Why the Perfect Time to Hire is a Myth ft. Cari Gelber | Elevate the Hustle Ep. 10 — Transcript
Full transcript
- 0:00say that. Can I say I was your boss? We
- 0:02said [laughter]
- 0:04>> Carrie was my boss. That
- 0:06>> want to make it clear that he worked for
- 0:08me. For me.
- 0:09>> That's right.
- 0:11>> He owes everything to you. [laughter]
- 0:13>> He ran the sports department for our
- 0:16event planning company. Um he was he was
- 0:19an okay employee at best. Then he
- 0:23>> I was a terrible employable employee.
- 0:25[laughter] Let's tell people the truth.
- 0:27>> ELEVATE THE HUSTLE. YEAH.
- 0:31>> [music]
- 0:35>> WELCOME TO ELEVATE the Hustle, where we
- 0:37break down what it actually means to
- 0:40build teams, scale companies, and lead
- 0:43with intensity. I'm your host, Stan
- 0:45Mateton.
- 0:46>> I'm Don Pitcherillo.
- 0:47>> And we, you know, every episode we say
- 0:50we have a special guest here, but before
- 0:53we started the show, I said this is the
- 0:55episode I've been most excited about.
- 0:58Carrie Gelber in the house, the
- 1:01insurance matchmaker.
- 1:04>> Give me a clap for myself. [cheering]
- 1:08>> Welcome to Elevate the Hustle.
- 1:10>> Thank you.
- 1:11>> Excited for you to be here. Give us like
- 1:16give us like a 20 second of who you are
- 1:18and what you do before we get into your
- 1:20story.
- 1:21>> All right. So who I am and what I did
- 1:23before I was a matchmaker born and
- 1:26raised my whole life in Manhattan.
- 1:29Um worked with a background in events
- 1:32and hospitality in sales for almost 20
- 1:35years. Ran a restaurant group at the
- 1:38height. We had about 15 different
- 1:40restaurants that I was doing all of the
- 1:42outbound new business sales business
- 1:44development for. Um high-end corporate
- 1:48events, sports events, themed events,
- 1:50you name it. I would create it. I would
- 1:52sell it. I'd figure out a way to get the
- 1:53bars and restaurants busy during off
- 1:55time. That is where I met one of my
- 1:59favorite people, Stanley Mton. We worked
- 2:01together 20 plus plus years ago.
- 2:05>> Wait, wait, wait. That's the first time
- 2:06I've heard you refer to him as one of
- 2:08your favorite people.
- 2:09>> Wait, can I say that? Can I say I was
- 2:11your boss? We said [laughter]
- 2:13>> that's
- 2:15my boss.
- 2:16>> Want want to make it clear that he
- 2:17worked for me. For me.
- 2:19>> That's right. Now you work for me. He
- 2:21owes everything to you.
- 2:23>> He ran the sports department for our
- 2:26event planning company. He was he was an
- 2:29okay employee at best. Then he left.
- 2:32>> I was a terrible employee.
- 2:35>> Let's tell people the truth.
- 2:37>> We we we always stayed in touch. Always
- 2:40was watching all the millions of things
- 2:42that he left to go do and go create
- 2:44while I stayed there. always wishing
- 2:46that I was the one going and leaving and
- 2:48starting all the the things and um after
- 2:52about almost 20 years in events,
- 2:55catering, corporate events, uh pivoted
- 2:58and started to follow Stanley around
- 3:01wherever he went. Um he brought me into
- 3:03many different businesses for true film
- 3:06production. He brought me in as I think
- 3:09was I the implement there? I think I was
- 3:11the implementer.
- 3:12>> You were. You were a terrible implement.
- 3:13>> Oh my god. [laughter] a long role for
- 3:16me, but at the time we didn't know that
- 3:17>> we didn't have culture index back then.
- 3:20>> No, I would basically sit in and all the
- 3:21departments [laughter]
- 3:23>> figure out processes and put together
- 3:25workflows and and what was missing,
- 3:27which is ironic.
- 3:29>> Jasmine, if you want to sponsor our
- 3:30podcast,
- 3:32>> yeah, subscribe now.
- 3:34>> And then my favorite uh year in life was
- 3:38when we got into PPE during CO. Um that
- 3:42was absolutely wild. all of my
- 3:44restaurants closed. There was no event
- 3:46planning to be had. I thought I was
- 3:47going to be unemployed until further
- 3:49notice. And he called me and said that
- 3:51he was in the PPE market and do I want
- 3:53to come in and do sales with him? I had
- 3:55no idea what that even meant. I was
- 3:57selling hand sanitizer and masks to
- 4:00hundreds of thousands of people.
- 4:02Remember our account? I I found an
- 4:04account through googling University of
- 4:06Arizona Nursing School and they would
- 4:09order from us every single week for
- 4:11their 13 campuses. It was absolutely
- 4:13>> We kept them all safe. We kept them all
- 4:15safe.
- 4:16>> Biggest crush of sales in my entire
- 4:19life. And then I didn't know what I
- 4:21wanted to do. Totally burnt out.
- 4:23>> Wait.
- 4:25I think still has like 10,000 masks.
- 4:29>> Probably like 200,000. Uh, one day we'll
- 4:32tell that story. Let's Let's We're gonna
- 4:36we're gonna get into how you got here
- 4:37because I think it's a great story.
- 4:38>> Okay. But before but before we get into
- 4:41that I want to go back to like you know
- 4:44and and like I said Carrie and I have
- 4:47known each other for over 20 years and
- 4:50in my mind she literally like you put
- 4:53the word hustle and it's like Carrie
- 4:56right like she lives it she breaves it
- 4:58she's an ultimate hustler but let's
- 5:01let's go back let's go back to 10 years
- 5:04old is that is that when you got into
- 5:06your 12 entrepreneurial journey Let's
- 5:09start there.
- 5:10>> Right. So, yeah. I mean, I guess my
- 5:12claim to fame as a hustler was that I
- 5:15was very crafty. Always took art
- 5:17lessons, jewelry lessons with all my
- 5:19friends, and somehow I was the only one
- 5:21that was sitting there trying to figure
- 5:22out how I can make the jewelry, sell it,
- 5:24turn it into a profit, while everybody
- 5:26else was bringing their parents home a
- 5:28cute little pair of earrings. Me, on the
- 5:30other hand, was staying up at night with
- 5:33FIMO clay, using my parents' um oven to
- 5:36bake it, put together earrings. Every
- 5:38time I had a half day or a day off, I'd
- 5:40go with my dad to his office. He worked
- 5:43um at the Supreme Court and we would
- 5:46literally go into every single office.
- 5:48I'd have a Manila envelope. I would pour
- 5:50all my different earrings out on
- 5:52people's desks and they would buy them
- 5:54from me. I used to go every weekend uh
- 5:57in the spring and summer to Soho with my
- 6:00friend. We sat across the street from
- 6:02this big yard sale because we couldn't
- 6:04afford to buy a vendor booth which was
- 6:07thousands of dollars. Instead, we took a
- 6:09sheet in a little cardboard box and
- 6:10stood across the street and sold our
- 6:12jewelry until the cops came to turn us
- 6:14away. A couple of times they let us
- 6:16stayed, but definitely they asked us not
- 6:18to loiter. Um then, you know,
- 6:22>> by the way, New York City not letting
- 6:23entrepreneurs work. I mean, come on.
- 6:25[laughter]
- 6:27>> Yeah. You got the vendor permit on Canal
- 6:30Street. You got Yeah.
