significant equity gains. Through captivating stories, including a success tale from Fort Worth, Kevin illustrates the art of navigating the market and leveraging comparative analysis to avoid common pitfalls like being house poor.
Our conversation also uncovers the dynamic role of social media in real estate marketing, where platforms like Instagram, YouTube, Facebook, and TikTok become crucial tools for building trust and connecting with potential clients. We explore the significance of open houses as key interactions, emphasizing the need for a comfortable and trustworthy environment. Embrace the challenges and rewards of being a realtor, as we discuss maintaining balance, discipline, and genuine passion in a demanding profession. With exciting market trends such as decreasing interest rates and new construction opportunities, particularly in places like Frisco, we highlight Kevin’s insights on ensuring clients feel truly satisfied with their home purchases, fostering excitement and eagerness in their new homes.
Kevin Hunter
Hunter Realty Group
kevinhunter.exprealty.com
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Ever wondered what it takes to transform resilience into a successful venture? Makeba Waller joins us to unravel her inspiring journey from a hospital corpsman in the US Navy during Desert Storm to the thriving owner of Ultrasound Imaging Concepts. Facing microaggressions and discrimination, Makeba harnessed these challenges to fuel her ambitions, leading to the creation of her own staffing company and eventually a standalone facility. Her leadership style, deeply rooted in mentoring, is a testament to her commitment to overcoming societal judgments and empowering others in the healthcare field. Through her work in marketing, training across the country, and providing compassionate care in the federal prison system, Makeba stands as a beacon of innovation and dedication in ultrasound imaging.
Get ready to explore the elements that truly enhance patient experiences, from the power of a supportive team to the pivotal role of family involvement. Makeba passionately shares the importance of making meaningful connections with patients, beyond just service delivery. We'll unpack her strategies for growth, including the impact of patient reviews and referrals, and her insights on balancing business with family life.
Guest Name: Makeba Waller
Guest Company: Ultraview Imaging
Guest Website: ultraviewimaging.com
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What happens when a heavy metal musician turns into a church founder? Pastor Greg Key shares his unconventional journey from rocking out in a Christian heavy metal band to establishing Renewed Life Church in Arlington. Greg’s story is one of transformation and community impact, as he sets out to create a welcoming environment for those who might feel out of place in traditional religious settings. We explore how moving from Dallas to Arlington ignited a passion in him to bridge cultural gaps and inspire spiritual conversations with those who have either drifted from faith or had negative experiences with the church.
Discover the resilience of Renewed Life Church as Pastor Greg delves into their collective journey through challenges, including the aftermath of the COVID pandemic and a destructive fire. Listen to how the church collaborates with other organizations to tackle emotional and personal issues, like trauma and abandonment, and provides lifestyle management programs to support individual growth. The emphasis lies in fostering humility and maintaining a strong connection with God, all while building a community that thrives on mutual support and engagement.
Pastor Greg’s narrative is filled with inspiring stories of outreach and transformation, from addressing poverty and breaking down barriers to launching innovative events like a Christmas night of worship and Artgate. The church’s commitment is highlighted by its multifaceted offerings, from early morning prayer sessions to support groups aimed at healing from addiction and abuse. These efforts demonstrate Renewed Life Church’s dedication to creating a nurturing and supportive environment where individuals can engage in meaningful spiritual growth and find healing through community involvement.
Guest Name: Greg Key
Guest Company: Renewed Life Church
Guest Website: yourrenewal.org
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Discover how architectural genius meets creative branding as we welcome Ryan Muhl, a dynamic graphic designer with roots in architecture, to share his unique journey. Unveil the secrets of how the principles of form and function, ingrained in Ryan during his time at Rensselaer Polytechnic Institute, have beautifully evolved into his passion for brand identity in graphic design. With a background in sports architecture from his tenure at Populous, Ryan’s love for sports and design finds a new expression through his venture, Ryan Muhl Design, where he empowers NCAA athletes to craft impactful personal brands.
Join our conversation with Ryan as he opens up about the entrepreneurial challenges of shifting from architecture to graphic design, and the growth that comes from embracing new horizons. Ryan candidly discusses the balancing act of fatherhood and business, providing a window into the world of managing a creative enterprise from home. We delve into Ryan’s experience with mentorship, inspiration, and connecting with like-minded individuals to foster growth and innovation in his business. This episode promises to leave you inspired and equipped with practical insights for your entrepreneurial journey.
