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Why the Perfect Time to Hire is a Myth ft. Cari Gelber | Elevate the Hustle Ep. 10 — Transcript

by Elevate The Hustle · 10,690 words · 1,517 segments · language en · Watch on YouTube

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  1. 0:00say that. Can I say I was your boss? We
  2. 0:02said [laughter]
  3. 0:04>> Carrie was my boss. That
  4. 0:06>> want to make it clear that he worked for
  5. 0:08me. For me.
  6. 0:09>> That's right.
  7. 0:11>> He owes everything to you. [laughter]
  8. 0:13>> He ran the sports department for our
  9. 0:16event planning company. Um he was he was
  10. 0:19an okay employee at best. Then he
  11. 0:23>> I was a terrible employable employee.
  12. 0:25[laughter] Let's tell people the truth.
  13. 0:27>> ELEVATE THE HUSTLE. YEAH.
  14. 0:31>> [music]
  15. 0:35>> WELCOME TO ELEVATE the Hustle, where we
  16. 0:37break down what it actually means to
  17. 0:40build teams, scale companies, and lead
  18. 0:43with intensity. I'm your host, Stan
  19. 0:45Mateton.
  20. 0:46>> I'm Don Pitcherillo.
  21. 0:47>> And we, you know, every episode we say
  22. 0:50we have a special guest here, but before
  23. 0:53we started the show, I said this is the
  24. 0:55episode I've been most excited about.
  25. 0:58Carrie Gelber in the house, the
  26. 1:01insurance matchmaker.
  27. 1:04>> Give me a clap for myself. [cheering]
  28. 1:08>> Welcome to Elevate the Hustle.
  29. 1:10>> Thank you.
  30. 1:11>> Excited for you to be here. Give us like
  31. 1:16give us like a 20 second of who you are
  32. 1:18and what you do before we get into your
  33. 1:20story.
  34. 1:21>> All right. So who I am and what I did
  35. 1:23before I was a matchmaker born and
  36. 1:26raised my whole life in Manhattan.
  37. 1:29Um worked with a background in events
  38. 1:32and hospitality in sales for almost 20
  39. 1:35years. Ran a restaurant group at the
  40. 1:38height. We had about 15 different
  41. 1:40restaurants that I was doing all of the
  42. 1:42outbound new business sales business
  43. 1:44development for. Um high-end corporate
  44. 1:48events, sports events, themed events,
  45. 1:50you name it. I would create it. I would
  46. 1:52sell it. I'd figure out a way to get the
  47. 1:53bars and restaurants busy during off
  48. 1:55time. That is where I met one of my
  49. 1:59favorite people, Stanley Mton. We worked
  50. 2:01together 20 plus plus years ago.
  51. 2:05>> Wait, wait, wait. That's the first time
  52. 2:06I've heard you refer to him as one of
  53. 2:08your favorite people.
  54. 2:09>> Wait, can I say that? Can I say I was
  55. 2:11your boss? We said [laughter]
  56. 2:13>> that's
  57. 2:15my boss.
  58. 2:16>> Want want to make it clear that he
  59. 2:17worked for me. For me.
  60. 2:19>> That's right. Now you work for me. He
  61. 2:21owes everything to you.
  62. 2:23>> He ran the sports department for our
  63. 2:26event planning company. He was he was an
  64. 2:29okay employee at best. Then he left.
  65. 2:32>> I was a terrible employee.
  66. 2:35>> Let's tell people the truth.
  67. 2:37>> We we we always stayed in touch. Always
  68. 2:40was watching all the millions of things
  69. 2:42that he left to go do and go create
  70. 2:44while I stayed there. always wishing
  71. 2:46that I was the one going and leaving and
  72. 2:48starting all the the things and um after
  73. 2:52about almost 20 years in events,
  74. 2:55catering, corporate events, uh pivoted
  75. 2:58and started to follow Stanley around
  76. 3:01wherever he went. Um he brought me into
  77. 3:03many different businesses for true film
  78. 3:06production. He brought me in as I think
  79. 3:09was I the implement there? I think I was
  80. 3:11the implementer.
  81. 3:12>> You were. You were a terrible implement.
  82. 3:13>> Oh my god. [laughter] a long role for
  83. 3:16me, but at the time we didn't know that
  84. 3:17>> we didn't have culture index back then.
  85. 3:20>> No, I would basically sit in and all the
  86. 3:21departments [laughter]
  87. 3:23>> figure out processes and put together
  88. 3:25workflows and and what was missing,
  89. 3:27which is ironic.
  90. 3:29>> Jasmine, if you want to sponsor our
  91. 3:30podcast,
  92. 3:32>> yeah, subscribe now.
  93. 3:34>> And then my favorite uh year in life was
  94. 3:38when we got into PPE during CO. Um that
  95. 3:42was absolutely wild. all of my
  96. 3:44restaurants closed. There was no event
  97. 3:46planning to be had. I thought I was
  98. 3:47going to be unemployed until further
  99. 3:49notice. And he called me and said that
  100. 3:51he was in the PPE market and do I want
  101. 3:53to come in and do sales with him? I had
  102. 3:55no idea what that even meant. I was
  103. 3:57selling hand sanitizer and masks to
  104. 4:00hundreds of thousands of people.
  105. 4:02Remember our account? I I found an
  106. 4:04account through googling University of
  107. 4:06Arizona Nursing School and they would
  108. 4:09order from us every single week for
  109. 4:11their 13 campuses. It was absolutely
  110. 4:13>> We kept them all safe. We kept them all
  111. 4:15safe.
  112. 4:16>> Biggest crush of sales in my entire
  113. 4:19life. And then I didn't know what I
  114. 4:21wanted to do. Totally burnt out.
  115. 4:23>> Wait.
  116. 4:25I think still has like 10,000 masks.
  117. 4:29>> Probably like 200,000. Uh, one day we'll
  118. 4:32tell that story. Let's Let's We're gonna
  119. 4:36we're gonna get into how you got here
  120. 4:37because I think it's a great story.
  121. 4:38>> Okay. But before but before we get into
  122. 4:41that I want to go back to like you know
  123. 4:44and and like I said Carrie and I have
  124. 4:47known each other for over 20 years and
  125. 4:50in my mind she literally like you put
  126. 4:53the word hustle and it's like Carrie
  127. 4:56right like she lives it she breaves it
  128. 4:58she's an ultimate hustler but let's
  129. 5:01let's go back let's go back to 10 years
  130. 5:04old is that is that when you got into
  131. 5:06your 12 entrepreneurial journey Let's
  132. 5:09start there.
  133. 5:10>> Right. So, yeah. I mean, I guess my
  134. 5:12claim to fame as a hustler was that I
  135. 5:15was very crafty. Always took art
  136. 5:17lessons, jewelry lessons with all my
  137. 5:19friends, and somehow I was the only one
  138. 5:21that was sitting there trying to figure
  139. 5:22out how I can make the jewelry, sell it,
  140. 5:24turn it into a profit, while everybody
  141. 5:26else was bringing their parents home a
  142. 5:28cute little pair of earrings. Me, on the
  143. 5:30other hand, was staying up at night with
  144. 5:33FIMO clay, using my parents' um oven to
  145. 5:36bake it, put together earrings. Every
  146. 5:38time I had a half day or a day off, I'd
  147. 5:40go with my dad to his office. He worked
  148. 5:43um at the Supreme Court and we would
  149. 5:46literally go into every single office.
  150. 5:48I'd have a Manila envelope. I would pour
  151. 5:50all my different earrings out on
  152. 5:52people's desks and they would buy them
  153. 5:54from me. I used to go every weekend uh
  154. 5:57in the spring and summer to Soho with my
  155. 6:00friend. We sat across the street from
  156. 6:02this big yard sale because we couldn't
  157. 6:04afford to buy a vendor booth which was
  158. 6:07thousands of dollars. Instead, we took a
  159. 6:09sheet in a little cardboard box and
  160. 6:10stood across the street and sold our
  161. 6:12jewelry until the cops came to turn us
  162. 6:14away. A couple of times they let us
  163. 6:16stayed, but definitely they asked us not
  164. 6:18to loiter. Um then, you know,
  165. 6:22>> by the way, New York City not letting
  166. 6:23entrepreneurs work. I mean, come on.
  167. 6:25[laughter]
  168. 6:27>> Yeah. You got the vendor permit on Canal
  169. 6:30Street. You got Yeah.