- 6:32>> Always looking to to sell to to find
- 6:36something new. Um I will never ever
- 6:39forget as as long as I live, um we used
- 6:42to have a winter fair and I was trying
- 6:45to figure out what products we could
- 6:46sell there. They were selling booths and
- 6:48I had my mom come with me to the
- 6:49wholesale district and it was when
- 6:51fluorescent and neon things were popular
- 6:54and we made slap bracelets and scoochies
- 6:57and cups that were every single shade in
- 6:59neon and we made little gift baskets and
- 7:01then we put them together and sold them
- 7:03also in sixth grade. So I just was
- 7:05always looking to get creative out of
- 7:07the box. Um I love the sale just that
- 7:11somebody says, "Oh, this is great. I
- 7:13want it." and then being able to close
- 7:16it and give it to them. And then all
- 7:18through high school, I did um nightclub
- 7:21promotion where I would give out flyers
- 7:23on the street to people. I would have my
- 7:26name on the flyer and for
- 7:28>> if they said my name at the door, they
- 7:29get a $5 off discount and then I was a
- 7:32guestless girl. So I would see hundreds
- 7:34of people come through for years. Every
- 7:36single weekend, strangers that would
- 7:38come up to me and are you carry? I'd
- 7:40give them the discount and I get paid
- 7:42per person in cash. And that was amazing
- 7:45to not have to work retail, not have to
- 7:47work at a restaurant, not have to work
- 7:48at a job that I was not passionate about
- 7:50because I'm a people person. It was
- 7:52constantly being in front of people,
- 7:54networking, you know, if they got a
- 7:57discount for me next week, they'd bring
- 7:58another 10 people. And I grew that and
- 8:00did promotions all through college and
- 8:03made me some very, very good money doing
- 8:05that.
- 8:05>> What clubs were you promoting?
- 8:07>> Oh my god, all of them. Um, mostly
- 8:09Carbon and Exit. Um, Limelight was a
- 8:13little too uh, risque for me. I
- 8:15[laughter] did Swilo a couple of times,
- 8:17but I definitely
- 8:18>> is making a comeback. Jonathan Peters is
- 8:20coming back. They're they're reopening.
- 8:23[laughter]
- 8:23>> Maybe guys, if you got your guest list,
- 8:28>> you wouldn't be let in today. But you do
- 8:30give good tips, so maybe. [laughter]
- 8:34>> So, okay. You're you're promoting for
- 8:36nightclubs. You're hustling and like I
- 8:39said I you What happens next?
- 8:42>> Um what happens next is I have to go to
- 8:45this thing called college and leave
- 8:47Manhattan.
- 8:49And freshman year of college I chose a
- 8:52college that had a 5-year program which
- 8:55was basically after freshman year you
- 8:57work in your field every six months. So
- 9:00after freshman year they let me find my
- 9:02own internship. Um, I got approval to
- 9:05come back, live in Manhattan, move back
- 9:07in at home, and I found a job in the
- 9:09music industry. Um, after about two
- 9:12months, they offered me a full-time
- 9:14position to work there full-time. I
- 9:17tried to convince my parents not to make
- 9:19me go back to college as I already had
- 9:21my dream job. Um, unfortunately, that
- 9:24looked a little different salary-wise.
- 9:26So, they told me that if I could figure
- 9:29out a college that would take all my
- 9:31credits for freshman year on my own,
- 9:33they would let me transfer home and work
- 9:36and finish. So, imagine me at 18 on the
- 9:39phone calling every single admissions
- 9:42college department, telling them what I
- 9:44had, seeing if I could transfer the
- 9:45credits, and I found it. um at Pace
- 9:49University, took every single credit
- 9:51from freshman year, moved back home. I
- 9:54went to go work
- 9:54>> full I'm going to interrupt. I'm going
- 9:56to do this cuz cuz I think that there's
- 9:58an important lesson, right?
- 10:00>> You wanted to get something done that
- 10:03was important to you, right? You made a
- 10:06deal with your parents. They said, "You
- 10:08need to go figure this [ __ ] out, for
- 10:10lack of a better word." And you said,
- 10:12"I'm gonna go figure it out. I'm going
- 10:13to go call every single university and
- 10:16make sure that they're going to accept
- 10:17me and they're going to transfer all the
- 10:19credit. I mean,
- 10:21>> that's hustle, right? That's resilience.
- 10:23That's like,
- 10:25>> did was there ever a doubt in your mind
- 10:27where you were like,
- 10:28>> maybe this is not going to work out.
- 10:30Maybe this is not going to happen.
- 10:32>> No, I I knew that that's where I wanted
- 10:34to be. I knew that for them college was
- 10:38important. Whatever that meant, I needed
- 10:39to finish it. Um, at the same time, I am
- 10:42like not somebody that's books smart. It
- 10:44was absolutely brutal trying to study
- 10:46and get through it. So, if I could
- 10:47balance that with having the job and
- 10:50being able to work in, you know, fun
- 10:52environments and have my passion during
- 10:53the day, then school didn't seem as bad
- 10:55to me because I knew that it was
- 10:56temporary and that I would get to leave
- 10:57and go to work. So, I for three years
- 11:00woke up every single day at 7 o'clock,
- 11:02took classes from 7:00 to 9:00, worked
- 11:04full-time from 9:00 to 5:00, took night
- 11:07classes from 6:00 to 9:30 and finished
- 11:09college in those three years while I
- 11:11worked full-time. And
- 11:14>> you still have your degree. You still
- 11:15have your degree hanging.
- 11:16>> I have a degree. I forget in what. No, I
- 11:18have a I have a business degree. Um, I
- 11:21was like, you know, a a C++ B minus
- 11:25student at best. And in street smart and
- 11:28work and life and an A+, you know, I was
- 11:31learning from some of the best people
- 11:33out there in the business. I was going
- 11:35on tour with bands. I was managing, you
- 11:38know, schedules and booking bands and
- 11:40calling venues all over the US and
- 11:43marketing them and working with radio
- 11:45stations and doing all these things at
- 11:4618, 19 years old that I I couldn't even
- 11:49believe was real life. Um, while I was
- 11:52going to school and, you know, taking
- 11:55statistics at the same time and and
- 11:58crying in my room at 2 in the morning
- 12:00cuz I had a test the next day. But I got
- 12:02through it. Um, did you find anybody
- 12:05famous? any any famous bands? Anybody
- 12:07that's like
- 12:08>> Um, so I worked the I guess the the
- 12:11biggest band I work with that everybody
- 12:12would know was O. That was really big
- 12:15during college. I traveled with them and
- 12:17then they were on tour with Maroon 5
- 12:19before Maroon 5 was Maroon 5. So they
- 12:22actually opened for us and met them. Um
- 12:25they were I remember we were in Long
- 12:27Island at um oh Jones Beach at the
- 12:29amphitheater and that was the first day
- 12:32to the tour and Maroon Fi was in the
- 12:33dressing room with us and I remember
- 12:35them opening and then you know years
- 12:37later um tables turned but yeah I mean
- 12:41I've I've been around a lot of musicians
- 12:44over time and again I just like love the
- 12:47fast-pac environment. I always used to
- 12:50volunteer to sell their t-shirts and
- 12:52merch during the shows. So again, back
- 12:54to selling, you know, I had no interest
- 12:56just watching the shows. I wanted to
- 12:58work during those shows. I wanted to
- 13:00help them set up. I wanted to be the one
- 13:01to introduce myself to the venue owner
- 13:05and get to know them and figure out how
- 13:07to get them back. I was scheduling
- 13:09interviews for them. I was doing events
- 13:11for their fan clubs and working with
- 13:13venues and just selling and events and
- 13:17hospitality was just always my passion.
- 13:19>> So, I'm going to ask the question even
- 13:20though I think you told us not to ask
- 13:22the question. But you were you you were
- 13:25>> one thing I said. [laughter]
- 13:27>> Yeah. But I'm gonna ask the question,
- 13:29you know, nothing to hide here. So you
- 13:32were almost like a famous Disney star,
- 13:36right? Or or you almost had a
- 13:39>> billion dollar
- 13:41billion dollar deal with Disney. Tell us
- 13:43a little bit about that.
- 13:45>> Sure. So during all these years working
- 13:46in the music industry, I kept a journal.
