Episode Transcript
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Speaker 1 (00:00):
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(00:20):
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Speaker 2 (00:30):
Churchill said, those who failed to learn from history are
condemned to repeat it. Kevin helen n believes that certainly
applies to business. Welcome to Winning Business Radio here at
W four CY Radio. That's W four cy dot com
and now your host, Kevin Helena.
Speaker 3 (00:52):
Thank you, Ervin for everyone for joining in once again today.
I am Kevin Haleanan and welcome back to Winning Business
TV and Radio on W four c wide dot com.
We're streaming live on talk four tv dot com in
addition to Facebook, and that's at Winning Business Radio, and
of course we're available in podcasts after the live show
wherever you listen and watch podcasts YouTube iHeartRadio, Spotify, Apple Again.
(01:18):
Wherever that is, we're there. The mission of winning business
radio and TV, as regular viewers and listeners know, is
to offer insights and advice to help people avoid the
mistakes of others, right to learn best practices. Those are
the how tos, the what toos, the what not tos,
to be challenged and hopefully to be inspired by the
(01:38):
successes of others. Those are consultants, coaches, advisors, authors, founders
and owners, entrepreneurs, people with expertise. But you know, virtually
every successful person I've ever had a chance to talk
to has had some form of failure in their lives
and careers. So, as I say, every week, while we
all have to get our skin, our knees skinned, once
in a while, I'm driven to keep those scrapes from
(01:58):
needing major surgery. Let's endeavor to learn from history so
we don't repeat it. I've spent the better part of
my career equipping businesses to grow from solopreneurs to small
to medium sized companies all the way up to the
Fortune fifty. And I've seen some of those companies win,
and to varying degrees, I've seen some fail I've had
the opportunity to rub elbows with some of the highest
performing people around and frankly with some who probably should
(02:20):
have found other professions. In my own businesses, I've had
lots of success, but some failures too. I like to
think I've learned a lot from those experiences. So, yeah,
you're going to hear from me my opinions and insights,
because everybody he knows me will tell you that sometimes
I have a hard time being quiet. Sorry. But more importantly,
together we're going to hear from experts, those consultants, coaches, advisors, authors,
(02:41):
founders and owners, entrepreneurs. And today, my guest is Nancy Muckel.
She's CEO of Muckles, Muckle and Associates and founder and
CEO of Problems Solved. Here's her bio. Nancy Muckle, Consummate,
Rainmaker and Problem Solver is a senior sales and marketing
executive with over forty years of national and intern national
experience working with Fortune five hundred companies, AI based healthcare,
(03:04):
wellness companies, and biotech organizations from technology and analytics to
financial services, internet security, and healthcare solutions that address digital healthcare,
muscular skeletal solutions, biotech and behavioral health. Nancy and hefirm
have sold over a billion dollars of solutions directly to
self insured employers, healthcare organizations including hospitals and physicians groups,
(03:26):
insurance companies, pharmaceutical companies, wellness benefit organizations, fortune companies, and
through channel partners including the Big five consulting firms. Muckel
and Associates has helped establish global companies to enter and
build market share and revenue in the US market. Nancy's
been CEO of Muchlan Associates for over twenty five years.
She's raised ninety million on Wall Street with a client CEO.
(03:49):
In addition to ringing the bell, I want to hear
about that story with a client. At NASDAK, she helps
clients and early stage companies raise Series A and B
rounds and generate revenue. She also serves as a mentor
for mass Bio. Problem Solved is Nancy's second company, started
in twenty twenty during the pandemic in New England and
is now a national company focused on cybersecurity, healthcare, insurance,
(04:11):
financial issues, hospitality and vendors and contractors problems. Her clients
are business owners and individuals, many problems involving money ranging
from five thousand to a million. Referrals come from lawyers, CPAs,
wealth advisors, realtors, and her global network. Nancy's been a
Ficus Excuse Me, a featured speaker at the MIT Enterprise
(04:31):
Forum for CEOs AIIM, which is the Association for Imaging
and Information Management Imaging EXPOT, WPI two Venture Forum, Business
Technology Association, Western Business Systems Association, and the New England
Financial Forum. She was presented with the Company of Fellows
Award at the AIM National Conference, the highest worldwide industry
award based on subject matter expertise in information management and
(04:55):
e business. In the last thirty five years, only two
hundred and sixty three individual Jules have become Fellows worldwide.
She has served on the Town of Plymouth, Mass Affordable
Housing Committee. She's led the Plymouth Habitat for Humanity Fundraising Committees,
Committee and Activities as VP, and served on the executive
Board of Directors. She served as the Chairman of the
Business and Technology Advisory Board for the Horace Mann School
(05:17):
for the Deaf and Heart of Hearing As the oldest
school for the deaf of the United States and part
of Boston Public Schools for eighteen years. The board serves
to advise the faculty on business and technology issues as
related to physically challenged students, providing a link between the
business and educational community. She also contributes to Mass Bio
as you heard, as part of a team of VCS
(05:38):
scientists business executives to work with early stage biotech companies.