Guest Name: Ryan Muhl
Guest Company: Ryan Muhl Design
Guest Website: www.ryanmuhl.design
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Unlock the secrets to achieving both financial freedom and personal fulfillment as we sit down with Matthew Loftis, a former accountant who made the transformative leap into entrepreneurship with LegalShield. Discover how Matthew's journey not only amplified his income but also allowed him to cherish invaluable family moments. Matthew shares how proactive legal services can be a game-changer for small business owners and families, offering peace of mind with 24/7 access to knowledgeable attorneys. This isn't just about legal coverage; it's about safeguarding your future before issues arise, and Matthew's insights make a compelling case for why LegalShield should be a cornerstone in every entrepreneur’s toolkit.
In our conversation, we shine a spotlight on personal growth as a catalyst for business success. Matthew reveals how investing in oneself opens doors to new business opportunities and how the pursuit of helping others achieve their dreams can be incredibly rewarding. Whether it’s through the unique benefits of LegalShield—like trial defense hours and IRS audit support—or leveraging social media for business expansion, this episode promises a wealth of knowledge and inspiration. Plus, get a sneak peek into upcoming events featuring industry experts who are ready to guide you on monetizing digital platforms. Join us for a journey that’s as much about personal evolution as it is about professional triumph.
Guest Name: Matthew Loftis
Guest Company: Legal Services
Guest Website: matthewloftis.legalshieldassociate.com
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Discover the intriguing journey of Tom Basey, a former engineer turned independent insurance broker, who reveals how he found newfound freedom and flexibility in the insurance world. Join us on Market it With ATMA for an engaging conversation as Tom shares the pivotal moments that led him away from corporate America and into a role where he tailors health and life insurance solutions to meet unique client needs. Tom opens up about the delicate balance of his personal and professional life, especially during the hectic Medicare season, and offers tips on maintaining a well-organized schedule while ensuring he prioritizes personal time.
In this enlightening episode, we uncover the hidden gems of the insurance industry, especially for those contemplating a career shift. Tom breaks down the benefits of working in insurance, such as flexible scheduling and the absence of supply chain headaches, while sharing strategies for overcoming industry hurdles with the help of technology. Mentorship emerges as a crucial theme, with Tom emphasizing its role in shaping successful careers, both in corporate settings and entrepreneurial ventures. We wrap up with an invitation for Tom to return with more insights and updates, ensuring listeners have ongoing access to his expertise.
Guest Name: Tom Basey
Guest Company: Basey Insurance
Guest Website: www.basey-insurance.com
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In our special finale episode wrapping up our third season, we bring together the key insights from our previous podcast episodes that have explored the dynamic landscape of Gen Z marketing. We delve into the realms of influencers, user-generated content, authenticity, storytelling, and building brand loyalty, highlighting how these aspects intertwine to create a powerful marketing strategy. We then connect the dots between these elements and the crucial stages of awareness, engagement, conversion, delight, and advocation to understand the comprehensive Gen Z marketing journey.
In this episode, we explore the challenges of building brand loyalty with Generation Z. Known for their willingness to switch brands, we discuss key strategies to overcome these challenges. From consistency and efficient product creation to constant innovation, inclusivity, affordability, and making a good impression, we uncover practical tips to win the hearts of Gen Z and foster long-term brand loyalty. Tune in for valuable insights to navigate the complexities of engaging with this influential generation.
In this episode, we explore how gamification, tangible experiences, and user-generated content capture the attention of Generation Z. We discuss the power of gamified elements, immersive experiences, and the authenticity of user-driven content in engaging this interactive generation. Tune in to discover strategies to attract and influence Gen Z through these compelling approaches.
In this episode, we explore the intersection of environmental consciousness, sustainability, and the emotional influence on Generation Z. We discuss how businesses can support sustainable practices and make a positive impact on society. Join us as we highlight inspiring examples and delve into the power of aligning with Gen Z's values. Tune in to discover practical insights for connecting with this socially conscious generation and driving positive change.
In the thrilling finale of our three-part series, we explore the crucial aspect of finding balance between personal and professional personas on social media. We reflect on the discussions surrounding the importance of authenticity, self-expression, and separating personal and business identities. Join us as we delve into practical strategies for toggling through social media, knowing where to be yourself, and when to draw the line in order to maintain a healthy and effective presence in the digital realm.
In the second episode of our three episode series focusing on social media's impact on mental health, we delve into the specific strategies individuals and businesses can employ to mitigate the negative effects on Gen Z. Recognizing the challenges faced by this generation, we explore practical steps to promote digital well-being and responsible marketing practices. By prioritizing authenticity, transparency, and mental health advocacy, we can collectively create a healthier social media environment for Gen Z.