- 13:49not like a dear diary, but more of like
- 13:52the craziest stuff, you know, that I saw
- 13:56every single day. There was another
- 13:57story and it and it wasn't like, you
- 13:59know, everything you see on TV. It was
- 14:01like we'd be at a rest stop and
- 14:02everyone's getting back in the van and
- 14:04we forgot our lead singer at one time
- 14:05because he was still in the bathroom,
- 14:06you know, just like ridiculousness that
- 14:08we always were scrambling, problem
- 14:10solving, trying to figure out how to,
- 14:12you know, change stuff. So, I kept a
- 14:14journal for years, probably I don't
- 14:17know, five years doing this. Um, I wrote
- 14:20down everything. I met somebody that
- 14:23worked in the music industry that had a
- 14:24contact at Disney um when High School
- 14:27Musical was really at its height and
- 14:30huge. And I told him that I was writing
- 14:33a book. Um, and I I ended up
- 14:36self-publishing the book. I did send a
- 14:38lot of queries out, but
- 14:40>> what's the book called?
- 14:42Rising Star and it was where can
- 14:45somebody purchase it? We're going to
- 14:46sell some books today. [laughter]
- 14:48Where can somebody purchase it?
- 14:49>> It's on Amazon. It's probably still on
- 14:51Barnes & Noble. I was distributed
- 14:52through Barnes & Noble.
- 14:54>> Link in the description, folks.
- 14:56>> Probably don't buy it cuz I don't think
- 14:57there's anywhere to ship it or exist. I
- 14:59have like
- 15:00>> I thought you were going to say don't
- 15:01buy it because you might blow up and
- 15:02then you're going to leave to go be.
- 15:05>> My dream [laughter] is to rewrite it.
- 15:06Are you kidding me? My dream is to
- 15:08rewrite it 30 years later. I actually
- 15:10like
- 15:11know how to write now. Um, so yeah, so I
- 15:13self-published this book and it was
- 15:15basically loosed on loosely based on my
- 15:17life as being a high school female that
- 15:19managed a band, worked in the industry.
- 15:22Her band got signed, somebody tried to,
- 15:24you know, cut her out of the deal and
- 15:26her life. Um, I showed the book to the
- 15:29guy at Disney. It got opted for a made
- 15:32for TV movie. It was in motion. They
- 15:35were working on it for about a year and
- 15:37a half. my two partners in it. Um, one
- 15:40of them wrote almost all the music for
- 15:43High School Musical. Uh, the other one
- 15:46managed 21 Pilots, pretty big band right
- 15:49now. Those were my my partners in the
- 15:51deal. And then we went as far as getting
- 15:55the whole first draft. It was going to
- 15:56be a made for TV movie with music
- 15:59incorporated throughout it. We were
- 16:00going to actually
- 16:03recruit a real band, sign them to our
- 16:05label, and then, you know, work in
- 16:07tangent with it being released and go on
- 16:09tour. We had this whole thing. Remember,
- 16:11this was before YouTube, before Tik Tok,
- 16:14before, you know, all these ideas. It
- 16:16was very forward thinking. We're going
- 16:17to record them in the studio and put
- 16:19them live on a website and you could
- 16:20follow the band. And then, what year was
- 16:24it? The crash of when did Was it a big
- 16:28>> way? 2007. Yes, everything shut down.
- 16:31Um, probably about 200 people got laid
- 16:34off at Disney, including my entire team.
- 16:37It got shelfd. They gave us an
- 16:40extension. They bought it again for
- 16:42another year to work on it, and it never
- 16:44came to fruition. Nobody ever looked at
- 16:46it again. And that was the end of it.
- 16:48And at the time, we couldn't move it to
- 16:51somewhere else because they had an
- 16:53extension on it. So then by the time it
- 16:55came back to us, it was dead. That's
- 16:58That's my claim to fame. That never
- 17:00happened.
- 17:01>> So So, but in your mind, you like spent
- 17:04the money. You're buying a boat. You're
- 17:06buying a plane.
- 17:07>> Oh, no. I was living in LA.
- 17:09>> I don't need all that. I was moving to
- 17:11LA and and I was going to be working on
- 17:14the set every day with this band and
- 17:17recording videos and touring the world
- 17:20and making more movies and more movies
- 17:24and writing more books. And guess what
- 17:26I'm doing now? working in insurance.
- 17:30>> Well, let's this is a good segue to fast
- 17:33forward to fast forward and and to fast
- 17:37forward to the story of of how you came
- 17:39to work in insurance. And uh I I I'll
- 17:42tell the story. So I think when Dom and
- 17:44I just started I think the first day we
- 17:48decided to start Alvetine, we called
- 17:50Carrie, right? And she got like on a
- 17:52call with us and I was like
- 17:53>> the three of you. Yeah.
- 17:54>> Like you should come work for us. you
- 17:56should come work for us. And I think you
- 17:58took like a full-time job and you're
- 17:59like, "Sorry, I can't do this." Right.
- 18:01It was something along those lines.
- 18:03>> Yeah. I was at Citizens at the time. It
- 18:04was like my first corporate job. Yeah.
- 18:07>> Yes. So, fast forward probably like a
- 18:10year later, right? Maybe a little maybe
- 18:12even a little bit less.
- 18:14>> Uh I guess you either quit or got laid
- 18:16off your your job. And I'm like, "We're
- 18:19we're bringing in Carrie." And Donald
- 18:21was like, "Yeah, whatever. Let's bring
- 18:23in Carrie." So, I reached out to you and
- 18:27you were like, "I I don't know anything
- 18:29about insurance. I don't know anything
- 18:30about virtual assistants. I don't know
- 18:32anything about like I I have no idea
- 18:34what you're even talking about." Uh, and
- 18:37I said, "You got to take this job." And
- 18:40and you said, "I'm not interested." And
- 18:43I'm like, "Carrie, please part time.
- 18:45Come in part-time. See if you like it."
- 18:48Right. And then fast forward to I guess
- 18:51you were randomly in Florida, right?
- 18:53visiting family or friends.
- 18:54>> Yeah, I was visiting a bunch of people.
- 18:55I came to meet you
- 18:56>> and then we went to have lunch and you
- 18:59could take over the story of you were
- 19:01going to tell me what at lunch
- 19:02>> and then Stanley Well, we were at lunch
- 19:04and then Stanley decides to take me on
- 19:05this little drive in Del Rey, which now
- 19:08is like my bucket list of where I am
- 19:10moving when my son goes to college. Um,
- 19:12oh, do you like these houses? Yeah,
- 19:14they're beautiful. Well, what about
- 19:16these? Well, if you come work with me,
- 19:17one of these houses could be yours. I'm
- 19:19like, what does that even mean? What are
- 19:21you doing? like I didn't understand any
- 19:23of it. When he starts going on this
- 19:25whole, you know, describing the whole
- 19:27project and I'm like, I don't
- 19:28understand. I don't know anything about
- 19:29insurance. I'm like, Carrie from
- 19:31Manhattan. I worked in events. I worked
- 19:33in the music industry. I worked in
- 19:35hospitality insurance. Like, I no, I'm
- 19:38not interested. And you continued to to
- 19:42try to describe it. And the more that I
- 19:44I listened and I was like I think we
- 19:46decided that I'd come in for like three
- 19:48months as like a consultant to just roll
- 19:50out the sales department and like figure
- 19:52out what that looks like. Right.
- 19:54>> Well, because we were having so much so
- 19:56much success in sales.
- 19:58>> She's going to talk about that as well
- 20:00because [laughter]
- 20:00>> Yeah, I definitely will cover that.
- 20:02Don't worry. So, basically, you know, I
- 20:04I remember getting on the phone.
- 20:06>> Hold on. There is a point there and I
- 20:09don't want to put words in your mouth.
- 20:10From what I recall, you told me you were
- 20:12coming to tell me that you're not taking
- 20:13the job, right?
- 20:14>> Yeah. Oh, 100%. I I was coming to tell
- 20:17him in person so that he left me alone.
- 20:19And I was like, I was at a job I was not
- 20:22happy with. But like, look, for 25
- 20:24years, minus, you know, my stint in the
- 20:26music industry, which I don't even know
- 20:28what a job in music would look like in
- 20:292026. Nothing I know. I'm not techsavvy,
- 20:32right? But for 25 years, all I've done
- 20:35is events. All I've done is hospitality.