She's a member of provisors the Plymouth and Cape Cod groups.
She does pro bono consulting at the Center for Active
Living in Plymouth. Holds a BS degree in Miami University,
the one in Ohio, and has served as vice president
of the Miami Alumni Executive Council and elected position by
the entire alumni body. She resides in Plymouth, Mass with
(06:01):
her husband Bo, their parents to Brett, and grandparents to
Emily and Zachary Nance. Welcome to Winning Business Fail.
Speaker 4 (06:08):
Thank you so much, Kevin. I appreciate that intro and
I'm delighted to be here.
Speaker 3 (06:13):
Thank you, of course, I'm happy to have you so again.
Thanks for taking the time tell us about Bo and Brett.
Speaker 5 (06:20):
Love to tell you.
Speaker 4 (06:21):
I met Bo at Miami University, Oxford, Ohio. Lot people
confuse it with the one in Florida, and we started dating.
He was a year younger than me in college, but
we started dating in college, so we were together during college,
and then when we graduated, I went out to the
(06:42):
West Coast for a short time and then we got
married and I had our son, Brett. So you've been
married a long time. But I think the thing that's
kept us together is my husband has a phenomenal sense
of humor, and every day he makes me laugh. And
you know, if you can laugh every day, that's all,
(07:02):
that's all you need in my book. So that was
my love affair with Bo. And then we had our son, Brett,
who's also a very successful executive and entrepreneur in Ohio.
Lives in the Cleveland area, so he's not far away,
and he's also a Miami graduate. And then his son,
(07:25):
our grandson, Zachary, is a third generation, so we've got
quite a history there.
Speaker 3 (07:33):
And what does what do excuse me, Emily and zach do.
Speaker 4 (07:38):
So Zachary is finishing up his junior year and he
just came back from Mexico and some fraternity brothers went
to Cabos, So I'm anxious to hear about that little
war stories there. We're supposed to connect the next couple
of days he's catching us back in school. Emily finished
(07:59):
two years of medical school and she is now. She
met her soulmate in school and they're now living in
Michigan and establishing themselves in their healthcare profession. So yeah,
so I'm very proud of our grandchildren. What's kind of
cool is we have a very close family and they're
(08:23):
always calling us, not only to say hi, but to
kind of pick our brains. We're kind of their sounding board.
We offer advice freely, but never tell them what to do.
And they love to come back to our area, to
England as often as they can. Emily I talked to
her last night. She's coming in May for a long weekend,
four or five days. And Zach is amazing golfer, as
(08:47):
is my son.
Speaker 3 (08:48):
Nice I do.
Speaker 5 (08:51):
I love golfing.
Speaker 4 (08:51):
I live on a couple of golf courses, actually a Nicholas,
and so they come up also frequently. They love to
go to the Cape, They love Boston, they do everything.
So yeah, so we're very fortunate. We have a lovely family.
Speaker 3 (09:06):
That's nice, really good to hear. Where did you grow up, Nancy.
Speaker 4 (09:10):
I grew up in a little town called Ashtabulah. It's
an Indian name. Ashtabula is located between Erie, Pennsylvania and Cleveland, Ohio.
A small town, lovely town on the lake at one
point a real amazing shipping area. My father started a
(09:31):
company there in Ashtabulah, and I was there through high
school and then.
Speaker 5 (09:38):
Went to college.
Speaker 3 (09:39):
So what were you interested in early you know, why
did you choose Miami? What'd you major in? What were
your interests in st high school? In early college?
Speaker 4 (09:48):
Well, when I was in high school, I wrote a column.
So I've actually majored in English journalism and speech and
with a minor in education. And I did start out
initially teaching, but I was very interested in in education.
(10:10):
And really, my father, as I mentioned, started a company
and he was a self made man. I sort of
everything I am today. I relate so much to my dad,
who's passed away. But he never had the fortune to
go to college, and he started a company with one
(10:30):
hundred dollars and he was of the time when your
handshake was a contract. And I was an amazing man
leader in so many different organizations like you mentioned with me,
just always giving back, always advocating for everybody.
Speaker 5 (10:49):
Whether you were didn't matter what your job was.
Speaker 4 (10:51):
You could be the fellow who was cleaning after work
or the CEO. He really had a tremendous ability to
connect to people. And like I said, he gave me
so much, I guess a foundation in how I live
my life. And today, you know, I'm very passionate about
what I'm doing because it's all about advocating for everybody,
(11:13):
whether you're a business person or whatever. So back to Miami.
I started out and I wrote this column when I
was in high school, which led to I never wrote
a book like a lot of my friends had written books,
but I was always involved in writing. I loved writing,
and I also liked learning, and that was really what
(11:34):
got me interested in teaching. So I wanted to get
a background in that. So I got a duel major
and that started me.
Speaker 5 (11:43):
On my way.
Speaker 3 (11:44):
And why did you choose Miami, Well, Miami.
Speaker 4 (11:48):
Bo got there through a scholarship. He didn't have the money.