  170. 6:32>> Always looking to to sell to to find
  171. 6:36something new. Um I will never ever
  172. 6:39forget as as long as I live, um we used
  173. 6:42to have a winter fair and I was trying
  174. 6:45to figure out what products we could
  175. 6:46sell there. They were selling booths and
  176. 6:48I had my mom come with me to the
  177. 6:49wholesale district and it was when
  178. 6:51fluorescent and neon things were popular
  179. 6:54and we made slap bracelets and scoochies
  180. 6:57and cups that were every single shade in
  181. 6:59neon and we made little gift baskets and
  182. 7:01then we put them together and sold them
  183. 7:03also in sixth grade. So I just was
  184. 7:05always looking to get creative out of
  185. 7:07the box. Um I love the sale just that
  186. 7:11somebody says, "Oh, this is great. I
  187. 7:13want it." and then being able to close
  188. 7:16it and give it to them. And then all
  189. 7:18through high school, I did um nightclub
  190. 7:21promotion where I would give out flyers
  191. 7:23on the street to people. I would have my
  192. 7:26name on the flyer and for
  193. 7:28>> if they said my name at the door, they
  194. 7:29get a $5 off discount and then I was a
  195. 7:32guestless girl. So I would see hundreds
  196. 7:34of people come through for years. Every
  197. 7:36single weekend, strangers that would
  198. 7:38come up to me and are you carry? I'd
  199. 7:40give them the discount and I get paid
  200. 7:42per person in cash. And that was amazing
  201. 7:45to not have to work retail, not have to
  202. 7:47work at a restaurant, not have to work
  203. 7:48at a job that I was not passionate about
  204. 7:50because I'm a people person. It was
  205. 7:52constantly being in front of people,
  206. 7:54networking, you know, if they got a
  207. 7:57discount for me next week, they'd bring
  208. 7:58another 10 people. And I grew that and
  209. 8:00did promotions all through college and
  210. 8:03made me some very, very good money doing
  211. 8:05that.
  212. 8:05>> What clubs were you promoting?
  213. 8:07>> Oh my god, all of them. Um, mostly
  214. 8:09Carbon and Exit. Um, Limelight was a
  215. 8:13little too uh, risque for me. I
  216. 8:15[laughter] did Swilo a couple of times,
  217. 8:17but I definitely
  218. 8:18>> is making a comeback. Jonathan Peters is
  219. 8:20coming back. They're they're reopening.
  220. 8:23[laughter]
  221. 8:23>> Maybe guys, if you got your guest list,
  222. 8:28>> you wouldn't be let in today. But you do
  223. 8:30give good tips, so maybe. [laughter]
  224. 8:34>> So, okay. You're you're promoting for
  225. 8:36nightclubs. You're hustling and like I
  226. 8:39said I you What happens next?
  227. 8:42>> Um what happens next is I have to go to
  228. 8:45this thing called college and leave
  229. 8:47Manhattan.
  230. 8:49And freshman year of college I chose a
  231. 8:52college that had a 5-year program which
  232. 8:55was basically after freshman year you
  233. 8:57work in your field every six months. So
  234. 9:00after freshman year they let me find my
  235. 9:02own internship. Um, I got approval to
  236. 9:05come back, live in Manhattan, move back
  237. 9:07in at home, and I found a job in the
  238. 9:09music industry. Um, after about two
  239. 9:12months, they offered me a full-time
  240. 9:14position to work there full-time. I
  241. 9:17tried to convince my parents not to make
  242. 9:19me go back to college as I already had
  243. 9:21my dream job. Um, unfortunately, that
  244. 9:24looked a little different salary-wise.
  245. 9:26So, they told me that if I could figure
  246. 9:29out a college that would take all my
  247. 9:31credits for freshman year on my own,
  248. 9:33they would let me transfer home and work
  249. 9:36and finish. So, imagine me at 18 on the
  250. 9:39phone calling every single admissions
  251. 9:42college department, telling them what I
  252. 9:44had, seeing if I could transfer the
  253. 9:45credits, and I found it. um at Pace
  254. 9:49University, took every single credit
  255. 9:51from freshman year, moved back home. I
  256. 9:54went to go work
  257. 9:54>> full I'm going to interrupt. I'm going
  258. 9:56to do this cuz cuz I think that there's
  259. 9:58an important lesson, right?
  260. 10:00>> You wanted to get something done that
  261. 10:03was important to you, right? You made a
  262. 10:06deal with your parents. They said, "You
  263. 10:08need to go figure this [ __ ] out, for
  264. 10:10lack of a better word." And you said,
  265. 10:12"I'm gonna go figure it out. I'm going
  266. 10:13to go call every single university and
  267. 10:16make sure that they're going to accept
  268. 10:17me and they're going to transfer all the
  269. 10:19credit. I mean,
  270. 10:21>> that's hustle, right? That's resilience.
  271. 10:23That's like,
  272. 10:25>> did was there ever a doubt in your mind
  273. 10:27where you were like,
  274. 10:28>> maybe this is not going to work out.
  275. 10:30Maybe this is not going to happen.
  276. 10:32>> No, I I knew that that's where I wanted
  277. 10:34to be. I knew that for them college was
  278. 10:38important. Whatever that meant, I needed
  279. 10:39to finish it. Um, at the same time, I am
  280. 10:42like not somebody that's books smart. It
  281. 10:44was absolutely brutal trying to study
  282. 10:46and get through it. So, if I could
  283. 10:47balance that with having the job and
  284. 10:50being able to work in, you know, fun
  285. 10:52environments and have my passion during
  286. 10:53the day, then school didn't seem as bad
  287. 10:55to me because I knew that it was
  288. 10:56temporary and that I would get to leave
  289. 10:57and go to work. So, I for three years
  290. 11:00woke up every single day at 7 o'clock,
  291. 11:02took classes from 7:00 to 9:00, worked
  292. 11:04full-time from 9:00 to 5:00, took night
  293. 11:07classes from 6:00 to 9:30 and finished
  294. 11:09college in those three years while I
  295. 11:11worked full-time. And
  296. 11:14>> you still have your degree. You still
  297. 11:15have your degree hanging.
  298. 11:16>> I have a degree. I forget in what. No, I
  299. 11:18have a I have a business degree. Um, I
  300. 11:21was like, you know, a a C++ B minus
  301. 11:25student at best. And in street smart and
  302. 11:28work and life and an A+, you know, I was
  303. 11:31learning from some of the best people
  304. 11:33out there in the business. I was going
  305. 11:35on tour with bands. I was managing, you
  306. 11:38know, schedules and booking bands and
  307. 11:40calling venues all over the US and
  308. 11:43marketing them and working with radio
  309. 11:45stations and doing all these things at
  310. 11:4618, 19 years old that I I couldn't even
  311. 11:49believe was real life. Um, while I was
  312. 11:52going to school and, you know, taking
  313. 11:55statistics at the same time and and
  314. 11:58crying in my room at 2 in the morning
  315. 12:00cuz I had a test the next day. But I got
  316. 12:02through it. Um, did you find anybody
  317. 12:05famous? any any famous bands? Anybody
  318. 12:07that's like
  319. 12:08>> Um, so I worked the I guess the the
  320. 12:11biggest band I work with that everybody
  321. 12:12would know was O. That was really big
  322. 12:15during college. I traveled with them and
  323. 12:17then they were on tour with Maroon 5
  324. 12:19before Maroon 5 was Maroon 5. So they
  325. 12:22actually opened for us and met them. Um
  326. 12:25they were I remember we were in Long
  327. 12:27Island at um oh Jones Beach at the
  328. 12:29amphitheater and that was the first day
  329. 12:32to the tour and Maroon Fi was in the
  330. 12:33dressing room with us and I remember
  331. 12:35them opening and then you know years
  332. 12:37later um tables turned but yeah I mean
  333. 12:41I've I've been around a lot of musicians
  334. 12:44over time and again I just like love the
  335. 12:47fast-pac environment. I always used to
  336. 12:50volunteer to sell their t-shirts and
  337. 12:52merch during the shows. So again, back
  338. 12:54to selling, you know, I had no interest
  339. 12:56just watching the shows. I wanted to
  340. 12:58work during those shows. I wanted to
  341. 13:00help them set up. I wanted to be the one
  342. 13:01to introduce myself to the venue owner
  343. 13:05and get to know them and figure out how
  344. 13:07to get them back. I was scheduling
  345. 13:09interviews for them. I was doing events
  346. 13:11for their fan clubs and working with
  347. 13:13venues and just selling and events and
  348. 13:17hospitality was just always my passion.
  349. 13:19>> So, I'm going to ask the question even
  350. 13:20though I think you told us not to ask
  351. 13:22the question. But you were you you were
  352. 13:25>> one thing I said. [laughter]
  353. 13:27>> Yeah. But I'm gonna ask the question,
  354. 13:29you know, nothing to hide here. So you
  355. 13:32were almost like a famous Disney star,
  356. 13:36right? Or or you almost had a
  357. 13:39>> billion dollar
  358. 13:41billion dollar deal with Disney. Tell us
  359. 13:43a little bit about that.
  360. 13:45>> Sure. So during all these years working
  361. 13:46in the music industry, I kept a journal.
  362. 13:49not like a dear diary, but more of like
  363. 13:52the craziest stuff, you know, that I saw
  364. 13:56every single day. There was another
  365. 13:57story and it and it wasn't like, you
  366. 13:59know, everything you see on TV. It was
  367. 14:01like we'd be at a rest stop and
  368. 14:02everyone's getting back in the van and
  369. 14:04we forgot our lead singer at one time
  370. 14:05because he was still in the bathroom,
  371. 14:06you know, just like ridiculousness that
  372. 14:08we always were scrambling, problem
  373. 14:10solving, trying to figure out how to,
  374. 14:12you know, change stuff. So, I kept a
  375. 14:14journal for years, probably I don't
  376. 14:17know, five years doing this. Um, I wrote
  377. 14:20down everything. I met somebody that
  378. 14:23worked in the music industry that had a
  379. 14:24contact at Disney um when High School
  380. 14:27Musical was really at its height and
  381. 14:30huge. And I told him that I was writing
  382. 14:33a book. Um, and I I ended up
  383. 14:36self-publishing the book. I did send a
  384. 14:38lot of queries out, but
  385. 14:40>> what's the book called?