- 20:36All I've done is sell and catering. And
- 20:38I was like, I could not imagine being
- 20:40able to do anything else in my life.
- 20:42Like I didn't even know what that looked
- 20:44like. So for me, it was like a hard no.
- 20:46More so I think because I was so
- 20:50uncomfortable with the unknown and like
- 20:52how do you start life all over again in
- 20:54a career that like you don't even know
- 20:55about and I just was going to like stay
- 20:58tag.
- 20:59>> You were you were slinging PPE. You're
- 21:01slinging masks and gloves. [laughter]
- 21:03No, but this was different because I
- 21:04feel like you need to, you know,
- 21:06understand and be able to talk about it.
- 21:08Now, now I could talk about insurance
- 21:10all day, every day. But going back, I
- 21:12was telling Stanley, "No." And then he's
- 21:14like, "Just wait. Just wait.
- 21:16>> Just try it." You know, no commitment.
- 21:19You made it like very like loose. Just
- 21:21come in, listen to our calls, observe,
- 21:23write down some notes.
- 21:25>> Wait, wait, time out. So for those of
- 21:28you watching, listening to the show,
- 21:29first of all, make sure you subscribe on
- 21:31all platforms. But resilience, I will
- 21:35not give up. I will not quit. This this
- 21:38seems to be the the theme. I will not
- 21:40give up. I am going to go get my my ass
- 21:42into college wherever it takes, right?
- 21:45Do not quit. Do not give up. Go ahead.
- 21:49>> He also sold you on a dream that was
- 21:51very unrealized. We had like one client
- 21:53and he had [laughter]
- 21:54>> Yeah. Well, that's the other thing I
- 21:55get. I don't even know. We We probably
- 21:58did have like one or two clients at that
- 22:00point.
- 22:00>> It wasn't much.
- 22:02>> I think you had like five, right?
- 22:03Because you had already been to a
- 22:04conference.
- 22:05>> It wasn't much. It wasn't much. But
- 22:07let's start there. But I believe it,
- 22:10right? That's the most [laughter]
- 22:12>> believe in it.
- 22:14>> So, fast forward, I'm like, "Okay,
- 22:15fine." Like, you were just very
- 22:16annoying. I I know you so well. You are
- 22:19not going to let up. you were going to
- 22:20pop up in every part of my life in
- 22:22random times. How about now? I'm like,
- 22:24fine, let me just do it, you know? And
- 22:26at least it was like totally flexible,
- 22:28something I could do after work hours.
- 22:30It didn't affect, you know, my regular
- 22:31dayto-day. I'm like, let me just try it.
- 22:33I have weekends, I have nights, I have
- 22:34plenty of other hours in the day that I
- 22:36could get some consulting stuff done.
- 22:38Fine. And let's see. Did I go on how
- 22:42many calls? Three, six, I don't know.
- 22:44Probably you probably went on six to
- 22:48eight maybe, right? Like
- 22:50>> six to eight calls with you guys. You
- 22:53wonderful.
- 22:54>> And we were selling. You were You were
- 22:55the seller. We were the We were
- 22:57>> Yeah, we were we were sling matchmaking.
- 22:59There was no matchmaking. We were just
- 23:00like, "Please buy. Can you please?"
- 23:03>> You were talking about anything. You
- 23:04ended up just talking about golf the
- 23:05whole time. I remember. I literally
- 23:07remember like the this one client, I
- 23:09don't even think that they even knew why
- 23:10they were there and like what we do, but
- 23:11you guys talked about golf for like 45
- 23:13minutes and I was like, "Oh my god, what
- 23:15is going on?"
- 23:16>> No.
- 23:19>> And bye. I remember it was this guy uh I
- 23:21remember exactly who it was.
- 23:23>> This is going to be the best show. You
- 23:24guys didn't move. Go ahead. Continue.
- 23:26[laughter]
- 23:27>> Um and and I remember calling I don't
- 23:30know you or it had to be you. And I was
- 23:32like, "All right, I'm in." And you're
- 23:34like, "What?" And I'm like, "You guys
- 23:35got to get off the phone. You have to
- 23:37get off the phone." And I remember that
- 23:39the plan was that for three full months,
- 23:41I was supposed to shadow you guys to
- 23:43understand everything. And then maybe I
- 23:46could start doing some sales here and
- 23:47there on the side when I had some time
- 23:50while I put together your processes. And
- 23:53I was just like, I got this. And then
- 23:55like, well, well, Dom will train you.
- 23:57You'll learn about I got this. I don't
- 23:59need you. Just just give me your
- 24:00scripts. I'll figure it out. and and I
- 24:03never let you get back on the phone. And
- 24:05that three months, uh, you know, we're
- 24:07about to celebrate our our foury year
- 24:08birthday right this week. Four year
- 24:10anniversary.
- 24:11>> And you've been here what? Three Three
- 24:12years.
- 24:13>> Three Three years. Three years. Yeah.
- 24:15January just hit three years.
- 24:17>> Up for it. It up. Three years.
- 24:19>> Our four-year anniversary actually
- 24:21coincides with my daughter's birthday.
- 24:23She's going to be four as well. So,
- 24:26>> for those of you wondering if you should
- 24:28start a business and you just have a
- 24:29kid,
- 24:29>> the same year as you have a baby,
- 24:31>> the answer. And I started I started True
- 24:34Film Production uh the same week my
- 24:36daughter was born. So, there you go.
- 24:39>> There you go. That's
- 24:41>> maybe there's something there. There's
- 24:42something there.
- 24:43>> Yes. Well, I don't want any more kids.
- 24:45So, I'm not starting any new businesses.
- 24:46Don't worry. Um
- 24:48>> so, so okay. So let you know there's a
- 24:51lot to unpack here but
- 24:53you are three years later you
- 24:58thankfully Dom and I do not get on the
- 24:59phone with clients. Uh you are
- 25:02>> and let's describe when you do
- 25:05>> I talked to this guy just follow up with
- 25:07him about what like what did you talk
- 25:09about? It's fine. Those are that's from
- 25:11Dom.
- 25:13>> Yeah.
- 25:16>> He's interested. Just call him. Follow
- 25:18him.
- 25:19>> He's ready to go. All right. So, you are
- 25:23tell us your official title, what you
- 25:26actually give us like a brief
- 25:27description. What do you actually do?
- 25:29What's your process? Because this this
- 25:32is something that's extremely
- 25:33interesting and you know to
- 25:37Carrie came up with this. Carrie came up
- 25:39with this whole matchmaking. We were you
- 25:42know we were placing the A's, right? We
- 25:44were figure we were trying to figure out
- 25:46you know who would be the right fit but
- 25:47there was not really a matchmaking
- 25:49process. I mean you were the one to to
- 25:52really come up with it. So so tell us
- 25:53what what do you actually do? How does
- 25:55it work? Uh we'll get into that a
- 25:57little.
- 25:58>> Sure. So um you know my official title
- 26:00is the head of talent curation and the
- 26:02insurance matchmaker. Um you know for me
- 26:05it really all started when I started to
- 26:07go and attend conferences on behalf of
- 26:09Elevate. And I'd walk around and I'd see
- 26:11other companies like us and I'm like,
- 26:14everybody has, you know, stock photo
- 26:16images of what a VA looks like with a
- 26:18little headset behind them and very
- 26:20muted and navy and white and
- 26:23>> about our competitors. It's a lot worse.
- 26:25[laughter]
- 26:26>> No, that's we had at our first one and
- 26:29and I remember
- 26:31>> No. And you know, I just I just remember
- 26:34like looking at our stuff and I was
- 26:35like, there's a a picture of a lady with
- 26:38a headset. Is that like what we are
- 26:40selling? No, we are selling people. We
- 26:44are selling people with personalities,
- 26:45with skill sets that coming from all
- 26:47different types of fields. And how do we
- 26:50change the conversation so that we are
- 26:53not selling here's 100 tasks that we
- 26:55could help you with in insurance, but
- 26:57here are people that could help you with
- 27:00those tasks and they have all these
- 27:03other skill sets. So really, you know,
- 27:06what we do and what I'm doing is we are
- 27:10training all of our VAS and insurance
- 27:13staff that they could support all the
- 27:15different licensed teams with. We are
- 27:17doing homework every day. We're doing
- 27:19tests each week. We're really figuring
- 27:21out before anybody would even meet
- 27:23anybody, who are these people, you know,
- 27:26where are they coming from? What are
- 27:27their last five jobs? What type of
- 27:30management style do they thrive in? What
- 27:32are they doing great at in our insurance
- 27:34training? Are they better in personal
- 27:36lines versus commercial lines? Is there
- 27:37a unit that they're doing excellent in?