He came from not a well to do family, and
so he got a full ride scholarship playing under a
very famous coach, and that was BeO Schambeckler. I don't
know if you remember about, but you quite a history
and people don't know that Miami is a cradle of coaches,
(12:09):
So whatdy Hayes was there air a proceigion, So all
these famous coaches started there. I went there because when
I visited there, it was about eight thousand students, so.
Speaker 5 (12:20):
It was perfect size.
Speaker 4 (12:21):
Today it's almost twenty thousand. Yeah, so it's grown a lot,
but gorgeous. It's like a picture ideal of a college.
All Georgie and brick, beautiful, small town. It just had
all those elements and a really amazing reputation. I remember
the chairman of the board of Procter and Gamble went
to Miami, a lot of astronauts. It had just for
(12:44):
a small, wonderful school, and it was about an hour
from Cincinnati. Most people have never heard of Oxford, Ohio.
But that's the school I chose, and I loved the school.
Speaker 5 (12:57):
I worked while I was in school. I worked. I
was a waitress.
Speaker 4 (13:02):
I served at a lot of events that were held
in our main hall. And yeah, it was just a
labor of love. I was in a sorority while I
was there, fresh Glove sports because of Boe, my husband,
and we had a great group of friends who were athletes,
(13:22):
and yeah, so it was just a and that's why
we have three generations there.
Speaker 5 (13:26):
It's just an amazing school.
Speaker 3 (13:28):
All right, last question before the break, how did you
get into sales? Did you set out to get in
sales or did it happen through circumstances.
Speaker 4 (13:35):
No, I really didn't set out to get into sales,
but I always wanted to get into business, and that
was at a time when it was difficult for women
to get into business. And so I was out in
California teaching, moved back to the East Coast, got married,
had Brett, and then basically wanted to break through. So
I went into retail. Initially went to work for a
(13:57):
company called the Limited. Oh yes, And the guy who
interviewed me said, you know you're too conservative the way
you dress. You know this, You're going to have a
challenge here. And in six months I was number one
in sixty stores in sales. So selling is really just
building a relationship and trust.
Speaker 5 (14:17):
That's what sales is.
Speaker 4 (14:19):
And I just fell into that, and then from there
moved into technology and other areas well.
Speaker 3 (14:26):
We're going to take our first break. We'll be back everybody.
We'll be back in about one minute with Nancy Muckel.
Speaker 2 (14:36):
You're listening to Winning Business Radio with Kevin helenet on
W four CY Radio. That's W four cy dot com.
Don't go away. More helpful information is coming right up
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Speaker 2 (15:26):
And now back to Winning Business Radio with Kevin Helene,
presenting exciting topics and expert guests with one goal in
mind to help you succeed in business. Here once again
is Kevin Helena.
Speaker 3 (15:45):
Welcome back with Nancy Muckel. She is the CEO of
Muckle and Associates and the founder and CEO of Problems Solved.
We'll get to that in a little bit though, Nancy,
you've worked for some pretty serious companies. You've had a
lot of experiences. But I'm particularly concerned or curious, not
concerned about Deck Apple, Citric some of those big brands.
(16:09):
What were some of the most important lessons that you
learned during your time, particularly at those types of companies.
Speaker 4 (16:15):
Yeah, it's an excellent question. So I started to work
at Digital Equipment. That was my first computer, real computer job.
I got involved in a word processing the days of
word processing where we moved into the electronic world and
away from typewriters. And the gentleman who interviewed me. I
interviewed with four companies when we moved to New England.
(16:38):
The individual said, you have exactly what we need. We
have a lot of engineers here, a lot of very
wonderful smart people, but we need someone like you. We'll
teach you the computer business. So I had four or
five different offers from various companies, but I went to
work for that company and everything old.
Speaker 5 (16:55):
Is new again.
Speaker 4 (16:56):
So where I live today is a three thousand acre
phenomenal development in Plymouth called Pine Hills. Pine Hills was
owned by Digital Equipment. Never knew that built the house here.
It was amazing. And the gentleman that hired me, who
wound up living in Florida in PGA if anybody knows
(17:17):
where that is in West Palm Beach and he had
a home on the ocean in Connecticut, passed away just
two weeks ago. My first mentor I had men. I
had three major mentors, and they were all men, no women, unfortunately,
but they really guided, provided input, gave me opportunities, gave
(17:42):
me projects, and it's really how I evolved and everything
I am today, including my dad, which we talked about earlier.
These three guys were were my cheerleaders and my champions,
and everybody needs that in life, you know. And and
I just learned everything. Five years I spent at the
Company of Digital and I eventually rose pretty quickly into management,
(18:06):
into a group running a group business systems group. And
what I liked about that company was they always gave
me the kind of the new and non traditional role.
So they would start a project and they'd go, Okay,
your budget is nine million dollars. We're going to give
you ten people in your group. Go figure it out.