  386. 14:42Rising Star and it was where can
  387. 14:45somebody purchase it? We're going to
  388. 14:46sell some books today. [laughter]
  389. 14:48Where can somebody purchase it?
  390. 14:49>> It's on Amazon. It's probably still on
  391. 14:51Barnes & Noble. I was distributed
  392. 14:52through Barnes & Noble.
  393. 14:54>> Link in the description, folks.
  394. 14:56>> Probably don't buy it cuz I don't think
  395. 14:57there's anywhere to ship it or exist. I
  396. 14:59have like
  397. 15:00>> I thought you were going to say don't
  398. 15:01buy it because you might blow up and
  399. 15:02then you're going to leave to go be.
  400. 15:05>> My dream [laughter] is to rewrite it.
  401. 15:06Are you kidding me? My dream is to
  402. 15:08rewrite it 30 years later. I actually
  403. 15:10like
  404. 15:11know how to write now. Um, so yeah, so I
  405. 15:13self-published this book and it was
  406. 15:15basically loosed on loosely based on my
  407. 15:17life as being a high school female that
  408. 15:19managed a band, worked in the industry.
  409. 15:22Her band got signed, somebody tried to,
  410. 15:24you know, cut her out of the deal and
  411. 15:26her life. Um, I showed the book to the
  412. 15:29guy at Disney. It got opted for a made
  413. 15:32for TV movie. It was in motion. They
  414. 15:35were working on it for about a year and
  415. 15:37a half. my two partners in it. Um, one
  416. 15:40of them wrote almost all the music for
  417. 15:43High School Musical. Uh, the other one
  418. 15:46managed 21 Pilots, pretty big band right
  419. 15:49now. Those were my my partners in the
  420. 15:51deal. And then we went as far as getting
  421. 15:55the whole first draft. It was going to
  422. 15:56be a made for TV movie with music
  423. 15:59incorporated throughout it. We were
  424. 16:00going to actually
  425. 16:03recruit a real band, sign them to our
  426. 16:05label, and then, you know, work in
  427. 16:07tangent with it being released and go on
  428. 16:09tour. We had this whole thing. Remember,
  429. 16:11this was before YouTube, before Tik Tok,
  430. 16:14before, you know, all these ideas. It
  431. 16:16was very forward thinking. We're going
  432. 16:17to record them in the studio and put
  433. 16:19them live on a website and you could
  434. 16:20follow the band. And then, what year was
  435. 16:24it? The crash of when did Was it a big
  436. 16:28>> way? 2007. Yes, everything shut down.
  437. 16:31Um, probably about 200 people got laid
  438. 16:34off at Disney, including my entire team.
  439. 16:37It got shelfd. They gave us an
  440. 16:40extension. They bought it again for
  441. 16:42another year to work on it, and it never
  442. 16:44came to fruition. Nobody ever looked at
  443. 16:46it again. And that was the end of it.
  444. 16:48And at the time, we couldn't move it to
  445. 16:51somewhere else because they had an
  446. 16:53extension on it. So then by the time it
  447. 16:55came back to us, it was dead. That's
  448. 16:58That's my claim to fame. That never
  449. 17:00happened.
  450. 17:01>> So So, but in your mind, you like spent
  451. 17:04the money. You're buying a boat. You're
  452. 17:06buying a plane.
  453. 17:07>> Oh, no. I was living in LA.
  454. 17:09>> I don't need all that. I was moving to
  455. 17:11LA and and I was going to be working on
  456. 17:14the set every day with this band and
  457. 17:17recording videos and touring the world
  458. 17:20and making more movies and more movies
  459. 17:24and writing more books. And guess what
  460. 17:26I'm doing now? working in insurance.
  461. 17:30>> Well, let's this is a good segue to fast
  462. 17:33forward to fast forward and and to fast
  463. 17:37forward to the story of of how you came
  464. 17:39to work in insurance. And uh I I I'll
  465. 17:42tell the story. So I think when Dom and
  466. 17:44I just started I think the first day we
  467. 17:48decided to start Alvetine, we called
  468. 17:50Carrie, right? And she got like on a
  469. 17:52call with us and I was like
  470. 17:53>> the three of you. Yeah.
  471. 17:54>> Like you should come work for us. you
  472. 17:56should come work for us. And I think you
  473. 17:58took like a full-time job and you're
  474. 17:59like, "Sorry, I can't do this." Right.
  475. 18:01It was something along those lines.
  476. 18:03>> Yeah. I was at Citizens at the time. It
  477. 18:04was like my first corporate job. Yeah.
  478. 18:07>> Yes. So, fast forward probably like a
  479. 18:10year later, right? Maybe a little maybe
  480. 18:12even a little bit less.
  481. 18:14>> Uh I guess you either quit or got laid
  482. 18:16off your your job. And I'm like, "We're
  483. 18:19we're bringing in Carrie." And Donald
  484. 18:21was like, "Yeah, whatever. Let's bring
  485. 18:23in Carrie." So, I reached out to you and
  486. 18:27you were like, "I I don't know anything
  487. 18:29about insurance. I don't know anything
  488. 18:30about virtual assistants. I don't know
  489. 18:32anything about like I I have no idea
  490. 18:34what you're even talking about." Uh, and
  491. 18:37I said, "You got to take this job." And
  492. 18:40and you said, "I'm not interested." And
  493. 18:43I'm like, "Carrie, please part time.
  494. 18:45Come in part-time. See if you like it."
  495. 18:48Right. And then fast forward to I guess
  496. 18:51you were randomly in Florida, right?
  497. 18:53visiting family or friends.
  498. 18:54>> Yeah, I was visiting a bunch of people.
  499. 18:55I came to meet you
  500. 18:56>> and then we went to have lunch and you
  501. 18:59could take over the story of you were
  502. 19:01going to tell me what at lunch
  503. 19:02>> and then Stanley Well, we were at lunch
  504. 19:04and then Stanley decides to take me on
  505. 19:05this little drive in Del Rey, which now
  506. 19:08is like my bucket list of where I am
  507. 19:10moving when my son goes to college. Um,
  508. 19:12oh, do you like these houses? Yeah,
  509. 19:14they're beautiful. Well, what about
  510. 19:16these? Well, if you come work with me,
  511. 19:17one of these houses could be yours. I'm
  512. 19:19like, what does that even mean? What are
  513. 19:21you doing? like I didn't understand any
  514. 19:23of it. When he starts going on this
  515. 19:25whole, you know, describing the whole
  516. 19:27project and I'm like, I don't
  517. 19:28understand. I don't know anything about
  518. 19:29insurance. I'm like, Carrie from
  519. 19:31Manhattan. I worked in events. I worked
  520. 19:33in the music industry. I worked in
  521. 19:35hospitality insurance. Like, I no, I'm
  522. 19:38not interested. And you continued to to
  523. 19:42try to describe it. And the more that I
  524. 19:44I listened and I was like I think we
  525. 19:46decided that I'd come in for like three
  526. 19:48months as like a consultant to just roll
  527. 19:50out the sales department and like figure
  528. 19:52out what that looks like. Right.
  529. 19:54>> Well, because we were having so much so
  530. 19:56much success in sales.
  531. 19:58>> She's going to talk about that as well
  532. 20:00because [laughter]
  533. 20:00>> Yeah, I definitely will cover that.
  534. 20:02Don't worry. So, basically, you know, I
  535. 20:04I remember getting on the phone.
  536. 20:06>> Hold on. There is a point there and I
  537. 20:09don't want to put words in your mouth.
  538. 20:10From what I recall, you told me you were
  539. 20:12coming to tell me that you're not taking
  540. 20:13the job, right?
  541. 20:14>> Yeah. Oh, 100%. I I was coming to tell
  542. 20:17him in person so that he left me alone.
  543. 20:19And I was like, I was at a job I was not
  544. 20:22happy with. But like, look, for 25
  545. 20:24years, minus, you know, my stint in the
  546. 20:26music industry, which I don't even know
  547. 20:28what a job in music would look like in
  548. 20:292026. Nothing I know. I'm not techsavvy,
  549. 20:32right? But for 25 years, all I've done
  550. 20:35is events. All I've done is hospitality.
  551. 20:36All I've done is sell and catering. And
  552. 20:38I was like, I could not imagine being
  553. 20:40able to do anything else in my life.
  554. 20:42Like I didn't even know what that looked
  555. 20:44like. So for me, it was like a hard no.
  556. 20:46More so I think because I was so
  557. 20:50uncomfortable with the unknown and like
  558. 20:52how do you start life all over again in
  559. 20:54a career that like you don't even know
  560. 20:55about and I just was going to like stay
  561. 20:58tag.