In this episode, we begin a three episode series where we explore the power and weight of social media. Today we dive into captivating storytelling and understanding Gen Z's humor. We discuss the importance of crafting relatable content that resonates with their values and experiences. Join us as we uncover strategies to create engaging narratives and tap into Gen Z's unique sense of humor. Tune in for valuable insights and practical tips to connect with this influential generation.
In this episode, we explore the significance of authenticity in connecting with Generation Z. We discuss the importance of transparency, consistency, and aligning your brand values to gain Gen Z's trust. Through case studies, we highlight brand examples and examine how Gen Z's discerning nature influences their choices. Join us as we uncover the power of authenticity in marketing to Gen Z and discover trends that shape their preferences.
In this episode of our podcast, we dive into the intricacies of the digital landscape and explore the platforms we use most frequently. Join us as we unravel the influence these platforms have on our buying decisions and how they shape our buying habits. Get ready to navigate the ever-evolving world of digital platforms and gain insights into the impact they have on consumer behavior.
In this episode, we explore what sets Generation Z apart and how to effectively market to them. We discuss the shift from traditional to digital marketing, highlighting the rise of influencer marketing and social media. Discover the core values of Gen Z and learn strategies to align your marketing efforts with purpose. We also touch on the platforms to reach Gen Z, emphasizing the importance of integrating traditional and digital channels. Tune in for valuable insights and actionable strategies to connect with Gen Z and drive meaningful engagement.
In this episode, we talk to Madeline Messerlie with NuvoDesk Coworking. NuvoDesk Coworking is a collaboration-type office setting that allows business owners and entrepreneurs to get affordable office spaces, conference rooms, and even a podcast room. NuvoDesk is a proud partner of Advent Trinity Marketing Agency and she talks about the success they have had with outsourcing their digital marketing needs. She talks about focusing on the business instead of worrying about her marketing efforts.
For more information about NuvoDesk visit nuvodesk.com.
In this episode, we are interviewing Brent Mills with Apex Cleaning Concepts. Brent has a ton of experience in the business owner world. He talks about his journey as a business owner and some of the crazy stories he has about his industry. Brent gives a couple of tips for those looking to become entrepreneurs in the near future.
You can learn more about his company Apex Cleaning Concepts at https://www.apexcleaningconceptsllc.com/
In this episode, we interview Staci Hill who runs a business called Zen with Staci. She is an entrepreneur who left the corporate world to start her own business. Staci will talk about her journey as an entrepreneur and what she has done to market her business.
You can find more about Zen with Staci from the links below:
Website: https://www.zenwithstaci.com/
Facebook: https://www.facebook.com/ZenWithStaci
In this episode, we will be talking about why it is important to have a business plan. Many businesses fail because they do not have a vision or a road map on how to achieve their business goals. When there is no direction for the business employees and customers tend to lose trust in the business. When there is no financial plan businesses begin to struggle with cash flow. Listen to why creating a business plan and updating the business plan each year is important.
Are you ready to get the Tips, Tools, and Strategies you need to be successful in marketing your business on Social Media in 2022!?
This podcast is about the changing landscape of social media marketing and how business owners are going to need to adapt to the new changes coming.
Many people have heard about Search Engine Optimization but, what is it exactly. Bryan Acosta and Leslie Radford from Advent Trinity Marketing Agency dive into what it takes to rank higher on Google and other popular search engines. They also talk about the process of climbing up the authority ladder and why being relevant matters.
In this episode of Market It With ATMA we will be discussing why businesses need to focus on building customer value. Too many businesses focus on sales and marketing but forget that building customer value directly affects your sales and marketing. We also are discussing the marketing flywheel and the process of growing your customer pipeline.
In this episode of Market It With ATMA we discuss the difference between being average and being needed. We discuss why it is important for your business to provide value so that in return your business can start charging more for the product or service you provide. This also helps grow your revenue streams and increase profit margins.
This episode of the ATMA podcast is about what it takes to be successful selling in 2021. How building relationships is one of the most important things in selling. Why understanding people's personalities is a game-changer in sales. Are you selling or are you helping people make a life-changing decision?
This episode of the ATMA podcast is about the ever-changing world of business. How are businesses adapting to the "new normal."
We interviewed Bryan Acosta who is the Vice President of Advent Trinity Marketing Agency to discuss what has changed and how should business owners respond.