(18:27):
And nine million in one year became twenty million and
there you go. So everything they gave me was always
never kind of They were very successful in the mini
computer business, put me into areas that they want that
were innovative and sort of out of the box, and
It's probably the best opportunity I ever had to really
(18:49):
learn about everything I learned about hiring, firing, labor law,
you know, you name it, and how to build an organization,
and then how to make sure that everybody on the
team was successful because you're only as good as your team.
And that's also kind of lasted throughout my career that
(19:09):
you always want to hire people that are better than
you or have a lot of skills that you don't have.
That's what builds success. And also I think another thing
that I learned was you ask people in the beginning,
what do you want to do? Where do you want
to be? Help them put together a plan at that
(19:29):
you can measure them against, but they can help them
grow quickly hopefully into those roles.
Speaker 3 (19:35):
That's excellent. Let's see what was your Which of those
companies doesn't have to be those three? I named many
of the companies you particularly had leadership roles in which
one was your most rewarding experience and why. That's a
good question, and you could say you could say it
was Deck too.
Speaker 4 (19:53):
Yeah, I would definitely put Deck up there, but also
put Apple Computer up there and Citris. When I joined
Citrix after they've been in business a year. At Yakabuci
who was the founder who had come from IBM and
taken a group of developers. It was a very exciting company.
They were building a platform. I had half the United
(20:17):
States and I had a peer who had the other
half the United States for sales, and used to come
in everybody. Chris was Florida, so everybody wore shorts to
work and you'd come in at midnight some nights or
eleven o'clock. They'd be working around the clock, never stopping,
and it was just an amazing environment because we had
some really good investors to begin with a really good
(20:41):
management team, and so that was an important experience I
think in my life. And the other one was Apple
because it was a turnaround. Yeah, I've been with I've
been working with a few guys at another early stage
company died out of San Francisco. We took a business
(21:02):
from zero to sixty million in two years. We all
thought we'd be lying on the beach, but the parent company,
which was one hundred year old company out of San Francisco,
basically sold off our business, successful business to a catalog company.
And the four of us who said that's not what
we want to be doing. They all went to Apple.
They called me up and they said, hey, wherever you
(21:25):
want to go, we want you here at Apple. So
I wound up going to Florida because my parents wintered
in South Florida. They were avid golfers like me. I said,
how much better? And my husband, for the only time
in his career ever followed me somewhere. I always followed him.
But anyway, so that we did a turnaround. We were
in last place, and the way we did the turnaround
(21:48):
was kind of what I mentioned earlier was I had
a team of seven people, seven salespeople and basically and
to customer service people. I was trying to understand why
they'd not been successful, what was happening, And so I
sat down with each of them and got to know
them and put together a plan for each of them.
(22:09):
And we wound up again taking a business that was
the last place to first place in the region in
a year, and we went from I'm trying to remember
the when I inherited a business was doing I think
ten million, I don't remember the exact number, but we
more than triple the business. So that was again learning
(22:32):
about not just the aspects of running a company, but
how do you get people motivated to take them from
not a position of prominence and what do you need
to do. So that was another I think in my
foundation of building my business career. It was another important
company and an important piece. So you learn from each
(22:54):
of these opportunities. And eventually, when I got back to
New England, I said, hey, if ever there's a time
to kind of pull the trigger, it's now my own company.
Speaker 5 (23:05):
And that's when I started Mucheling Associates.
Speaker 3 (23:08):
So perfect segue. Tell us about the company, tell us
about muchel and Associations.
Speaker 5 (23:12):
Yeah.
Speaker 4 (23:12):
Michelin Associates was at the time kind of leading edge
and unique. It was not just a consulting firm, of
which I brought in five partners, very amazing individuals to
help me with building the company. But we wounded up
becoming a global venture because a lot of early stage
companies that had some funding because we wanted to get paid.
(23:34):
Of course, in the beginning, I wanted to either come
to the United States from Europe. A lot of great
companies these were all software companies, not our companies.
Speaker 5 (23:44):
And also.
Speaker 4 (23:47):
There are a lot of companies coming out of MIT
Harvard in my backyard, same thing. And so the net
of that opportunity was to build a business to not
only advise and consult CEO and their teams, and sometimes
I many times acted as a VP of sales, even
though I had my own company, and it was really
(24:08):
to go out and generate their initial business, so from
clinical trials and healthcare to basically any kind of opportunities
like that. We were there, and we were out there
literally acting as part of the team and generating revenue,
and that's what companies want. So they had some early
(24:30):
stage money a couple million, but nothing like what they
eventually needed. And of all those companies that we worked with,
and we had some amazing companies, a lot in digital healthcare,
internet security, financial arena and all of those ventures, we
were able to move the company into getting VC money,
(24:50):
Series A, Series B, and eventually most of them wound
up with you know, over seventy five million dollars of investment.
Speaker 5 (24:58):
That they were able to lies on.
Speaker 4 (25:00):
So it was a great company, and I think we
the excitement was and I always have had kind of
an interest. I think a couple of things that are
unique to me are a number one to sit down
with people or even on the phone.
Speaker 5 (25:15):
May have never met them.