  562. 20:59>> You were you were slinging PPE. You're
  563. 21:01slinging masks and gloves. [laughter]
  564. 21:03No, but this was different because I
  565. 21:04feel like you need to, you know,
  566. 21:06understand and be able to talk about it.
  567. 21:08Now, now I could talk about insurance
  568. 21:10all day, every day. But going back, I
  569. 21:12was telling Stanley, "No." And then he's
  570. 21:14like, "Just wait. Just wait.
  571. 21:16>> Just try it." You know, no commitment.
  572. 21:19You made it like very like loose. Just
  573. 21:21come in, listen to our calls, observe,
  574. 21:23write down some notes.
  575. 21:25>> Wait, wait, time out. So for those of
  576. 21:28you watching, listening to the show,
  577. 21:29first of all, make sure you subscribe on
  578. 21:31all platforms. But resilience, I will
  579. 21:35not give up. I will not quit. This this
  580. 21:38seems to be the the theme. I will not
  581. 21:40give up. I am going to go get my my ass
  582. 21:42into college wherever it takes, right?
  583. 21:45Do not quit. Do not give up. Go ahead.
  584. 21:49>> He also sold you on a dream that was
  585. 21:51very unrealized. We had like one client
  586. 21:53and he had [laughter]
  587. 21:54>> Yeah. Well, that's the other thing I
  588. 21:55get. I don't even know. We We probably
  589. 21:58did have like one or two clients at that
  590. 22:00point.
  591. 22:00>> It wasn't much.
  592. 22:02>> I think you had like five, right?
  593. 22:03Because you had already been to a
  594. 22:04conference.
  595. 22:05>> It wasn't much. It wasn't much. But
  596. 22:07let's start there. But I believe it,
  597. 22:10right? That's the most [laughter]
  598. 22:12>> believe in it.
  599. 22:14>> So, fast forward, I'm like, "Okay,
  600. 22:15fine." Like, you were just very
  601. 22:16annoying. I I know you so well. You are
  602. 22:19not going to let up. you were going to
  603. 22:20pop up in every part of my life in
  604. 22:22random times. How about now? I'm like,
  605. 22:24fine, let me just do it, you know? And
  606. 22:26at least it was like totally flexible,
  607. 22:28something I could do after work hours.
  608. 22:30It didn't affect, you know, my regular
  609. 22:31dayto-day. I'm like, let me just try it.
  610. 22:33I have weekends, I have nights, I have
  611. 22:34plenty of other hours in the day that I
  612. 22:36could get some consulting stuff done.
  613. 22:38Fine. And let's see. Did I go on how
  614. 22:42many calls? Three, six, I don't know.
  615. 22:44Probably you probably went on six to
  616. 22:48eight maybe, right? Like
  617. 22:50>> six to eight calls with you guys. You
  618. 22:53wonderful.
  619. 22:54>> And we were selling. You were You were
  620. 22:55the seller. We were the We were
  621. 22:57>> Yeah, we were we were sling matchmaking.
  622. 22:59There was no matchmaking. We were just
  623. 23:00like, "Please buy. Can you please?"
  624. 23:03>> You were talking about anything. You
  625. 23:04ended up just talking about golf the
  626. 23:05whole time. I remember. I literally
  627. 23:07remember like the this one client, I
  628. 23:09don't even think that they even knew why
  629. 23:10they were there and like what we do, but
  630. 23:11you guys talked about golf for like 45
  631. 23:13minutes and I was like, "Oh my god, what
  632. 23:15is going on?"
  633. 23:16>> No.
  634. 23:19>> And bye. I remember it was this guy uh I
  635. 23:21remember exactly who it was.
  636. 23:23>> This is going to be the best show. You
  637. 23:24guys didn't move. Go ahead. Continue.
  638. 23:26[laughter]
  639. 23:27>> Um and and I remember calling I don't
  640. 23:30know you or it had to be you. And I was
  641. 23:32like, "All right, I'm in." And you're
  642. 23:34like, "What?" And I'm like, "You guys
  643. 23:35got to get off the phone. You have to
  644. 23:37get off the phone." And I remember that
  645. 23:39the plan was that for three full months,
  646. 23:41I was supposed to shadow you guys to
  647. 23:43understand everything. And then maybe I
  648. 23:46could start doing some sales here and
  649. 23:47there on the side when I had some time
  650. 23:50while I put together your processes. And
  651. 23:53I was just like, I got this. And then
  652. 23:55like, well, well, Dom will train you.
  653. 23:57You'll learn about I got this. I don't
  654. 23:59need you. Just just give me your
  655. 24:00scripts. I'll figure it out. and and I
  656. 24:03never let you get back on the phone. And
  657. 24:05that three months, uh, you know, we're
  658. 24:07about to celebrate our our foury year
  659. 24:08birthday right this week. Four year
  660. 24:10anniversary.
  661. 24:11>> And you've been here what? Three Three
  662. 24:12years.
  663. 24:13>> Three Three years. Three years. Yeah.
  664. 24:15January just hit three years.
  665. 24:17>> Up for it. It up. Three years.
  666. 24:19>> Our four-year anniversary actually
  667. 24:21coincides with my daughter's birthday.
  668. 24:23She's going to be four as well. So,
  669. 24:26>> for those of you wondering if you should
  670. 24:28start a business and you just have a
  671. 24:29kid,
  672. 24:29>> the same year as you have a baby,
  673. 24:31>> the answer. And I started I started True
  674. 24:34Film Production uh the same week my
  675. 24:36daughter was born. So, there you go.
  676. 24:39>> There you go. That's
  677. 24:41>> maybe there's something there. There's
  678. 24:42something there.
  679. 24:43>> Yes. Well, I don't want any more kids.
  680. 24:45So, I'm not starting any new businesses.
  681. 24:46Don't worry. Um
  682. 24:48>> so, so okay. So let you know there's a
  683. 24:51lot to unpack here but
  684. 24:53you are three years later you
  685. 24:58thankfully Dom and I do not get on the
  686. 24:59phone with clients. Uh you are
  687. 25:02>> and let's describe when you do
  688. 25:05>> I talked to this guy just follow up with
  689. 25:07him about what like what did you talk
  690. 25:09about? It's fine. Those are that's from
  691. 25:11Dom.
  692. 25:13>> Yeah.
  693. 25:16>> He's interested. Just call him. Follow
  694. 25:18him.
  695. 25:19>> He's ready to go. All right. So, you are
  696. 25:23tell us your official title, what you
  697. 25:26actually give us like a brief
  698. 25:27description. What do you actually do?
  699. 25:29What's your process? Because this this
  700. 25:32is something that's extremely
  701. 25:33interesting and you know to
  702. 25:37Carrie came up with this. Carrie came up
  703. 25:39with this whole matchmaking. We were you
  704. 25:42know we were placing the A's, right? We
  705. 25:44were figure we were trying to figure out
  706. 25:46you know who would be the right fit but
  707. 25:47there was not really a matchmaking
  708. 25:49process. I mean you were the one to to
  709. 25:52really come up with it. So so tell us
  710. 25:53what what do you actually do? How does
  711. 25:55it work? Uh we'll get into that a
  712. 25:57little.
  713. 25:58>> Sure. So um you know my official title
  714. 26:00is the head of talent curation and the
  715. 26:02insurance matchmaker. Um you know for me
  716. 26:05it really all started when I started to
  717. 26:07go and attend conferences on behalf of
  718. 26:09Elevate. And I'd walk around and I'd see
  719. 26:11other companies like us and I'm like,
  720. 26:14everybody has, you know, stock photo
  721. 26:16images of what a VA looks like with a
  722. 26:18little headset behind them and very
  723. 26:20muted and navy and white and
  724. 26:23>> about our competitors. It's a lot worse.
  725. 26:25[laughter]
  726. 26:26>> No, that's we had at our first one and
  727. 26:29and I remember
  728. 26:31>> No. And you know, I just I just remember
  729. 26:34like looking at our stuff and I was
  730. 26:35like, there's a a picture of a lady with
  731. 26:38a headset. Is that like what we are
  732. 26:40selling? No, we are selling people. We
  733. 26:44are selling people with personalities,
  734. 26:45with skill sets that coming from all
  735. 26:47different types of fields. And how do we
  736. 26:50change the conversation so that we are
  737. 26:53not selling here's 100 tasks that we
  738. 26:55could help you with in insurance, but
  739. 26:57here are people that could help you with
  740. 27:00those tasks and they have all these
  741. 27:03other skill sets. So really, you know,
  742. 27:06what we do and what I'm doing is we are
  743. 27:10training all of our VAS and insurance
  744. 27:13staff that they could support all the
  745. 27:15different licensed teams with. We are
  746. 27:17doing homework every day. We're doing
  747. 27:19tests each week. We're really figuring
  748. 27:21out before anybody would even meet
  749. 27:23anybody, who are these people, you know,
  750. 27:26where are they coming from? What are
  751. 27:27their last five jobs? What type of
  752. 27:30management style do they thrive in? What
  753. 27:32are they doing great at in our insurance
  754. 27:34training? Are they better in personal
  755. 27:36lines versus commercial lines? Is there
  756. 27:37a unit that they're doing excellent in?