- 27:39And if we get a job description, this is
- 27:41a person to put forward. Um, what are
- 27:43their soft skills? Are they fast-paced?
- 27:46Are they coming from a customer service
- 27:47background where they've dealt with
- 27:48escalations? Do they know how to deal
- 27:51with all sorts of clients? Are they
- 27:53analytical? Are they great with
- 27:54repetitive tasks and more database and
- 27:57admin type work? We literally have
- 28:00somebody that checks off every single
- 28:02box for any type of job description that
- 28:04comes through. And I'm meeting every
- 28:06single candidate during the class. I'm
- 28:09getting to know them as people. I'm
- 28:10listening to their videos. I'm reading
- 28:12their resumes. I'm meeting them and
- 28:14having conversations so that I could
- 28:16really start to think about who they are
- 28:19and who they'd be a good fit for as I
- 28:21start to meet clients that are coming
- 28:22in. Once I meet everybody, I am the one
- 28:25that's on the call with every single
- 28:27insurance agency owner. I'm listening to
- 28:29their pain points. I'm listening to this
- 28:31job that they think that they need
- 28:33support with. We're going over the job
- 28:35description, but really what we're doing
- 28:37and that we're doing differently is I
- 28:39want to know what do they think that
- 28:40they need specifically for them that
- 28:42will equal success. Not just somebody
- 28:44that could do the 10 tasks that they
- 28:46need help with. What does this person
- 28:48look like? What is their wish list? what
- 28:50is their, you know, unicorn that if they
- 28:52could have absolutely anything in a
- 28:54person in a VA integrated into their
- 28:57team, what does that look like? And how
- 29:00can we best find that person? So, they
- 29:02are answering all sorts of questions for
- 29:04me from, you know, how fastpace would
- 29:07they rank this role? What type of soft
- 29:09skills do they feel like this person
- 29:11needs? Who's managing them? What is that
- 29:13person's personality like? We want to
- 29:15make sure that the calls with the agency
- 29:17owners that are hiring, if they're not
- 29:19working on their day-to-day with them
- 29:20and they're being assigned to work with
- 29:22the producer that's really busy or if
- 29:24they're being assigned to work with an
- 29:25office manager that's been there for 40
- 29:27years, totally different profile as who
- 29:29I might be on the phone with. So making
- 29:31sure that when they are answering these
- 29:33questions, they're thinking about who
- 29:34this person is working with and what
- 29:36that team looks like and what does that
- 29:38team need in order for this person to
- 29:40support them, help them grow, help them
- 29:42scale, focus on things that they should
- 29:44be focused on and working in revenue and
- 29:46not just all the tasks that they need to
- 29:48get through each day. So the more that
- 29:50they share with me, then the better I
- 29:52could do the matchmaking.
- 29:54And I think I think this this really
- 29:58touches on one of the common themes that
- 29:59we've had throughout the show, which is
- 30:01like getting the right people in the
- 30:02right seats and finding, you know,
- 30:04amazing talent.
- 30:07You know, you yourself are an example of
- 30:09that. Like like we said, we had five
- 30:11clients before we brought you in and
- 30:14within 12 months we had like 95 clients.
- 30:17So, you know, I think you as a testament
- 30:20to that and then also as a testament to
- 30:22us finding the right people for our
- 30:24clients really makes a massive
- 30:26difference and you've been uh a really
- 30:28integral part in helping us do that and
- 30:31helping us scale.
- 30:32>> Thank you.
- 30:34>> And
- 30:34>> I mean I always say to people and I I I
- 30:37hope that everybody you know hears this
- 30:39thinks about this. I always say to every
- 30:40single client that I could get the same
- 30:42job description every single day from
- 30:44200 companies, but the makeup of each
- 30:47company is going to look completely
- 30:48different. A customer that we might have
- 30:50that's in the south that's a
- 30:52multi-generational familyrun business,
- 30:54if they're giving me the same job
- 30:56description as somebody that's from New
- 30:57York that has, you know, 60 people, it's
- 31:00going to look totally different of like
- 31:01what they need as a person in order to
- 31:03do this role. So the more that they
- 31:05share about their office and who they
- 31:07are, you know, the most successful
- 31:09placements are the ones that are
- 31:10completely integrating this person into
- 31:12their team. They're getting them on the
- 31:14phone with them. They're sitting in the
- 31:15meetings. They're learning about all
- 31:16their their clients so that when
- 31:18somebody calls, they know what that
- 31:20person needs on the other end of the
- 31:21phone as far as customer service. So the
- 31:24more that they integrate them and the
- 31:26more that they get the right person, I
- 31:28always tell them that they should be
- 31:29looking at this VA as if they were
- 31:31hiring internally. there should be no
- 31:33difference. You know, the same way that
- 31:34they would onboard somebody new sitting
- 31:36at the desk, that's how they should look
- 31:38at this person. They just happen to be
- 31:39remote.
- 31:40>> And so, there's two things to unpack
- 31:42there. I mean, one is it's culture,
- 31:44right? Who is the right culture fit for
- 31:46your organization? And I think you do a
- 31:49really great job of finding that perfect
- 31:50fit. But, you know,
- 31:54and I don't want to put words in your
- 31:55mouth if you could speak to this. You're
- 31:56not looking at it as like here I'm
- 31:58trying to place this VA, right? and like
- 32:01the conversations that happen internally
- 32:04and behind the scenes, they're not like
- 32:06we need to go place this VA. It's they
- 32:09have names, they're people. We get to
- 32:12know who they really are and who's the
- 32:15right person for this job, right? And I
- 32:18think that's why it actually works
- 32:21because the person that's hiring, you
- 32:23know, the agency that's hiring this
- 32:24person, now they're understanding that
- 32:26I'm not just hiring another VA. I'm
- 32:28getting a person on my team who's going
- 32:31to help me grow and the entire mindset
- 32:33of our entire organization is that way
- 32:36but everybody right like let's talk
- 32:38about the personal stories right let's
- 32:41talk about some of the interviews let's
- 32:42talk about like the impact that we're
- 32:45actually making on both sides right the
- 32:47people in LATAM who are you know
- 32:49revolutionizing their lives and and
- 32:51obviously the agency owner who was stuck
- 32:54doing some task that they aed doing and
- 32:56now they found somebody that's a part of
- 32:58their team that cares about the growth.
- 33:02>> Yeah. I mean, I have those stories every
- 33:04single day. We just had one this week
- 33:05that, you know, um their original VA's
- 33:08been with them for two years and he just
- 33:11promoted him and, you know, he has a
- 33:13title now and now he's interviewing
- 33:15their new hire and the new VA is going
- 33:17to be his assistant. And that's probably
- 33:20the fifth or sixth client in the last
- 33:22three months that I've, you know,
- 33:24watched that exact same model. We have
- 33:26somebody that just took uh I think their
- 33:2814th or 15th VA this week. And the
- 33:31person that is interviewing them is our
- 33:33entire team that we placed over a year
- 33:35ago. They're training them. They're
- 33:37onboarding them. The the agency owner
- 33:39comes on. He turns his microphone off.
- 33:41He goes, you know, camera off. He's
- 33:43letting them completely run the
- 33:45interview because he's like, they're the
- 33:46ones that are living in this role. They
- 33:48know what we need, not me, you know,
- 33:50who's who's overseeing everything. Let
- 33:52them figure out who they think the next
- 33:54right person is. And for us, I mean,
- 33:57it's amazing to like see them on a call.