Speaker 4 (25:16):
But you kind of can build some rapport, but you
get a good sense of people. And I was a
pretty good judge of people, So I think that was
important in making sure we teamed with the right companies.
We had a lot of offers, a lot of opportunities,
but it was important to find the companies that we felt,
you know, there was a real opportunity to help them,
(25:37):
and we did so that company is still in existence.
I think last Thursday, I got a call from a
friend of mine who we knew back in those days,
early days when artificial intelligence just came out. That was
like in the eighties while everything old is new again,
never really took off to what it is today. But
(25:59):
this gentleman called me and he said, you know, I've
got a serial entrepreneur flying in from Silicon Valley. He
loved to meet you and talk to you and tell
you a little bit about his company focused on artificial
intelligence for the healthcare and for aging for the aging
population boomers and over, which is an area I'm very
(26:19):
interested in. So I met with him and was a
fabulous meeting. And I'm going to meet his CEO shortly.
And so even though I've kind of put that company
on a back burner, there's always people that search you
out and want to pick your brain or maybe even
ask you to help them with some potential hookups in
terms of joining companies.
Speaker 5 (26:39):
Together or getting them money.
Speaker 4 (26:40):
So and that company is on the lookoup for a
few few million dollars more than they have today. So anyway,
that was that was that company. And now we're with
problems solved?
Speaker 3 (26:52):
To start there we have we have a compent that's
before the next break, So introduce problems solved. You know,
my question is did this start? And I mean where'd
the idea come from? You know, when you and I
talked originally, I was fascinated by the idea, and when
I went to your website, I was pleasantly surprised at
the scope of the company that what you're capable of,
(27:13):
and the team that you have. And so I'm wondering
where did this come from? Is this was this an idea?
Did you think it was going to be just a
side hustle? Did you know it was going to be
a company? Tell us about that.
Speaker 4 (27:25):
Yeah, So thirteen years ago, when I used to travel
four days a week on planes, trains and automobiles. Yeah,
or Muchelman Associates. I thought, look at all these fabulous
and very successful people who are never in their back
you know, never home, never never around their family, never
being involved as much as they should in their family.
Speaker 5 (27:44):
You know what if you.
Speaker 4 (27:45):
Could take all that talent, those skills and put it
together and something that could help people.
Speaker 5 (27:51):
And that's that was my idea.
Speaker 4 (27:52):
And when COVID came and everything started happening, I said,
if there's ever a time to pull the trigger, it
is not because people aren't traveling. They're in their homes,
you know. And that was the that was the foundation
for problems solved. And basically you needed a computer and
a phone and you were in business virtually and sale ev.
(28:13):
So that's how we launched the company and initially we
were going to focus on five segments for problems. Healthcare,
elder care, any kind of travel. I put under the
auspices of hospitality, thans to hotels, deposits that were made
during COVID that were lost, airplanes that were giving vouchers
(28:36):
instead of cash, and then we also did anything related
to vendors, contractors, and then finally I got into cybersecurity.
We'll talk about that maybe after the break but that
was an area I never never ever thought about. But
now that's a very important area in the world today
(28:57):
and we're having quite an impact in that area.
Speaker 5 (28:59):
So that was the way it came about.
Speaker 3 (29:02):
All right, well pause right there, we'll dig in right
after this commercial. Everybody will be back in about one
more minute with Nancy Michael.
Speaker 2 (29:13):
You're listening to Winning Business Radio with Kevin Helene on
W four CY Radio. That's W four cy dot com.
Don't go away. More helpful information is coming right up
right here on Winning Business Radio.
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Speaker 2 (30:02):
And now back to winning business Radio with Kevin Helene
presenting exciting topics and expert guests with one goal in
mind to help you succeed in business. Here once again
is Kevin Helenett.
Speaker 3 (30:22):
We're back again with Nancy Muckel. She is CEO of
Muckle and Associates and founder and CEO of Problems Solved.
And the description that I saw was helping recover money
from five hundred to three hundred grand and above in
the areas of eldercare as. You mentioned those five areas
probably and more and so you saw a need again.
(30:46):
Did you think it was going to be a moneymaker?
Did you think it was just going to be something
you'd do to help people? What was your vision at first?
Speaker 5 (30:54):
Yeah, I never started out.
Speaker 4 (30:55):
I never started out thinking about the money, about thinking
about the opportunity because if the opportunities right, the money comes.
And the key was to build the right team and
also to have a team of experts. I don't claim
to be an expert in everything, but I've always surrounded myself,
like we talked about it earlier in the discussion, with
(31:15):
people that are really good in various areas.
Speaker 3 (31:17):
And have you have a dozen or so people on staff.
Speaker 5 (31:20):
We have many more than that, but we have advisors.
Speaker 4 (31:23):
So let's say cybersecurity, I have two retired FBI agents,
a police a lieutenant who three years retired. So those
people don't interface with my clients. They interface with me.
They support me, and they help me. And then I
have a team of people who actually do the problem solving.