  757. 27:39And if we get a job description, this is
  758. 27:41a person to put forward. Um, what are
  759. 27:43their soft skills? Are they fast-paced?
  760. 27:46Are they coming from a customer service
  761. 27:47background where they've dealt with
  762. 27:48escalations? Do they know how to deal
  763. 27:51with all sorts of clients? Are they
  764. 27:53analytical? Are they great with
  765. 27:54repetitive tasks and more database and
  766. 27:57admin type work? We literally have
  767. 28:00somebody that checks off every single
  768. 28:02box for any type of job description that
  769. 28:04comes through. And I'm meeting every
  770. 28:06single candidate during the class. I'm
  771. 28:09getting to know them as people. I'm
  772. 28:10listening to their videos. I'm reading
  773. 28:12their resumes. I'm meeting them and
  774. 28:14having conversations so that I could
  775. 28:16really start to think about who they are
  776. 28:19and who they'd be a good fit for as I
  777. 28:21start to meet clients that are coming
  778. 28:22in. Once I meet everybody, I am the one
  779. 28:25that's on the call with every single
  780. 28:27insurance agency owner. I'm listening to
  781. 28:29their pain points. I'm listening to this
  782. 28:31job that they think that they need
  783. 28:33support with. We're going over the job
  784. 28:35description, but really what we're doing
  785. 28:37and that we're doing differently is I
  786. 28:39want to know what do they think that
  787. 28:40they need specifically for them that
  788. 28:42will equal success. Not just somebody
  789. 28:44that could do the 10 tasks that they
  790. 28:46need help with. What does this person
  791. 28:48look like? What is their wish list? what
  792. 28:50is their, you know, unicorn that if they
  793. 28:52could have absolutely anything in a
  794. 28:54person in a VA integrated into their
  795. 28:57team, what does that look like? And how
  796. 29:00can we best find that person? So, they
  797. 29:02are answering all sorts of questions for
  798. 29:04me from, you know, how fastpace would
  799. 29:07they rank this role? What type of soft
  800. 29:09skills do they feel like this person
  801. 29:11needs? Who's managing them? What is that
  802. 29:13person's personality like? We want to
  803. 29:15make sure that the calls with the agency
  804. 29:17owners that are hiring, if they're not
  805. 29:19working on their day-to-day with them
  806. 29:20and they're being assigned to work with
  807. 29:22the producer that's really busy or if
  808. 29:24they're being assigned to work with an
  809. 29:25office manager that's been there for 40
  810. 29:27years, totally different profile as who
  811. 29:29I might be on the phone with. So making
  812. 29:31sure that when they are answering these
  813. 29:33questions, they're thinking about who
  814. 29:34this person is working with and what
  815. 29:36that team looks like and what does that
  816. 29:38team need in order for this person to
  817. 29:40support them, help them grow, help them
  818. 29:42scale, focus on things that they should
  819. 29:44be focused on and working in revenue and
  820. 29:46not just all the tasks that they need to
  821. 29:48get through each day. So the more that
  822. 29:50they share with me, then the better I
  823. 29:52could do the matchmaking.
  824. 29:54And I think I think this this really
  825. 29:58touches on one of the common themes that
  826. 29:59we've had throughout the show, which is
  827. 30:01like getting the right people in the
  828. 30:02right seats and finding, you know,
  829. 30:04amazing talent.
  830. 30:07You know, you yourself are an example of
  831. 30:09that. Like like we said, we had five
  832. 30:11clients before we brought you in and
  833. 30:14within 12 months we had like 95 clients.
  834. 30:17So, you know, I think you as a testament
  835. 30:20to that and then also as a testament to
  836. 30:22us finding the right people for our
  837. 30:24clients really makes a massive
  838. 30:26difference and you've been uh a really
  839. 30:28integral part in helping us do that and
  840. 30:31helping us scale.
  841. 30:32>> Thank you.
  842. 30:34>> And
  843. 30:34>> I mean I always say to people and I I I
  844. 30:37hope that everybody you know hears this
  845. 30:39thinks about this. I always say to every
  846. 30:40single client that I could get the same
  847. 30:42job description every single day from
  848. 30:44200 companies, but the makeup of each
  849. 30:47company is going to look completely
  850. 30:48different. A customer that we might have
  851. 30:50that's in the south that's a
  852. 30:52multi-generational familyrun business,
  853. 30:54if they're giving me the same job
  854. 30:56description as somebody that's from New
  855. 30:57York that has, you know, 60 people, it's
  856. 31:00going to look totally different of like
  857. 31:01what they need as a person in order to
  858. 31:03do this role. So the more that they
  859. 31:05share about their office and who they
  860. 31:07are, you know, the most successful
  861. 31:09placements are the ones that are
  862. 31:10completely integrating this person into
  863. 31:12their team. They're getting them on the
  864. 31:14phone with them. They're sitting in the
  865. 31:15meetings. They're learning about all
  866. 31:16their their clients so that when
  867. 31:18somebody calls, they know what that
  868. 31:20person needs on the other end of the
  869. 31:21phone as far as customer service. So the
  870. 31:24more that they integrate them and the
  871. 31:26more that they get the right person, I
  872. 31:28always tell them that they should be
  873. 31:29looking at this VA as if they were
  874. 31:31hiring internally. there should be no
  875. 31:33difference. You know, the same way that
  876. 31:34they would onboard somebody new sitting
  877. 31:36at the desk, that's how they should look
  878. 31:38at this person. They just happen to be
  879. 31:39remote.
  880. 31:40>> And so, there's two things to unpack
  881. 31:42there. I mean, one is it's culture,
  882. 31:44right? Who is the right culture fit for
  883. 31:46your organization? And I think you do a
  884. 31:49really great job of finding that perfect
  885. 31:50fit. But, you know,
  886. 31:54and I don't want to put words in your
  887. 31:55mouth if you could speak to this. You're
  888. 31:56not looking at it as like here I'm
  889. 31:58trying to place this VA, right? and like
  890. 32:01the conversations that happen internally
  891. 32:04and behind the scenes, they're not like
  892. 32:06we need to go place this VA. It's they
  893. 32:09have names, they're people. We get to
  894. 32:12know who they really are and who's the
  895. 32:15right person for this job, right? And I
  896. 32:18think that's why it actually works
  897. 32:21because the person that's hiring, you
  898. 32:23know, the agency that's hiring this
  899. 32:24person, now they're understanding that
  900. 32:26I'm not just hiring another VA. I'm
  901. 32:28getting a person on my team who's going
  902. 32:31to help me grow and the entire mindset
  903. 32:33of our entire organization is that way
  904. 32:36but everybody right like let's talk
  905. 32:38about the personal stories right let's
  906. 32:41talk about some of the interviews let's
  907. 32:42talk about like the impact that we're
  908. 32:45actually making on both sides right the
  909. 32:47people in LATAM who are you know
  910. 32:49revolutionizing their lives and and
  911. 32:51obviously the agency owner who was stuck
  912. 32:54doing some task that they aed doing and
  913. 32:56now they found somebody that's a part of
  914. 32:58their team that cares about the growth.
  915. 33:02>> Yeah. I mean, I have those stories every
  916. 33:04single day. We just had one this week
  917. 33:05that, you know, um their original VA's
  918. 33:08been with them for two years and he just
  919. 33:11promoted him and, you know, he has a
  920. 33:13title now and now he's interviewing
  921. 33:15their new hire and the new VA is going
  922. 33:17to be his assistant. And that's probably
  923. 33:20the fifth or sixth client in the last
  924. 33:22three months that I've, you know,
  925. 33:24watched that exact same model. We have
  926. 33:26somebody that just took uh I think their
  927. 33:2814th or 15th VA this week. And the
  928. 33:31person that is interviewing them is our
  929. 33:33entire team that we placed over a year
  930. 33:35ago. They're training them. They're
  931. 33:37onboarding them. The the agency owner
  932. 33:39comes on. He turns his microphone off.
  933. 33:41He goes, you know, camera off. He's
  934. 33:43letting them completely run the
  935. 33:45interview because he's like, they're the
  936. 33:46ones that are living in this role. They
  937. 33:48know what we need, not me, you know,
  938. 33:50who's who's overseeing everything. Let
  939. 33:52them figure out who they think the next
  940. 33:54right person is. And for us, I mean,
  941. 33:57it's amazing to like see them on a call.
  942. 33:59I always get to talk to them first and
  943. 34:01like now they're the ones like picking
  944. 34:03uh an admin for them, which is crazy
  945. 34:05>> to think about that, right? You're
  946. 34:07you're it's trust. You're instilling
  947. 34:10trust in somebody. And you know, a lot
  948. 34:14of these these people from LATAM are
  949. 34:16coming from jobs where they're just a
  950. 34:18number, right? They might have worked
  951. 34:20for some big BO and you know some BO had
  952. 34:24a contract with Apple for six months.
  953. 34:26That contract got expired. They didn't
  954. 34:28Apple didn't know who this person was
  955. 34:30and then they got fired and they have to
  956. 34:31go to the next one, right? And now
  957. 34:33they're coming into a position where
  958. 34:35they're actually part of the team,
  959. 34:38right? Not only do you know their name,
  960. 34:40you know their kids' names, you know
  961. 34:42their mom's names, you're they're part
  962. 34:44of your organization. And like you said,
  963. 34:47now they're they're they're gonna go run
  964. 34:49through a brick wall for you because
  965. 34:51they're part of that team and that's
  966. 34:53something that they probably never had.