- 33:59I always get to talk to them first and
- 34:01like now they're the ones like picking
- 34:03uh an admin for them, which is crazy
- 34:05>> to think about that, right? You're
- 34:07you're it's trust. You're instilling
- 34:10trust in somebody. And you know, a lot
- 34:14of these these people from LATAM are
- 34:16coming from jobs where they're just a
- 34:18number, right? They might have worked
- 34:20for some big BO and you know some BO had
- 34:24a contract with Apple for six months.
- 34:26That contract got expired. They didn't
- 34:28Apple didn't know who this person was
- 34:30and then they got fired and they have to
- 34:31go to the next one, right? And now
- 34:33they're coming into a position where
- 34:35they're actually part of the team,
- 34:38right? Not only do you know their name,
- 34:40you know their kids' names, you know
- 34:42their mom's names, you're they're part
- 34:44of your organization. And like you said,
- 34:47now they're they're they're gonna go run
- 34:49through a brick wall for you because
- 34:51they're part of that team and that's
- 34:53something that they probably never had.
- 34:55They were never appreciated and now they
- 34:57are.
- 34:58>> Yeah. I mean, I hear stories all the
- 35:00time, especially like during the holiday
- 35:02season, so many of our clients were
- 35:04doing virtual online holiday parties so
- 35:07they could include their VAS and make
- 35:08them a part of it. And instead of doing
- 35:10something just in the office, they were
- 35:11doing these online lunches so that the
- 35:13VAS could be a part of it. you know, we
- 35:15had a company bring their VA on a
- 35:19conference to the cruise, you know, fly
- 35:22her from her country to meet the team
- 35:24and go on the Hawks off cruise. And I
- 35:27mean like if that doesn't say talk about
- 35:30trust you know trust and in making such
- 35:33an investment not just in the work that
- 35:35she does every day but you know bringing
- 35:37her to the US and you know inviting her
- 35:40to be a part of the team and all this
- 35:42extra education that they were getting
- 35:44from being there. Um, you know, we have
- 35:46people that are telling me so many
- 35:50stories. You know, they'll call me
- 35:51before they hire another one and telling
- 35:53me that they want somebody exactly like
- 35:55the name of whatever the current one. I
- 35:57need another Jessica. I need you to
- 35:58find, you know, another John for me. And
- 36:01when they tell me why, it's not because
- 36:03he's a good worker and he's detail
- 36:04oriented. It's because, you know, the
- 36:06work that he puts in and his willingness
- 36:10to grow and to learn and he's so
- 36:11proactive. I mean, it is like accolades
- 36:14for 20 minutes of why they need another
- 36:15Jessica, not just because Jessica's
- 36:18detail oriented. You know, we just had
- 36:20somebody that she says every Monday
- 36:22morning they go on Zoom together as a
- 36:24huddle. Everybody talks about their
- 36:26weekend. She knows his mom, she knows
- 36:27his sisters, they come and they say hi,
- 36:29you know, they want to go visit them.
- 36:31They're they're really completely
- 36:33integrating them into their office.
- 36:36Yeah, I think we had one,
- 36:39>> sorry, I think we had one today or
- 36:41yesterday where we got a notification
- 36:43that uh one of our clients is flying uh
- 36:46their person up to the United States for
- 36:48like a week to come sit in the office
- 36:50with them and we're
- 36:52>> Yeah, I'm sure they'll take them to
- 36:53lunch or dinner, drinks, whatever it is.
- 36:56But it really just shows like one how
- 37:00dedicated our clients are to the people
- 37:02that we're placing, but also how
- 37:04dedicated the staff that we place are to
- 37:06the clients as well. And um it's it's
- 37:10amazing to see people get these
- 37:12incredible experiences that they
- 37:13probably wouldn't have otherwise uh
- 37:15gotten if they weren't working um with
- 37:17us and with our clients.
- 37:18>> So without I I mean there's so many
- 37:21places we could go. We could talk about
- 37:22your favorite story, which I'm sure
- 37:24there's a ton. your favorite interview,
- 37:25your favorite experience. But how much
- 37:27do you love your job, Carrie?
- 37:31[laughter]
- 37:31>> Love my job. No, it's it's just um it's
- 37:34so funny because I mean I've worked
- 37:36after working at events and like when I
- 37:39tell people what I used to do versus
- 37:40like what I do now, you know, I've I've
- 37:43helped plan
- 37:45$200,000, you know, events that were so
- 37:48over the top on every single detail and
- 37:50like everyone's like, "Oh, that sounds
- 37:51like so much fun." No, there, you know,
- 37:53it wasn't. And it was like in the moment
- 37:55it's it's high stress. It's minutiae.
- 37:58Every little detail it's so much. This
- 38:00at the end of the day I always say in my
- 38:02last job for 20 years I was selling
- 38:04food. I was selling booze. I was not
- 38:06making a difference any day. Yes, sure
- 38:08people were happy that they're going to
- 38:10have a fun place to have a party. But at
- 38:11the end of the day they're probably
- 38:13complaining that, you know, the food was
- 38:16cold, it didn't come out on time. And by
- 38:18the end of the night, you know, the the
- 38:20booze part, they they needed to leave
- 38:22and it was just on repeat and repeat.
- 38:24And yes, I was good at my job, but I
- 38:26wasn't making a difference. I wasn't
- 38:28feeling fulfilled. Now, you know, every
- 38:30single day, not just like the clients
- 38:32and, you know, hearing these
- 38:34testimonials and them spreading the word
- 38:36and how much a difference their VAS are
- 38:38making. I mean we are helping people get
- 38:40jobs in the US with stability and like
- 38:42you just touched on you know about Apple
- 38:44and all these you know jobs that
- 38:46possibly don't exist. I always say, you
- 38:49know, they when they ask me, you know,
- 38:52why at at this age, you know, somebody
- 38:54in their 30s, why would they just decide
- 38:56to do something new in their life, you
- 38:58know, how are we going to know that this
- 38:59is not a stop in the road? And I always
- 39:01say that the stability of working for a
- 39:03US-based company, there's so many people
- 39:06when I meet them that I hear that they
- 39:08worked at a call center for three
- 39:10months, then their job's not renewed.
- 39:12They had a thousand people and now they
- 39:14need 200 on the next job, and then they
- 39:15don't have a job anymore. I've heard
- 39:17people say that during CO, you know,
- 39:19they didn't have anywhere to work
- 39:20because they don't have the luxuries in
- 39:22the US to just go remote and everybody
- 39:24gets a computer and could go work from
- 39:26home. So, all these offices closed and
- 39:28there's just so many people that are
- 39:30coming with degrees. We've had lawyers,
- 39:32we'd have veterinarians, we've had
- 39:35psychiatrists, chemical engineers and
- 39:37you know, our clients want to understand
- 39:39why. And the why is is working in the in
- 39:44the US. you know, there is so much
- 39:46growth, there's so much stability. If
- 39:48they're a lawyer, you know, that doesn't
- 39:50mean that they are going to be able to
- 39:52practice law because maybe they work in
- 39:53a small town that's not in the
- 39:55metropolitan part of their country and
- 39:58people can't afford a lawyer. So you are
- 40:00getting people that are so beyond the
- 40:02level of the work of of an
- 40:05administrative role as if you were
- 40:06hiring in the US of an admin and people
- 40:09that are so highly skilled overqualified
- 40:12that are just so excited to take all the
- 40:14skill sets and the soft skills that they
- 40:16have and now put them into a role with
- 40:19your company. It doesn't matter what the
- 40:21role is. Something that you might seem,
- 40:23you know, isn't going to be challenging
- 40:26is enough for them like let them decide
- 40:28that. let them go show you what they
- 40:29could do and you know just grow the role
- 40:32and I always say that people that are
- 40:34like year three at their job but they
- 40:36were hired are on for day one you know
- 40:39now that is years worth of experience
- 40:41and they're they're growing with the
- 40:42role they're getting more responsibility
- 40:44like that's what growth looks like to
- 40:46them and the fact that people are now
- 40:49bringing people on under them you know
- 40:51they they feel appreciated it it's just
- 40:54very different working for our culture
- 40:56than what's going on in Latin America
- 40:58So, you like your job? That's what
- 40:59you're saying.