And the one thing that's been really critical I think
(31:45):
to our success is it's all about again, the customer
service today is lacking. I think a lot of people
say that because they can't solve a lot of issues,
especially if it's related to money. So the way that
I approach this with problems solved is if someone has
a problem, whether it be insurance or healthcare or whatever,
(32:09):
I go to the top of an organization.
Speaker 5 (32:11):
So I'll give you an example.
Speaker 4 (32:14):
So recently, the largest American I never used names confidentiality
clients and or companies, but the largest American car manufacturer.
We all know who that is. So this gentleman came
to me through referral from a law firm. We currently
have referrals from about one hundred plus law firms CPAs.
(32:36):
As you mentioned earlier, Wealth Advisors religures. But the bottom
line has a law firm called me and said, hey,
Fellows bought a car. It was actually a truck that
was a lemon and wasn't addressed right in the beginning.
You know, can you take it off our plate and
help us? I said absolutely, So I got to understand
the issue was a lemon, and the bottom line is
(32:56):
it was a truck that cost one hundred and six
thousand dollars. It's good, very nice truck, right So net
net to make sure we can solve any problem is
you have to get to the top of a company.
So what I try to do is I reach out
to the top four.
Speaker 5 (33:17):
Roles.
Speaker 4 (33:18):
Usually the CEO, the COO could be a general counsel
in this case, that's what it was for this particular truck,
and or you know, those are sort of the key
areas I connect. Some some know me, but very few don't,
especially fortunate companies may not know me directly, may.
Speaker 5 (33:39):
Know of me.
Speaker 4 (33:40):
But anyway you get to that person, they always call
me back always, And I try to present the problem
that we're solving as an organization to say we'd like
to work with somebody on the executive team who could
make a financial decision. We'd like to come back and
present all the facts to you and you can say
(34:00):
yes or no to help your client, your customer or
patient if it's in all those different areas. Everybody says,
of course, but it's more than just facts. It's really
human interest because impact. Yeah, behind every individual who has
a problem, on company, whatever, there's a lot of human
(34:24):
interests and everybody wants to help people. Even though you
think they don't, they do. So when you throw in
that piece, our success rate which is now ninety nine percent.
Speaker 3 (34:35):
Sound that's phenomenal.
Speaker 4 (34:36):
Sounds made up, but it isn't number one. When we
get referrals from the folks I mentioned, whether it be
lawyers or financial advisors or whatever, there's a relationship. They're
already so when they come to us, it's immediate business.
It's ours to either say yes.
Speaker 5 (34:51):
Or no to them. We always say yes typically.
Speaker 4 (34:54):
And then it's getting to the right person an organization
and with the companies and the executives that I've gone with, gone,
you know, met and then been introduced to the person
that was going to help us solve the problem. And
nobody's ever said no. They can say no, but they don't.
Why would they. We want to make it a win
win where they keep the customer, client, patient, whatever, and
(35:16):
it all ends up as a win win. And I
think with that approach, which is also unique, it's helped
us to be as successful as we are for our
for advocating for business owners or individuals, which is.
Speaker 3 (35:29):
About So in that example, there are lemon laws, why
wouldn't the lemon law in that case help that individual?
Speaker 4 (35:37):
The timing had passed, okay, So if they would have
done it in the beginning correctly, it would have gotten
to me right.
Speaker 5 (35:44):
But it just things happen in life.
Speaker 4 (35:46):
Yeah, there's always the stories behind everything, but that was
the bottom line. So what we did is wound up
going to the general counsel, was assigned a negotiator, worked
with the negotiator because there's money owed. There were a
lot of problems with the Lemon car.
Speaker 5 (36:04):
What turned in is.
Speaker 4 (36:05):
Going to have less than five thousand miles one hundred
and six thousand dollars car, and it took almost nine
months to resolve, nine months to resolve, but in the
end we got it resolved so that the financial entity
that gave the loan got paid off. A person who
had the truck got taken care of because they had
(36:29):
the truck breakdown, an engine, new car engine had to
be put in it, and there are all kinds of issues,
but in the end it was a win win. Everybody's happy.
The client is happy, the law firm's happy, and the
vendor is happy.
Speaker 3 (36:44):
What's your model for compensation? Is it sometimes a percentage
you should sometimes a flat fee? What does that just
look like?
Speaker 5 (36:51):
It's evolved.
Speaker 4 (36:52):
It's evolved in the beginning when nobody knew. Problems solved,
we would get paid at the end, but we would
do a legal agreement that says, you know, this is
what we get paid. Nothing, there's no guarantees. We still
use that same agreement. Nothing's changed. But the point is today,
with our success and with our everything that's happened, we
get paid up front and we have a percentage that
(37:15):
we discuss. And people have already written off this money,
they've lost it, they've written it off. They're happy to pay.
It never becomes an issue. And if it's an issue
where someone says, for whatever reason, you know, can I
pay it over a couple of months or you know,
a couple of installments, no problem. We're happy to do that.