  967. 34:55They were never appreciated and now they
  968. 34:57are.
  969. 34:58>> Yeah. I mean, I hear stories all the
  970. 35:00time, especially like during the holiday
  971. 35:02season, so many of our clients were
  972. 35:04doing virtual online holiday parties so
  973. 35:07they could include their VAS and make
  974. 35:08them a part of it. And instead of doing
  975. 35:10something just in the office, they were
  976. 35:11doing these online lunches so that the
  977. 35:13VAS could be a part of it. you know, we
  978. 35:15had a company bring their VA on a
  979. 35:19conference to the cruise, you know, fly
  980. 35:22her from her country to meet the team
  981. 35:24and go on the Hawks off cruise. And I
  982. 35:27mean like if that doesn't say talk about
  983. 35:30trust you know trust and in making such
  984. 35:33an investment not just in the work that
  985. 35:35she does every day but you know bringing
  986. 35:37her to the US and you know inviting her
  987. 35:40to be a part of the team and all this
  988. 35:42extra education that they were getting
  989. 35:44from being there. Um, you know, we have
  990. 35:46people that are telling me so many
  991. 35:50stories. You know, they'll call me
  992. 35:51before they hire another one and telling
  993. 35:53me that they want somebody exactly like
  994. 35:55the name of whatever the current one. I
  995. 35:57need another Jessica. I need you to
  996. 35:58find, you know, another John for me. And
  997. 36:01when they tell me why, it's not because
  998. 36:03he's a good worker and he's detail
  999. 36:04oriented. It's because, you know, the
  1000. 36:06work that he puts in and his willingness
  1001. 36:10to grow and to learn and he's so
  1002. 36:11proactive. I mean, it is like accolades
  1003. 36:14for 20 minutes of why they need another
  1004. 36:15Jessica, not just because Jessica's
  1005. 36:18detail oriented. You know, we just had
  1006. 36:20somebody that she says every Monday
  1007. 36:22morning they go on Zoom together as a
  1008. 36:24huddle. Everybody talks about their
  1009. 36:26weekend. She knows his mom, she knows
  1010. 36:27his sisters, they come and they say hi,
  1011. 36:29you know, they want to go visit them.
  1012. 36:31They're they're really completely
  1013. 36:33integrating them into their office.
  1014. 36:36Yeah, I think we had one,
  1015. 36:39>> sorry, I think we had one today or
  1016. 36:41yesterday where we got a notification
  1017. 36:43that uh one of our clients is flying uh
  1018. 36:46their person up to the United States for
  1019. 36:48like a week to come sit in the office
  1020. 36:50with them and we're
  1021. 36:52>> Yeah, I'm sure they'll take them to
  1022. 36:53lunch or dinner, drinks, whatever it is.
  1023. 36:56But it really just shows like one how
  1024. 37:00dedicated our clients are to the people
  1025. 37:02that we're placing, but also how
  1026. 37:04dedicated the staff that we place are to
  1027. 37:06the clients as well. And um it's it's
  1028. 37:10amazing to see people get these
  1029. 37:12incredible experiences that they
  1030. 37:13probably wouldn't have otherwise uh
  1031. 37:15gotten if they weren't working um with
  1032. 37:17us and with our clients.
  1033. 37:18>> So without I I mean there's so many
  1034. 37:21places we could go. We could talk about
  1035. 37:22your favorite story, which I'm sure
  1036. 37:24there's a ton. your favorite interview,
  1037. 37:25your favorite experience. But how much
  1038. 37:27do you love your job, Carrie?
  1039. 37:31[laughter]
  1040. 37:31>> Love my job. No, it's it's just um it's
  1041. 37:34so funny because I mean I've worked
  1042. 37:36after working at events and like when I
  1043. 37:39tell people what I used to do versus
  1044. 37:40like what I do now, you know, I've I've
  1045. 37:43helped plan
  1046. 37:45$200,000, you know, events that were so
  1047. 37:48over the top on every single detail and
  1048. 37:50like everyone's like, "Oh, that sounds
  1049. 37:51like so much fun." No, there, you know,
  1050. 37:53it wasn't. And it was like in the moment
  1051. 37:55it's it's high stress. It's minutiae.
  1052. 37:58Every little detail it's so much. This
  1053. 38:00at the end of the day I always say in my
  1054. 38:02last job for 20 years I was selling
  1055. 38:04food. I was selling booze. I was not
  1056. 38:06making a difference any day. Yes, sure
  1057. 38:08people were happy that they're going to
  1058. 38:10have a fun place to have a party. But at
  1059. 38:11the end of the day they're probably
  1060. 38:13complaining that, you know, the food was
  1061. 38:16cold, it didn't come out on time. And by
  1062. 38:18the end of the night, you know, the the
  1063. 38:20booze part, they they needed to leave
  1064. 38:22and it was just on repeat and repeat.
  1065. 38:24And yes, I was good at my job, but I
  1066. 38:26wasn't making a difference. I wasn't
  1067. 38:28feeling fulfilled. Now, you know, every
  1068. 38:30single day, not just like the clients
  1069. 38:32and, you know, hearing these
  1070. 38:34testimonials and them spreading the word
  1071. 38:36and how much a difference their VAS are
  1072. 38:38making. I mean we are helping people get
  1073. 38:40jobs in the US with stability and like
  1074. 38:42you just touched on you know about Apple
  1075. 38:44and all these you know jobs that
  1076. 38:46possibly don't exist. I always say, you
  1077. 38:49know, they when they ask me, you know,
  1078. 38:52why at at this age, you know, somebody
  1079. 38:54in their 30s, why would they just decide
  1080. 38:56to do something new in their life, you
  1081. 38:58know, how are we going to know that this
  1082. 38:59is not a stop in the road? And I always
  1083. 39:01say that the stability of working for a
  1084. 39:03US-based company, there's so many people
  1085. 39:06when I meet them that I hear that they
  1086. 39:08worked at a call center for three
  1087. 39:10months, then their job's not renewed.
  1088. 39:12They had a thousand people and now they
  1089. 39:14need 200 on the next job, and then they
  1090. 39:15don't have a job anymore. I've heard
  1091. 39:17people say that during CO, you know,
  1092. 39:19they didn't have anywhere to work
  1093. 39:20because they don't have the luxuries in
  1094. 39:22the US to just go remote and everybody
  1095. 39:24gets a computer and could go work from
  1096. 39:26home. So, all these offices closed and
  1097. 39:28there's just so many people that are
  1098. 39:30coming with degrees. We've had lawyers,
  1099. 39:32we'd have veterinarians, we've had
  1100. 39:35psychiatrists, chemical engineers and
  1101. 39:37you know, our clients want to understand
  1102. 39:39why. And the why is is working in the in
  1103. 39:44the US. you know, there is so much
  1104. 39:46growth, there's so much stability. If
  1105. 39:48they're a lawyer, you know, that doesn't
  1106. 39:50mean that they are going to be able to
  1107. 39:52practice law because maybe they work in
  1108. 39:53a small town that's not in the
  1109. 39:55metropolitan part of their country and
  1110. 39:58people can't afford a lawyer. So you are
  1111. 40:00getting people that are so beyond the
  1112. 40:02level of the work of of an
  1113. 40:05administrative role as if you were
  1114. 40:06hiring in the US of an admin and people
  1115. 40:09that are so highly skilled overqualified
  1116. 40:12that are just so excited to take all the
  1117. 40:14skill sets and the soft skills that they
  1118. 40:16have and now put them into a role with
  1119. 40:19your company. It doesn't matter what the
  1120. 40:21role is. Something that you might seem,
  1121. 40:23you know, isn't going to be challenging
  1122. 40:26is enough for them like let them decide
  1123. 40:28that. let them go show you what they
  1124. 40:29could do and you know just grow the role
  1125. 40:32and I always say that people that are
  1126. 40:34like year three at their job but they
  1127. 40:36were hired are on for day one you know
  1128. 40:39now that is years worth of experience
  1129. 40:41and they're they're growing with the
  1130. 40:42role they're getting more responsibility
  1131. 40:44like that's what growth looks like to
  1132. 40:46them and the fact that people are now
  1133. 40:49bringing people on under them you know
  1134. 40:51they they feel appreciated it it's just
  1135. 40:54very different working for our culture
  1136. 40:56than what's going on in Latin America
  1137. 40:58So, you like your job? That's what
  1138. 40:59you're saying.
  1139. 41:02>> Hate it.
  1140. 41:03>> She won't say it. She won't say it with
  1141. 41:05me. Like,
  1142. 41:07>> whenever you say it to anybody whenever
  1143. 41:10I do say it, just to make this clear.
  1144. 41:11I'm like, but don't tell Stanley I said
  1145. 41:12that.
  1146. 41:13>> Yeah. Like, they'll be like, "Am I
  1147. 41:15supposed to carry this this this like
  1148. 41:16job changed her life?" Like, "Yeah,
  1149. 41:18she'll never she'll never tell me that.