- 41:02>> Hate it.
- 41:03>> She won't say it. She won't say it with
- 41:05me. Like,
- 41:07>> whenever you say it to anybody whenever
- 41:10I do say it, just to make this clear.
- 41:11I'm like, but don't tell Stanley I said
- 41:12that.
- 41:13>> Yeah. Like, they'll be like, "Am I
- 41:15supposed to carry this this this like
- 41:16job changed her life?" Like, "Yeah,
- 41:18she'll never she'll never tell me that.
- 41:19She she'll never give me my flowers."
- 41:22But it's okay.
- 41:23>> It's okay. I think I think you're okay
- 41:25with that. Well, you do a great job and
- 41:28we appreciate you. Uh,
- 41:29>> thank you.
- 41:30>> So, one of the things we want to talk
- 41:32about before we get into the rapid fire
- 41:33and talk about some some fun questions,
- 41:36new product we're rolling out uh called
- 41:39Elevated Plus. Would love to hear more
- 41:42about it from you, but also
- 41:46why, right? The the why behind it
- 41:49because you're the one on the front
- 41:51lines of hearing the needs, right? and
- 41:53and what are some of those, you know,
- 41:54common needs?
- 41:56>> Yeah, I I am so excited for this. This
- 41:59is probably, I'd say, you know, minus a
- 42:01really good match. This is probably what
- 42:03I'm most excited about um for the
- 42:05future. So, you know, I'm on every
- 42:07single sales call with every single team
- 42:09and so many people have the exact same
- 42:12painoint. They're drowning in the work.
- 42:14They know that they need the help, but
- 42:15they can't even, you know, think of
- 42:17taking the time right now. The training
- 42:19piece, how are they onboarding? I I
- 42:21asked them if they have workflows. I
- 42:22asked them if they have, you know,
- 42:24manuals, training piece that if somebody
- 42:26started tomorrow, would they be able to
- 42:28share? And 99% of them say that either
- 42:32the answer is no or we have bits and
- 42:34pieces of it or we did it 20 years ago
- 42:36or it lives in our head because we've
- 42:38all been working together so long. So
- 42:40then that halts them from making the
- 42:42hire and making the hire quick because
- 42:44they're putting the work on them of we
- 42:47want a VA, but we need to get our things
- 42:49in place. we need to get our SOPs in
- 42:51place before we could get this higher.
- 42:53So the more I kept on hearing that I was
- 42:55like maybe there is something in there
- 42:57that we're that buffer where that person
- 43:00and that's kind of how this whole thing
- 43:01stemmed is helping those people get
- 43:05ready so that it doesn't all you know
- 43:07end up on them. So really what this new
- 43:10product is is that they will be working
- 43:13with us to help create these SOPs and
- 43:15workflows that e they either don't yet
- 43:17have at all or that they have bits and
- 43:19pieces of that we'll be auditing,
- 43:21running through, making stronger, you
- 43:24know, seeing efficiencies and helping
- 43:26generate. So everybody's still going
- 43:29through the same training. They're still
- 43:31getting the matchmaking process. They're
- 43:33putting together the job description.
- 43:35They're meeting candidates, but the
- 43:36candidates that they're meeting are
- 43:38people that have that type of
- 43:39background. So, they've trained before.
- 43:42They've onboarded people. They've
- 43:43written SOPs. They excel in the detail
- 43:46oriented finding efficiencies. You know,
- 43:48we have people that have managed teams
- 43:50of 20 or 30 in compliance and all
- 43:54different sorts of people coming from
- 43:55those profiles and ever roles. They're
- 43:58then selecting their VA and then they
- 44:01will be working with their training team
- 44:03to help develop what the first two tasks
- 44:06that are most priority look like and
- 44:08we'll be working with them to help
- 44:10create what a process looks like and an
- 44:13SOP and a workflow for that specific
- 44:15task. So, let's just say that they need
- 44:17help with the endorsement process. We're
- 44:19working with them to create the
- 44:21workflow. They're approving it. So, it
- 44:24does require, you know, their full
- 44:26involvement at the beginning, but we
- 44:28will be heading it up with our training
- 44:29team. Once they approve the workflow,
- 44:32we're then taking the VA that they
- 44:33picked and we're doing a one-on-one
- 44:36training specifically in now their
- 44:38workflows that they approved that they
- 44:40want to work day one and we're training
- 44:43their VA for two weeks before they start
- 44:46that role. So now the person walks in
- 44:49and instead of, you know, Susie having
- 44:52to sit with them for the first month and
- 44:55trying to explain what she does and
- 44:56nothing's documented and there's no
- 44:58piece of paper and there's no video that
- 44:59goes with it. We now have all of this.
- 45:02So we have the documentation that's
- 45:03approved, you know, we have a video, we
- 45:06have a workflow that they're able to
- 45:07just dive right into and start working
- 45:09on. Um, so really excited about this and
- 45:13rolling this out. We get so many
- 45:15qualified people with this type of
- 45:17background that really would thrive and
- 45:19get really excited to help with that
- 45:22piece and go into a company that has
- 45:24nothing. And then for the ones that do
- 45:26have that just simply don't have the
- 45:27time to train, that want to hand it off,
- 45:30they want to send us their Loom videos,
- 45:31they want to send us their manual, but
- 45:33they don't have a person or even an
- 45:35admin that's going to be able to take
- 45:36time. We're now going to take all their
- 45:39documents and we're going to train
- 45:41before that person starts on day one.
- 45:42So, we kind of have two different
- 45:44buckets but for the same reason. Either
- 45:46people that don't have the workflow and
- 45:48really need help with the processing
- 45:50piece or have it but don't have the time
- 45:54>> or or they have it but it's not
- 45:56optimized to to
- 45:58>> yes,
- 45:58>> you know, give them the output that they
- 46:00want, right? And they still have their
- 46:02producers touching it or they still have
- 46:04their account managers that are running,
- 46:06you know, 50% of it. So, it's really how
- 46:08do we optimize this entire process to
- 46:12help you scale and grow and we're doing
- 46:14and how do we do it in a way where
- 46:16you're frontloading the work up front
- 46:18and that that VA is actually coming in
- 46:21pre-trained in that process and they're
- 46:23almost teaching you on it. So, uh it's a
- 46:26plug-and-play. We've tested it out uh
- 46:28with other agencies. It actually does
- 46:30work and uh we're super excited about
- 46:32it. So, if somebody wants to hear more
- 46:35about it, we we'll post a link to
- 46:38Carrie's uh calendarly link and they
- 46:40could book a call directly with her.
- 46:42>> Uh well, Carrie, this is going to be the
- 46:45fun part. We're going to ask you some
- 46:46rapid questions. Usually, we kind of ask
- 46:49the same questions, but I I think we
- 46:51might have to go a little we might have
- 46:53to go a little
- 46:54>> sushi. My favorite food is sushi.
- 46:56>> Her favorite food is sushi. Okay. Uh
- 46:59let's see. How many books have you read
- 47:01last year? How many books are you trying
- 47:02to read this year?
- 47:04>> Uh 78. My goal was 75 and my goal right
- 47:08now this year is 80. I'm on six. I'm
- 47:11moving a little slow this year.
- 47:13[laughter]
- 47:15>> What's the most embarrassing moment from
- 47:17your nightlife promoter days?
- 47:19>> Oh god.
- 47:22>> Oh my god. I have so many. I mean, I
- 47:25used to go after school um when all
- 47:28through high school and I used to walk
- 47:29across the street to the Roxy where I
- 47:31did cold calling and I I would go in the
- 47:34daytime and you know, you could imagine
- 47:35what a nightclub looks like in daytime.
- 47:38And I remember walking in a room which I
- 47:40thought was set up for me and the cold
- 47:41callers with phones and I had walked in
- 47:43on them practicing a very uh risque
- 47:46nightlife
- 47:49dance for the nighttime and it was a
- 47:51wrong room. That's that's my initial
- 47:53thought. that I could literally picture
- 47:54what that person was wearing. Um,
- 47:56>> they weren't doing something else.