We also do pro bono consulting I do. We have
(37:37):
a local and Plymouth Center practice. There's an amazing organizations, not
just for seniors, but they have classes, they have amazing speakers,
Politicians come in, everybody comes in. It's a it's a
beautiful building. Uh. They have a cafeteria. The food is
really inexpensive but delicious. And I go there once a month.
(37:59):
We'll be there Wednesday this week and I go in
for two or three hours. They sign up people and
I sit there and I give them advice and in
the end they usually come to us to solve it
because they rather we.
Speaker 5 (38:10):
Do it than they get involved themselves.
Speaker 4 (38:12):
So that's no charge consulting and it's really important to
do that and very rewarding from both sites.
Speaker 3 (38:21):
What are some of the other categories of professionals you
have that can advise?
Speaker 4 (38:26):
So we have insurance. We just got money from the
West Coast. There was a hurricane a couple of years ago.
Speaker 5 (38:33):
It was Ian.
Speaker 4 (38:34):
It was in southwest Florida, and several people will refer
to me that lost everything. The insurance company wanted to
pay a minimal amount to these people. We wound up
getting two hundred thousand dollars versus fifty thousand, and so
we have people that have insurance expertise, healthcare expertise, financial expertise.
(38:59):
I just talked about criminal expertise. So those people, you know,
really also come from the mindset of we want to
help people, you know, we want to and we want
to use.
Speaker 5 (39:11):
Their skills, and clearly they want to make some money.
Speaker 4 (39:14):
And so people who work on our team basically can
get a fairly large percentage of each problem we solved,
and they can do it on a part time basis.
Some people have a full time job, they might do
one or two problems a month, or some people are
leaning towards retirement they have more time. So everybody wins
(39:34):
in it, and everybody feels really good about what we do.
I mean, they're really helping people, and it's it's really
I'm passionate about it, as you can tell.
Speaker 5 (39:44):
And so it's my team.
Speaker 3 (39:47):
Tell us more about cyber So.
Speaker 5 (39:49):
Yeah, so how I got into it.
Speaker 4 (39:51):
It was kind of interesting. A lawyer I didn't know
called me one day and he said, you know, I've
heard about you. I have a buddy and he got scammed,
and would you talk to him I said, well, sounds criminal.
Speaker 5 (40:05):
Sounds criminal to me, but yeah, I'll talk to anybody.
So I talked to this individual.
Speaker 4 (40:10):
And yeah, they had a company and it was about
a thirty million dollar company in the state. Family owned
business and they got scammed one night at midnight. And
these actors, bad actors are.
Speaker 5 (40:24):
Getting so.
Speaker 4 (40:26):
It's amazing what they do. They gone in at midnight.
Now I'd taken the money, and that isn't worthy. The
business owner kept all their money. They of course banking
accounts and everything, but kept a small amount of money
in there. And they had their own website. Yet they
could use this website without naming names. It's the well,
it is the largest a processing It's not like a
(40:49):
bank or financial institution, which is where most scams and
hacks end up. But this was actually a payment processing
largest world. So anyway, long story, I said, I don't
do criminals all, but you know, let me look into it.
And so that's when I started looking into it and
said okay. And so in the end we got back
the gentleman. We got in back all this money he'd
written it all. We got it back. And I said,
(41:11):
there's so much of this going on. This is another
area we could really add value, and that's when we
brought on some of these experts I talked to you about.
And now it says, you know, it can be CEO
of a fortune company and get scammed or act. You
can be you know, your next door neighbor on a
credit card. And it's so that could be a business
(41:32):
unto itself, but it is one of our segments we
go after.
Speaker 3 (41:35):
I mean, as cool as AI and as much as
it's going to be capable of even beyond what you know,
writing emails or articles or whatever, you know, that makes
it even easier. I've seen, you know, situations where somebody
gets a call sounds exactly like their daughter or brother
or whatever. And I was saying, I need money, you know,
(41:55):
and typically when that money goes, it's gone.
Speaker 5 (41:58):
That's correct.
Speaker 4 (41:59):
And the other I think it's interesting. I told you
I had this meeting the other day. There's this new
thing called, if I can say it correctly, egenics. So
it's a way to do predictive artificial intelligence. And they're
using that a lot in healthcare these days as an example,
so you can actually predict when things are going to happen,
(42:20):
especially as you get older, and you might be living alone,
or even if you're in a community, you might be
living in an apartment and you're living with your spouse,
maybe taking care of a spouse or partner, or maybe
you've lost your spouse or partner now you're living alone.
So the things that are happening today in technology are
just revolutionary and making such a difference today and as
(42:43):
it continues to grow. So to your point, yeah, it's
just so much promise, you know, so much promise, a.
Speaker 5 (42:50):
Ways, so many ways to help people. It's amazing.
Speaker 3 (42:54):
You've done a lot of speaking. That was a fantastic
honor of the company Fellows Award, so congratulations on that.
But you also do a lot of nonprofit you mentor
mass Bio. Talk about your mentoring at mass bio.