  1150. 41:19She she'll never give me my flowers."
  1151. 41:22But it's okay.
  1152. 41:23>> It's okay. I think I think you're okay
  1153. 41:25with that. Well, you do a great job and
  1154. 41:28we appreciate you. Uh,
  1155. 41:29>> thank you.
  1156. 41:30>> So, one of the things we want to talk
  1157. 41:32about before we get into the rapid fire
  1158. 41:33and talk about some some fun questions,
  1159. 41:36new product we're rolling out uh called
  1160. 41:39Elevated Plus. Would love to hear more
  1161. 41:42about it from you, but also
  1162. 41:46why, right? The the why behind it
  1163. 41:49because you're the one on the front
  1164. 41:51lines of hearing the needs, right? and
  1165. 41:53and what are some of those, you know,
  1166. 41:54common needs?
  1167. 41:56>> Yeah, I I am so excited for this. This
  1168. 41:59is probably, I'd say, you know, minus a
  1169. 42:01really good match. This is probably what
  1170. 42:03I'm most excited about um for the
  1171. 42:05future. So, you know, I'm on every
  1172. 42:07single sales call with every single team
  1173. 42:09and so many people have the exact same
  1174. 42:12painoint. They're drowning in the work.
  1175. 42:14They know that they need the help, but
  1176. 42:15they can't even, you know, think of
  1177. 42:17taking the time right now. The training
  1178. 42:19piece, how are they onboarding? I I
  1179. 42:21asked them if they have workflows. I
  1180. 42:22asked them if they have, you know,
  1181. 42:24manuals, training piece that if somebody
  1182. 42:26started tomorrow, would they be able to
  1183. 42:28share? And 99% of them say that either
  1184. 42:32the answer is no or we have bits and
  1185. 42:34pieces of it or we did it 20 years ago
  1186. 42:36or it lives in our head because we've
  1187. 42:38all been working together so long. So
  1188. 42:40then that halts them from making the
  1189. 42:42hire and making the hire quick because
  1190. 42:44they're putting the work on them of we
  1191. 42:47want a VA, but we need to get our things
  1192. 42:49in place. we need to get our SOPs in
  1193. 42:51place before we could get this higher.
  1194. 42:53So the more I kept on hearing that I was
  1195. 42:55like maybe there is something in there
  1196. 42:57that we're that buffer where that person
  1197. 43:00and that's kind of how this whole thing
  1198. 43:01stemmed is helping those people get
  1199. 43:05ready so that it doesn't all you know
  1200. 43:07end up on them. So really what this new
  1201. 43:10product is is that they will be working
  1202. 43:13with us to help create these SOPs and
  1203. 43:15workflows that e they either don't yet
  1204. 43:17have at all or that they have bits and
  1205. 43:19pieces of that we'll be auditing,
  1206. 43:21running through, making stronger, you
  1207. 43:24know, seeing efficiencies and helping
  1208. 43:26generate. So everybody's still going
  1209. 43:29through the same training. They're still
  1210. 43:31getting the matchmaking process. They're
  1211. 43:33putting together the job description.
  1212. 43:35They're meeting candidates, but the
  1213. 43:36candidates that they're meeting are
  1214. 43:38people that have that type of
  1215. 43:39background. So, they've trained before.
  1216. 43:42They've onboarded people. They've
  1217. 43:43written SOPs. They excel in the detail
  1218. 43:46oriented finding efficiencies. You know,
  1219. 43:48we have people that have managed teams
  1220. 43:50of 20 or 30 in compliance and all
  1221. 43:54different sorts of people coming from
  1222. 43:55those profiles and ever roles. They're
  1223. 43:58then selecting their VA and then they
  1224. 44:01will be working with their training team
  1225. 44:03to help develop what the first two tasks
  1226. 44:06that are most priority look like and
  1227. 44:08we'll be working with them to help
  1228. 44:10create what a process looks like and an
  1229. 44:13SOP and a workflow for that specific
  1230. 44:15task. So, let's just say that they need
  1231. 44:17help with the endorsement process. We're
  1232. 44:19working with them to create the
  1233. 44:21workflow. They're approving it. So, it
  1234. 44:24does require, you know, their full
  1235. 44:26involvement at the beginning, but we
  1236. 44:28will be heading it up with our training
  1237. 44:29team. Once they approve the workflow,
  1238. 44:32we're then taking the VA that they
  1239. 44:33picked and we're doing a one-on-one
  1240. 44:36training specifically in now their
  1241. 44:38workflows that they approved that they
  1242. 44:40want to work day one and we're training
  1243. 44:43their VA for two weeks before they start
  1244. 44:46that role. So now the person walks in
  1245. 44:49and instead of, you know, Susie having
  1246. 44:52to sit with them for the first month and
  1247. 44:55trying to explain what she does and
  1248. 44:56nothing's documented and there's no
  1249. 44:58piece of paper and there's no video that
  1250. 44:59goes with it. We now have all of this.
  1251. 45:02So we have the documentation that's
  1252. 45:03approved, you know, we have a video, we
  1253. 45:06have a workflow that they're able to
  1254. 45:07just dive right into and start working
  1255. 45:09on. Um, so really excited about this and
  1256. 45:13rolling this out. We get so many
  1257. 45:15qualified people with this type of
  1258. 45:17background that really would thrive and
  1259. 45:19get really excited to help with that
  1260. 45:22piece and go into a company that has
  1261. 45:24nothing. And then for the ones that do
  1262. 45:26have that just simply don't have the
  1263. 45:27time to train, that want to hand it off,
  1264. 45:30they want to send us their Loom videos,
  1265. 45:31they want to send us their manual, but
  1266. 45:33they don't have a person or even an
  1267. 45:35admin that's going to be able to take
  1268. 45:36time. We're now going to take all their
  1269. 45:39documents and we're going to train
  1270. 45:41before that person starts on day one.
  1271. 45:42So, we kind of have two different
  1272. 45:44buckets but for the same reason. Either
  1273. 45:46people that don't have the workflow and
  1274. 45:48really need help with the processing
  1275. 45:50piece or have it but don't have the time
  1276. 45:54>> or or they have it but it's not
  1277. 45:56optimized to to
  1278. 45:58>> yes,
  1279. 45:58>> you know, give them the output that they
  1280. 46:00want, right? And they still have their
  1281. 46:02producers touching it or they still have
  1282. 46:04their account managers that are running,
  1283. 46:06you know, 50% of it. So, it's really how
  1284. 46:08do we optimize this entire process to
  1285. 46:12help you scale and grow and we're doing
  1286. 46:14and how do we do it in a way where
  1287. 46:16you're frontloading the work up front
  1288. 46:18and that that VA is actually coming in
  1289. 46:21pre-trained in that process and they're
  1290. 46:23almost teaching you on it. So, uh it's a
  1291. 46:26plug-and-play. We've tested it out uh
  1292. 46:28with other agencies. It actually does
  1293. 46:30work and uh we're super excited about
  1294. 46:32it. So, if somebody wants to hear more
  1295. 46:35about it, we we'll post a link to
  1296. 46:38Carrie's uh calendarly link and they
  1297. 46:40could book a call directly with her.
  1298. 46:42>> Uh well, Carrie, this is going to be the
  1299. 46:45fun part. We're going to ask you some
  1300. 46:46rapid questions. Usually, we kind of ask
  1301. 46:49the same questions, but I I think we
  1302. 46:51might have to go a little we might have
  1303. 46:53to go a little
  1304. 46:54>> sushi. My favorite food is sushi.
  1305. 46:56>> Her favorite food is sushi. Okay. Uh
  1306. 46:59let's see. How many books have you read
  1307. 47:01last year? How many books are you trying
  1308. 47:02to read this year?
  1309. 47:04>> Uh 78. My goal was 75 and my goal right
  1310. 47:08now this year is 80. I'm on six. I'm
  1311. 47:11moving a little slow this year.
  1312. 47:13[laughter]
  1313. 47:15>> What's the most embarrassing moment from
  1314. 47:17your nightlife promoter days?
  1315. 47:19>> Oh god.
  1316. 47:22>> Oh my god. I have so many. I mean, I
  1317. 47:25used to go after school um when all
  1318. 47:28through high school and I used to walk
  1319. 47:29across the street to the Roxy where I
  1320. 47:31did cold calling and I I would go in the
  1321. 47:34daytime and you know, you could imagine
  1322. 47:35what a nightclub looks like in daytime.
  1323. 47:38And I remember walking in a room which I
  1324. 47:40thought was set up for me and the cold
  1325. 47:41callers with phones and I had walked in
  1326. 47:43on them practicing a very uh risque
  1327. 47:46nightlife
  1328. 47:49dance for the nighttime and it was a
  1329. 47:51wrong room. That's that's my initial
  1330. 47:53thought. that I could literally picture
  1331. 47:54what that person was wearing. Um,
  1332. 47:56>> they weren't doing something else.
  1333. 47:58[laughter]
  1334. 47:59I thought that was going in another
  1335. 48:01direction.