- 47:58[laughter]
- 47:59I thought that was going in another
- 48:01direction.
- 48:01>> I I I used I used to just get a a list
- 48:03of of phone numbers and first names and
- 48:05and they just said call them and ask
- 48:07them if they want to be on your list.
- 48:08Like literally, I don't know. It could
- 48:09have came from the phone book. No idea
- 48:11where those numbers came from.
- 48:12>> Basically what I do to you now.
- 48:14>> Exactly. [laughter] That's why I'm so
- 48:16good at deciphering what you mean. I
- 48:18always say you're like the devil wears
- 48:19product. Like just call John back. I'm
- 48:21like John. Just John. Okay. Any John?
- 48:25>> Um,
- 48:28fa favorite game at the casino.
- 48:30>> Oh, roulette.
- 48:32[laughter]
- 48:33>> There was not a doubt in my mind.
- 48:36>> I just won at the blackjack table.
- 48:38>> Double it up. No, I don't play
- 48:39blackjack. I don't I'm not I'm not a I I
- 48:42don't play blackjack because then the
- 48:43person in front of me I could always
- 48:45like mess somebody up. Roulette I end
- 48:46crap I feel like. Except I will never
- 48:48roll the dice.
- 48:50If you could go back and tell your
- 48:5210-year-old 10-year-old self selling
- 48:54jewelry one thing, what would you tell
- 48:56her?
- 48:57>> Um, I should have hired some other kids
- 48:59to help make the jewelry and I should
- 49:01have oversaw them.
- 49:03>> Labor make them.
- 49:05>> Is that what you should tell that to
- 49:06your delegate? [laughter]
- 49:09>> I was I was actually I was going to go
- 49:11there. Uh, let's let's ask this
- 49:13question. I have a few more. uh your
- 49:16favorite box to break with your son
- 49:20>> right now. He's trying to convince me to
- 49:23get into the new midnight box that came
- 49:25out yesterday, but um I'd say anything
- 49:28Topscrum
- 49:30>> Top Scrum and and give us
- 49:32>> Chrome basketball. Sorry, the new
- 49:33>> Give us a plug for your son who's uh 14
- 49:36years old and starting his
- 49:38entrepreneurial journey in cards. Where
- 49:40where if if they people want to buy some
- 49:42sports cards, where can they find him?
- 49:45>> At at uh at Cody'scards102
- 49:48on the whatnot channel. He has a live
- 49:50stream. My little hustler.
- 49:53>> We're going we're going to give a little
- 49:56link. Dom, you have another question for
- 49:57Gary?
- 49:59>> Um
- 50:01what's the worst advice everyone in
- 50:03insurance follows?
- 50:04>> That um you know, just basically punt it
- 50:07punting this higher. you know, this is
- 50:08something we know we need, but but we're
- 50:10not ready. You know, we're just
- 50:12exploring. We'll we'll get to it. And I
- 50:14always tell them that, you know, the
- 50:17the issues they have now and the pain
- 50:19points are going to be the same issues
- 50:20in a month, in a year, and six months.
- 50:23So, let's start fixing them. Let's let's
- 50:25get them rolling now. And they're not
- 50:28going to go away, right? So,
- 50:30>> get worse. But it's gonna get worse. Get
- 50:33worse,
- 50:34>> right?
- 50:36Yes. So to wrap up the show and once
- 50:38again thanks for some time with us. So a
- 50:41lot of obviously entrepreneurs, people
- 50:43you know trying to build businesses, a
- 50:46lot of people in insurance.
- 50:48What advice would you give them? What
- 50:51you you you're like I said you're a
- 50:52hustler, you've started a lot of
- 50:54businesses that we didn't even talk
- 50:55about, but like what what advice would
- 50:57you give them? What what would you say
- 50:59to them? You know what you know now?
- 51:02What you wish you knew before? I mean, I
- 51:05think that for people that are involved,
- 51:07I always like meet people that have like
- 51:0825 things going on. I think it's like
- 51:11finding your passion project out of all
- 51:12that and just putting 100% in that. And
- 51:14then if that means it's between it's
- 51:17your full-time job, it means it's at
- 51:18night, it means it's on weekends,
- 51:19whatever it is, like once once you stop
- 51:22one and work in that, that's probably
- 51:23not that's probably not your passion
- 51:25project. Like for me, like it it will it
- 51:28keeps me up at night, you know, and this
- 51:30I don't I don't own this company and all
- 51:32I'm doing is thinking constantly this
- 51:35this job keeps me up at night. I'll wake
- 51:36up at 4:00 in the morning, go to the
- 51:38bathroom, I'll write myself a draft to
- 51:40remember, you know, tomorrow, oh that
- 51:42one girl I just met, why don't I reach
- 51:44out to this person or that person or a
- 51:46new marketing idea? Or if I'm at a
- 51:47conference, you know, I don't ever sleep
- 51:49on conference nights. the trade show and
- 51:51the over stimulation of every single
- 51:53thing that I'm seeing that we should be
- 51:54doing at the next one. All these ideas,
- 51:56you know, whether it's your own company,
- 51:59it's it's the role that you're living in
- 52:01and just loving. See, I said it. Um
- 52:04it's if it doesn't keep you up at night
- 52:06and if you're not excited to go to work
- 52:08on Monday, then it's it's not it's not
- 52:10your thing. It's not your your your why.
- 52:13Like I I hate weekends. I mean, yes, by
- 52:16Friday I'm like done. I can't wait to
- 52:18sit down, but like by Sunday I'm like
- 52:20ready. I'm like, "All right, I want to
- 52:21go back to work." Like, "Is it work
- 52:22yet?" And um when I when I see an intake
- 52:27form come in, which is like very rare on
- 52:29like a weekend. I think we just had one
- 52:30on like a Friday at 8:30 at night. It
- 52:33took everything in me not to sit and
- 52:35send her candidates at 9:00 on like a
- 52:37Saturday and just like wait till Monday
- 52:39and I'm just like sitting there. I
- 52:41probably still could have, but I felt
- 52:43like she would have thought I was crazy.
- 52:44But I just say the same for
- 52:45entrepreneurs. everybody that has, you
- 52:47know, these ideas and these these
- 52:49projects, pick the one that you want to
- 52:51go 100% in. Do everything that you you
- 52:54can your research, what else exists,
- 52:57what you need to do, put your ideas
- 52:58down, brainstorm, and and just keep
- 53:00going
- 53:02>> until until you until you you figure out
- 53:05what you want to do with it. [snorts]
- 53:07>> Thank you, Carrie. And thank you for
- 53:09putting up with Dom and I.
- 53:11>> I know I know we're not easy. I know I'm
- 53:13not easy.
- 53:16But but we have fun. We do have fun. I I
- 53:19I I think that
- 53:20>> most of the time we have fun.
- 53:21>> Yeah. And Carrie was instrumental in
- 53:23finding the giraffe for us. Like Carrie,
- 53:26go find the giraffe. She's like, I'm on
- 53:28it.
- 53:29>> I got that. Don't worry.
- 53:31>> We got it. So, we hope everybody enjoyed
- 53:33the show. Make sure you subscribe,
- 53:35follow us on all platforms, and we'll
- 53:37drop a link in the description if you
- 53:39want to book a call with Carrie Gelber,
- 53:41the insurance matchmaker, and tell her
- 53:44about all your pain points. She could
- 53:45solve them for you.
- 53:46>> She'll solve all your problems.
- 53:48>> All your problem. And she might even get
- 53:50get you into a nightclub or get you some
- 53:52sports cards, whatever you need.
- 53:55[laughter]
- 53:55>> Make you some earrings. I probably could
- 53:56still make you some earrings.
- 53:58>> Get on our list for the Twilight
- 54:00reopening.
- 54:01>> Thanks, guys. We hope you guys enjoyed
- 54:03it. I know I did. And we'll see you back
- 54:05here next week.
- 54:06>> Thank you.
- 54:07>> Thanks, guys.
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