Speaker 4 (43:09):
Yeah, so I get involved in that through a scientist
who I worked with for three years. We actually launched
her company as part of a partnership and she developed
some very revolutionary kind of patented technology and so basically
that's how I kind of got involved in that whole
(43:30):
biotech world. And then what mass bio, which is a
major organization here in New England. They try to help
people either coming out of Harvard or Broad Institute or
MIT or whatever, and they put together a team and
you can opt to be in or out. You can
be very involved. I haven't been involved over the last
six months, but I've got three or four of these
(43:53):
where they have a team of scientists, VC's business people
like myself, and you're there as a group to offer advice, input,
answer questions, help people get funding. It's amazing organization. I've
been very involved and it's been very rewarding for me,
(44:13):
and I think for the organizations and people we can help.
But there's just so many hours in the day. So
I have been doing I've been doing it over the
last six months, just because of my commitment to problem solved.
Speaker 3 (44:28):
So I asked this question of many guests, because a
lot of the guests tend to do certain pro bono
or certain charitable endeavors. What give a five second, ten
to fifteen second pitch as to why others should be
involved in nonprofits? And I don't know, not just charitable giving, right,
(44:48):
but getting involved.
Speaker 4 (44:50):
Well, I think you only go around once. And as
I get older and I'm aging, like all of us,
you always want, at least I always want to give
back that's where was raised by my parents, and I
just think you get so much more out of the
involvement in getting engaged and helping. Regardless of what you're doing.
You don't have to be the CEO or you don't
(45:11):
be the head of it. But the point is, you know,
in life, you know, people worry about money, and we
all worry about it and helping our families to get
through college or med school or whatever. But the point is,
it's to me, it's the most important thing you can
do with your life is to really give back, help advocate.
(45:32):
And once people do that, I think they get really
involved and attached and continue to a one organization or many.
But they are doing that, they're doing themselves and whoever
they're helping a great service.
Speaker 3 (45:45):
Greed, We're blessed to be blessed to be a blessing, right, absolutely,
all right, So here's a question. I have two questions
that remain. Who in the listening and viewing audiences should
reach out to you and why?
Speaker 4 (45:59):
Well, as I mentioned the different referral sources that have
given me and I really help take a lot off
their plate. Most of these people are just so involved
in their day to day business they don't have time
to go do this. But we are open to chatting
with anybody. It could be, like I said, you're next
door neighbor. It could be somebody running a five million
(46:20):
dollar company, ten million dollar company, one hundred million dollar company.
We all have problems every day, not time to do it.
Most people don't feel comfortable calling the executives. I call
at least almost every company, whether it's a vendor, whether
it's an insurance company. I'm just very comfortable doing that.
So we can assist so many different areas, so many
(46:45):
different segments. And I've got some phenomenal team members who
are just so skilled. They're not you know, recent graduates
from college. They're people who've been in business or in
their areas for thirty years, forty years, and and they're
just a tremendous resource. So yeah, so we're open to
(47:06):
chatting with anybody. We will do pro bono twenty minute consultation,
no charge.
Speaker 5 (47:12):
We will also be very.
Speaker 4 (47:13):
Candid, and we don't waste anybody's time in our own
if we don't feel to fit or whatever. It doesn't
happen that often, but you know, we're not going to
do something we don't that's fair. Yeah, it's viable, so yeah.
Speaker 3 (47:26):
Well, and the best way for people to get in
touch is at the website, which is probs Pluralsolved dot com.
It's in the crawl. It's been across the crawl several times.
And the two phone numbers there they are right there
seven eight one two five, eight nine zero five zero
or five oh eight two two four four four six four,
and they can figure your brain and see if there's
(47:47):
any opportunity there. Nancy, thank you so much. Time has flown.
I really appreciate you being here.
Speaker 4 (47:52):
Kevin, this has been my pleasure. Thank you at fabulous
questions and what a nice conversation. And hopefully people who
watch your show get a lot of really good, valuable information.
Speaker 3 (48:05):
Well that's why I had you on. I really felt
they could benefit from your expertise and I thought it'd
be fun too, So thank you again.
Speaker 5 (48:11):
Take good care you too.
Speaker 3 (48:12):
And thank you, thank you as well, and thank you
everybody for watching and listening. This is a show about
business business challenges. If you've got concerns about the sales
effectiveness of your company, whether your sales team is you
or small or large, feel free to reach out to me.
On Facebook or LinkedIn at Winning Business Radio or drop
me a note. One of my many email addresses I
always say is Kevin at Winning Business Radio dot com.
(48:35):
Our company is Winning Incorporated. We're part of Sandler Training
and we develop sales teams at the high achievers and
sales leaders into true coaches and mentors. Listen. We're not
right for everybody, but you know, maybe we should have
a conversation. Thank you to our producer and engineer one
for another job well done. Thank you one. Be sure
to join us next week that's Monday, April fourteenth. My
(48:56):
guests would be Frank lob, author of the Big Lie
in my Healthcare air bill. Until then, this is Kevin Helenan.
Speaker 2 (49:04):
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(49:28):
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