  1336. 48:01>> I I I used I used to just get a a list
  1337. 48:03of of phone numbers and first names and
  1338. 48:05and they just said call them and ask
  1339. 48:07them if they want to be on your list.
  1340. 48:08Like literally, I don't know. It could
  1341. 48:09have came from the phone book. No idea
  1342. 48:11where those numbers came from.
  1343. 48:12>> Basically what I do to you now.
  1344. 48:14>> Exactly. [laughter] That's why I'm so
  1345. 48:16good at deciphering what you mean. I
  1346. 48:18always say you're like the devil wears
  1347. 48:19product. Like just call John back. I'm
  1348. 48:21like John. Just John. Okay. Any John?
  1349. 48:25>> Um,
  1350. 48:28fa favorite game at the casino.
  1351. 48:30>> Oh, roulette.
  1352. 48:32[laughter]
  1353. 48:33>> There was not a doubt in my mind.
  1354. 48:36>> I just won at the blackjack table.
  1355. 48:38>> Double it up. No, I don't play
  1356. 48:39blackjack. I don't I'm not I'm not a I I
  1357. 48:42don't play blackjack because then the
  1358. 48:43person in front of me I could always
  1359. 48:45like mess somebody up. Roulette I end
  1360. 48:46crap I feel like. Except I will never
  1361. 48:48roll the dice.
  1362. 48:50If you could go back and tell your
  1363. 48:5210-year-old 10-year-old self selling
  1364. 48:54jewelry one thing, what would you tell
  1365. 48:56her?
  1366. 48:57>> Um, I should have hired some other kids
  1367. 48:59to help make the jewelry and I should
  1368. 49:01have oversaw them.
  1369. 49:03>> Labor make them.
  1370. 49:05>> Is that what you should tell that to
  1371. 49:06your delegate? [laughter]
  1372. 49:09>> I was I was actually I was going to go
  1373. 49:11there. Uh, let's let's ask this
  1374. 49:13question. I have a few more. uh your
  1375. 49:16favorite box to break with your son
  1376. 49:20>> right now. He's trying to convince me to
  1377. 49:23get into the new midnight box that came
  1378. 49:25out yesterday, but um I'd say anything
  1379. 49:28Topscrum
  1380. 49:30>> Top Scrum and and give us
  1381. 49:32>> Chrome basketball. Sorry, the new
  1382. 49:33>> Give us a plug for your son who's uh 14
  1383. 49:36years old and starting his
  1384. 49:38entrepreneurial journey in cards. Where
  1385. 49:40where if if they people want to buy some
  1386. 49:42sports cards, where can they find him?
  1387. 49:45>> At at uh at Cody'scards102
  1388. 49:48on the whatnot channel. He has a live
  1389. 49:50stream. My little hustler.
  1390. 49:53>> We're going we're going to give a little
  1391. 49:56link. Dom, you have another question for
  1392. 49:57Gary?
  1393. 49:59>> Um
  1394. 50:01what's the worst advice everyone in
  1395. 50:03insurance follows?
  1396. 50:04>> That um you know, just basically punt it
  1397. 50:07punting this higher. you know, this is
  1398. 50:08something we know we need, but but we're
  1399. 50:10not ready. You know, we're just
  1400. 50:12exploring. We'll we'll get to it. And I
  1401. 50:14always tell them that, you know, the
  1402. 50:17the issues they have now and the pain
  1403. 50:19points are going to be the same issues
  1404. 50:20in a month, in a year, and six months.
  1405. 50:23So, let's start fixing them. Let's let's
  1406. 50:25get them rolling now. And they're not
  1407. 50:28going to go away, right? So,
  1408. 50:30>> get worse. But it's gonna get worse. Get
  1409. 50:33worse,
  1410. 50:34>> right?
  1411. 50:36Yes. So to wrap up the show and once
  1412. 50:38again thanks for some time with us. So a
  1413. 50:41lot of obviously entrepreneurs, people
  1414. 50:43you know trying to build businesses, a
  1415. 50:46lot of people in insurance.
  1416. 50:48What advice would you give them? What
  1417. 50:51you you you're like I said you're a
  1418. 50:52hustler, you've started a lot of
  1419. 50:54businesses that we didn't even talk
  1420. 50:55about, but like what what advice would
  1421. 50:57you give them? What what would you say
  1422. 50:59to them? You know what you know now?
  1423. 51:02What you wish you knew before? I mean, I
  1424. 51:05think that for people that are involved,
  1425. 51:07I always like meet people that have like
  1426. 51:0825 things going on. I think it's like
  1427. 51:11finding your passion project out of all
  1428. 51:12that and just putting 100% in that. And
  1429. 51:14then if that means it's between it's
  1430. 51:17your full-time job, it means it's at
  1431. 51:18night, it means it's on weekends,
  1432. 51:19whatever it is, like once once you stop
  1433. 51:22one and work in that, that's probably
  1434. 51:23not that's probably not your passion
  1435. 51:25project. Like for me, like it it will it
  1436. 51:28keeps me up at night, you know, and this
  1437. 51:30I don't I don't own this company and all
  1438. 51:32I'm doing is thinking constantly this
  1439. 51:35this job keeps me up at night. I'll wake
  1440. 51:36up at 4:00 in the morning, go to the
  1441. 51:38bathroom, I'll write myself a draft to
  1442. 51:40remember, you know, tomorrow, oh that
  1443. 51:42one girl I just met, why don't I reach
  1444. 51:44out to this person or that person or a
  1445. 51:46new marketing idea? Or if I'm at a
  1446. 51:47conference, you know, I don't ever sleep
  1447. 51:49on conference nights. the trade show and
  1448. 51:51the over stimulation of every single
  1449. 51:53thing that I'm seeing that we should be
  1450. 51:54doing at the next one. All these ideas,
  1451. 51:56you know, whether it's your own company,
  1452. 51:59it's it's the role that you're living in
  1453. 52:01and just loving. See, I said it. Um
  1454. 52:04it's if it doesn't keep you up at night
  1455. 52:06and if you're not excited to go to work
  1456. 52:08on Monday, then it's it's not it's not
  1457. 52:10your thing. It's not your your your why.
  1458. 52:13Like I I hate weekends. I mean, yes, by
  1459. 52:16Friday I'm like done. I can't wait to
  1460. 52:18sit down, but like by Sunday I'm like
  1461. 52:20ready. I'm like, "All right, I want to
  1462. 52:21go back to work." Like, "Is it work
  1463. 52:22yet?" And um when I when I see an intake
  1464. 52:27form come in, which is like very rare on
  1465. 52:29like a weekend. I think we just had one
  1466. 52:30on like a Friday at 8:30 at night. It
  1467. 52:33took everything in me not to sit and
  1468. 52:35send her candidates at 9:00 on like a
  1469. 52:37Saturday and just like wait till Monday
  1470. 52:39and I'm just like sitting there. I
  1471. 52:41probably still could have, but I felt
  1472. 52:43like she would have thought I was crazy.
  1473. 52:44But I just say the same for
  1474. 52:45entrepreneurs. everybody that has, you
  1475. 52:47know, these ideas and these these
  1476. 52:49projects, pick the one that you want to
  1477. 52:51go 100% in. Do everything that you you
  1478. 52:54can your research, what else exists,
  1479. 52:57what you need to do, put your ideas
  1480. 52:58down, brainstorm, and and just keep
  1481. 53:00going
  1482. 53:02>> until until you until you you figure out
  1483. 53:05what you want to do with it. [snorts]
  1484. 53:07>> Thank you, Carrie. And thank you for
  1485. 53:09putting up with Dom and I.
  1486. 53:11>> I know I know we're not easy. I know I'm
  1487. 53:13not easy.
  1488. 53:16But but we have fun. We do have fun. I I
  1489. 53:19I I think that
  1490. 53:20>> most of the time we have fun.
  1491. 53:21>> Yeah. And Carrie was instrumental in
  1492. 53:23finding the giraffe for us. Like Carrie,
  1493. 53:26go find the giraffe. She's like, I'm on
  1494. 53:28it.
  1495. 53:29>> I got that. Don't worry.
  1496. 53:31>> We got it. So, we hope everybody enjoyed
  1497. 53:33the show. Make sure you subscribe,
  1498. 53:35follow us on all platforms, and we'll
  1499. 53:37drop a link in the description if you
  1500. 53:39want to book a call with Carrie Gelber,
  1501. 53:41the insurance matchmaker, and tell her
  1502. 53:44about all your pain points. She could
  1503. 53:45solve them for you.
  1504. 53:46>> She'll solve all your problems.
  1505. 53:48>> All your problem. And she might even get
  1506. 53:50get you into a nightclub or get you some
  1507. 53:52sports cards, whatever you need.
  1508. 53:55[laughter]
  1509. 53:55>> Make you some earrings. I probably could
  1510. 53:56still make you some earrings.
  1511. 53:58>> Get on our list for the Twilight
  1512. 54:00reopening.
  1513. 54:01>> Thanks, guys. We hope you guys enjoyed
  1514. 54:03it. I know I did. And we'll see you back
  1515. 54:05here next week.
  1516. 54:06>> Thank you.
  1517. 54:07>> Thanks, guys.

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